Acumatica
Filament

Ask questions about your Acumatica data

Connect Acumatica to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Acumatica gives you financial dashboards and sales reports, but connecting revenue patterns to marketing performance or analyzing customer profitability across your entire business requires juggling multiple platforms. Filament links your Acumatica data to your CRM, advertising tools, and analytics platforms so you can explore revenue attribution, customer lifetime value, and cash flow trends through plain English questions.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Acumatica KPIs with Filament Analytics

Connect your Acumatica account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Acumatica metrics you can track in Filament:

General Ledger Accounts
Track financial performance across your chart of accounts with account balances, transaction history, period comparisons, and budget variances for business intelligence reporting.
records:
accountCDaccountClasstypedescriptioncuryIDactive
Sales Orders
Analyze order patterns and revenue trends with order totals, line item details, customer information, order status, shipment tracking, and fulfillment dates.
records:
orderNbrorderTypecustomerIDorderDateorderTotalstatusshipmentNbr
Customer Records
Build customer analytics with account details, billing addresses, payment terms, credit limits, customer class, and lifetime value calculations.
records:
customerIDcustomerNamecustomerClassstatuscreditLimittermsparentRecordID
Accounts Receivable Invoices
Monitor cash flow and payment patterns with invoice amounts, due dates, payment status, aging buckets, customer balances, and collection metrics.
records:
refNbrdocTypecustomerIDdocDatedueDatecuryOrigDocAmtcuryDocBalstatus
Purchase Orders
Track procurement spending and vendor relationships with order amounts, line items, receipt status, vendor details, expected dates, and cost analysis.
records:
orderNbrorderTypevendorIDorderDateexpectedDatecuryOrderTotalstatusreceiptNbr
Inventory Items
Analyze stock levels and product performance with item descriptions, quantities on hand, costs, pricing, turnover rates, and reorder points.
records:
inventoryIDitemClassitemStatusqtyOnHandqtyAvailableavgCostbasePrice
Accounts Payable Bills
Manage vendor payments and expense tracking with bill amounts, due dates, payment status, vendor information, expense categories, and cash requirements.
records:
refNbrdocTypevendorIDdocDatedueDatecuryOrigDocAmtcuryDocBalstatus
Cash Transactions
Monitor liquidity and banking activity with transaction types, amounts, dates, bank accounts, reconciliation status, and cash position analysis.
records:
tranIDtranTypecashAccountIDtranDatecuryTranAmtclearedreconciled
Sales Commissions
Calculate sales team performance with commission amounts, salesperson assignments, order references, commission rates, payment status, and period totals.
records:
commnPeriodsalespersonIDorderNbrcommnAmtcommnblAmtstatus
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Combine Acumatica with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Acumatica lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Acumatica data gets even more powerful when combined with other tools:

Acumatica
HubSpot

Acumatica + HubSpot

Connect Acumatica invoices and customer records with HubSpot deals and contacts to see which sales activities convert to actual revenue, track customer acquisition costs, and measure sales cycle efficiency from first touch to payment.

Acumatica
Google Ads

Acumatica + Google Ads

Connect Acumatica sales orders and revenue with Google Ads campaign data to track which keywords and ad groups drive actual purchases, calculate true return on ad spend, and optimize your advertising budget based on customer value.

Acumatica
Shopify

Acumatica + Shopify

Connect Acumatica inventory levels and purchase orders with Shopify order data to monitor stock turnover across channels, identify reorder timing, and analyze product profitability from procurement through final sale.

Benefits of Filament's Acumatica Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Acumatica account

Connect your Acumatica account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Acumatica data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Acumatica dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Acumatica integration FAQ

Everything you need to know about connecting Acumatica with Filament and getting the most out of your data.