What is Acumatica?

Think of Acumatica, the cloud ERP system as your organization’s central hub. It helps you manage finances, fundraising, grants, payroll, and more—all from one place. And because it’s in the cloud, you don’t have to worry about expensive hardware or IT maintenance. With Acumatica, everyone on your team, from finance to leadership, can access real-time data anytime, anywhere. Plus, cloud-based security keeps your sensitive financial information safe.

How Acumatica Helps Non-Profits Succeed

As a non-profit, you operate with a lean team and a tight budget. This type of system helps you do more with less by improving efficiency and transparency while cutting down on manual work. With automation taking care of administrative tasks, you and your team can focus on making a bigger impact.

1. Stay on Top of Your Finances

Managing your finances can be overwhelming, but Acumatica makes it easier. It automates common bookkeeping tasks, tracks expenses, and generates financial reports—that way you always know where your money is going.

• Integrates with your bank to simplify transactions and reduce manual data entry.
• Generates custom reports to keep donors and grant providers in the loop.
• Provides real-time financial insights so you can make informed decisions quickly.

2. Track Donations and Grants with Ease

Donations and grants keep your non-profit running, so managing them effectively is crucial. We help you keep everything organized and transparent.

• Tracks donor contributions and creates a clear audit trail for compliance.
• Helps you monitor grant applications, spending, and reporting requirements.
• Sends automated reminders so you never miss a deadline.

3. Reduce Costs and Improve Efficiency

Using multiple applications to manage your organization’s financial and human resources is expensive and time-consuming. Having a solution like Acumatica brings everything together into one platform, cutting down on unnecessary costs and inefficiencies.

• Automates payroll, invoicing, and expense tracking to reduce admin work.
• Eliminates the need for on-premises servers and IT maintenance.
• Scales with your organization, making it easy to grow without high upfront costs.

4. Work from Anywhere, Anytime

Whether you have remote staff, volunteers, or field workers, a cloud system makes collaboration effortless. Your team can access the system from any device, ensuring smooth operations no matter where they are.

• Provides secure access from any device so your team can collaborate in real time.
• Offers dashboards that keep your team on the same page.
• Protects sensitive donor and financial data with top-tier security.

5. Make Compliance and Reporting Simple

Reporting to grant providers, donors, and government agencies can be a headache. Acumatica has hundreds of reports straight out-of-the-box and it automates these processes so you stay compliant without the stress.

• Generates real-time financial reports that meet GAAP, IRS, and other standards.
• Automates tax filings and regulatory compliance to reduce errors.
• Creates detailed audit trails to simplify external audits.

Acumatica Meets the Needs of Non-Profits

Not all cloud ERP solutions are the same. Acumatica delivers all these benefits with features designed specifically for non-profits. It provides an intuitive, cost-effective way to simplify your operations.

• Fund Accounting: Keeps donor and grant funds separate to ensure proper allocation.
• Grant Management: Helps you track applications, spending, and compliance.
• Budgeting Tools: Gives real-time budget insights to prevent overspending.
• Volunteer & Board Management: Tracks volunteer contributions and provides board members with financial insights.
• Custom Workflows: Automates approvals and integrates with your existing tools to improve efficiency.

With Acumatica, you can manage your finances more effectively, build transparency, and spend more time focusing on your mission. Plus, its cloud-based design allows seamless integration with donor management systems, CRM platforms, and other essential tools.