List of Acumatica Cloud ERP Advanced Expense Management Customers
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Since 2010, our global team of researchers has been studying Acumatica Cloud ERP Advanced Expense Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Acumatica Cloud ERP Advanced Expense Management for Expense Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Acumatica Cloud ERP Advanced Expense Management for Expense Management include: cbdMD, a United States based Life Sciences organisation with 52 employees and revenues of $24.0 million, Interaction Associates, a United States based Education organisation with 55 employees and revenues of $3.0 million, Sbtactical, a United States based Distribution organisation with 10 employees and revenues of $1.0 million, Intra-Coastal Environ, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Acumatica Cloud ERP Advanced Expense Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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cbdMD | Life Sciences | 52 | $24M | United States | Acumatica | Acumatica Cloud ERP Advanced Expense Management | Expense Management | 2022 | NexTec Group |
In 2022, cbdMD implemented Acumatica Cloud ERP Advanced Expense Management as part of a rapid ERP and application consolidation program after Oracle NetSuite ceased support for CBD market participants. The Acumatica Cloud ERP Advanced Expense Management deployment was executed with NexTec Group as the SI, and the workstream explicitly targeted Expense Management consolidation alongside ERP and CRM rationalization.
The implementation centralized expense entry and approval workflows by replacing Expensify Expense Management with Acumatica Expense Entry and by consolidating Salesforce CRM into Acumatica CRM, delivering a unified Acumatica Cloud ERP Advanced Expense Management and CRM environment. Configuration included expense report capture, multiuser approval routing, and integration of expense transactions into Acumatica financial modules, aligning expense processing with order to cash and inventory costing procedures.
Integrations migrated into Acumatica included previously disconnected third party platforms and middleware used for eCommerce order flows and fulfillment orchestration, and the project addressed pick pack and ship workflow redesign within Acumatica to improve warehouse execution. The deployment covered corporate finance, operations and eCommerce order fulfillment functions, enabling transaction visibility from sales through expense and financial close.
Governance changes were implemented to move teams off spreadsheets and redundant applications, standardize approval policies within Acumatica, and consolidate daily operational reporting. Reported outcomes from the go live included annual CRM licensing savings exceeding $125,000, a 30 percent reduction in labor hours to fulfill orders, the ability to process thousands of orders per day, batch level profitability visibility, and elimination of paperwork used for quality testing. cbdMD plans to extend Acumatica to its wholesale channel and add integrated credit card processing for wholesale payments.
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Interaction Associates | Education | 55 | $3M | United States | Acumatica | Acumatica Cloud ERP Advanced Expense Management | Expense Management | 2018 | ASC Partners |
In 2018 Interaction Associates deployed Acumatica Cloud ERP Advanced Expense Management to centralize project accounting and enable mobile time and expense submission for its consulting operations. The deployment used Acumatica Cloud ERP Advanced Expense Management, classified as Advanced Expense Management, to provide a single system for project cost capture and expense processing across the organization.
The implementation focused on project accounting and time and expense capture modules within Acumatica Cloud ERP Advanced Expense Management. Configuration work concentrated on project job costing, time entry workflows, expense report approval routing, and mobile time and expense interfaces to support staff entering time and expenses from client sites. The solution was implemented with ASC Partners as the system integrator.
Integration work emphasized mobile time and expense submission, with Acumatica handling mobilized capture and consolidation of transactions into project accounting records. Operational coverage included finance, project delivery teams, and back office accounting, enabling reconciled time and expense data to flow into project ledgers and billing processes. The deployment architecture was cloud native within Acumatica Cloud ERP, leveraging built in modules for expense management and project accounting to reduce manual reconciliation work.
Governance and rollout were executed with ASC Partners around 2018, with process standardization for time entry and expense approvals and role based workflows set up for project managers and finance staff. According to the implementation notes, the deployment improved visibility into project profitability and reduced back office effort through centralized project accounting and mobile time and expense submission.
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Intra-Coastal Environ | Professional Services | 10 | $1M | United States | Acumatica | Acumatica Cloud ERP Advanced Expense Management | Expense Management | 2018 | n/a |
In 2018, Intra-Coastal Environ implemented Acumatica Cloud ERP Advanced Expense Management to centralize finance and project accounting for its field-service and emergency-response operations. The deployment targeted multi-entity financials and Project Accounting to bring consistent project costing and time tracking across sister companies for a 10 employee professional services firm. The implementation is described in the context of Acumatica Cloud ERP Advanced Expense Management and aligns finance, project managers, and field crews around unified expense and project workflows, Expense Management supporting business finance functions.
Configuration work emphasized multi-entity ledger structures, Project Accounting configuration, and time and expense capture workflows tied to project costing. Use of mobile expense capture and bank feed reconciliation is inferred from Acumatica product materials linking project accounting, mobile capture and bank feeds, and these capabilities were integrated into expense submission and approval flows. The narrative restates Acumatica Cloud ERP Advanced Expense Management as the operational expense layer coordinating expense intake with project time and cost records.
Operational scope covered finance, project management, and field operations with rollouts extended across sister companies to standardize costing templates and approval controls. Governance shifted toward centralized project costing rules and finance owned expense policies, with project managers enforcing time and expense compliance at the site and job level. Documented outcomes include improved project costing accuracy and easier rollouts across sister companies as stated in the case materials.
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Distribution | 10 | $1M | United States | Acumatica | Acumatica Cloud ERP Advanced Expense Management | Expense Management | 2018 | EIS |
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