Finance Lead

(CFO, VP of Finance, Controller, Treasurer, VP of Revenue)

Acumatica Key Benefits For Finance Leaders

Take advantage of real-time insights, quick month-end closing, continuous compliance, and so much more. 

Financial leads are vital for ensuring the financial stability of their organizations. They require a robust financial management system that provides transparency and streamlines operations. Acumatica Cloud ERP, implemented by Cloud 9 ERP Solutions, offers a comprehensive solution. With Acumatica, you gain visibility into finances, ensuring timely invoice payments, payroll management, accurate financial statements, and efficient budget preparation. Cloud 9 ERP Solutions’ expertise further enhances the experience, providing tailored support and guidance. Together, Acumatica and Cloud 9 ERP Solutions empower financial leads to achieve efficiency and accuracy in managing their organization’s finances.

Make Financially Informed Decisions

  • Increase insight and analytic capabilities.
  • Implement company-wide finance and accounting processes and systems.
  • Access reports and dashboards that offer a real-time view of current and future business performance and trends.
  • Bring all your data together where it can be analyzed with best-in-class business intelligence tools.
  • Set up and monitor key performance indicators (KPIs).

Increase Profitibility and Reduce Costs

  • Use cloud-based ERP to drive a single version of the truth and lower IT costs.
  • Utilize Web-based financial consolidations.
  • Post only once with intercompany accounting.
  • Because Acumatica has no limit on the number of users, you can avoid mistakes and time delays by allowing all users to access the system to enter data and inquire directly.
  • Leverage AI/ML to automate processes such as AP document creation and importing expense reports

Provide Accurate Financial Records

  • Leverage Acumatica’s integrated accounting, operations, and CRM to track all company transactions.
    Ensure regulatory and audit compliance with Acumatica’s financial management functions.
  • Take advantage of 250 out-of-the-box reports, customize your own reports without coding, and use generic inquiries to query any data elements in the system – even user-defined fields.
  • Give all companies/entities their own books.
  • Use inter-company functionality for consolidations.
  • Ensure all processes have user security and audit trails.

Acumatica Dashboards

View key information at a glance with real-time dashboards customized by individual, role, or department.

ERP dashboards are a helpful tool for quickly displaying important data. With Acumatica ERP dashboards, you can keep track of current financial, operational, and organizational information, and analyze real-time trends and KPIs related to your job.

Acumatica general business edition dashboard computer screen


KPIs with Acumatica

Profits/Revenue and Growth
Working Capital/Cash Flow
Budget Variance
ROI, Return on Assets (Equity)
Stockholder Equity
Period-End Close Cycle
Customer Churn

Identifying and Addressing Your Pain Points:

Cash Flow Fluctuations, Difficulty Determining Profit/Loss

Navigating Cash Flow Challenges: Profit/Loss: Cash flow fluctuations and the challenge of determining profit or loss are common issues faced by businesses, often posing significant hurdles to financial stability and strategic planning.

How Acumatica Can Help with Comprehensive Financial Management

  • Control costs with robust financial management, budgeting, and full transparency into spending and cash flow.
  • Get one source of financial truth and actionable metrics. Access real-time cash flow anywhere with mobile capabilities and drill down to analyze sources.
  • Access historical data to spot trends and plan accordingly.

Disparate Systems, Data Inaccuracy

Navigating the Complexities of Disparate Systems and Tackling Data Inaccuracy: Handling varied systems is challenging due to data inaccuracies. Addressing these challenges is crucial for accurate data management.

How Acumatica Can Help 

  • Ensure all users have access to accurate financial data in real-time.
  • Eliminate errors and streamline processes with automated, integrated workflows that eliminate manual tasks and workarounds.
  • Deploy emerging technologies, like AI and ML, to gain efficiency and alerts to keep priorities in front of users.

Manual Financial Planning and Business Forecasting

Manual Financial Planning and Business Forecasting pose significant challenges: Inefficient processes lead to errors, consuming valuable time. The lack of real-time updates hampers decision-making, while spreadsheet complexities hinder collaboration.

How Acumatica Can Help

  • Get all financial data at your fingertips with real-time reporting.
  • Identify financial trends and drill down to analyze sources. Personalize dashboards and KPIs for current data.
  • Use on-the-go mobility to monitor finances anywhere, anytime and integrated.
  • Power BI for in-depth financial analysis.

Unclear Investment Strategy

Unclear Investment Strategy Challenges: Unclear investment strategy poses significant challenges, hindering effective decision-making and jeopardizing financial stability. It leads to ambiguity in resource allocation, risk management, and growth planning.

How Acumatica Can Help

  • Analyze short and long-term investment performance.
  • Gather financial and asset-related KPIs across the business.
  • Create custom analytical reports without coding. Collaborate with colleagues and partners on one interface via embedded MS Teams.
  • Personalize dashboards for immediate analysis.

