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Industries

Construction
Job costing, AIA billing, and project financials

Distribution
Inventory, orders, and fulfillment

Manufacturing
MRP, production, and shop floor control

 

Professional Services
Project accounting, billing, and resources

Tribal Organizations
Financials across gaming, hospitality, retail, and more

Internet Service Providers
Inventory, projects, and network buildouts

Not sure what it will cost?

Get a suggested edition and a budget range for your business in about a minute.

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Solutions

Financial Management
General ledger, AP, AR, and reporting

Inventory Management
Stock, warehouses, and replenishment

Project Accounting
Budgets, job costs, and profitability

Moving to Acumatica

Sage 100 to Acumatica
A proven move from a team that knows Sage

QuickBooks to Acumatica
Move beyond QuickBooks with a clear migration plan

Implementation done right

Milestone designs, configures, migrates, and trains so Acumatica supports the way your business already operates.

Explore Acumatica Services →

Pricing

Acumatica Pricing
How licensing, editions, and costs work

Pricing Calculator
A budget range for your business in about a minute

Want accurate pricing?

Budget ranges help you plan. A discovery session gives you official pricing and scope for your business.

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Why Milestone?

About Milestone
Family-owned since 1992, Acumatica Gold Certified since 2015

Acumatica Services
Implementation, training, and ongoing support

Blog
Acumatica tips, guides, and industry insights

Let’s talk about your business

Work with a team that has more than 30 years of ERP experience and knows your industry.

Contact Milestone →

Acumatica ERP · Analytics & Reporting

Acumatica Analytics and Reporting

Acumatica brings financial and operational data together through reports, dashboards, KPIs, inquiries, and analysis tools.

Milestone helps configure reporting around what your business needs to see.

The Reporting Challenge

Get Answers Without Rebuilding the Numbers

  • Data lives in too many places
  • Teams work from different versions
  • Reporting takes too much manual effort

Acumatica brings financial and operational information into a shared ERP, helping reduce repeated exports, spreadsheet work, and manual reporting steps.

Reporting Capabilities

What You Can See in Acumatica

Financial Reporting

Financial statements and management reports by company, group, or branch.

Dashboards & KPIs

Role-based charts, KPIs, and goals with drilldowns to transactions.

Operational Reporting

Inquiries, pivots, and filters across sales, inventory, projects, and purchasing.

AI-Assisted Analysis

Ask about balances and trends, with answers as text, charts, or tables.

Available capabilities depend on your Acumatica version, enabled features, configuration, and connected applications.

Connected Data

From Daily Activity to Business Visibility

Reports draw on the same records your teams use every day.

FinancialsSalesInventoryProjectsOperations
Acumatica
ReportsDashboardsKPIsInquiriesAI-Assisted Analysis
Better Visibility Across the Business

Tools

Reporting Tools and Analysis Options

ARM Financial ReportingBuild financial statements and management reports from general ledger data.
Generic InquiriesCreate custom views of ERP data with filters, sorting, and links to source records.
DashboardsCombine charts, tables, and KPIs into role-based views.
Business Report DesignerCreate formatted reports and printed documents.
Pivot and Grouped ViewsSummarize inquiry results on screen.
Excel and Power BIExport to Excel or connect Power BI for deeper analysis.
Scheduled ReportsSend reports automatically on a set schedule.
Role-Based SecurityControl who sees each report and dashboard.

Milestone’s Role

Reporting That Fits Your Business

Acumatica provides the tools. The value comes from deciding what to measure and structuring the data to support it. Milestone works with your team to define the reports, KPIs, and dashboards you rely on, then configures the data, reports, and permissions around them.

Reporting structures aligned to your financial setup
Financial statements built around your reporting needs
Dashboards and inquiries organized by role
Permissions aligned with who should see what

Start With Your Financial Structure

See the general ledger and subaccount setup behind your reports.

Explore Financial Management