Achieve Full Financial Insight with BI360 for Acumatica

BI 360 Acumatica Business Intelligence

BI360 Consolidates Data for Crystal Clear Budgeting, Reporting, and Analysis


It’s hard to decide on your business’s future. New opportunities arrive at your doorstep all the time, yet you can only follow up on so many of them. You must turn away some opportunities, hard as it is to do, because it is the right thing to do.

Steve Jobs put his view of this rather well:

“People think focus means saying yes to the thing you’ve got to focus on. But that’s not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I’m actually as proud of the things we haven’t done as the things I have done. Innovation is saying no to 1,000 things.”

But we’re not all as confident or innovative as Steve Jobs was, so how can you, the owner of an SMB, decide where to focus your attention? How can you objectively assess how you’re doing and where your smartest business decisions lie?

With BI360, of course.

What Is BI360?

The leading CPM (corporate performance management) suite for businesses of all sizes, BI360 is a world-class financial reporting, budgeting, and analysis tool that gives you the access you need to easily view all your data sources at once. With the BI360 suite, your business will finally have full visibility into your numbers and overall performance, so you can confidently and quickly make decisions regarding which opportunities make the most sense for you to accept.

Fully integrated with Acumatica Cloud ERP and an Acumatica Certified App, the BI360 suite offers four main areas of concentration, each of which give you deeper insight into your business.

  1. Reporting

BI360 provides the robust, yet user-friendly reporting solution you need to gain insight into your operations and finances at your desk or on the go. BI360’s reporting tool includes:

  • An easy-to-use report writer
  • A variety of layouts and presentation formats
  • On-demand report refresh, for always up-to-date reports
  • Drill-down for details
  • Currency conversions

Best of all, BI360’s global, collaborative reporting approach helps you quickly identify report discrepancies, as well as promote discussions that can reveal business opportunities or issues.

  1. Budgeting

Looking for self-service planning that meets more needs throughout the company and doesn’t require endless emails or manual planning? With BI360, you can get what you want because the budgeting solution includes:

  • Workflows that help manage the budgeting process
  • Pre-defined templates that focus on industry-specific needs
  • A clear, comprehensive process that captures strategies, goals, budgets, forecasts, and what-ifs with ease

In addition, the collaborative engagement in BI360’s corporate performance management tool can (and usually does) promote wider participation in budgeting and can increase company-wide understanding of your organization’s goals and objectives.

  1. Dashboards

Visualize trends, identify issues as they arise, and drive success at your company when you use the detailed, simple-to-use dashboards and charts available to you with a leading CPM solution. Dashboards in BI360 include:

  • Aggregated data from within your Acumatica ERP as well as from third-party sources
  • Drag-and-drop ad-hoc analysis capabilities
  • Support for Power BI
  • Available pre-defined formulas
  • A chart library that helps you select visualizations

Finally, you’ll be able to have the right views for your business at the right time because BI360 offers views for all levels of the business, from in-depth operational to high-level summarized dashboards, all in a clean, readable style that you and your team will appreciate.

  1. Data Warehouse

Consolidate all your company information into a single, easy-to-use, high-performance platform for all your data, all at once. BI360’s next-gen, preconfigured data warehouse is based on Microsoft’s SQL Server and can integrate all your transactional data sources into a single, powerful business intelligence database.

These days, every company must become a data-driven operation in order to survive, and the data warehouse from BI360 helps your company do that, at a fraction of the cost and time it would take to create your own, homegrown data warehouse.

Solve Your Financial Questions with BI360

Setting up BI360 the right way is critical to your success with the robust financial reporting, budgeting, and analysis tools that BI360 offers. To get full, clear, integrated access to all your data, so you can see the full picture and maximize your new corporate performance management solution, you need the right implementation partner to get you started.

Since 1996, Dynamic Tech Services, Inc. has helped SMBs achieve their goals with their ERP solutions and add-ons, and at this point, we’re proud to say we’ve completed approximately 400 installations in 25 countries and 35 U.S. states. For each of those implementations, our clients have relied on the expertise of the Dynamic Tech Services staff, each of whom has 10-25+ years of experience in ERP implementations and integration.

If you’re looking to gain better business confidence and improved collaboration with the world-class financial management BI360 tool, you need a world-class team to get you where you want to be.


Contact Dynamic Tech Services to learn more about BI360 and to set up your free consultation.

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