Cloud ERP Software

February 2010

Acumatica Overview ERP, The Way You Work

Advanced ERP Features
Multiple currencies, tax structures, US GAAP, IFRS, more Workflows, approval paths Flexible account and subaccount definitions Role-based security Documents and files Wiki-based help, email templates, notifications Integrated with CRM

Flexible, Evolves with You

Switch between cloud and on-premise deployment Switch between perpetual and SaaS-based licensing Standard reports + report writing tools Customization tools and source code User defined dashboards Language and nomenclature choices

Web-based, No Trade Offs

Access from anywhere with client-server performance Involve everybody and maintain control of sensitive data Consolidate remote operations without impacting workflow No client to manage works in any browser

December 2009

Acumatica Confidential

Slide 2

Cloud Ready Technology

Access From Anywhere
Main Office

Involve Everybody
Executives

Remote Office

Sales & Marketing

At Home

Finance

On the Road

Advisors & Partners

On client premise

On a hosted server

On a cloud service

Software as a Service

Flexible deployment models

December 2009 Acumatica Confidential Slide 3

The Path to SaaS is not One Way

Switch deployments as your needs change

Traditional Software
Own a perpetual license Run in your environment Maintenance optional

SaaS Solution
Includes hardware Includes upgrades No IT resources required

Benefits with both models

No client software - desktop performance Priced by server (CPU core) - unlimited users Fully customizable - standard technologies
December 2009 Acumatica Confidential Slide 4

Who Uses Acumatica?

Acumatica is ideal for mid-sized businesses that:
Have multiple locations and partners Have remote employees and workers Require features more advanced that QuickBooks and ACT! Require a customized solution Have changing business requirements

Verticals and locations:

Accounting and financial functionality works across almost any vertical Worldwide currency and language customization
December 2009 Acumatica Confidential Slide 5

Acumatica Saves You Money

Initial Savings
Save on deployment and maintenance by eliminating client software Consolidate operations across remote offices, distribution centers, subsidiaries, and partners. Choice of deployment ensures lowest operations cost

Longer Term Savings

Server-based pricing involves everybody (internal and external) in business process improvement Pre-integrated ERP/CRM reduces number of system interfaces to build and maintain Standard platform ensures availability of competitively priced development resources
December 2009 Acumatica Confidential Slide 6

Acumatica Solutions

General Ledger Accounts Receivable Accounts Payable

Inventory Management Purchasing Management Order Management Requisition Management Customer Management Lead Management Case Management

System Modules

Partner Modules (built with SDK)

E-Commerce

Acumatica Application Modules

Integration Tools

Payroll

Financial Suite Modules

EDI

Integration Services Connector

Distribution Suite Modules

Integrated Partner Services

Currency Management

CRM Modules

Budgeting / Forecasting

Revenue Recognition Cash Management

Shipping / Logistics

Stand Alone Modules

Property Management

Partner Modules

Tax Management Timesheets & Expenses Fixed Assets

Campaign Management Contact Management

Tax Calculation / Filing

API

Report Writer Dashboards and KPIs

Wiki Management Document Management

December 2010

Acumatica Confidential

Acumatica Platform

Slide 7

People, Apps, Docs

Integrate Applications, People, and Documents Most ERP companies integrate applications Acumatica addresses all business needs
Entity People Applications Documents Integration Detailed access policies allow all employees, investors, and partners to use one system for different purposes. Integration among financial modules delivers consistent security, reporting, and auditing. A content management systems allows you to attach notes and business documents directly to transactions.
Acumatica Confidential Slide 8

People
Employees Contractors Partners Temps

Application s
Financials Invoicing Time Billing Reporting

Documents
Forecasts Receipts Manuals Processes

December 2009

Advanced Financial Features

Advanced features
Features and Functions

Flexible accounts and subaccounts Multiple currencies Customizable dashboards Currency translation Robust security International taxes

comprehensive

High value (medium business)

Expensive (large businesses)

