Companies are installing cloud-based ERP solutions to better serve customers in the new normal. Cloud-based ERP solutions are essential to support remote work and automated business processes.

The need for cloud-based ERP solutions is widely recognized, but executives often view it in terms of operations and sales requirements only. The need for and benefits of integrating financial processes including AR in a cloud-based ERP solution are not always recognized.

Executive and IT group buy-in for your Acumatica AR automation software project is essential. The risk of not getting it is your proposal may not be approved or the integration may not be successful.

Steps to ensure buy-in by company executives and IT leadership for your Acumatica AR automation software include:

Develop Your Proposal

  • Note reasons why cloud-based Acumatica AR automation software is needed
    • Lower DSO
    • Increased efficiency
    • Better reporting and forecasting
    • Remote work and automated business processes
  • List major features and benefits
  • Prepare an ROI analysis

Answer Concerns and Questions

Address concerns and questions directly. Financial applications including AR automation are sometimes seen as a lower priority. Executives and IT may not recognize the need to integrate AR automation software with Acumatica ERP. Some executives grew up with financial applications that were not integrated. It may be necessary to educate them on the need for and benefits to integration.

Recruit a Champion

Enlist a champion from the leadership team to promote your project, and get other leadership and group members on board.

Involve IT

Use the expertise and advice of IT in planning your project. IT involvement will improve your project, and increase IT support for it.

Buy-in to Acumatica AR automation software will help ensure your project’s success. Enlisting a champion and involving IT will help to get executives and group members on board.

Digital Solutions

Accounts receivable and accounts payable cloud-based solutions with customer/vendor portals and digital processes keep vendors and customers connected whether they work remotely or not.

With a connected accounting solution for your accounts receivable and accounts payable teams to coordinate work with customers and vendors, you can go digital and enjoy the benefits of office automation.

Lockstep, a leader in cloud-based connected accounting solutions, can help you boost productivity and optimize cash flow with:

  • Digital Onboarding – Collect master data directly from your customers and vendors
  • Accounting Inbox – Make it easy to divvy up work and track progress
  • Smart Automation – Automate menial task with accounting integration
  • Online Accounts – Give customers and vendors online access to their accounts

Lockstep is an experienced software partner that can help you increase efficiency and accelerate cash flow.

If you would like to learn more about how you can benefit from connected accounting solutions, please contact Lockstep at