Acumatica, Connected to Taskwell: CFO Intelligence on Your ERP

One agent on your Acumatica ERP that answers strategic questions, reads true job and project profitability, and runs a forensic sweep — then writes back: customers, vendors, bills, invoices, payments, and journal entries, every change on your approval. Intelligence and action, on the ERP you already run.

This is the Financial Operations agent — the books. If you run Acumatica Manufacturing, a companion Production Operations agent covers the shop floor — ship-date risk, floor status and schedule, and materials readiness — scoped separately from finance. See Production Operations on Acumatica.

Built for the businesses that outgrew QuickBooks

When a contractor or manufacturer moves to Acumatica, it’s because the work got complex — projects, job costing, inventory, multiple entities. The reporting gets complex too: the answers you need hide behind Generic Inquiries, saved reports, or the controller’s queue. Taskwell sits on top of Acumatica and answers in plain English — no export, no report-building, no waiting. And because it reads Acumatica’s contract API live, every answer reflects what’s in the ERP right now, not an overnight sync — there’s no connector to install or babysit.

One agent, forty-seven finance skills — including the ones that write back

Under the hood, Taskwell reads your customers, vendors, invoices, bills, payments, sales orders, purchase-order commitments, projects, inventory and the full item list, journal entries, and complete financial statements — then reasons over them with dozens of purpose-built finance tools. And it writes back: describe a vendor bill, an invoice, a customer payment, or a journal entry and Taskwell enters it in Acumatica for you — permission-gated, off by default, and approved by a human first.

What you can ask it

• Know where you stand today. A real-time operating picture — cash on hand, who owes you and who you owe, revenue momentum, and how dependent the business is on a handful of customers or vendors.
• See the jobs that make money. True project and job profitability from Acumatica’s own project accounting — income, cost, and margin per job, budget vs. actual by task and cost code, and open purchase-order commitments.
• Get the controller’s view. Full P&L, balance sheet, and trial balance, a financial-health scorecard, and period-over-period comparisons — computed from your posted general ledger.
• Catch what hides. A forensic layer most mid-market finance teams never run — duplicate payments, backdated journal entries, round-dollar and threshold-hugging patterns, and check-sequence gaps, surfaced as candidates for review before they compound.
• Act on it. Create invoices and vendor bills, record customer payments, and post journal entries — described in plain English and written straight into Acumatica once you approve.

“What’s my cash position?” · “Which jobs made money this quarter?” · “Show me the P&L for August.” · “How is the Riverside job tracking to budget?” · “Any duplicate payments to vendors?” · “Enter this bill: $4,200 to Reece Albert, coded to Materials.”

What this unlocks

The finance questions that used to mean a Generic Inquiry, an export, or a wait on the controller now get answered in seconds — and the routine entries that used to sit in a queue get drafted and posted on your say-so. Taskwell runs as an intelligence-and-action layer on the Acumatica you already operate: no migration, no rip-and-replace, and every write permission-gated with a full audit trail. From $300/mo.