What we build
Pick the workflow that's costing you most.
Every one is available now, integrates directly with Acumatica, and adjusts in plain language as your rules change. Select one to see how it works.
Quote & invoice import
Vendor and sub quotes arrive as PDFs, Word docs, photos, and scans, every layout different. Autessa reads and understands them natively, then enters the data straight into the Acumatica project or AP, no manual retyping.
“What Autessa set up is a lifesaver. We literally couldn't do it without them.”
The next step is easy
See it working in 30 minutes. Then a free pilot on your data.
Questions controllers ask
Straight answers before you book.
How does Autessa actually integrate with Acumatica?+
Autessa connects directly to Acumatica and reads and writes through the platform, so automations run inside your existing system of record. No separate database to maintain, no rekeying between tools, and no rip-and-replace of what you already run.
Can Autessa read PDFs, images, and scanned documents into Acumatica?+
Yes, and it’s live today. Autessa reads and understands documents, images, photos, and scans natively, then turns them into structured data in Acumatica, which is how the quote and invoice import handles any vendor layout without retyping. The same engine works with audio and voice natively too, which opens up workflows like understanding recorded calls and voice input.
How is this different from the AI features already in Acumatica?+
Acumatica gives you a strong platform to run your business on. Autessa builds the custom automated workflows that connect directly into it and make it work even harder for you, the document-heavy, rules-heavy work specific to how your team actually operates. It is built to extend what Acumatica already does, not replace any of it.
What does a project cost, and how fast is it live?+
Days, not months. You start with a 30-minute demo of the automated workflow running live, then a free pilot on your own data if it fits. We guarantee your first workflow is ready to go live within two weeks of getting the inputs and access we need, even if you choose to switch it on later. If it isn’t ready, you don’t pay.
Is it secure enough for our financial data?+
Autessa is SOC 2 Type II, ISO 27001, and ISO 42001 certified, with GDPR and HIPAA alignment. Every automated action is visible and audited, so your team keeps full control over what runs and can see exactly what happened.
What’s the real risk of letting subcontractor COIs slip?+
If an insurance audit finds you paid an uninsured or lapsed subcontractor, it can reclassify those payments as your own payroll at that trade’s higher rate. On higher-hazard trades, that single audit hit can exceed the profit on the project. Automated tracking closes the gap before a sub is ever on site.
What happens in the 30-minute demo, and what do you need from us?+
You tell us the workflow that costs the most time. We show you a real working automation for it, running and integrated with Acumatica, on representative data. Nothing to install and no data from you required to see it work. If it fits, the next step is a free pilot built on your own data.
Does this only work for construction?+
No. The proof case is commercial construction, but the same automation runs for distribution, manufacturing, and professional services teams on Acumatica, anywhere a finance team does high-volume manual work the ERP doesn’t handle natively.
Ready to see it on your workflow?
Book a 30-minute meeting and we'll show the automated workflow running live on Acumatica.