Professional Services

As an owner of or a manager at a professional services firm, you might have dozens of current projects — and executing these projects on-time and on-budget is critical to your success.

Relying on spreadsheets, post-it notes, and manual processes makes it difficult to succeed. You need to be efficient and not waste your time and money.

And, you need to ensure management has real-time visibility into projects so errors are minimized, customer satisfaction is maximized, and your business remains agile.

You need a project accounting solution that enables you to:

  • Track project costs
  • Invoice with total confidence
  • Get control of your budgets
  • Work from anywhere
  • Enhance your data security
  • Work the way you want

You need to be able to get the total view of all costs related to a project including materials, labor, services, and inventory items — and to allocate shared costs and overhead expenses to projects based on formulas.

You need to be able to manage all billing scenarios: cost plus, fixed price, time and materials, milestone billing, and contract-specific pricing. Your system should allow you to modify resource billing rates by project, project tasks, inventory item, employee, and account group — and to bill labor and materials according to the customer, the type of work being performed, or the specific project contract.

Your employees, partners, and contractors need to be able to enter timesheets from anywhere using any device with a browser.

You need a solution ideal for your project-centric business.

This is where SWK Technologies can help.

Acumatica Professional Services

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Acumatica Professional Services Options:

Professional Services Industry Cloud ERP

Acumatica for Professional Services delivers software that you can access from anywhere so you remain productive whether you are in your home office, at a client site, or traveling. Unlimited user pricing allows your entire organization to collaborate on projects without losing control.

Advanced Professional Services Accounting

Advanced accounting features streamline your standard sales process and deliver the flexibility to account for the “one-offs” that are critical to completing sales. Sales contracts can be configured to automate customer specific pricing, special terms, maintenance payments, subscriptions, and professional services work.

Professional Services Contract Management

The Accounts Receivable Module allows you to create customer specific contracts that incorporate products, services, and billable hours. Labor rates, services, and products can have different rates for individual clients. All Employees can enter time sheets that link to specific contracts without installing client software.

Report time and expenses from anywhere

Acumatica is a web-based software so you can enter Timesheets and submit expense reports from anywhere without requiring access to a specific computer. Approvals and workflow can be customized to your particular business and can also be completed from anywhere.

Features built for professional services companies

Acumatica Cloud ERP was designed to meet the needs of professional service companies. Everything you need is included in one integrated package.

Key features for Professional Services

  • Advanced general ledger for project specific tracking
  • Contract management linked to employee timesheets and expenses
  • Pipeline management and CRM
  • Customized workflow and approvals

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.