Deliver More. Bill Accurately. Grow Profitably.
Acumatica Professional Services Edition is purpose-built for firms where every hour matters. Manage resources, projects, billing, and financials on one platform designed to help you scale efficiently and compete with confidence.
Built for How Professional Services Firms Actually Work
Acumatica's Professional Services Edition covers the critical workflows that drive profitability at project-based firms.
Resource Management & Scheduling
Match the right people to the right projects with skills-based resource planning, availability tracking, and utilization dashboards that keep your team optimally deployed.
Project Planning & Accounting
Comprehensive project budgeting, milestone tracking, WIP accounting, and profitability reporting—all connected to your general ledger in real time with no manual reconciliation.
Time & Expense Management
Mobile-first time capture and expense submission for consultants in the field or remote. Configurable approval workflows ensure compliance before billing goes out the door.
Project Billing & Revenue
Support for fixed-fee, time-and-materials, retainer, milestone, and cost-plus billing. Automate invoice generation and reduce the billing cycle from weeks to days.
CRM & Business Development
Integrated CRM tracks opportunities, proposals, and client relationships so your pipeline and delivery teams share the same data—no handoff gaps, no surprises.
Analytics & Executive Reporting
Real-time dashboards showing project margin, resource utilization, realization rates, and firm-wide profitability. Make decisions with data, not instinct.
Platform Performance Metrics
From Opportunity to Invoice In One System
Acumatica Professional Services Edition eliminates the disconnected point solutions that create billing delays and margin erosion.
- Win the Business : Track prospects and proposals in integrated CRM. Convert won opportunities directly into projects without re-entering data.
- Plan & Staff the Project : Build project plans, assign resources based on availability and skills, set budgets, and define billing structures and milestones.
- Capture Time & Expenses : Team members submit time and expenses from any device. Approvals flow automatically. Costs post to the project ledger in real time.
- Bill Accurately & On Time : Generate client invoices based on your contract structure. Review and release in minutes. Revenue recognition follows your accounting policies automatically.
- Analyze & Improve : Post-project analysis of margin, utilization, and realization rates feeds future pricing, staffing, and business development decisions.
Find a Retail ERP Partner
Browse certified Acumatica retail specialists in our directory, or tell us about your commerce channels and we'll find the right match for you.