Acumatica

Acumatica is a cloud ERP covering financials, distribution, project accounting and more.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

Book a Demo

Spreadsheets

AI Chat

Routines

Reports

Category: Accounting
Connects By: Client ID and Sign-In
Reports: 5
Website: acumatica.com

What You Can Do With Acumatica

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run Acumatica reports to answer your questions.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

An Acumatica admin imports Amalgam's customization project. Then you enter your instance URL, Client ID and secret, and sign in to approve access. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports5

Pull any of these into a spreadsheet, a chat or a routine, for one Acumatica account or every account you connect.

AP AgingBeta

Acumatica AP Aging summary: one row per vendor with Vendor, Vendor Name, Current, 1 - 7 Days, 8 - 14 Days, 15 - 30 Days, Over 30 Days and Balance, aged as of a chosen date.

Options: Company / Branch, Vendor Class, Vendor, Age as of Date

AR AgingBeta

Acumatica AR Aging summary: one row per customer with Customer, Customer Name, Current, 1 - 10 Days, 11 - 30 Days, 31 - 60 Days, Over 60 Days and Balance, aged as of a chosen date.

Options: Company / Branch, Customer Class, Customer, Project, Age as of Date

Balance SheetBeta

Acumatica Balance Sheet for one financial period and ledger: rows are standard balance sheet lines (Cash, Accounts Receivable, Accounts Payable, Retained Earnings and so on) with an Ending Balance column.

Options: Financial Period, Ledger

Trial BalanceBeta

Acumatica Trial Balance for a range of financial periods: one row per account with Account, Type, Description, Beginning Balance, Debit, Credit and Ending Balance, plus a Total row.

Options: Company / Branch, Ledger, From Period, To Period, Suppress Zero Balances, Use Master Calendar

Trial Balance DetailedBeta

Acumatica Detailed Trial Balance for a range of financial periods: one row per line of Acumatica's detailed trial balance, with the columns taken from the report's own header row.

Options: Company / Branch, Ledger, From Period, To Period, Suppress Zero Balances