TopBuilder Acumatica Integration

See the Full Picture
of Your Finances

Gaps between your sales, project management, and billing can lead to delays in delivery and frustration throughout your organization. TopBuilder’s integration with Acumatica Construction Edition provides unparalleled visibility into your company’s revenue, job requirements, and project profitability. 

This powerful integration helps your team collaborate more efficiently, eliminate duplicate data entry, and optimize every aspect of your business for growth.

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Benefits of the TopBuilder Acumatica Integration

Full visibility

Gain a comprehensive view of your company’s revenue streams, job requirements, and the profitability of each project with real-time data at your fingertips.

Efficient Collaboration

Ensure everyone has access to the latest job information, financials, and project updates to streamline collaboration.

Eliminate Duplicate Data Entry

Save time and reduce errors by seamlessly integrating your data across systems.

Real-Time Synchronization

Acumatica
Accounts | Contacts
Acumatica Customers | Contacts
Credit Verification Rules
Leads (Jobs) | Job Invoice History
Acumatica Projects | Project Balances
Project Invoice History
Customers | Lead (Newly
Awarded Job) | Contacts
Project | Project Contracts
Customer & Customer Contacts
Leads (Jobs) | Sales Orders
Purchase Orders | Quote Items
Sales Orders | Purchase Orders
Revenue Budget | Cost Budget
Quote Items
Stock Items | Non-Stock Items | Pricing
Accounts
Vendor Details
Cost Codes
Cost Codes
Project Tasks
Project Tasks

Acumatica Integration Features

The integration between TopBuilder and Acumatica gives you detailed insights to streamline your project management and accounting processes. Here’s what you can expect:

A Full Job History

Access detailed records of past jobs, including performance metrics, timelines, and outcomes. Use this data to inform future projects and improve bidding strategies.

Job Financials

Monitor financial health for each project with real-time access to job-specific financial data. Track expenses, budgets, and profitability to ensure projects stay on track.

Invoices and Financial Summaries

Generate and review invoices and financial summaries instantly. Keep your financial records accurate and up-to-date.

Job Kick-Offs and Timelines

Stay informed about new project awards in real-time. Quickly allocate resources and begin planning to ensure timely project kickoffs.

Real-Time Work Order Updates

Receive instant updates on work orders, ensuring your team is always aware of the latest changes and requirements. This helps you avoid delays and maintain momentum.

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Bid Better and Grow Faster With Solutions Built for You

With TopBuilder, you can prioritize your most profitable opportunities and stay on top of every potential project.