Make smart business decisions with on-demand company insights
Acctivate delivers macro & micro views of all company data to streamline decision-making for continued success and increased growth and profits.
Gain real-time insights into all aspects of your company operations including:
Hear it from Acctivate users
Acctivate helps me have a daily pulse of what’s happening in our business and where our influx is coming and where our outflux is going.”
Derrick Ricketts, National Sales Manager, Aidan Gray Home
Reporting is very critical and has saved us a lot of time. It would be impossible to do business without some of the reports.”
Mike Scianamblo, Founder and CEO, European Wine Resource
We all use the dashboard to monitor what we do each day. We’re able to see the pie chart. We’re able to see what we have dollar wise in other warehouses.”
Azure Sessums, General Manager, Tuxedo Distributors
Prioritize your business with intelligent data
Company insight tools bring on-demand visibility to the forefront of the organization to help users make informed business decisions with minimal effort.
Acctivate empowers businesses to build and maintain strong customer relationships through data that is in presentable, easy to navigate and analyze forms via different tools, including a central hub of company information formatted with lists and tabs, a dashboard and reports.
Lists & Timelines 
Powerful Search 
Dashboard 
Reporting LISTS & TIMELINES
A hub of organized data to know all & respond strategically
Acctivate delivers a simplified view of historical and active data including event timelines, key insights and more. The convenient and consolidated list windows with tabs alert businesses to pertinent information at-a-glance.
List windows
List windows are the navigational starting points for users, providing advanced search and filtering capabilities to accelerate pinpointing key information company wide.
Timeline views
Timelines for customers, orders, products, vendors, purchase orders, and business activities provide historical snapshots of critical information such as transactions, invoices, payments, statuses, alerts, notes, tasks and email communication.
Hear it from Acctivate users
We use the timeline feature on all of the products on a daily basis. Our inventory costs fluctuate from one PO to the next, even on the same product, so it allows us to stay updated on what our current and future costs are with what’s on PO and what’s coming in."
Abraham Raber, President, A&M Kiln Dry
With Acctivate, it was easy to find things, it was easy to sync with QuickBooks – you didn’t have to go through a whole lot of screens to get to where you wanted to go. We realized that Acctivate was the most complete solution that we could find that easily interfaced with QuickBooks."
Ruth Entwistle, Customs Broker, Heron Point Seafood
Before we couldn’t access all the information we needed. We had to go back and look in folders; and we also used to lose documents. Now, we can find everything in Acctivate. Since we went over to Acctivate we’ve established a history of the customer and that’s improved the overall performance in the company."
Frank Santiesteban, IT Manager, Arabel
POWERFUL SEARCH
Find accurate results instantly
Immediate access to every part of the system, i.e., orders, inventory transactions, customers and more through an extensive, robust search capability.
Easily & quickly accomplish tasks across multiple departments with the prompt search plus practical navigation.
Sort through data based on multiple fields for quick filtering and save those filters for later use at an individual or company level with the intelligent search.
Hear it from Acctivate users
We have 30 different variations for some products and each spec is a little different. When a customer calls in to get those specs, it’s all right there at our fingertips in Acctivate. It’s easy."
Schean Barrett, COO, Performance Racing Warehouse
Acctivate has allowed us to search our products a lot faster because it narrows it down to what you’re looking for in a faster way. The nice thing about Acctivate is, they have kept it really simple but it’s not a simple system. It’s an intelligent system."
Tim Murphy, Owner, Murphy Industrial Supply
There are a lot of different ways for us to pull up the orders once they’re in Acctivate. Sales people need to be selling; they don’t need to be looking for information and Acctivate keeps it all in one spot – and it’s easily accessed."
Jim Stockland, President, A&D Sales and Marketing
DASHBOARD
Infinite possibilities to harness business data
View data quickly via a customizable dashboard. Unlock potential with standard and configurable widgets that raise critical awareness to business operations at a convenient, visual level.
All data is well-connected to provide drill-down details to other parts of the system from the dashboard widgets.
Hear it from Acctivate users
The owner uses the dashboard to track daily what is going on. He sees products that are being sold, what product lines are ‘of the moment’ and which ones are not getting as much attention as they should. The dashboard is thoroughly customizable."
Jennifer Dowling, Network Administrator, Orient Express Racing
In the Acctivate dashboard, we look at snapshots of sales and snapshots of incoming orders. That’s really what we track and of course I, as the owner, track on a macro basis my individual sales."
Stephen Kirby, Owner, China Auto Group
The dashboard allows me to view what I need to reorder, what I’m running low on and what assemblies need to be created. I have them set up, so they come up with my configuration manager on startup."
Damon Wyatt, Operations Manager, BikeFit
REPORTING
100+ reports for operational knowledge & foresight
Access ready-to-use, filterable reports and/or create new reports with Crystal Reports integration.
Reports in Acctivate can reveal both thorough and summarized forms of live data for all sides of the business, i.e., sales, customers, products and more.
Integration with industry-standard reporting solution, Crystal Reports® lets businesses create unlimited reports tailored to specific requirements.
Hear it from Acctivate users
That was another huge reason I switched to Acctivate because if I needed a custom report based on the criteria for my business, I could get any type of report I wanted, as long as the data was in the system. That’s a huge advantage over other systems that are out there."
Shaun Rishty, Vice President, H.I.S. Juveniles
The capabilities to do reporting out of Acctivate is one of the strongest assets that it brings to our company. The reporting in Acctivate gives us the roadmap for where we need to go and how we need to make the roads better."
Derrick Ricketts, National Sales Manager, Aidan Gray Home
We use reports all the time, both custom and standard. The greatest value we receive from the reports in Acctivate is the ability to plan, which gives us greater efficiency in production and everywhere else – it’s just a flow that keeps everything rolling smoothly."
Deb Propst, Accounting Manager, LDA Creations