Web-based solutions (Acumatica) SaaSonly solutions PCbased solutions

Client-server solutions

See Acumatica features in this presentation for more details

December 2009

basic

Affordable (small business) low

Low value high

Cost of Ownership

Acumatica Confidential

Slide 9

Customization
Acumatica can be customized
Type Experience Customization Capabilities
Configure structure of account codes, sub-account codes, security policies, approval processes, currencies, and several other variables. Build custom dashboards, screens, and modify business logic for clients. VARs with programming experience can use tools to isolate code and modify business logic. Build industry specific or client specific reports. Customize financial statements. Integrate Acumatica with other client business systems. Import/export transactions and data using the same business logic as our applications. Build new applications for clients with specific industry and business process needs using Microsoft Visual Studio and C#. Web-Based Business Configuration Tools Web-Based Graphical Tools Business

Report Writer Web Services API

Business & Computer Business & Programming Business & Programming

Developer Suite

December 2009

Acumatica Confidential

Slide 10

Acumatica Security Overview

Physical Security

All application code runs on the server on premise or at a secure datacenter

which can be deployed

Transmission Security

Each session is authenticated and all communication is encrypted without the need for a VPN Data is stored on the server and encrypted. The only access to sensitive data is through the business logic. Object level access controls provide role-based access to specific screens, inquiries, fields, and reports. Access permissions extend to accounts, sub-accounts, customers, and other objects for all screens, inquiries, and reports. All application code and verification logic is managed on the server to eliminate client-side data manipulation.

Storage Security

Access Security

Data Security

Application Security

December 2009

Acumatica Confidential

Slide 11

Technology Challenges
Building a web application Support all major browsers Minimize network traffic 100% functionality via web Don t trust data from clients Multi-tenant applications Scalability and high application density Data security Customization Architecture Standards based non-proprietary APIs
December 2009 Acumatica Confidential Slide 12

How Acumatica Works

1 2 3
Data request

Internet
New data

Requested data

Acumatica Server
4

1. Client opens browser and logs into application using secure login. 2. Acumatica sends JavaScript with field validation logic and static classes to browser. 3. Client uses GUI to request data, reports, or dashboards. 4. Acumatica sends only the data that was requested static HTML and business logic are cached at the browser. 5. Data entered or changed by user is sent back to Acumatica for complete validation and writing to database.

Use a branded URL

Customized views and reports for each user

December 2009

Acumatica Confidential

Slide 13

Run on Common Platforms

Acumatica runtime is built on top of the Microsoft .NET platform Applications run on Windows Server with the .NET 3.5 framework Optimized for Microsoft SQL Server
Express, Workgroup, Standard, or Enterprise Same application code can work with other databases
Windows Servers with .NET
User Interface
User 1 Browser User 2 Browser User 3 Browser Load Balancer Application Server 1 Application Server 2 Application Server 3 Database Cluster

Microsoft SQL Server

Datacenter Slide 14

December 2009

Acumatica Confidential

Feature: Dashboards
Feature: Customizable Dashboards
Easy to customize User specific Drill down to data Instructions or data From any report or inquiry screen, click the dashboard menu to add a chart or a graph to your dashboard. Select the fields you want to see. Each user can customize their home dashboard as well as dashboards for specific modules Each dashboard graph or table links to a screen with detailed data so users can rapidly find the information that they need. Provide novice users with links to wiki help pages instead of data.
In Design mode users can click buttons to modify the location of dashboard items.

Users can add items to the dashboard from any screen. The setup process takes only a few seconds and can include specific data and fields.

Inquiries can be displayed as charts or tables to provide information. Click the item to drill down to a detailed report.
December 2009 Acumatica Confidential Slide 15

Feature: Multi-Currency
Feature: Multi-Currency Financials
Multinational management Maintain separate GL accounts for worldwide offices in different currencies. Specify when translations occur and which rates to use. Currency revaluations AR and AP accounts Business process Automatic creation of journal entries for all foreign currency accounts including calculation of the revaluation gain account. Maintain vendor AP and AR accounts in different currencies. Release revaluations after review, balance, and approval. Void transactions that have been previously released.
Multi-currency support for general ledger, accounts payable, and accounts receivable accounts. The revaluation shown here for an accounts payable account Maintain separate historical spot rates, buy rates, sell rates. Automatic maintenance of unreleased transactions. Ability to release transactions and void previously released transactions (as shown).

