Welcome to The acu-connections Podcast, where we have short conversations with members of the Acumatica ecosystem about what they’re seeing, learning, and solving as customers tackle real business challenges.
The conversation covers the challenges of accounts payable payments for Acumatica customers, including issues with initiating payments, vendor inquiries, and fraud. It also explores the evaluation of AP solutions and the importance of tenure, ease of use, network size, and fraud protection. The influence of Marie from Acumatica on the speaker's perspective is highlighted.
Takeaways
Accounts payable payments present challenges for Acumatica customers, including time-consuming processes, vendor inquiries, and fraud.
When evaluating AP solutions, factors such as tenure, ease of use, network size, and fraud protection are crucial considerations.
Marie from Acumatica has had a significant influence on the speaker's perspective and has been inspirational in the space.
Chapters
00:00 Introduction and Background
03:32 Challenges of Accounts Payable Payments
09:20 Evaluation of AP Solutions
22:13 Influence of Marie from Acumatica
17 Aug 2026
Episode 12 - Manual Sales Tax Compliance
The podcast episode discusses the challenges of managing sales tax compliance manually for multi-state Acumatica customers and the benefits of bringing the process into Acumatica. Naquan Banks from Avalara shares insights on tax compliance, exemption certificate management, and the impact of delayed or underestimated compliance. He also highlights the key considerations for evaluating solutions and the influence of the Acumatica ecosystem.
Takeaways
Tax compliance was not designed to live inside an ERP, making it complex and challenging.
Seamless integration, exemption certificate management, and scalability are crucial factors to consider when evaluating solutions for managing sales tax compliance manually.
Chapters
00:00 Challenges of Manual Sales Tax Compliance
03:00 Impact of Delayed or Underestimated Compliance
08:22 Key Considerations for Evaluating Solutions
14:59 Influence of the Acumatica Ecosystem
3 Aug 2026
Episode 11 - Payments
The conversation delves into the challenges of payments in Acumatica, the impact of delayed payments implementation, pain points and stakeholders, evaluating solutions and future planning, and the influence of partners and customers on product development.
Takeaways
Payments in Acumatica pose challenges for users
Delayed payments implementation impacts efficiency and resource allocation
Chapters
00:00 Challenges of Payments in Acumatica
03:05 Impact of Delayed Payments Implementation
04:16 Pain Points and Stakeholders
04:54 Evaluating Solutions and Future Planning
09:23 Influence of Partners and Customers
27 Jul 2026
Episode 10 - The AP Execution Gap
The conversation covers the challenges of the AP execution gap, the integration of Bill with Acumatica, and the evaluation of AP solutions. It also highlights influential Acumatica team members and provides additional resources for learning more about the topic.
Takeaways
AP execution gap challenges
Integration of Bill with Acumatica
Chapters
00:00 Introduction and Background
01:15 The AP Execution Gap
02:20 Challenges in the AP Process
05:00 Acumatica's AP System
05:17 Bill's Integration with Acumatica
07:12 Evaluating AP Solutions
10:52 Influential Acumatica Team Members
11:58 Conclusion and Additional Resources
20 Jul 2026
Episode 9 - Implementing AI with ERP
The conversation with Russ Ottmer delves into the challenges of implementing AI in ERP systems, the impact of AI on business processes, and the practical aspects of integrating AI into specific use cases within Acumatica. Russ shares insights on creating the right environment for AI, balancing AI implementation with documentation and business events, and starting small with AI implementation to understand business operations.
Takeaways
Challenges of implementing AI in ERP systems
Impact of AI on business processes
Chapters
00:00 Challenges of Implementing AI in ERP Systems
01:41 Implementing AI and Its Impact on Business Processes
03:16 Learning and Adapting to AI
04:15 Enhancing Processes with AI Integration
05:15 Creating the Right Environment for AI
06:00 AI as a Decision Assistant in Operations
06:26 Implementing AI in Acumatica for Specific Use Cases
08:41 Balancing AI Implementation with Documentation and Business Events
10:04 Building AI to Understand Business Operations
11:04 Starting Small with AI Implementation
13 Jul 2026
Episode 8 - Time Collection and Performance Management
The conversation delves into the challenges of time collection and performance management, highlighting the need for centralization and organization. It explores the transition from manual processes to digital solutions, the issues faced with manual processes, and the recognition of the need for change. Additionally, it discusses the importance of customization, support, and integration with Acumatica, as well as the influence of the Acumatica ecosystem and accessing additional resources.
