North America Home Finance’s Expansion with Acumatica ERP

With Acumatica Cloud ERP, NAHF was able to gain much stronger visibility into each company’s financial performance, project progress, and client information. Unlike Xero’s dashboards, Acumatica’s dashboards were easily customized to include all their entities, and can detect anomalies or outstanding amounts in their accounting. All their reports now showed balance sheets from each entity, allowing for easy cross-comparison. Most of all, Acumatica’s dashboards generated financial KPIs for all projects, generating an up-to-minute view of cash flows and revenues.

NAHF finally found efficiency in securely sharing data and reports with the many other parties they partner with. They were able to easily configure real-time dashboards with specific KPIs and user-level access to data. Instead of manually emailing stakeholders countless updated reports, they now rest assured that all partners and team members will always be on the same page with the most up-to-date numbers on their Acumatica dashboards.

“Finishing the Acumatica installation with The Answer Company’s assistance took a tremendous load off my shoulders, as they completed all basic configurations perfectly, and provided me with a constant line of communication discussing our advanced features and newly arising customizations,” recalled George Lawton. “The rest of my team appreciated the discovery survey. This one concise yet very effective survey asked questions about our technology use cases, naming conventions, and calendar, which all became important pieces to building our unique Acumatica solution.”

The NAHF team was especially pleased with the speed it took to go live with Acumatica. The Answer Company gave Lawton’s team space to implement their own configurations, while pushing the project along and keeping it within scope. What Lawton figured would be a three-month implementation actually only took one month to go live.

NAHF is audited annually and, with accounting data lacking accuracy and invoices scattered on different systems, audits were very time-consuming, cumbersome, and costly to complete. After switching to Acumatica’s accounting system, which kept all invoices on the cloud and included automated data entry, they reduced their audit time from three months to just one month.

After just four months using Acumatica, NAHF already saw significant gains in efficiency. With this future-proofed solution, they felt much more confident adding entities and expanding into manufacturing. The group is already in discussion with The Answer Company about including certain automation around selling and investing, and expanding into Acumatica Construction Edition for construction-specific systems.