December 2009

Acumatica Confidential

Slide 16

Feature: Account Structure

Feature: Flexible Account Codes and Subaccount Codes
Ledgers Account codes Subaccount segments Consolidating values Build separate ledgers representing different operating units and budgets. Maintain asset, liability, equity, income, and expense accounts. Configure specific accounts such as cost of good sold, interest income, etc. Define sub-account length and segment definitions to provide information about division, department, location, product, etc. Create mappings so accounts and subaccounts can be rolled up in reports to the parent company even if codes do not match exactly.
Establish different business locations which have different currencies than the base currency of the parent company.

Parent Company General Ledger GL Optimistic Division 1 GL Actual Division 1

Account
1000000000

GL Reporting Division n

Account
6000000000

Account
1000000000

Account
6000000000

Account
1031000000

Account
104B000000

Account
604B000000

Account
1031000000

Account
104B000000

Account
604B000000

Special GL accounts, year-to-date-net income and retained-earnings are automatically maintained by the system. Accounts include user-defined descriptions for reporting and filtering. Subaccount length and segment definitions provide flexible budgeting and reporting.
Slide 17

Subaccount 00-0-00-000

Subaccount 05-A-US-000

Subaccount 05-A-RU-etc

Subaccount 00-000-000

Subaccount 05-US1-000

Subaccount 05-RU1-etc

December 2009

Acumatica Confidential

Feature: Business Wiki

Feature: Business Wiki for Document Sharing
Screen based help A wiki article is linked to each system screen so when users click a help button, they are immediately taken to relevant information. Users can change help information with little effort. A history of each article is kept so users can see and verify recent changes. Maintain draft versions, reviewed versions, and published versions of articles to create workflows and approvals for article publication.

Article History Article Status

Wikis require no training and are easy to edit and modify by everybody within your organization without any training. Users can add files and documentation to wiki articles.

Wikis provide help for each screen. Users can easily customize the wiki to document specific issues and concerns for their organization. Users can create new wikis for document sharing among departments and project teams.
December 2009 Acumatica Confidential Slide 18

Feature: Attached Documents

Feature: Business Evidence Attached Files
Attached documents Add supporting files to all business documents including GL, AP, AR, and wiki screens. These documents are linked to the transaction so they are immediately available to an auditor or somebody who needs more detail. Attach files to the batch or the transaction details depending on how specific the attachment. Attach text notes directly to batches or transaction details to describe specific concerns.
Attaching notes may provide auditors and others with information you need to convey about the entry.

Batch or details Notes

Attaching the sales invoice as well as a picture of the item purchased provides full documentation for auditors.

Files and notes can also be attached to specific transaction details.

December 2009

Acumatica Confidential

Slide 19

Feature: Access Security

Feature: Access and Data Security
Role Based Data Level Security Create roles with specific security profiles to simplify the account setup process. Details can be specified or inherited from higher levels. Permissions (view, add, delete, modify, inherited) can be specified for each object including screens, reports, inquiries, and others. Specific accounts and sub-accounts can also be protected. Restriction groups allow you to create a role that can only view specific data or can view all data except specific data. Data restrictions are enforced everywhere - reports, screens, etc.
USA Salesperson Specific roles can be established to simplify the process of setting up users. Exceptions can easily be created.

Restriction Group Enforcement

UK Finance

Transaction UK Customer Invoice #123 US Customer Invoice #987 US Purchase Order #ABC US Purchase Order #ZYX Global stretch budget Company policy document
December 2009

3 3 3 3 3 3

3 3 3 3 3 3 3 3 3 The US sales team can be granted access to specific accounts or access to the entire US sales database. Policies and other general documents can be shared with everybody.
Slide 20

Acumatica Confidential

USA Purchasing

CEO, CFO

Feature: Efficient Data Entry

Feature: Efficient Data Entry
On the fly entry Predictive data entry Allow users to enter new account and subaccount values when entering journal transactions or restrict use to pre-existing values. Selecting an vendor or customer automatically predicts location, terms, currency, taxes, and other items. Auto-prediction also occurs after selection of inventory ID, cash account, and several other items. Arrange fields so data entry follows your business processes. Add favorites to quickly navigate to commonly used screens.
Selecting on-the-fly-entry allows users to enter new account and subaccount values during data entry. With 2 keystrokes, users can navigate quickly inside selection boxes (here we show a user locating accounts that begin with 60 .

