Business Intelligence and Analytics in Acumatica

How Business Intelligence and Analytics Can Work for You

Business Intelligence goes beyond simple reporting and provides you with information about your business to help you spot trends, identify inefficiencies, and make more informed decisions.

The Acumatica Reporting, Dashboards, and Data Analysis Toolkit includes business intelligence tools, such as Microsoft Power BI, to help you aggregate your data from multiple sources, extract actionable information for strategic and tactical decision-making, and present it visually to stakeholders. Business Intelligence helps you make sense out of all the raw data from your system, such as finding your most profitable products and sales regions or identifying the weak links in your supply chain.

With Power BI, large amounts of data from various systems can be aggregated, organized, and analyzed. Combine information from Acumatica’s database with data from external sources, such as Excel files, Salesforce, and Marketo, to gain a complete view of your company’s operations and customers. Use Acumatica generic inquiries to expose Acumatica data via an Open Data Interface (OData) for visibility by Power BI.

Learn more about BI and Analytic options in Acumatica:

Key Benefits of Business Intelligence and Analytics for Your Company

Automatically Aggregate Data from Different Sources

Combine data from Excel files and applications such as Salesforce and Marketo with Acumatica data to leverage a complete view of your business.

Analyze Data and Create a Visual with Power BI*

Select the best format for the data and the situation: Data table, pie chart, bar graph, traffic light, fuel gauge, and more. Switch display type and data selections to explore the intelligence buried in the data.

*Power Bi is a product of Microsoft Corporation.

Role-Based Security

Display only the information necessary for each user. Sensitive information can be reserved only for those with appropriate access rights.

Drill Down with Natural Language Querying

Ask a question in plain language. “Which region had the most revenue?” or “Which products performed best by region?”

Highlighted Features: Business Intelligence and Analytics

Easy to Get Started

It’s easy, fast, and free. With a few clicks, connect to data from the applications you use and get started. No cost or IT support required.

One Location

Consolidate all your information from different systems in one place.


Monitor the health of your business in a live dashboard focused on the elements that are important to you.


Visually explore your data with free-form drag-and-drop and multiple display options.

Create rich interactive reports with Power BI Desktop.

Acumatica Cloud ERP Suites

Acumatica Financial Management Suite  Acumatica Distribution Management Suite Acumatica Project Accounting Suite  Acumatica Customer Management Suite


Financial Management Suite
A powerful set of financial applications used by almost every organization, no matter how complex or simple requirements are. Bring rigor to business processes in a user-friendly way.
Distribution Management Suite
Works together with the Financial Management Suite as a full distribution solution. Starting from the requisition process to purchasing, order management, inventory tracking, automated  inventory replenishment suggestions, and more.
Customer Management Suite
Fully integrated with the Financial Management and Distribution Management Suites, the Customer Management Suite fosters a team approach. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Project Accounting Suite
With the Project Accounting Suite, deliver on project objectives on time and on budget. Manage complex reporting requirements. Include projects in company-wide financial reports.