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A modular suite of tools that grow and evolve with you
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AcumatiCares
Product
Professional Services Management
Elevate your professional services operation with a smart, easy-to-use business management software designed to handle finances, schedule resources, boost collaboration, and drive growth from project proposal to final delivery.
Achieve more with smarter project controls
Take control of projects and grow your business with Acumatica Professional Services Edition. With AI-driven insights, our business management solution helps you optimize operations and deliver every project with precision—so you can consistently exceed client expectations.
Empower your whole team
Role-based and customizable software for small and mid-sized professional services firms.
Practice Operations
This group concentrates on optimizing resources, streamlining processes, and engaging employees. Their roles require tools that provide visibility into team capacity, project timelines, and employee performance. Intelligent technology that helps these professionals manage resources and develop accurate proposals ensures smooth workflows and avoids bottlenecks.
Executive Leadership
Executives are responsible for driving strategic growth, ensuring profitability, and maintaining organizational alignment. These roles require a clear, real-time view of business performance to make informed decisions and adapt to market changes. Advanced business intelligence tools and scalable systems enable executives to monitor KPIs, analyze data, and foster collaboration across teams.
Project Delivery
Project managers, field consultants, and others responsible for project delivery need collaboration between field and office teams, along with access to real-time project data. A unified project management platform, mobile access to updates, and tools for tracking progress and quality are essential for staying connected, addressing issues proactively, and upholding high standards of execution.
Back-Office Operations
Financial accuracy is crucial for a professional services firm’s office staff. Their roles depend on tools that integrate accounting, payroll, and billing to ensure transparency and minimize errors. Technology supports back-office teams with automated workflows for billing and revenue recognition, as well as self-service portals for timesheets and expenses.
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Designed for flexibility
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Product highlights
Configurable applications tailored to meet the specific needs of modern professional services firms, such as engineers, architects, technology, communications, and consulting agencies.
Project accounting
Project management and resource planning
Industry requirements
AI insights
Project accounting
Accurate cost tracking for the project lifecycle
Gain clear control over costs by managing budgets across projects and accounts with customizable reports and robust WIP tracking. Use the Project Revenue Analysis Report for real-time insights into revised contracts, expected revenue, unbilled WIP, and billed amounts. Unbilled Project Revenue Aging makes it easy to prioritize invoicing and prevent missed billable costs.
Project management and resource planning
Advanced and centralized planning tools
Provide a comprehensive overview of all project details: track tasks, issues, changes, and cost projections. Streamline planning, purchasing, and issuing of materials directly against projects, to improve visibility and reduce manual rekeying. Ensure resource availability and allocate staff, equipment, and technology efficiently across teams, departments, and timeframes.
Industry requirements
Built to simplify and support your needs
Optimize project costing with real-time data integrated directly into project accounting. Capture time and expenses for projects, services, and payroll using mobile time entry and flexible approval workflows. Simplify time tracking with flexible timecard periods that align with payroll calendars. Empower field employees to track time on mobile devices, linked to project tasks, to reduce manual entry and improve labor cost tracking.
AI insights
Actionable intelligence at your fingertips
Enjoy a mobile-friendly platform with embedded AI for actionable insights and automation. Our unified platform for service-oriented firms offers scalability, flexibility, and easy navigation. Use the employee utilization report for structured insights into billable vs. non-billable hours, helping leadership make informed decisions about staffing and operational investments.
Why Acumatica for professional services?
A scalable application that grows with your service operation.
Customizable and flexible service application
Automate workflows and report on service productivity
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Consumption-based licensing
Give technicians, support teams, and back-office accounting access to maximize service delivery.
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Enterprise-grade security
Manage sensitive customer data with role-based dashboards and permissions.
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Build your perfect demo
Choose the videos that matter most to your professional services business.
▶️ Acumatica Overview
▶️ Professional Services
▶️ Project Accounting
▶️ Project Planning and Resource Management
▶️ Safety Management Group Success Story
