Professional Services & Finance
Project accounting, payroll, and the financial back office for service-led firms.
Project accounting, payroll, and the financial back office for service-led firms.
Project-based service businesses, accounting firms, consultancies, agencies, and finance-heavy operations, need an ERP that treats time and expertise as the inventory. Acumatica gives you native project accounting, advanced workforce and payroll integration, and the financial reporting that makes profitability visible per engagement, per consultant, per quarter.
Sub-segments where we go deep.
Accounting & CPA Firms
Engagement profitability, time tracking, and the controls accountants demand from their own ERP.
Consultancies & Agencies
Project budgets, utilization, and revenue recognition that match how engagements actually run.
Workforce-Heavy Services
Payroll, expense, and benefits integrations (ADP, Velixo) tied directly to project costs.
Finance & Operations Backbone
GL, AP, AR, fixed assets, and cash management built for multi-entity, multi-currency operations.
Where the old way breaks down.
These are the friction points we hear most often before Summit gets called in. Sound familiar?
Spreadsheet-driven engagement profitability
Time, costs, and revenue live in different files. Profitability per engagement is a quarterly archeology project.
Payroll disconnected from projects
Hours hit payroll but never make it into project cost. Margin per consultant is a guess.
Manual revenue recognition
ASC 606 / IFRS 15 logic running in spreadsheets is error-prone and impossible to audit cleanly.
Reporting bottlenecks
Excel-bound reporting means leadership waits for month-end to see what's actually happening.
The capabilities that move the needle.
Native, configurable, and connected. No bolt-on chaos required.
Native project accounting
Budgets, time, expenses, and revenue recognition tracked per engagement, with margin you can trust.
Advanced billing models
Time-and-materials, fixed fee, retainer, milestone, all natively supported.
Workforce & payroll integration
Tight ADP integration plus Acumatica Payroll. Hours flow to projects automatically.
Multi-entity financials
Consolidations, intercompany, and multi-currency without bolt-on chaos.
Real-time BI & dashboards
Native reporting plus Velixo Excel-bound reporting for power users.
Compliance & controls
Role-based security, approval workflows, and audit trails out of the box.
Reading & reference for Professional Services & Finance.
“Acumatica is more flexible with less work than any other package out there. Everyone can get what they need, when they need it from their computer, their phone, anywhere.”
Have questions about ERP, integrations, or which solution is right for you?
Our team is here to help. Tell us about your operation and we'll map out a clear path forward.