Risk Management

Risk Management Challenges: Businesses tackle uncertainties that can disrupt operations, impact finances, and harm reputation. Identifying, assessing, and mitigating these complex risks is crucial. Inadequate risk management can lead to financial losses, regulatory issues, and compromised resilience. Proactive strategies are essential for businesses to thrive in an ever-evolving risk landscape

How Acumatica Can Help

  • Secure financial data with a centralized database, role-based access, and advanced authentication.
  • Prevent fraud with detailed audit trails. Get 360-degree views of data to ensure transparency and expose issues.
  • Use General Ledger anomaly detection to automatically identify financial inconsistencies and issues before they manifest into problems.

Discover the Benefits of Choosing Acumatica by Cloud 9 ERP Solutions

Acumatica, implemented by Cloud 9 ERP Solutions, is a scalable cloud-based ERP solution. It integrates easily with existing systems, providing real-time visibility and automation across business processes. This enhances decision-making, streamlines operations, and reduces IT costs. Employees can work productively from anywhere with a user-friendly interface and mobile capabilities. Acumatica’s industry-specific solutions ensure a tailored fit for diverse business needs. Cloud 9 ERP Solutions offers robust support, ensuring continuous improvement and customer satisfaction, making us a dependable partner for long-term success.

Built by Acumatica, Delivered by a Top Partner

Though many companies claim to work with manufacturing firms, it’s all about finding the one who can deliver for your specific business needs. Few solutions exist today that can handle both the financial, process, and inventory management needs of companies like yours, and even fewer partners know how to deliver such a solution.

At Cloud 9 ERP Solutions, a Gold Certified Acumatica Partner, we have worked with companies like yours to configure and deliver Acumatica Cloud ERP, a product ready and able to handle your challenges.

Get to know more about how we workwho we’ve helped, and why we’ve been a leader in the business for nearly three decades by contacting us for a free consultation.

Acumatica MVP

Choosing the Right ERP Software Can Be a Daunting Task. Cloud 9 ERP Solutions Can Help.

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Streamline Your Financial Management

CFO, VP of Finance, Controller, Treasurer, Bookkeeper

Financial leads are responsible for the holistic financial health of their organizations. They need a financial management system that delivers both visibility and efficiency so they can ensure that invoices are paid, payroll is met, accounts and loans are in order, financial statements are accurate, budgets are prepared, and books get closed fast—every time.

Visit Financial Management

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Functionality That Empowers Your Business

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Mid-Sized Manufacturer Gains 400% Productivity, Creates Powerful Integrated System with Acumatica

Panova Company logo


Mid-Sized Manufacturer Gains 400% Productivity, Creates Powerful Integrated System with Acumatica

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"The partner that immediately came to mind was Cloud 9 ERP Solutions. Relationships are important to us at Panova and Cloud 9 ERP Solutions has a very strong relationship with Acumatica. We wanted a partner who was 100% committed to the ecosystem. Cloud 9 ERP Solutions puts out great content, and comes across as a leader; a champion of Acumatica. We invest in Acumatica continuously as we would a team member, to ensure we get the most benefit and value from the solution. Looking at an integration platform, like Acumatica, invites leaders to a paradigm shift to see a new and exciting future. Acumatica presents a huge opportunity for companies in the manufacturing space to streamline their operations.”

Ehren A. Dimitry

President & CEO, Panova

"We just kicked-off our ERP implementation project and couldn’t be happier about the stellar support that Cloud 9 ERP Solutions is providing. We selected Cloud 9 ERP Solutions as our partner because our evaluation process revealed that they would provide the expert guidance and collaborative consulting that we needed. They are certainly delivering as expected, but in addition, we’ve seen a level of energy and passion from their project managers that is reinforcing our confidence in our choice."

Melody Moccia

Director of Administration, Emery Winslow Scale Company

“Cloud 9 ERP Solutions has taken our Acumatica usage to another level since partnering with them in 2015. Their response, communication, and knowledge of all modules and many 3rd party add-ons has significantly opened the door to the power of Acumatica beyond our day to day surface-level processes. Cloud 9 ERP Solutions is helping us use Acumatica to its fullest!”


Kelly Burns

COO, M3 Technology Group

“We decided to move to Acumatica ERP in Jan 2015. Our partner is Cloud 9 ERP Solutions and we have been very happy with them. They have walked us through the implementation process, dug in and found solutions when we needed to do something a little differently and gone to bat for us when we needed help. Overall, we couldn’t be happier with our move to Acumatica and working with Cloud 9 ERP Solutions.”

Chris Sanford

CIO, Classical Conversations

“The team at Cloud 9 ERP Solutions always responds quickly to our support requests. Most of our issues are resolved within a day or two.”

Troy Maas

CEO / Owner, Kully Supply, Inc.

Discover How Cloud 9 ERP Solutions Can Transform Your Business

Reach out to us, and we’ll contact you shortly.

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