Power BI for Acumatica
Get Real-Time Dashboards in 4–6 Weeks, Not 6 Months
Power BI for Acumatica, connected directly to your ERP data. Stop drowning in Excel, speed up month-close, and get the financial visibility you need.
Contact Me See How It WorksYour Acumatica Reporting is Drowning in Excel
Your Acumatica ERP is powerful for operations, but its native reporting is limited. So your finance team compensates:
- Spending hours moving data into Excel every week
- Month-close takes forever — 4–5 days when it should take 1–2
- Visibility is fragmented — GL, A/R, A/P data scattered across multiple dumps
- You’ve considered hiring a BI developer ($80K/year salary), but can’t commit yet
- Dashboards are outdated by the time they’re made (manual updates = delays)
Sound familiar?
Power BI for Acumatica, Built by a Specialist
We don’t do generic Power BI. We specialize in Acumatica. We know your schema, your financial workflows, your pain points.
⚡ Fast Delivery
4–6 weeks, not 3–6 months. We skip the lengthy data discovery phase because we already know Acumatica’s schema.
💡 Real-Time Dashboards
GL rollups, A/R aging, A/P trends, inventory turnover, variance analysis — all connected directly to your Acumatica database. No Excel dumps.
🎓 Hands-On Training
Unlike other consultants, we train your finance team so they can maintain and update dashboards themselves long-term.
🤝 Ongoing Support
Monthly support included (updates, new metrics, data fixes). We’re a partner, not a one-off vendor.
🎯 ERP Expertise
80% of Power BI consultants don’t understand ERP data structures. We speak finance and ERP fluently.
💰 Lower Cost
$3–10K per project vs $30K+ with generic agencies. Specialization = efficiency.
Why Specialists Win
| Capability | Generic Power BI Agency | Acumatica Specialist (Me) |
|---|---|---|
| Acumatica Schema Knowledge | ✗ Spend weeks learning your data | ✓ Already fluent in Acumatica |
| Timeline | ✗ 3–6 months + discovery delays | ✓ 4–6 weeks (no learning curve) |
| Financial Reporting Expertise | ✗ Generic BI; may not speak finance | ✓ Deep ERP & finance domain knowledge |
| Cost | ✗ $30K+ (high because of discovery) | ✓ $3–10K (no discovery overhead) |
| Training Your Team | ✗ Hand-off & disappear | ✓ Hands-on training included; team owns it |
| Ongoing Support | ✗ Per-incident costs or pay more | ✓ Monthly support ($200–1,000) included |
| Post-Project Relationship | ✗ One-off engagement | ✓ Long-term partnership |
Real Results from Acumatica Companies
📊 Case Study 1: Mid-Market Distributor
The Problem
- Month-close process took 5 days (CFO working nights to finalize GL consolidation)
- No visibility into multi-entity GL consolidation — had to manually compile data
- Finance team spending 20+ hours/week in Excel moving data, checking for errors
- Variance analysis happened after month-close, too late to adjust operations
The Solution
- Built 3 Power BI dashboards:
- GL Consolidation Rollup: Real-time view of all company ledgers + variance to budget
- Variance Analysis: Actual vs budget by department, drill-down to GL account level
- Cash Flow Forecast: 13-week rolling forecast based on Acumatica AR/AP
- Connected directly to Acumatica SQL database (auto-refresh every 4 hours)
- Trained finance team on maintenance and drill-down analysis
(3 days saved ≈ $15K/year in CFO time)
No more manual consolidation
No more sync issues, human errors
Fast action to budget variances
📊 Case Study 2: Manufacturing Company
The Problem
- Operations team had no visibility into inventory by location, work-order status, or production variance
- Acumatica reports were too technical for operations to self-service
- Monthly board meetings were delayed because sales & margin reports took days to prepare
- No forecast accuracy tracking — actual vs forecast comparison didn’t exist
The Solution
- Built 4 operational dashboards:
- Inventory by Location: Stock levels, reorder points, slow movers
- Sales Performance: YTD sales vs forecast, margin %, customer mix
- Production Status: Open work orders, completion %, labor variance
- Gross Margin by Product Line: Cost of goods sold analysis + trend
- Dashboards designed for operations team, not analysts (simple filters, clear KPIs)
- Automated board reporting (pulls data → distributes email every Friday)
Automatic email every Friday at 4pm
No more “send me that report” requests
Improved demand planning
$35K writeoff, freed up cash
📊 Case Study 3: Professional Services Firm
The Problem
- No visibility into project profitability real-time (only found out in month-end reports)
- Resource utilization was a guessing game — no dashboard
- Leadership couldn’t see revenue pipeline vs actuals in one place
The Solution
- Started with 1 PoC dashboard: Project Profitability (4 weeks, $2.5K)
- Showed MTD billable hours, project costs, margin % — all from Acumatica
- Team loved it; converted to full implementation with 3 more dashboards
Changed scope before month end
Better staffing decisions
Forecast accuracy improved 25%
Ongoing monthly support
Simple, Transparent Pricing
No hidden fees. No surprise invoices. You know the cost upfront. And yes, we can start small with a discovery call or PoC.
🔍 Discovery Call
- Audit your Acumatica setup
- Identify 1–2 high-value dashboards
- Clear scope & pricing
- No obligation to proceed
⚡ Proof of Concept
- 1 dashboard built end-to-end
- See feasibility before full commitment
- Usually leads to full project
- Or stands alone as a quick win
🎯 Full Implementation
- 2–4 production dashboards
- GL, A/R, A/P, inventory, variance
- Hands-on training included
- Documentation & support
🤝 Monthly Support
- Updates & new metrics
- Data fixes & optimization
- Email/call support
- Annual enhancements
Why These Prices?
