Budgeting and forecasting for Acumatica

• Connects through Acumatica's REST API with a dedicated API user and role
• Companies, branches, subaccount segments, accounts and account classes, financial periods and monthly actuals
• Optional: users, payroll employees, fixed assets and their remaining depreciation, vendors and AP spend, customers, projects and project actuals, statistical accounts

The approved budget is written to the Acumatica budget ledger you choose, by branch, account, subaccount and month. Existing Acumatica budgets can also be brought in as a starting point.

• Works with Acumatica SaaS and private cloud sites
• A small customization package adds three generic inquiries the connector reads; nothing changes in your screens
• Account classes become report groups, which you can rename

• Department budgets in a grid managers already understand, with last year and this year's actuals beside them
• Submissions, approvals and send-backs, with notes on any cell
• Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
• Each manager's department results by email after close
• Workforce, revenue, capital and project plans that feed the budget
• Unlimited users at one price per company, set up by consultants who know Acumatica