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A comprehensive modular suite of cloud ERP applications that give finance teams greater control, visibility, automation, and flexibility, without the overhead.
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AcumatiCares
Product
Financial Management Software
Streamline accounting, ensure compliance, and gain real-time financial visibility with Acumatica’s modern, scalable, and comprehensive Financial Management applications.
A scalable financial management solution built to grow with your business
Acumatica's financial management products deliver real-time visibility, scalable controls, and industry-specific capabilities that help construction, professional services, distribution, retail, manufacturing, and other organizations improve profitability, streamline operations, and make smarter decisions.
Designed for flexibility
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Product highlights
Financial management software helps businesses manage accounting, cash flow, financial reporting, budgeting, billing, payments and financial compliance in one system.
Comprehensive solution
Revenue management
Cash and expenses
Financial insights
Comprehensive solution
Connect Accounting, Financial Controls, and Month-End Close
Manage financial periods, journal entries, account structures, and reporting with connected general ledger and subledger information. Acumatica helps finance teams review transactions, apply configured approvals, and investigate balances through drill-down reporting, supporting a more consistent month-end close process.
- Automate general ledger, subledger, and period management, multi-entity, multi-currency, multi-national, and multi-book accounting.
- Streamline accounts payable and accounts receivable with Acumatica Payments for faster collections.
- Track and manage fixed assets and depreciation.
- Simplify payroll management for teams of any size.
- Oversee tax management with robust compliance features and ensure workflow-driven approvals for faster month-end closes.
Revenue management
Connect Billing, Revenue Recognition, and Project Accounting
Coordinate customer billing and revenue recognition with the transactions that generate them. Acumatica connects recurring billing, deferral schedules, contracts, and project accounting with financial records, helping teams manage recognition timing and investigate the relationship between billed, deferred, and recognized amounts.
- Automate revenue recognition, deferrals, and recurring revenue.
- Configure flexible billing rules for projects, subscriptions, and contracts.
- Streamline contract management with automated controls.
- Optimize pricing, discounts, and recurring charges.
- Forecast revenue with real-time visibility.
- Ensure seamless compliance with GAAP, IFRS, ASC 606, and audit requirements.
- Integrate billing instantly with sales, projects, and inventory.
Cash and expenses
Manage Cash, Bank Reconciliation, and Employee Expenses
Bring cash balances, bank transactions, employee expenses, and vendor payment activity into connected financial workflows. Acumatica helps teams review cash activity, reconcile accounts, capture expense information, and apply configured approvals with less repetitive data entry.
- Automate AP workflows, approvals, and vendor payments with AP Payments powered by BILL or AvidXchange, and accelerate invoice capture with AI document recognition.
- Capture employee expenses instantly via mobile and web applications.
- Optimize purchasing with vendor management and streamlined requisitions.
- Simplify reconciliation and cash flow oversight with real-time bank feeds and comprehensive cash management.
- Reduce manual entry using optical character recognition and automation.
- Monitor budgets and organizational spending in real time.
- Improve cash flow with intelligent payment scheduling and forecasting.
Financial insights
Understand Financial Performance Across Your Business
Turn financial data into real-time insights that drive smarter decisions. With role-based dashboards, key performance indicators, and customizable reports, you can see performance trends at your fingertips, so every stakeholder sees what matters most. Intuitive analytics and easy drill-down features empower your team to explore details, spot opportunities, and share meaningful information, so everyone can act quickly, confidently, and with greater clarity.
- Visualize business performance with dynamic dashboards and key metrics.
- Identify unusual transactions faster with AI-powered anomaly detection tools.
- Access Generic Inquiries with drill-downs from summary views to related transaction details.
- Customize financial statements and board-ready reports.
- Analyze growth trends with embedded business intelligence and pivot tables.
- Connect data seamlessly across finance, operations, and sales.
Build your perfect demo
Choose the videos that matter most to your financial management:
GL and Financial Reporting
Multicompany Financials
Revenue Management
Accounts Payable
Cash Management
Project Accounting
Payments
Why Acumatica for financial management?
A scalable financial management solution built to grow with your business
One platform, total control
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Consumption-based licensing
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Enterprise-grade security
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Financial management knowledge center
Your toolkit to empower every step of your financial management transformation
What's new
Integrations
Resources
ROI calculator
What’s new in 2026 R2 for financial management?
Expand payment options, strengthen financial controls, and reduce manual work across accounts payable, banking, analysis, and tax reporting.
- Expand embedded AP payments with a new AvidXchange option, faster ACH payments through BILL, and international payments to 130+ countries.
- Use AI Assistant to analyze historical transactions and point-in-time balances, uncover trends, and make faster, more informed decisions.
- Extend financial analysis beyond the ERP with the new MCP, securely connecting approved, read-only Acumatica data to tools such as Claude and ChatGPT for broader research and analysis.
- Require approval before new or updated vendors can be activated for purchasing or AP transactions.
- Speed bank reconciliation with intelligent matching that learns from confirmed matches and automatically matches more transactions over time.
- Prepare 1099-MISC and 1099-NEC files for submission through the IRS IRIS system ahead of the 2027 filing season.
Marketplace solutions for financial management
Extend and enhance your financial system with connected apps for tax automation, human resources, payroll, financial reporting and analysis, budgeting, and more. These connected solutions streamline complex processes directly within Acumatica to improve cash flow and compliance.
Finance resources
The Resource Center offers finance leaders a curated mix of analyst reports, best practices, videos, and practical guides focused on financial management, ERP selection, compliance, and digital transformation. Resources are designed to help CFOs and controllers make data‑driven decisions and modernize operations with confidence.
ERP ROI calculator
Quantify the real accounting ROI of an ERP investment by clearly showing how a modern financial management platform reduces costs, improves efficiency, and supports scalable growth.
FAQs
What does financial management software include?
Financial management software typically includes general ledger, accounts payable, accounts receivable, cash management, and financial reporting. Depending on the solution and applications selected, it may also support fixed assets, expenses, revenue recognition, multi-entity accounting, and project accounting. Acumatica offers connected applications across these areas within its Cloud ERP platform.
Who is financial management software for?
Financial management software is used by CFOs, controllers, accountants, finance teams, executives, and operational leaders. It helps finance teams manage daily accounting work while giving business leaders real-time visibility into cash flow, profitability, expenses, budgets, and performance.
How is financial management software different from accounting software?
Accounting software primarily records and reports financial transactions. Financial management software can extend those capabilities with broader cash management, controls, automation, and analysis. The categories overlap, so buyers should compare specific capabilities. Within an ERP system such as Acumatica, financial applications also connect with operational workflows.
How does Acumatica connect financial management with business operations?
Acumatica connects financial applications with operational applications such as purchasing, sales, inventory, and project accounting. This helps teams investigate how business activity affects financial balances and performance. The connections available depend on the applications and workflows configured for the organization.
Can Acumatica manage financials for multiple business entities?
Yes. Acumatica supports accounting and reporting across related business entities, including intercompany transactions and consolidated financial reporting. Its multi-entity capabilities help teams review individual entity performance and the wider organization. Configuration should reflect the company’s entity structure, currencies, and reporting requirements.
Which financial processes can Acumatica automate?
Acumatica supports automation for workflows such as recurring transactions, approval routing, deferral schedules, and selected invoice and expense capture tasks. Other capabilities use connected applications or payment providers. Buyers should confirm the required modules, release, configuration, and service availability for each workflow.
Building the future of business, together.
Acumatica's future-ready financial management solution can make your life easier and help your business grow faster.