For Finance
Bring project revenue, costs, billing, WIP, and margin into one financial view.
Professional Services Edition
Manage projects with clearer costs, billing, and margins
See how Acumatica can bring project work and financial data together, so finance, operations, and leadership can act with one shared view.
Book a Discovery Call
A practical conversation about your current process. No obligation.
One shared financial view
For Operations
Connect delivery activity, time, changes, and resources to financial outcomes.
For Executives
See project performance across clients, services, and entities with one shared view.
The challenge
Your margin report shouldn’t be the last place the truth arrives
When project, time, cost, billing, and entity data live in disconnected systems, teams spend the close rebuilding context. Spreadsheets may produce a number, but they often cannot show every assumption, approval, or exception behind it.
Common warning signs
- Profitability is calculated differently by finance, operations, and commercial teams.
- Billable hours, direct costs, or contract changes arrive after the reporting cut-off.
- Resource plans are disconnected from the financial impact of staffing decisions.
- Billing depends on manual trackers or email approvals.
- Entity and intercompany adjustments make client or program economics difficult to compare.
The connected model
A connected project-financial model
Acumatica Professional Services brings project work and finance into one connected view. Its capabilities can help growing service teams address the costs, billing, staffing, and reporting questions that influence project performance.
Core capabilities
Clearer project performance
Capabilities that support your client programs, transitions, and service engagements.
Project Accounting
See Where Project Margin Is Changing
Track budgets, actual costs, committed costs, work in progress, revenue, and billing against each project. Compare budgets with actual results to identify cost changes while work is underway.
Project Management
Keep Project Details and Changes in One Place
Bring project activities, issues, changes, documents, and cost projections together. Give delivery and finance a shared record of work and changes that affect financial results.
Time and Expense Management
Connect the Cost of Work to the Right Project
Capture project time and expenses through mobile and self-service tools, supported by approval workflows. Connect approved information to project costing and billing.
Project Billing and Revenue
Turn Billable Work into a Clearer Billing Process
Support fixed-price, cost-plus, and time-and-materials billing rules, alongside progress- or milestone-based revenue recognition. Monitor unbilled revenue and work in progress alongside project activity.
Resources and business visibility
Decisions get better when project context travels with the numbers
Resource Planning and Utilization
Plan Capacity with Financial Context
Use employee utilization information to compare billable and non-billable time. ProjectManager, connected to Acumatica, adds scheduling, dependencies, assignments, workload, and availability planning.
Multi-Entity and Intercompany Accounting
See Entity Results and the Group Picture
Manage related companies, automate due-to and due-from entries, and consolidate financial reporting. Review group performance and drill down into individual entities.
Financials and Reporting
Give Leaders One View They Can Act On
Connect project results to financial reporting and role-based dashboards. Review profitability and project progress with the accounting context behind the numbers.
Your next step
Choose the configuration around your business
The Discovery Call identifies the Acumatica capabilities that fit your needs, with OGIS validating scope, integrations, module availability, and licensing before recommending a solution.
A practical conversation. No obligation.
What you will get
- A quick assessment of whether Acumatica merits deeper discovery for your current requirements.
- The key project-financial requirement to clarify next.
- A transparent recommendation: continue, validate a technical point first, or pause.
- Clear boundaries on what Acumatica is—and is not—being considered to replace.
Implementation guidance by OGIS Philippines · Acumatica consulting and delivery expertise
Let’s talk about your business
Start with a discovery call
Tell us about your project, financial, and operational requirements. Our team will help you explore the right next step for your business.
Local consulting and implementation guidance from OGIS Philippines.
Book your discovery call
Complete the form and our team will be in touch.