Control Costs. Give Clients the Service They Deserve.

Every business faces challenges and the financial services industry is no exception. Banks, wealth management firms and insurance companies must work hard to keep customers satisfied while keeping a close eye on costs. But that’s not all. You also have to keep pace with ever-changing regulations and keep your customers’ sensitive information safe.

With so many factors to consider, success isn’t easy and there’s no one size fits all answer. But one thing that can help businesses like yours is ensuring you have the right technology at your fingertips.

Financial Services Companies Need an ERP To

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Improve financial control and visibility

See where every penny goes. Understand which customers and product lines are your most successful.

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Track all customer interactions

Today’s consumer demands personalized service. Keep everyone on the same page to make each one feel like your only client, never a number.

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Stop blind decision-making

Connect departments with a single system. Get an overall view of your company’s financial health. Use customizable dashboards for quick access to the real-time data you need most.

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Manage complex transactions

Streamline your accounting across locations. Save time with automatic reports that show your financial results at the company wide and entity specfic level. Convert from one currency to another with ease.

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Key Features for Financial Services Companies


Financial Management

  • Reduce the accounting department’s workload.
  • Track each project’s real cost.
  • Enter, edit, and approve time and expense transactions with ease as soon as they occur.
  • Report expenses in the field with ease through a Web-based application.
  • Institute flexible budgeting processes company wide.



Employee Management

  • Manage and connect teams using Web-based collaboration and communication tools.
  • Decide with confidence. Quickly deliver key data to those who need it.
  • Track employee information.
  • Simplify benefits administration.



  • Complete customer billing quickly and accurately.
  • Create customized fee structures.
  • Tailor bill and invoice formats to meet the needs of each customer.



Reporting and Business Intelligence

  • Create, update, and edit a wide variety of reports and forms.
  • Generate cash or accrual based financial statements.
  • Publish reports with ease thanks to flexible scheduling and delivery options.

Acumatica Cloud ERP

Key features for Financial Service Companies

Financial Management

Robust accounting tools are woven throughout the software. At last, it’s simple to track your finances. Easily create statements, reports, budgets and plans, all with always up-to-date data.



Even if you bill in multiple currencies, Acumatica has you covered. Automate customer invoicing and payment collection. Plus, built in budgeting tools let you maintain unique budgets for each branch and easily control permissions for each. And for improved visibility, the information flows back to your financial reports for improved reporting and control.


Customer Relationship Management

Deliver 5 star service every time. A web-based CRM gives you a 360° view of every client relationship and makes it easy to manage leads, contacts, accounts and opportunities.


Customer Self-Service Portal

Your clients are busy. They expect on-demand access to their account information. Giving it to them increases their satisfaction, and your efficiency. Better yet, since the portal ties back to your CRM and sales order management system, your client data is always up-to-date.


Service and Support Automation

Improve your service response time while lowering costs. Let clients create their own support cases or have your staff enter them. Create workflows that assign cases to your support staff and escalates them when necessary. Keep tabs on each customer’s support history and bill accordingly.


Sales Order Management

Give your sales and service teams access to the real-time data they need to process, fill and deliver orders. Happy clients are much more likely to keep coming back.


Deferred Revenue Accounting

Set the deferral schedules that work for you. Automatically calculate deferred revenue and adjust your financial statements accordingly.


Time and Expense Management

Track labor and material costs. Give your staff easy-to-use tools to track their hours and expenses. Managers can automate their approvals process for better efficiency and employee satisfaction.

Acumatica Case Studies

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Seaport Capital

Seaport Capital funds mid-sized firms in the communications and media industries. When Hurricane Sandy hit, they still relied on an accounting system from the year 2000. But the storm damaged it and corrupted data, bringing operations to a halt. Finally, they had to find a replacement.  With Acumatica, Seaport gained all the benefits of the cloud, like remote access and better disaster recovery tools.



As an award-winning technology vendor, Fixnetix serves many major players in the finance industry. When they needed a new ERP to support their fast growth, the firm looked at few options. But chose Acumatica for one simple reason. It handles multiple currencies and subaccounts with ease.

Why Financial Service Companies Love Working with Us

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We’ve served the technology needs of SMBs for over 25 years. Since the beginning, ERP and CRM systems have been the focus of our business. No matter how complex your needs, chances are we have tackled something similar before. If you need customizations, our expert staff can help with those as well.

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The human touch

Should you need help with your software, our friendly NC based staff will there for you. No more searching for an answer yourself, or wasting time trying to figure out who you should call.

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Be assured we have what it takes to meet your ERP needs now and as your business grows. Our team has been implementing and supporting ERP systems since 1991.

Resources to Help You Find the Right Business Management Solution

Blog Posts

Videos, White Papers, and Case Studies


How to Achieve a High Level of Auditability

Nobody enjoys being audited. But there are ways you can make it less painful. From automating key tasks to improving your approvals process, discover how the right technology can make or break your next audit.


Modern CFO ERP Buyer’s Guide

How do you go about selecting the best ERP solution for your company? Download our ERP Buyer’s Guide for the Modern CFO, and discover what to look for in a new ERP system, whether to choose on premises or the cloud, how to find the right vendor, the ERP buying process, and more!

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Top Technology Challenges of The Modern CFO

As a finance professional, your financial management/ERP system is probably where you will spend most of your day. So, make sure the system you choose is a good fit for your business and your user’s needs. Learn what to look for and factors you must consider.


Acumatica Customer Management Data Sheet

Integrate sales, marketing, and customer service with your financials to generate more leads, close more sales, and improve customer loyalty. Acumatica Customer Management includes customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts.

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Transform the Way Your Team Sells

Sales teams work so hard, they can burn out quickly. One way to avoid this is to make sure the information and tools they need are easily accessible and work well with one another. Don’t let silos  silently kill their productivity.

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Digital Transformation in Sales e-book

Sales teams often feel pressure to close as many deals as they can. Today, one way to succeed at this is by delivering meaningful customer interactions at each stage of the sales cycle.  But this is easier said than done. Instead of guessing where to focus their efforts and what to do next, your sales teams need real-time data and predictive analytics.

Ready to take control of your technology?  Lets talk.

Phone: (336)315-3935

Email: [email protected]

Address: 20 Oak Branch Drive Suite D, Greensboro, NC 27407