Because Acumatica is easy to use, and Caystone needed to minimize deployment costs, Caystone took a hands-on role in the software’s deployment. Caystone employees handled the system testing and primarily trained themselves on Acumatica by reading the user manual. Acumatica’s user-friendly interface and browser-based access is another important feature for Caystone, as it gives its clients immediate, easy access to their own data and reporting.
This benefits clients who want the reassurance of seeing their data themselves. And it benefits Caystone staff by reducing time-consuming client meetings and inquiries. Offering clients web-based access will play an even more important role going forward, as Caystone expands its investment portfolio management business.
Caystone staff also set up sub-accounts in Acumatica to generate detailed reporting. For example, Caystone can create a report that pulls data from Acumatica’s General Ledger (GL), Accounts Payable, and Accounts Receivable modules. A report can use data from subaccounts to show a client which regions of their country generate the most revenues, which in turn helps the client know where to focus efforts. Acumatica’s ability to deliver detailed reporting to Caystone clients is a big differentiator for the company.