Collections & Cash Flow
Automate follow-ups and payment matching so collections take less staff time.
Acumatica Add-Ons
Close the Gaps Acumatica Leaves Open.
Acumatica handles your financials, inventory, and orders. For collections, commissions, lockbox processing, order compliance, kitting, approvals, and order entry, these purpose-built add-ons plug directly into your existing screens. PTP helps you pick the right ones, get them running, and keep them running.
Built Inside Acumatica
No Separate Login
Implementation + Support
Why Add-Ons
Small Gaps Cost Real Hours. Add-Ons Close Them Without a New Platform.
Acumatica is broad by design, and no ERP covers every workflow out of the box. Collections, commissions, lockbox files, shipping compliance, kitting, and order entry are common places where teams end up back in spreadsheets or manual review.
These add-ons are purpose-built to close exactly those gaps. They run inside Acumatica's own screens, so your team isn't learning a second system. PTP helps you confirm which ones fit your operation, configures them for your setup, and supports them once they're live.
✓
Fix one workflow at a time, without a platform migration.
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Work inside Acumatica's own screens, not a separate login.
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Add only what your operation actually needs.
Where Add-Ons Help Most
Automate the Work That Still Runs on Spreadsheets.
These are the workflows that most often outgrow a standard ERP setup as a business scales.
Commissions & Payouts
Calculate commission plans automatically instead of rebuilding spreadsheets every cycle.
Order Compliance
Enforce shipping and distribution rules automatically, order by order.
AI-Assisted Order Entry
Turn emailed PDF orders into confirmed sales orders in seconds, not minutes.
Efficiency Series
Automate, Streamline, Reduce Manual Work
Tools built to cut manual effort in collections, commissions, payments, order compliance, kitting, approvals, and order entry.
Collections Management
Accelerate your cash flow and reduce the time your team spends trying to collect.
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Advanced Commissions
Save hours, even days, by automating commission plans and payouts for every business scenario.
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Lockbox Processing
Lockbox Processing
Upload the latest lockbox file from your bank, and automatically create and apply payments.
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Advanced Order Rules
Automatically enforce industry-specific shipping and distribution rules on every order, without manual review.
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Auto Kitting
Auto Kitting
Simplify inventory management and save time with automated kit creation and assembly.
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Master Record Approvals
Master Record Approvals
Control who can create customers, vendors, inventory items, and business accounts, and require sign-off first.
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New · AI-Powered
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Sales Order Agent
Reads the PDF orders your customers email you and enters them into Acumatica in seconds, with pricing validation and part-number matching, so your team stops keying and starts selling. Order entry drops from about 10 minutes to seconds, with a review step before anything is confirmed.
Integration Series
Connect Acumatica to the Tools You Already Use
Keep Acumatica synced with the platforms your teams already rely on, so data stays current on both sides instead of being re-entered.
ISV Logo
ConCurrent
Seamlessly connect Concur expense management with Acumatica Cloud ERP.
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New · AI-Powered
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Sales Order Agent
Reads the PDF orders your customers email you and enters them into Acumatica in seconds, with pricing validation and part-number matching, so your team stops keying and starts selling. Order entry drops from about 10 minutes to seconds, with a review step before anything is confirmed.
See It Running
Watch Each Add-On in Acumatica
A full demo playlist walks through each add-on inside Acumatica's own screens, so you can see the workflow before you evaluate the fit.
The PTP Difference
Not Just a Product List.
PTP helps you confirm the fit, configure the add-on for your setup, and support it once it's live inside your Acumatica environment.
Confirm the Gap
We start with the manual workaround costing you the most hours today.
Match the Add-On
We check which add-on actually fits your Acumatica edition and workflow.
Configure + Launch
PTP sets it up inside your environment and tests it against real orders and records.
Support It Long-Term
We stay involved for training, questions, and changes as your process evolves.
Looking for Something Else?
Need a Standalone ISV Platform?
Add-ons on this page install directly inside Acumatica. If you need a separate, specialized platform that connects to Acumatica, like tax, reporting, quality, or field service, see PTP's ISV Solutions instead.
Not an Acumatica Question?
Automating Work Outside Your ERP?
For workflows that live outside your ERP entirely, like customer cases, field jobs, or employee requests, see how PTP uses the ServiceNow AI Platform instead.
FAQ
Common Questions About
Add-Ons
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What is the difference between an add-on and an ISV solution?
These add-ons install directly inside Acumatica's own screens, so there is no second system to log into. An ISV solution, like a tax engine or a reporting tool, is a separate connected platform that Acumatica shares data with. Both close gaps in the standard ERP; they just work differently under the hood.
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Will an add-on require a second login for my team?
No. Every add-on on this page runs inside Acumatica's existing screens, so your team works the same way they already do.
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Do we need every add-on, or can we start with one?
Start with one. Most teams add the piece solving their most expensive manual workaround first, then expand once that add-on is running well.
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How does PTP decide which add-on fits our business?
We look at the workflow causing the most manual work today, check it against your Acumatica edition and setup, and confirm the fit before anything is configured.
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Does PTP handle setup and support after we buy?
Yes. PTP configures the add-on for your environment, tests it against real orders or records, trains your team, and stays available for support afterward.
Close the Gap
Tell Us Where the Manual Work Is.
Tell Premier Tech Partners which workflow is costing you the most hours. We will help you confirm the right add-on and get it running inside Acumatica.