Customized screens Favorites

Selecting a vendor automatically populates most of the remaining fields including the account and sub-account.

December 2009

Acumatica Confidential

Slide 21

Feature: International Taxes

Feature: International Tax Support
Multiple tax types Tax Categories and Tax Zones Manage tax complexity Acumatica supports VAT, sales, use, and withholding taxes. Create tax categories to establish taxes based on the types of products and services. Create tax zones to establish taxes based on the location of the vendor and customer. Manage the complexity of taxes such as whether to apply tax-on-tax, whether to apply tax on the item amount or discount amount, whether to round at the item level or document level, and more.

Assign default accounts and sub-accounts for taxable transactions, including accounts for tax agencies.

Establish start and end dates to taxes depending upon legislative requirements.

Set the type of tax and detailed tax schedules.

December 2009

Acumatica Confidential

Slide 22

Feature: Multiple Ledgers

Feature: Multiple Ledgers / Consolidations
Multiple ledger types Multiple currencies Consolidations Budgets Acumatica supports actual, budget, reporting, and statistical ledgers. Specify a base currency and maintain transactions in original currencies. Automatically perform consolidations with currency translation and provisions for eliminating intra-company transactions and adjustments. Create budgets based on changes from prior years. Require budget approvals.
Consolidated Ledger Budget 2009

Consolidated Ledger Actual 2008

Compare ledgers in different currencies (budget versus actual, current versus last year, etc.)

Division 1

Division 2

Division 1

Division 2 Create mappings so accounts and subaccounts can be consolidated even if codes do not match exactly.

Account
US$ 1000000000

Account
UK 1000000000

Account
US$ 1000000000

Account
UK 1000000000

Subaccount 00-0-00-000 Subaccount 05-A-US-000

Subaccount 00-000-000 Subaccount 05-US1-000 Subaccount 05-A-US-000 Subaccount 05-US1-000

Create budget templates with only selected accounts and subaccounts

December 2009

Acumatica Confidential

Slide 23

Feature: Business Processes

Feature: Customized Business Processes
Approval policies Security policies Set policies to require approvals of invoices, payments, budgets, and journal entries. Control who can approve and who can view specific transactions and documents. Create permissions for people to create transactions, approve transactions, run jobs, release reports, pay invoices, etc. Create recurring transaction schedules in GL, AP, or AR.

Scheduled transactions

Sample Journal Transaction Workflow Each step can be controlled by users with specific access rights. Enter New Transaction Scheduled and recurring transactions Run/prepare scheduled tasks

Create daily, weekly, monthly, or financial period recurring transactions. Designate specific users to have processing capabilities.

Initial review remove hold

Review and release batches Optional review of released batches Post transactions to GL account

Designate specific users with approval capabilities.

December 2009

Acumatica Confidential

Slide 24

Feature: Sales Management

Feature: Sales and Customer Management Processes
Lead management Opportunity management Account management Activity management Manage leads obtained from web forms, imported lists, or order entry. Assign leads based on customized decision logic. Involve workgroups to create a team approach to selling. Use pipeline reports and analysis to improve sales processes. Maintain notes, contracts, and contacts from first sales call to service. Track tasks, overdue actions, and items assigned for follow up.

Customize a dashboard to include leads, opportunities, contacts, and accounts.

Assign, track, and manage tasks assigned to you or your team. Track overdue and follow up tasks.

Track close rates, customer sales, revenues, budgets, or commissions.

December 2009

Acumatica Confidential

Slide 25

Next Steps
Watch Videos:
http://www.acumatica.com/productvideos/default.aspx

Schedule a Demo:
http://www.acumatica.com/salesrequest/default.aspx

Contact Us:
info@ssyh.com 800-670-0059 x128

December 2009

Acumatica Confidential

Slide 26