- Specialized knowledge = faster builds. We skip the expensive learning phase other consultants need.
- No lengthy discovery overhead. We know Acumatica, so discovery is quick and cheap.
- You own the dashboards forever. No licensing lock-in, no per-seat fees.
- Competitive with hiring a BI developer ($100K/year salary), but you only pay for what you need.
- Clear requirements lower the price. One of the biggest cost factors is how well you know what you need. When you come with your goals and requirements prepared (which reports, which KPIs, who uses them), we skip the back-and-forth, the project moves faster, and fewer hours means a lower cost for you.
How a Power BI for Acumatica Project Works
From discovery to go-live, here’s how we work together.
Discovery Call
Free, 1 hour
We learn your reporting pain, current Acumatica setup, and goals.
Audit (Optional)
$500–1K, 5 hrs
Deep dive into your schema, recommend 1–2 dashboards, clear scope.
PoC or Build
$1.5–3K PoC or $3–10K Full
Build 1 dashboard (PoC) or 2–4 (full). Hands-on training included.
Go Live
3–6 weeks from start
Dashboards live. Team trained and ready.
Ongoing Support
$200–1,000/month
Updates, new metrics, data fixes. We’re a long-term partner.
What Acumatica Finance Teams Say
“Bogdan really understands Acumatica. He found data points we didn’t even know we had. Compared to our previous developer, where we lost a lot of time explaining how Acumatica works, he saved us a lot of time.”
“Bogdan came up with strong reporting proposals that gave us better insight into our projects. That really helped us.”
“Bogdan cut our month-close from 5 days to 2 days. That’s 3 days of my CFO’s time back. Worth every penny.”
“Unlike other consultants, Bogdan actually understands Acumatica’s data model. No learning curve. Just results.”
“We trained our team in 2 hours. Now they maintain the dashboards themselves. That’s exactly what we wanted.”
“The dashboard identified 2 unprofitable projects mid-month. We changed scope and saved $40K before month-end.”
Who’s Building Your Dashboards?
I’m Bogdan Pavlovic, a Power BI specialist with 6+ years of consulting experience. But more importantly, I focus exclusively on Acumatica companies.
Unlike generalist Power BI agencies that work with 10 different ERPs, I’ve chosen to go deep on Acumatica. That means I understand your financial workflows, your data structure, and your reporting pain points. I connect Acumatica to Power BI and build the Acumatica dashboards and financial reports your team actually uses.
Why Acumatica-Only?
When you hire a specialist, you get someone who has solved your exact problems dozens of times. That experience translates to speed, accuracy, and best practices you can’t get from a generalist.
- Power BI Certified (Microsoft)
- 6+ Years of Power BI consulting
- Acumatica Specialist — 100% focus on Acumatica + Power BI
- Financial Reporting Expert — GL, A/R, A/P, consolidation
- Hands-On — I train your team, not hand off
- Transparent — Fixed pricing, clear timelines, no surprises
“I believe in giving businesses the financial visibility they need to make smarter decisions. If your Acumatica reporting is holding you back, let’s fix it.”
Frequently Asked Questions
4–6 weeks for a full project. We move fast because we already know Acumatica’s schema and architecture. If you start with a discovery call, the total time is 5–7 weeks. Generic Power BI agencies typically take 3–6 months because they have to learn your data first.
Yes, absolutely. We connect to your Acumatica database directly via SQL. Whether you’re on Acumatica Cloud or on-premise, we build against your database. The only requirement is that we need read-only access to your Acumatica SQL database.
That’s what monthly support is for. Small changes (adding a metric, changing a filter, new chart) are included in the $200–1,000/month support package. Major changes (new dashboards, redesigns) get their own scope and pricing, but you get a discount because I already know your system.
$200–1,000 per month (optional). This covers updates to new data, new metrics, data fixes, and email/call support. OR, we can train your team to maintain simple updates themselves — you stay engaged at whatever level works for you.
Yes, we recommend it. Start with a free 1-hour discovery call to audit your setup and scope the work. Then, if you want to de-risk, do a PoC: build 1 dashboard in 1–2 weeks for $1.5–3K. Usually, the PoC converts to a full project, but it doesn’t have to. You’ll know if Power BI is right for you.
A full-time BI developer costs $80K+/year, plus 3+ months to hire and onboard. A $6K project with me delivers the same outcome in 5–6 weeks with no hiring overhead. Plus, you only pay for what you need. If next year you need updates, you pay maintenance ($200–1,000/month), not a full salary.
You own them completely. The dashboards live in your Power BI environment. There’s no licensing lock-in, no per-seat fees, and no dependency on me to maintain them (though I’m happy to support you if you want). You can hire another consultant to modify them, or your team can learn Power BI themselves.
Maybe, but probably not. Complexity usually comes from things like multi-entity consolidation, intercompany eliminations, or custom fields. Since I specialize in Acumatica, these are standard patterns for me. The discovery call will identify any complexity upfront, and we’ll adjust pricing if needed.
Ready to Fix Your Acumatica Reporting?
Start with a free 1-hour discovery call. No pressure, no obligation. Just a conversation about your Acumatica reporting challenges and how Power BI for Acumatica can solve them.
Get in Touch