ConCurrent: Crestwood's Integration Tool for SAP Concur and AcumaticaManaging expenses shouldn’t be complicated. But when your expense system and ERP don’t fully connect, it often leads to manual work, duplicate data entry, incorrect data, and unnecessary delays.That’s why the experts at Crestwood Associates built ConCurrent.What is ConCurrent?ConCurrent is a simple
Automate shipping, compliance, and eligibility decisions before order issues arise.What is Advanced Order Rules?Advanced Order Rules by Crestwood Associates enhances Acumatica’s ERP capabilities by automatically managing compliance, ensuring each order follows industry-specific shipping and distribution regulations without manual effort. It provides instant feedback on potential rule violations to prevent future
Delayed collections rarely start in accounts receivable. They start in process breakdowns.In our recent finance roundtable, one theme surfaced clearly: many organizations are still managing billing, collections, and reconciliation manually inside spreadsheets or disconnected systems. As volume increases, those manual processes create delayed collections, reconciliation errors, and inconsistent visibility into
Year-end inventory results have a way of demanding attention. Counts are finalized, adjustments are posted, and suddenly numbers that felt manageable throughout the year look larger, messier, or harder to explain. For manufacturing and distribution executives, this moment often creates pressure to act quickly. Questions surface fast. Do we have a
Visit Crestwood at Booth #802 to Tighten Your AR Game Summit 2026 brings together leaders who want more than product updates. They want clarity. They want practical next steps. They want to see how automation, AI, and operational efficiency are reshaping financial and operational workflows inside Acumatica. This year, Summit arrives at
Year-end has a way of revealing the parts of a system that work well and the parts that slow you down. Manual steps feel heavier. Reporting gaps become more visible. Close processes take longer than they should.Our recent Dynamics GP Year-End and Roundtable session brought these issues into sharp focus
Your Data Deserves Better Business moves fast. New customers are added daily, vendor information evolves, inventory gets updated, and accounts are constantly shifting. But in that rush to keep up, one important thing often gets overlooked how these changes impact the accuracy, trustworthiness, and compliance of your master data. That’s why we’re
5, November, 2025 12:00 PM - 1:00PM CT 0:1:00 Ready to take control of your ERP future? Rewatch today and learn how to confidently plan your move from GP to Acumatica. Watch Now https://youtu.be/ufk3IQIE04Y?si=R84xqZAhLMbKFmYmIf you’re still running Microsoft Dynamics GP, the question isn’t if you’ll move to a modern ERP, it’s
Join Our Upcoming Webinar: See how distributors eliminate revenue leaks and automate EDI processes with Acumatica + SPS Commerce.Register now to secure your spot and get a free migration assessment.As a distribution leader, you’re likely wrestling with the chaos of your legacy ERP like QuickBooks or Sage. Delayed orders, mounting
Join Our Upcoming Webinar: See how brands eliminate revenue leaks and automate EDI processes with Acumatica + SPS Commerce.Register now to secure your spot and get a free migration assessment.Mid-market executives face growing demands to meet retailers' expectations while managing tight margins. Legacy systems often fall short, leaving you bogged
Join Our Free WebinarThe ERP Decision: Navigating the Shift from GP to AcumaticaLearn directly from Crestwood Associates, Avalara, and ADP how to plan a seamless Dynamics GP migration—covering financials, tax compliance, and HR alignment.November 5 | 1:00 PM ETReserve Your Spot NowMigrating from Microsoft Dynamics GP is more than a
If you missed this fall’s Acumatica Demo Day, there’s still time to catch all the insights and inspiration. The S’more Ideas, S’more Solutions rewatch is now available on-demand bringing together Crestwood Associates and nine other top ISVs to showcase powerful solutions designed to help Acumatica users work smarter and grow
Thursday, August 28th, 2025 Re-watch the recording below: Year-end is coming fast, and 2025 brought big changes that will directly impact Q4. With changing tax thresholds, evolving leave policies, and extended ACA enforcement windows, ERP users must be proactive. This webinar walks through what to review now—and how to close
Contributed by TRAILD, in partnership with Crestwood AssociatesTRAILD is the leading Acumatica-integrated Accounts Payable (AP) automation solution, purpose-built to deliver AP efficiency and control in equal measure. Founded by business owners who experienced the risks of manual AP processes firsthand, TRAILD is designed to streamline AP workflows while safeguarding against
At Crestwood, we’ve always believed that strong partnerships are key to delivering exceptional results for our clients. But in early 2025, we took a step back and asked ourselves a critical question: Are we managing our ISV partnership program as strategically as we should? Over the years, we’ve worked with more than
Contributed by FYIsoft, in partnership with Crestwood Associates If you are a Crestwood client making the move from Dynamics GP and Management Reporter to Business Central, one of the biggest surprises may be what you’re leaving behind: your trusted financial reporting tool. While Business Central is a powerful ERP, many
Contributed by EBizCharge, in partnership with Crestwood Associates With efficient payment processing operations, your company can set itself apart from various competitors, making it imperative to prioritize. Complex payment handling systems can often feel overwhelming, especially without the right tools. Finding the right payment automation software and reliable provider that
Thursday, June 17th, 2025 1:00 PM - 2:00 PM (CST) Watch Now Automate Your Shipping with StarShip + Acumatica | Webinar Replay Hosted in Partnership with Crestwood Associates and StarShip Manual shipping tasks slowing you down? Watch this on-demand webinar to discover how StarShip, an Acumatica-Certified Solution, automates shipping processes
Monday, May 12st, 2025 1:00 PM - 2:00 PM (CST) Details Maximize Productivity in Acumatica: Automate Reporting & Budgeting with Velixo Join this exclusive webinar hosted by Velixo and Crestwood to see how we can help your business maximize productivity in Acumatica by eliminating manual reporting & budgeting work
Thursday, May 1st, 2025 2:30 PM - 3:30 PM (ET) Unlock the Power of AI in HR & Payroll – No Tech Expertise Needed You may be sitting on a goldmine of HR and payroll data—are you making the most of it? In this on-demand session, Crestwood Associates and ADP
Advanced Order Rules for Acumatica Advanced Order Rules for Acumatica DescriptionStreamline inventory and order managementDownload Datasheet Schedule a Demo Streamlined Distribution ManagementAutomated Rule Application: Automatically enforces distribution rules on all orders and purchase orders.Easy Configuration: Users can easily set up and modify rules through a simple, user-friendly interface.Comprehensive Rule Coverage:
Data Vault for Acumatica Cloud ERP Data Vault for Acumatica Cloud ERP DescriptionUnlock the future of your business! Seamlessly transition from legacy systems to Acumatica, all while retaining full access to your invaluable data.Download Datasheet Schedule a Demo Plan 1: Crestwood CloudPlan 2: Azure Data LakeBenefits:Say goodbye to the fear
Are you wrestling with disconnected customer data between HubSpot and Acumatica, wondering how to streamline your CRM and ERP workflows? You’re not alone. At Crestwood Associates, we’ve helped businesses—from Michigan plumbing retailers to Midwest manufacturers—unlock the power of the HubSpot and Acumatica integration. In this blog, we’re breaking down how
Tuesday, December 12, 2024 12:00PM - 1:00 PM (CDT) Watch Now Supply Chain Evolution: Transform your Retail Operations with Automation As suppliers’ worlds become increasingly complex with more selling channels, customers, and partners it becomes more difficult to fulfill customer requirements. Learn how SPS Commerce works with buying organizations, suppliers,
