ERP Software for
private equity
AccountAbility provides software for private equity that streamlines ERP implementation, enhances visibility, and reduces costs. We help firms onboard acquisitions and unify systems with scalable, automation-driven solutions built for growth.
AccountAbility provides software for private equity that streamlines ERP implementation, enhances visibility, and reduces costs. We help firms onboard acquisitions and unify systems with scalable, automation-driven solutions built for growth.
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As the business was growing, implementing Acumatica was the company’s best decision because we could consolidate most of the processes and reduce the time execution between them. With the correct controls implemented, we could split responsibilities and track all the steps until the invoices were paid.
As a private equity business expanding through acquisitions, the transition from QuickBooks to Acumatica has proved transformative for consolidating and scaling our portfolio firms. The platform’s versatility and multi-entity administration make it easier to consolidate financials and confidently integrate new acquisitions.
Migrating from QuickBooks to Acumatica has simplified our operations and increased compliance throughout our specialized pharmaceutical procedures. Its flexibility and real-time reporting have given us more control over inventory, production, and quality management.
Switching from QuickBooks to Acumatica enabled us to quickly scale following multiple acquisitions and simplify financial management across our expanding network. With branch functionality, unrestricted user licensing, and Velixo reporting, we now have the tools in place to handle future growth without outgrowing our system.
Moving to Acumatica provided us with the financial reporting power and scalability required to support our acquisition-driven growth strategy. As a private equity-backed professional services firm, we now have increased visibility across entities and faster access to the information that enable better decisions.
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We know
private equity
Managing a private equity portfolio requires speed, control, and clarity. That’s why firms trust AccountAbility’s software for private equity—delivered not just by ERP consultants, but by strategic partners with deep industry insight.
We’ve supported ERP implementation for law firms, MSOs, and consultants—helping ownership groups unify data, automate workflows, and optimize licensing models. Our tailored solutions reduce headcount, improve collaboration, and deliver the agility your portfolio companies need to scale.
Choosing AccountAbility means investing in long-term efficiency, built around your unique financial strategy and powered by the right enterprise resource planning consultant.
Seamless Implementation
Real Results
Olympus successfully implemented Acumatica with full support from the Accountability team, enabling real-time setup, hands-on training, and financial reporting tailored for high-growth acquisitions—all while closing a deal and going live in the same month.
Benefits of Acumatica ERP
for private equity
1
Reduces Headcount
Acumatica automates key business functions—reducing manual tasks and labor costs. This efficiency makes it a top choice for firms seeking financial ERP systems and software for private equity that scale without inflating overhead.
2
Optimized Licensing Schema
Unlike traditional ERP systems, Acumatica ERP pricing is usage-based—eliminating costly per-user fees. This flexible model is ideal for software for private equity, where team size fluctuates across portfolio companies.
3
Enhanced Collaboration
The centralized enterprise resource planning software improves communication across teams and entities, enabling secure access to real-time financial and operational data.
4
Scalability
The cloud infrastructure supports growth without the need for additional IT hardware. It’s built to scale alongside portfolio expansion, mergers, and evolving reporting requirements.
5
Real-Time Visibility
It delivers live dashboards and consolidated data views—providing immediate insight into cash flow, KPIs, and financial performance across all holdings. This makes it a vital tool for financial technology firms and outsourced CFO services.
6
Advanced Analytics + Reporting
Built-in analytics and customizable reports empower leadership with accurate forecasting, performance tracking, and investor-grade insights—key features of effective software for private equity.
Testimonials
In the fast-paced and complex world of private equity, managing acquisitions efficiently while implementing an ERP system can be a formidable challenge. This was precisely the situation our group faced after acquiring three new entities during a critical phase of our ERP implementation process. It was during this crucial juncture
As the former owner of 3Sixty Integrated, a company founded at the forefront of providing comprehensive security solutions, navigating the financial intricacies of our industry was always a paramount concern. Our partnership with AccountAbility marked a turning point, offering us not just financial consulting services, but a roadmap to success.
As the Chief Financial Officer of iCARE, a healthcare organization recently transitioning from its position as a portfolio company of Pine Tree Private Equity, I have had the unique opportunity to oversee our organization’s significant growth and evolution. A critical factor in our successful transition was our partnership with AccountAbility,
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