Regulations and Compliance with Acumatica

Are you constantly facing challenges and risks complying with industry regulations for your professional services firm?  These regulations may include data privacy, quality standards, labor laws, environmental protection, and more. Non-compliance can result in serious consequences, such as fines, lawsuits, damage to your reputation, and loss of customers.

To avoid these pitfalls, professional services firms rely on technology such as Acumatica, the cloud ERP (Enterprise Resource Planning) software. It is a robust solution offering helpful features and benefits including documentation & training management, process control & accuracy, security & data protection, and reporting & auditing. Let’s dive into those features and why they can help your professional services firm.

Documentation and training management

One of the key aspects of compliance is having proper documentation and training for your staff and clients. Documentation and training can help professional services firms ensure quality, consistency, and transparency in your service delivery, as well as meet the expectations and requirements.

Acumatica offers embedded document management, wikis, online help, and extensions for skills and certifications to help professional services firms create, store, and access quality manuals, instructions, policies, and procedures. It also integrates with connected HR tools, such as WorkForceGO! and Arcoro, to manage employee training, performance, and compliance.

With Acumatica, professional services firms can easily and efficiently manage their documentation and training and ensure that their staff and clients are well-informed and well-prepared for compliance.

Acumatica Cloud ERP Framework for Quality and Compliance

Process control and accuracy

Another important aspect of compliance is having process control and accuracy. Process control and accuracy can help professional services firms avoid errors, mistakes, and discrepancies that can lead to non-compliance, customer dissatisfaction, and legal issues.

Acumatica supports process automation, barcode scanning, mobile data collection, product configuration, engineering changes, and quality management to help professional services firms ensure accuracy and consistency in their service delivery. It also leverages artificial intelligence and machine learning to improve data quality and reduce errors.

Automate business processes with a powerful workflow engine.

Acumatica’s workflow engine allows users to update system workflows without coding and create multiple workflows. You can define situations, as well as the actions and the transitions available for the steps in the workflows. This powerful workflow engine makes it easy to automate unique business processes, preferences, screens approval, and assignment maps together so you can customize your automation.  Streamline and optimize your processes and deliver high-quality and compliant services to your customers.

Automate business processes with a powerful workflow engine.

Security and data protection

A crucial aspect of compliance is having security and data protection for sensitive and confidential information. Security and data protection can help professional services firms prevent data breaches, cyberattacks, and unauthorized access that can compromise their compliance, reputation, and customer trust.

Acumatica is hosted on secure cloud platforms, such as AWS and Azure, which are subject to strict compliance and security audits, including GDPR, PCI, SOC, and ISO standards. Acumatica also provides multiple security levels, roles, and features, such as data encryption, security audit logs, and cybersecurity tools, to protect sensitive data and prevent unauthorized access.

Safeguard your data and comply with the security and privacy regulations with Acumatica.

Safeguard your data and comply with the security and privacy regulations with Acumatica.

Reporting and auditing

Reporting and auditing can help professional services firms monitor and measure their compliance performance, identify areas for improvement, and demonstrate their compliance to regulators and customers.

Acumatica has the tools you need to quickly generate and customize dashboards, inquiries, and reports. In addition, built-in business intelligence allows you to easily monitor and measure compliance performance and identify areas for improvement. Acumatica also supports business events, notifications, and alerts to keep track of compliance deadlines and requirements.

Reporting and auditing


Business events is a built-in, powerful tool in Acumatica. Not only can you use business events to automatically update information in Acumatica, but you can also notify end-users of any updates or changes they should be aware of.  For example:

  • Warning customers of upcoming invoice due dates
  • Notifying customers when their orders are ready for delivery or pickup
  • Updating (closing or re-assigning) sales opportunities X days past their expected close
  • Notifying support personnel when case SLAs are not being met
  • Reminding customers to order if they have quarterly budget remaining
  • Notifying warehouse personnel to be on the lookout of incoming shipments

Learn more about Acumatica Business Events – watch this 5-minute video on automating tasks.

Compliance is a vital and challenging aspect of all professional services businesses. You need a reliable and robust solution that can help you stay compliant with industry regulations. Look no further than Acumatica. It is a cloud-based enterprise resource planning system that offers features and benefits such as documentation and training management, process control and accuracy, security and data protection, and reporting and auditing. With Acumatica, professional services firms can stay compliant with industry regulations, and deliver high-quality and value-added services to their customers.

Contact CAL Business Solutions, Inc. for more information or a demo of Acumatica ERP. We are a certified Acumatica partner and a leading provider of ERP solutions for professional services firms.

By CAL Business Solutions Inc., Connecticut Acumatica & Microsoft Dynamics GP / 365 BC Partner,