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Streamlined Automation with Acumatica Integration

PRESENTED BY
Jon Rosene
Logan Schindhelm

Unlock practical insights from SVA Consulting experts on how to use Acumatica’s integration tools to streamline automation across your business processes.

Key takeaways

  • How to use OCR (AP Document Recognition) to automate invoice and AP processing in Acumatica.
  • How to integrate Microsoft Outlook with Acumatica for seamless email and CRM activity syncing.
  • How to leverage Microsoft Teams integration to collaborate without context-switching from Acumatica.
  • What automation enhancements in Acumatica can do to reduce repetitive data entry and improve operational efficiency.

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