Average Ratings 29 Ratings

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Average Ratings 0 Ratings

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Description

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

Description

Insight is designed to help you not only maintain but also expand your customer database effectively. With all customer transactions and pertinent information readily accessible, you can effortlessly create tailored databases to better understand your clients. You can link documents to both your clients and their transactions, ensuring that all relevant information is organized. This makes Insight an ideal solution for maximizing both new leads and the sales potential of your existing customers. By profiling your clients and having the necessary information at your fingertips in real time, you gain a competitive advantage in your industry. Additionally, Insight features a robust scheduling system that consolidates all company activities, including job details and staff leave, into various calendar and schedule formats. The software is fundamentally centered around task management, allowing you to log all business transactions as tasks so that everyone is clear about their responsibilities at all times. With the integrated use of statuses and task assignments, you can effectively oversee delegation within your team, ensuring that no detail is overlooked. Enhanced communication and organization through Insight will ultimately lead to improved productivity and client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

2Ship Yes 
BSI EDI Yes 
CDG Elements Yes 
Competera Yes 
DCKAP Integrator Yes 
Data Sentinel Yes 
EasyAP365 Yes 
FastBound Yes 
Lingo Yes 
Onebeat Yes 
OrderEase Yes 
Payra Yes 
Plena Yes 
Quadient AR by YayPay Yes 
ShipCalm Yes 
Shuup Yes 
SubBase Yes 
UniformMarket Yes 
WizCommerce Yes 
extrakt.AI Yes 

Integrations

2Ship No 
BSI EDI No 
CDG Elements No 
Competera No 
DCKAP Integrator No 
Data Sentinel No 
EasyAP365 No 
FastBound No 
Lingo No 
Onebeat No 
OrderEase No 
Payra No 
Plena No 
Quadient AR by YayPay No 
ShipCalm No 
Shuup No 
SubBase No 
UniformMarket No 
WizCommerce No 
extrakt.AI No 

Pricing Details

Contact us for pricing
Free Trial Yes 
Free Version Yes 

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Acumatica

Founded

2008

Country

United States

Website

www.acumatica.com

Vendor Details

Company Name

Scotia Software

Founded

2005

Country

United Kingdom

Website

www.binarytechnologies.co.uk/index.php/business-management-software/

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

APS

Automated Scheduling Yes 
Capacity Planning Yes 
Change Management Yes 
Constraint Management Yes 
Demand Planning Yes 
KPIs Yes 
MRP Yes 
Order Management Yes 
Production Scheduling Yes 
Quality Management Yes 
What-if Analysis No 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Distribution

Barcoding / RFID Yes 
Import / Export Management Yes 
Inventory Management Yes 
Order Management Yes 
Purchasing Yes 
Returns Management Yes 
Sales Forecasting Yes 
Shipping Management Yes 
Warehouse Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management Yes 
Financial Reporting Yes 
Investment Management Yes 
Project Management Yes 
Revenue Recognition Yes 
Risk Management Yes 
Tax Management Yes 

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management No 
Loyalty Program Yes 
Mail Order No 
Merchandise Management No 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management Yes 
eCommerce Yes 

Supply Chain Management

Demand Planning Yes 
Electronic Data Interchange Yes 
Import / Export Management No 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Sales & Operations Planning Yes 
Shipping Management No 
Supplier Management Yes 
Transportation Management No 
Warehouse Management Yes 

Warehouse Management

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing Yes 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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