Acumatica Integration

Seamless Data Synchronization

Automated Document Workflow for Invoice Processing

Link Documents to Financial Transactions for Easy Auditing

Secure Management of Sensitive Employee Documents

Enhancing Productivity

Metadata-Driven Document Management

Integrating M-Files with Acumatica allows for a powerful metadata-driven document management platform. This integration enables users to instantly find the right information in any context, automate business processes, and enforce information control. By utilizing Acumatica data as metadata, documents can be organized and saved efficiently within M-Files.

Streamlined Document Association

Associate documents with relevant entities such as employees, customers, vendors, invoices, and payments. This streamlined document management ensures that clicking on objects in M-Files will navigate to corresponding items in Acumatica, such as AR invoices, AP invoices, employees, customers, and vendors.

Automated Data Synchronization

Schedule data synchronization between M-Files and Acumatica on either a predefined interval or at a specific time. This provides flexibility and control over the synchronization process, ensuring that data is always current and accurate across systems.

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.

Employee Data Management

Customer Information Access

Vendor Data Integration

Accounts Receivable and Payable

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.