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BUSINESS INTELLIGENCE MODULE

Why Choose Acumatica for Business Intelligence Management?


You want more than just data from your ERP system. You want the information you need presented in a format for you and fellow stakeholders to make decisions about your business or react to competitive market challenges.

Acumatica Cloud ERP system offers a collection of reporting and analytic resources to make your job easier and more productive.

Reporting goes beyond just the balance sheet and cash flow statements. To get the full benefit of an ERP system, you need to see the health of your company at a glance. You also need to be able to spot good and bad trends quickly, so that you can take action right away.

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DISTRIBUTION MODULES include:

The generic inquiries provide process to easily create views of the data stored within Acumatica publishing the data in a secured method to the users to create reports and business intelligence and dashboards that assist the users to execute their tasks effectively and monitor trends to respond to quickly.

WATCH VIDEO Download Data Sheet

Automatic Creation of Purchase Orders

Acumatica provide in excess of 250 standard reports that ship with the software. Users have the ability to modify or clone their own reports as needed.

WATCH VIDEO Download Data Sheet

Distribution Processes

Important KPI information is provided with Acumatica’s dashboards to the users to ensure that users can perform their tasks quickly and effectively. Drill down to the detail information is standard.

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What is business intelligence?

Business Intelligence (BI) takes raw data from a company’s business systems and analyzes it for actionable information. BI tools assemble the data from internal and external sources, organize it, and present the results to decision-makers.

What is Microsoft Power BI?

Power BI is a set of tools designed to connect to all your company’s data sources and provide you with a complete view of your company using dashboards that update in real time. Users can drill down into the data for even more detail.

How can Power BI be used in Acumatica ERP?

With modern BI tools like Power BI from Microsoft, large amounts of data can be gathered from different systems to be organized, analyzed, and explored in combinations not otherwise available.

WATCH VIDEO Download Data Sheet


Nectari for Acumatica is an intuitive Business Intelligence solution, which is fully integrated with Acumatica to help business reduce time spent on analysis and reporting and make faster, better-informed decisions across the enterprise. Nectari provides executives, business users and managers, at all levels in the organisation, with an easy to use HTML 5 compliant solution to access and analyse enterprise data.

Nectari is pre-packaged with many out-of-the-box dashboards, reports and views which are simple to customise. Executives business users and managers are thus empowered from day one with pre-built self-service analytics and can access and analyse enterprise data in an intuitive self-sufficient manner to improve visibility into their business, accelerate notification of important changes and reduce time to decision.



The tight and secure integration of Nectari with Acumatica ensures the reliability of critical business information by providing real-time, single-version-of-the-truth insight to critical information.

Nectari is HTML 5 compliant and eliminates the need for disparate tools and specialized skills and reduces time to decision by providing an instant diagnostic and the power to analyse data it in a variety of ways to view the data that’s most meaningful to one’s role in the organization. Drill-up / drill-down functionality to transactional detail is standard, allowing detailed analysis of all data affecting bottom-line and data can be modularly sliced and diced through a host of key analytical features and functions:

  • - Filtering and grouping
  • - Sorting and ranking
  • - Queries and formulas
  • - Geospatial analysis
  • - Exceptions and alerts
  • - Dashboarding and KPIs
  • - Dynamic data visualization (e.g. charts, gauges, maps)
  • - Big data, OLAP processing
  • - Export capabilities into standard word processing or spreadsheet applications


All Nectari data (including worksheets, charts, gauges, maps, and dashboards) can be exported to different file formats (including standard word processing and spreadsheet packages and popular pdf, html and xml formats) for more detailed data manipulation.

Additionally, because Acumatica understands that Microsoft Excel may already be a tool-of-choice for many business and finance users, Nectari also includes a secure, real-time add-in for Excel. The Nectari add-in for Excel is an innovative solution, which has been developed to provide Excel users with a dynamic and powerful means of accessing real-time information securely and directly from within Excel.

It integrates into Microsoft Excel’s user interface, can be used with new and existing Excel worksheets, and enables Excel users to:



  • - Access enterprise data securely in real-time or take advantage of our sophisticated shared caching system to further increase performance when accessing data that is updated on a fixed schedule.
  • - Create flexible ad-hoc reports by combining data from different disciplines of the enterprise into a single worksheet.
  • - Eliminate the need to manually update worksheets with the latest enterprise data.
  • - Summarize data using the Sum, Count, Average, Minimum, Maximum, or List operations.
  • - Set parameters on dimensions to help filter the data used within formula calculations.
  • - Automatically extract dimensional data from Nectari processes to list in a column or row for fast report creation.
  • - Access Nectari prompts defined on process fields within Nectari to help make accurate and quick selections of dimension data.
  • - Easily share files with others.
  • - Have all the security of Nectari built into your Excel worksheets.
  • - Edit data and push it back to the database, for example, allowing to manage a budget within Excel.


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