Features
Acumatica Integration
Enhancing Productivity
Master and Transactional Data Integration
Employee Data Management
Retrieve essential employee details from Acumatica, such as names, contact information, and employment status. This integration allows for efficient management and access to employee data within M-Files.
Customer Information Access
Access key customer information from Acumatica, including contact details, billing addresses, and payment terms. This ensures that customer data is up-to-date and easily retrievable for better customer relationship management.
Vendor Data Integration
Fetch vendor specifics from Acumatica, like contact details, payment terms, and vendor classifications. This integration simplifies vendor management and ensures that vendor-related documents are easily accessible.
Accounts Receivable and Payable
Query accounts receivable (AR) and accounts payable (AP) invoices and payments in Acumatica. This provides details such as invoice numbers, amounts, due dates, and payment statuses, allowing for accurate financial tracking and reporting.
Use Cases
Automating Document Workflows
Automate workflows for invoice processing and payment documentation. This reduces manual data entry, increases accuracy, and links documents directly to financial transactions for easy auditing and enhanced financial reporting.
Improving CRM with Document Linking
Attach and manage customer-related documents within the CRM for easier access and better data management. Automated document control captures emails, contracts, and communication logs, linking them to customer records in the CRM for seamless information retrieval.
Secure Employee Document Management
Securely manage sensitive employee documents such as contracts, performance reviews, and payroll information. Automation of HR processes ensures that all required documents are collected, filed, and managed according to HR policies, with robust access controls and compliance tracking provided by M-Files.
Integration Benefits and Features
Enhanced Search and Retrieval
Leverage OCR data found in Acumatica documents for enhanced search capabilities. M-Files provides context-based views of all Acumatica documents, allowing users to quickly and easily find the information they need.
Audit and Reporting
Maintain a reliable historical record of business activities with non-deletable transaction records. This permanence is crucial for audit purposes and for ensuring data integrity.
Flexible Deployment and Scalability
Support for multi-location and multi-company operations allows businesses to manage decentralized entities under a single, unified system. This scalability and flexibility are key to supporting business expansion and adapting to increased operational demands without sacrificing performance or reliability.
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About Us
We specialize in document management-driven process automation, emphasizing Cloud Architectures - responding to many of our client needs who expect dedicated Cloud Networks.