Takeaways
Time collection and performance management challenges
Centralizing and organizing time collection and performance management processes
Chapters
00:00 Challenges in Time Collection
01:40 Transition to Digital Solutions
02:23 Issues with Manual Processes
04:02 Recognizing the Need for Change
05:26 Customization and Support
06:38 Integration with Acumatica
07:21 Influence of Acumatica Ecosystem
08:06 Accessing Additional Resources
6 Jul 2026
Episode 7 - Warehouse Packing Workflows
The conversation delves into the challenges of warehouse packing workflows, focusing on ergonomics, workflow improvements, user interface enhancements, and automation for printing experiences. Arline Welty shares insights and solutions to address these challenges within the Acumatica ERP system.
Takeaways
Warehouse packing workflow challenges
Ergonomics and workflow improvements
User interface enhancements
Automation for printing experiences
Chapters
00:00 User Interface Enhancements and Automation
22 Jun 2026
Episode 6 - Spreadsheet Silos
The podcast features a discussion on the challenges of spreadsheet silos and the integration of spreadsheets with Acumatica. Dennis Easter shares insights on the love of spreadsheets, the challenges of spreadsheet silos, the solution to integrating spreadsheets with Acumatica, the journey to the solution, leveraging tools, maintaining ERP, and influential perspectives.
Takeaways
Spreadsheet silos pose challenges for ERP customers
Integrating spreadsheets with Acumatica can save time and improve efficiency
Chapters
00:00 Introduction to the Podcast
07:01 The Journey to the Solution
15 Jun 2026
Episode 5 - Inventory Optimization
The conversation delves into the challenges of inventory optimization, the impacts of delayed optimization, the integration of Acumatica and Netstock, recognizing the need for enhanced supply chain planning, key considerations for evaluating supply chain solutions, influential figures in the Acumatica ecosystem, and accessing additional information and resources.
Takeaways
Inventory optimization complexity
Recognizing the need for enhanced supply chain planning
Chapters
00:00 The Complexity of Inventory Optimization
07:13 Recognizing the Need for Enhanced Supply Chain Planning
12:54 Accessing Additional Information and Resources
8 Jun 2026
Episode 4 - Customizing Acumatica
The conversation with David Eichner from ICAN Software Solutions covers the topic of customizing Acumatica and the use of vibe coding with AI. David shares insights on identifying customization needs, the efficiency and productivity of vibe coding, tips for getting started, best practices for development, and valuable resources and contacts for further learning.
Takeaways
Customizing Acumatica
Vibe coding with AI
Chapters
00:00 Introduction to Customizing Acumatica
06:00 Efficiency and Productivity with AI
12:07 Best Practices for Development
14 May 2026
Episode 3 - Integrated Shipping
The conversation delves into the challenges of shipping integration, the impact of shipping complications on business operations, the introduction of Acumatica's EasyPost solution, the use of ISV solutions for enhanced capability, the prevalence of manual processes and freight challenges, and an influential figure in the Acumatica ecosystem. The discussion highlights the importance of addressing shipping integration challenges and the potential impact on business operations.
Takeaways
Shipping integration challenges
Impact of shipping complications on business operations
Chapters
00:00 Challenges of Shipping Integration
05:54 Impact of Shipping Complications
11:54 Manual Processes and Freight Challenges
8 May 2026
Episode 2 - Data Analysis and Reporting
The conversation with DataSelf's Joni Girardi discusses the challenges faced by Acumatica customers in data analysis and reporting, emphasizing the impact of delayed information and the need for advanced reporting tools. It also explores the importance of performance in reporting, the process of evaluating data analysis solutions, and the influence of the Acumatica ecosystem on decision-making. The discussion provides valuable insights for businesses seeking to enhance their reporting capabilities.
Takeaways
Data analysis and reporting challenges for Acumatica customers
Identifying the need for advanced reporting tools
Chapters
00:00 Challenges in Data Analysis and Reporting
07:04 Importance of Performance in Reporting
13:10 Influence of Acumatica Ecosystem
8 May 2026
Episode 1 - Community
The conversation with acu-connect Co-Presidents Foy Mainor and Amiee Kennan delves into the challenges of building and maintaining a community within the Acumatica ecosystem. It explores the impact of community gaps, the journey to solving the community problem, the influence of community perspectives, and engaging with acu-connect as a valuable resource for the community.
Takeaways
Importance of community
Challenges in building a community
Chapters
00:00 The Challenge of Community
07:26 Influence of Community Perspectives
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