Published on: Sep 17, 2025 9:00:00 AM by Cailee Hanson
Updated on: September 17, 2025
Managing cash flow, payables, and receivables can feel like a juggling act, especially if you’re working with outdated systems or manual processes. The good news? Acumatica offers a range of built-in tools that can help you move from a reactive approach to a more proactive, automated workflow.
Below, we’ll explore how features like automated bank feeds, AI-powered AP document recognition, dynamic approval routing, and click-to-pay invoicing can save time, reduce errors, and give you greater visibility into your finances.
In many businesses, bank reconciliation is a once-a-month task tied to month-end close. That means your cash balance is often outdated and any discrepancies take longer to catch.
With Acumatica’s automated bank feeds, you can connect directly to over 14,000 financial institutions. Transactions import automatically and on your schedule so your cash balances stay current.
From there, the Process Bank Transactions screen can automatically match bank transactions to those in Acumatica based on customizable criteria, reducing the need for manual matching. You can also create rules for recurring transactions, like monthly bank fees or interest, so they’re recognized and recorded automatically.
In a traditional process, vendor invoices and manually entered line by line and routed for approval.
Acumatica offers a proactive approach:
| AI Document Recognition | Drag and drop invoices or have vendors email them directly to a designated address. Acumatica’s AI will capture vendor details, dates, amounts, and line items, then create the AP bill for you. |
| Email Integration | Incoming invoices sent to a specific email can automatically populate your incoming documents queue, ready for review. |
| Dynamic Approval Routing | Set rules to route invoices to the right person or department based on amount, department, or other criteria. Approvals can be made on desktop or through the Acumatica mobile app, keeping workflows moving even when approvers are on the go. |
Paper invoices and check payments slow down cash flow. With Acumatica Payments, you can send invoices via email with a secure payment link, include a QR code on the invoice, and let customers pay online by credit card or ACH. Once the payment is processed, the invoice is automatically updated and closed in the system.
Business Events in Acumatica can trigger reminder emails before invoices are due, on the due date, or when they become past due. Each email dynamically pulls in the customer’s invoice details with no manual follow-up required.
Insight: Automate Everyday Workflows in Acumatica Tasks, Approvals, and Notifications Made Easy
Shifting from reactive to proactive financial management doesn’t have to mean a massive system overhaul. By using Acumatica’s built-in automation tools for cash management, accounts payable, and accounts receivable, you can:
These improvements don’t just save time. They help your finance team focus on higher-value work and give you better visibility into the financial health of your business.
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Cailee works as a Business Solutions and Pre-Sale Consultant at SVA Consulting. She collaborates with prospects and clients daily to grasp their needs, leverage technology to align with their business objectives, and identify opportunities for organizational growth. Cailee plays a pivotal role in driving the success of numerous eCommerce, CRM, and digital transformation projects for clients. Cailee's understanding and identification of ever-evolving industry trends assist her in providing quality service to clients to help them reach Measurable Results. With a degree in Entrepreneurship from the University of Wisconsin-Madison, Cailee infuses each project with an entrepreneurial perspective to drive success for all stakeholders involved.
