Africa’s #1 Acumatica Gold Partner since 2012

Highly configurable ERP Solutions

Designed to fit your business, focusing on minimal disruption during implementation

Talk To Us

REGISTER FOR OUR FREE WEBINAR - 12 February 2025

Automate your Business with TRailD an Integrated Accounts Payable Solution that is designed to Automate and Manage your Accounts Payable invoices

Book your place

More Than ERP - Business Process And Automation

01 ERP SOLUTIONS

We provide tailored ERP solutions that align with your business goals, addressing real challenges and enhancing your competitive edge. With real-time access to financials, reporting, CRM, and more, our integrated business management solution was specifically designed to help small and mid-market businesses thrive in the new digital economy.

02 TRANSFORMATION SERVICES

Business transformation and automation are essential for driving efficiency, reducing costs, and enabling organizations to focus on strategic goals. By leveraging advanced tools like AI, RPA, and low-code/no-code platforms alongside robust ERP solutions like Acumatica, businesses can automate mundane tasks, streamline operations, and improve decision-making. Our approach focuses on understanding your current processes and long-term vision, ensuring minimal disruption during implementation while identifying opportunities to enhance workflows. From service order logging to offline capabilities and seamless integrations, we deliver tailored solutions that not only optimize performance but also empower your workforce to thrive in an evolving digital landscape.

03 DEVELOPMENT SERVICES

Our development services focus on creating innovative, tailored solutions that address unique business challenges. Unlike traditional ERP implementations that rely solely on system adjustments, we leverage our expertise in native product development, .NET Core, and other technologies to deliver seamless integrations and user-friendly applications. Our standout solutions include apps for offline orders, bilingual functionality, and rapid service order logging that drastically reduce processing times. By combining Acumatica’s robust capabilities with custom-built features, we ensure real-time updates, exceptional user experiences, and enhanced efficiency. These developments are guided by a commitment to understanding client needs and delivering measurable returns on investment.

04 REPORTING SERVICES

Our reporting services are designed to provide clients with real-time, actionable insights by leveraging tailored data transformation techniques and innovative technologies. Unlike other business partners who rely solely on traditional ERP tools, our extensive experience in custom development enables us to think beyond conventional boundaries. For example, we have optimized processes such as service order logging, reducing the task from 30 seconds to just 5 seconds. This is achieved by integrating cutting-edge solutions directly into the Acumatica database, ensuring immediate updates and user-friendly interfaces. Our approach to reporting focuses on delivering high accuracy, transparency, and efficiency, empowering businesses to make data-driven decisions with confidence while maintaining compliance and control.

Book a meeting with an expert and let us evaluate your requirements thoroughly and recommend the right modules, processes, and automation.

Book Now - No Obligation Consultation

How We Are Assisting Businesses

Edit Content

We created an in-store customer app for Hisense which was a .Net Core development with a rich User Interface, that allows users to go instore, shop on their mobile devices, make payment, and just collect the goods at dispatch with everything living in the Acumatica database but with a custom user interface.

Customers enter the store and scan the score ID that takes them to a login
They then enter their mobile number and we supply a code for them to authenticate their device on login
Clients can then scan the products they wish to purchase
When they are finished shopping they simply check out and select their payment method
We Integrated to their preferred banking suppliers
Once payment confirmation is received by the bank we automatically create the sales order and related receipt in Acumatica and return the order confirmation to the device

Edit Content

We created the app for the client for offline deliveries as well as for offline orders using .Net Core with multi-lingual capabilities to run the app in English or Afrikaans with any other language being able to be added in hours thanks to the inherent product design. The reason for this was that the client operated in farmlands where there was limited or no cellular connectivity. At time of delivery confirmation the Driver will confirm the item and quantity with a dual signature verification function for Driver and Customer. On returning to the office (or at any other time) the driver or delivery clerk has the ability to upload these deliveries to Acumatica. The primary reason for the app development was that the Acumatica app was not Bi-Lingual, did not have offline-capabilities, and did not have the User Interface that could be achieved using a separate technology.

