Acumatica Reports & Insights (SQL Server)

Access critical financial and operational data from your Acumatica ERP with powerful, easy-to-use SQL-based web reports.

What We Do

Tired of cumbersome reporting in Acumatica? We provide a secure web platform connecting directly to your SQL Server database, offering pre-built operational and financial reports designed to give your teams instant clarity. From AR/AP aging to inventory turns and sales analysis, get the insights you need without the hassle.

How It Helps Your Business

  • • Streamline financial closing with easier reconciliation reports
  • • Improve cash flow visibility with instant AR and AP aging
  • • Optimize inventory with clear valuation and movement reports
  • • Empower sales and purchasing with unified item and order views
  • • Provide management with reliable snapshots of business health
  • • Reduce reliance on manual data exports and spreadsheets

Key Reports for Acumatica Users

Finance Team

  • • Aged Receivables & Payables: Instantly view outstanding balances with drill-down.
  • • Voucher Reconciliation Aids: Simplify the 3-way match (PO-Receipt-Invoice).
  • • Inventory Valuation Summary: Track value by location, category, or aging status.
  • • Sales Tax Summary Reports: Assist with tax filing preparation.
  • • GL Detail Access (Optional): Custom reports for specific general ledger analysis.

Operations & Sales Team

  • • Unified Item Master View: See stock, open orders (POs/SOs), costs, and sales history quickly.
  • • Open Sales/Purchase Order Tracking: Monitor status, expected dates, and fulfillment.
  • • Inventory Movement & Turnover: Analyze stock velocity and identify slow-movers.
  • • Customer/Vendor Performance: Track sales history, payment timeliness.

Warehouse Team

  • • Inventory by Bin Location: Accurate view for picking and putaway.
  • • Pick Ticket Bin Locator: Shows all relevant bins for items on a shipment.
  • • Cycle Count Assistance Reports: Generate efficient count lists.
  • • Shipping Performance Metrics: Monitor fulfillment efficiency.

Executive Team

  • • Daily/Weekly Sales & Margin Snapshot: High-level performance overview.
  • • Cash Flow Summary: Based on open AR/AP timing.
  • • Key Performance Indicator (KPI) Dashboards: Custom views of critical metrics.

Getting Started

Unlock your Acumatica data potential:

  1. 1. Request a Demo - See how our reports streamline finance & operations.
  2. 2. Secure Connection - We'll guide you to connect your SQL Server database safely.
  3. 3. Access Pre-built Reports - Instantly use our library of curated SQL reports.
  4. 4. Go Custom - We can build any additional report or dashboard you envision.
  5. 5. Manage Access - Use RBAC to ensure teams see only relevant information.
Request a Demo