Acumatica

Allows employees to ask questions about business data in plain language and receive answers based on authorized information. Works with Generic Inquiries, understands the screen or record a user is viewing, and presents results as tables, charts, pivot tables, or widgets.

Monitors financial and operational data for unusual patterns across vendors, items, customers, and business activity. Exceptions are ranked by severity and predictive insights surface changes in customer behavior, demand, and supply chain performance.

Automates repetitive business tasks by reading records, applying instructions, and writing results back into workflows. Includes document recognition for vendor invoices, expense automation for receipt data, and agents for file classification and conversation summarization.

Platform enabling partners and internal teams to build additional AI capabilities for industry and business-specific use cases while maintaining control over data, technology choices, and usage tracking.

AI-powered capability that reads incoming vendor invoices, extracts key details, and automatically creates bills for review and approval, reducing manual data entry in accounts payable workflows.

AI agent that condenses long support email threads into clear overviews, enabling service representatives to resolve issues faster and more effectively.

Captures receipt data from photos and automatically matches it to the appropriate expense report, reducing manual entry and employee time spent on expense processing.

AI agent that classifies and organizes attachments automatically, making documents easy to locate and manage across business processes.

Secure connection framework allowing authorized AI tools like Claude, Gemini, and Cursor to access permitted business information while respecting Acumatica security policies and governance. Enables flexible model connectivity with role-based permissions and data masking.

Protects data privacy and ensures regulatory compliance through advanced data masking applied across all AI-driven processes within the platform.

Enables users to ask questions in everyday language and receive instant answers, charts, or dashboards powered by AI, with real-time usage analytics and cost optimization.

Provides reusable system instructions to ensure consistent, secure, and compliant AI interactions across applications and workflows.

Tracks, analyzes, and manages AI usage statistics in real time for cost optimization and performance monitoring across the platform.

Identifies outliers and emerging trends across complex datasets in real time to enable early detection and proactive business intelligence.

Latest AI-enabled product release featuring groundbreaking capabilities and innovations in Acumatica's Cloud ERP platform.

Interactive AI assistants that enhance daily productivity through chat and voice interfaces for ERP interaction, multiple-choice action interfaces, visual data presentation, and continuous improvement through telemetry feedback.

AI-driven automation within Acumatica Cloud ERP that simplifies workflows by handling routine processes, identifying anomalies, and delivering actionable insights to improve operational efficiency.

Acumatica's AI-driven platform leverages artificial intelligence and machine learning to automate repetitive tasks, uncover actionable insights, and help businesses stay ahead of trends.

Real-time dynamic data extraction, precise anomaly detection, automated exception handling, and AI demand forecasting for data-driven business decisions.

Natural language interface allowing users to ask questions in everyday language and receive instant answers, charts, or dashboards directly within Acumatica.

Advanced data masking capability for AI-driven processes that protects data privacy and ensures regulatory compliance across all AI interactions.

Machine learning-based forecasting capability that uses historical and real-time data to predict future demand, supporting inventory and production planning.

AI-powered advisory system that enables data-driven decision-making through real-time dynamic data extraction, precise anomaly detection, automated exception handling, and AI demand forecasting for actionable business insights.

Real-time tracking, analysis, and management of AI usage statistics for cost optimization and performance monitoring across the platform.

Intelligent workflow automation engine that transforms business processes through code-free customization, integration of external AI services, and complex workflow automation while protecting sensitive information.

AI-driven capabilities for supply chain management that address logistics and distribution challenges, featured as part of Acumatica's modern ERP platform.

Acumatica's AI-driven automation simplifies workflows by handling routine processes, identifying anomalies, and delivering actionable insights to improve operational efficiency.

Acumatica's AI-driven automation simplifies workflows by handling routine processes, identifying anomalies, and delivering actionable insights to help teams operate more efficiently.

Advanced data masking capability for AI-driven processes that protects data privacy and ensures compliance with regulations across all AI interactions.

AI-powered capability for detecting anomalies in financial and operational data to identify exceptions and unusual patterns requiring attention.

AI-enabled solution for automating accounting processes, ensuring compliance, and providing real-time visibility into financial operations to support data-driven decision-making.

Chat and voice interface for ERP interaction with visual presentation of data results, multiple-choice actions, and telemetry for continuous service improvement.

Framework for leveraging reusable system instructions to ensure consistent, secure, and compliant AI interactions across applications.

Reusable system instructions capability that ensures consistent, secure, and compliant AI interactions and behavior across applications and workflows.

Enhanced AI Assistant capability that recognizes what record or screen a user has open and answers questions about it directly without needing extra context, improving query efficiency and relevance.

Capability enabling users to convert frequent AI Assistant questions into home-screen widgets, providing single-click access to frequently needed answers and insights.

Intelligent help system that guides employees through unfamiliar processes directly within the application screen they are using, leveraging AI to provide contextual assistance.

Intelligent workflows and agents that coordinate processes spanning multiple teams and departments, not just individual tasks. Includes financial close workflows that coordinate reconciliations, accruals, approvals, and reporting with exception monitoring and routing.