In terms of process –

The user logs in to the app using their Acumatica login credentials
Then selects the Shipping / Deliver Zone
After selection we load the Open Shipments onto the app
At time of delivery the driver can change the quantities and proceed to a dual signature function for Customer and Driver
Once they are back at the office the update function will load confirm the deliveries in Acumatica and upload the signatures
For offline orders the same function applies where drivers can take orders on the road with a function to refresh available on hand quantities only ensuring minimal data usage

Edit Content

Perhaps our sexiest development to date, this was designed for staff members in a work area to be able to process service orders within 20 seconds which our application managed to do in 5 seconds. This was developed in .Net core with all data reading and writing directly to the Acumatica database ensuring an immediate and real-time update. This function was extended with the following features:

A setup screen defining the Serviceable Items Branch and Location ensuring quick access to only items in that area
A quick item selection with touch-screen design for Severity and Error Type reading integrated from the data in Acumatica
A visual display of all repair items that require attention with a timer and colour coded function to easily identify downtime length of time
Ability for the users or technicians to close off the Service Order from the app itself

Edit Content

This function allows users to soft-allocate transactions or portions of transactions within the same account against each other allow you to offset and only show “unallocated” entries. A good example for the use of this feature would be allocations or “offsetting “of provision and accruals with the Debit and Credit of specific transactions being Allocated against each other to only show the remaining. In simplistic terms this would be an account reconciliation without any actual processing transactions. A core part of the design is that it will allow you to create amount Allocations across periods however if the Account Enquiry is run for a period where an allocation transaction has an allocation in a future period, the system will not show the allocations in that period ensuring that the closing balance will always be correct. The process is as follows:

Create an Allocating transaction with an Allocating Transaction Header name and date. Thereafter you can allocate debits and debits of transactions against each other with earlier dates.
You can then save the allocating transaction if the allocating debits agree to the allocating credits.
You can also edit the allocating transactions at any time during the process however allocating debits and credits gave to agree.
Then run the enquiry showing all transactions with original or allocated transactions with the ability to exclude net Zero’s.

Edit Content

Another product born from our customer requirements is our Trade Creditor Reconciliation function. This feature performs a 3-way reconciliation between your Creditors Statement, your Acumatica Vendor Transactions and your Remittance Advice. There is also controls to ensure that users don’t pay invoices with amounts that are greater than the supplier invoice value and ensures strict controls and traceability on all reconciliations and related payments. To process the reconciliation, you simply.

Import the bank statement and map the cautious fields. Once done the system retains the mapping for future imports
After the statement is imported, the system will auto-allocate matched transactions so that you only have to work on the unmatched transactions. This is deal for suppliers with Large Volumes of transactions
Apply the transactions on the statement to that of the system. We can also apply multiple transactions against one amount where there could be a supplier invoice and credit note that offsets against a system invoice
Once allocations and payments are set the user prints the reconciliation and authorises or processes the payment for approval

Find out more - Contact us today

Our Implementation Strategy

We start with the end in mind with the least amount of disruption to staff and the business during go-live.

ANALYZE & DESIGN

Plan & Monitor ensures realistic plans, clear communication, set expectations, and proactive risk management to avoid delays.

PLAN & MONITOR

Ensures alignment on the solution, team readiness, proactive planning, informed decisions, and early issue detection.

DISCOVERY

Discovery ensures a shared vision, clear goals, a solid problem-solving approach, and early risk identification with mitigation plans.

BUILD & TEST

Delivers a fully configured system, integrates key business processes, ensures a smooth final conversion, and secures UAT sign-off.

STABILIZATION

Ensures system readiness, validated data, user proficiency, and smooth performance monitoring while minimizing disruption.

DEPLOY

Ensures the system is ready for users through production testing and verifies successful final data migration.

MEASURE ROI

Ensures requirements are met, supports process improvements, measure return on investment, and addresses additional needs like training or enhancements.

Our Clients

Our clients span a range of industries including Distribution, Multi-channel Retail, eCommerce, Field Service, Construction Projects and Manufacturing. Our clients are located in the USA, Europe, Asia and Africa, with the main concentration in South Africa.