ARPilot + Acumatica

Overview — How ARPilot and Acumatica Work Together

ARPilot's integration with Acumatica leverages the robust capabilities of ARPilot’s AI-native platform to automate and optimize accounts receivable processes. This integration is designed specifically for mid-market companies using Acumatica's cloud ERP to manage their operations, providing a seamless experience that enhances existing workflows. With no need for a disruptive rip-and-replace strategy, ARPilot works effortlessly within Acumatica’s ecosystem, ensuring all AR data is synced and managed efficiently. The ARPilot platform takes full advantage of Acumatica's xRP platform extensions, allowing for a comprehensive integration that meets the unique needs of businesses in distribution, manufacturing, construction, and services.

What the Integration Does

The ARPilot-Acumatica integration ensures two-way synchronization of accounts receivable data and customer records, creating a harmonized data environment. It automates collections within Acumatica workflows, so reminders, follow-ups, and payment plans are handled seamlessly without manual intervention. Project billing is integrated directly with Acumatica's project management features, automating the tracking and invoicing of project milestones. With multi-entity support, businesses managing multiple operations can consolidate their AR processes, ensuring consistent and efficient management across all entities.

Step-by-Step: Getting Set Up

Key Benefits

• Reduced DSO: Clients typically see a 20-40% reduction in DSO within the first 90 days, significantly improving cash flow and financial stability.

• Seamless Integration: ARPilot works directly with Acumatica's existing systems, ensuring no disruption to current operations and workflows.

• Enhanced Efficiency: By automating tedious AR tasks, ARPilot frees up your team to focus on more strategic initiatives, boosting overall productivity.

• Scalability: With support for multi-entity operations, ARPilot scales with your business, providing consistent AR management across all branches.

FAQ

How does ARPilot handle customer record matching in Acumatica?

ARPilot uses advanced AI algorithms to automatically match customer records between its platform and Acumatica, ensuring data consistency and eliminating duplicates.

Can ARPilot integration handle project-based AR within Acumatica?

Yes, ARPilot integrates project billing with Acumatica, automating the billing process based on project milestones, which streamlines the management of project-based accounts receivable.

Is there a need to change existing workflows to use ARPilot with Acumatica?

No, ARPilot is designed to integrate seamlessly with existing Acumatica workflows, ensuring that you can leverage its features without altering your current processes.

What kind of support does ARPilot offer during integration setup?

ARPilot provides comprehensive support during the integration process, including setup guides, customer service assistance, and ongoing technical support to ensure a smooth deployment and operation.

How does ARPilot ensure data security with Acumatica integration?

ARPilot adheres to stringent security protocols and leverages Acumatica's secure cloud infrastructure to ensure that all data synced and managed is protected against unauthorized access.