Acumatica Services • Finance-First ERP Partner

Acumatica Implementation, Support, & Consulting

Acumatica services built around finance, operations, and how your business runs.

Milestone works with businesses evaluating Acumatica, implementing a new system, or improving and supporting an existing one.

Acumatica is the software. Milestone Information Solutions makes it work for your business.

How We Help

Acumatica Services for Every Stage

Work with Milestone at the stage that fits your business, whether you are evaluating Acumatica, planning an implementation, or improving an existing system.

Evaluate
Discovery & Evaluation
Define requirements, evaluate fit, review workflows, plan integrations, and establish the path forward.
Learn More About Discovery →
Implement
Implementation & Configuration
Configure Acumatica around financials, operations, workflows, reporting, users, and business requirements.
View Implementation Details →
Support & Improve
Support, Training & Optimization
Support users, improve reporting and workflows, train teams, and keep Acumatica aligned with the business after go-live.
Explore Support Services →

Evaluate

ERP Discovery & Evaluation

Milestone helps businesses evaluate Acumatica, define requirements, and understand what needs to be solved before implementation begins. This includes reviewing current workflows, financial processes, reporting needs, integrations, what needs to improve, and what should carry forward from your current system.

This upfront work helps establish the right scope, financial structure, workflows, and configuration before implementation begins.

Moving from Sage 100? Learn about Sage 100 to Acumatica migration

1RequirementsFinancials, reporting, and controls
2WorkflowsOperations that affect accounting
3FitModules, features, and gaps
4ScopeIntegrations, data, and phases
5Next StepsThe path forward
Plan
Configure
Migrate
Test & Train
Go-Live
Financials, inventory, projects, and operational modules
Workflows, approvals, and controls
Scoped historical data migration and validation
Integrations with CRM, payroll, and industry applications
User testing, training, and go-live readiness

Implement

Acumatica Implementation Services

Acumatica implementation is about more than getting the system live. It is about building a reliable ERP foundation for accurate financials, efficient operations, and better decision-making.

Milestone uses what was established during discovery and evaluation, then configures Acumatica around your requirements, workflows, reporting needs, and users. The goal is a system configured around how your business works, with the data, reporting, and controls your team needs at go-live.

Support & Improve

Acumatica Support, Training & Optimization

Go-live is not the end of the project. As users begin working in Acumatica every day, questions come up, reporting needs change, and processes often need to be refined.

Milestone provides ongoing Acumatica support, training, and optimization to help teams stay confident in the system and keep it aligned with the business over time.

Get Acumatica Support →
Support
User questions, troubleshooting, and ongoing assistance.
Training
Role-based training for new and existing users.
Reporting & Process Improvements
Reports, dashboards, workflows, approvals, and refinements.
Upgrades & System Changes
Review and test key workflows, integrations, and reports as Acumatica changes.

Why Milestone

Finance-First
ERP Approach
30+
Years ERP Experience
10+
Years With Acumatica
GOLD
Acumatica Certified Partner

FAQ

Acumatica Services FAQs

Common questions about Acumatica implementation, training, support, and working with Milestone Information Solutions.

 

Need Help With Acumatica?

Whether you are evaluating Acumatica, preparing for implementation, or need help with an existing system, Milestone can help determine the right next step.