Why Acumatica Users Need TreeBeam for a Smarter Month-End Close

For growing companies, Acumatica has become a go-to ERP for flexibility, scalability, and cloud-based financial management. But even the best ERP systems can leave accounting teams juggling too many spreadsheets during month-end. That’s where TreeBeam comes in—built by accountants, for accountants, to take the pressure off the accounting close process and make your financial reporting smoother than ever.

Acumatica Does a Lot—But It Can’t Do It All

Acumatica shines when it comes to operational control, cloud flexibility, and scalability across industries. But when accountants roll up their sleeves at month-end, there’s still a lot of manual work happening behind the scenes.

Tasks like:

• Managing accounting trial balances across multiple entities

• Tracking adjusting entries without disrupting the ERP data

• Performing financial statement consolidation

• Ensuring accuracy in consolidated financial reports

These are the areas where most accounting teams still find themselves toggling between exports, Excel workbooks, and checklists—risking errors, inconsistencies, and plenty of late nights.

TreeBeam fills that gap beautifully.

TreeBeam + Acumatica = A Seamless Month-End Workflow

Think of TreeBeam as the missing piece that bridges your financials software and the real-world workflows accountants live in every month.

Here’s how the pairing works:

1. Effortless Trial Balance Imports

TreeBeam makes it easy to import trial balances directly from Acumatica. Whether you’re closing one entity or ten, TreeBeam standardizes your data so you can move straight into review and analysis—no messy copy-pasting required.

2. Clean Adjusting Entries

Need to post accruals, eliminations, or other adjustments without touching your ERP data? TreeBeam gives you a safe, controlled environment to do exactly that. Your month end close process becomes cleaner, and your audit trail becomes crystal clear.

3. Consolidation Made Simple

For organizations with multiple entities, TreeBeam automates much of the heavy lifting behind consolidated financial accounts and consolidated financial results. It ensures your eliminations and roll-ups stay accurate—so you can focus on insights, not formulas.

4. Smarter Financial Statement Prep

TreeBeam’s built-in financial statement software lets you structure reports exactly the way you need them. Generate accurate financial statements—by entity or consolidated—without fighting templates or reformatting every period.

Goodbye Spreadsheet Chaos, Hello Streamlined Close

Every accountant knows the pain of the monthly closing process—version control issues, reconciling adjustments, and last-minute errors that pop up right before submission.

TreeBeam was designed to eliminate that noise. It replaces cluttered spreadsheets with a purpose-built, collaborative environment that keeps your data organized and auditable from start to finish.

For Acumatica users, this means your accounting workflows stay fully connected—from ERP data to financial statements—without introducing another complex system to manage.

Real Results for Real Accounting Teams

When you combine Acumatica’s robust ERP capabilities with TreeBeam’s focused close and consolidation functionality, the results speak for themselves:

• Faster closes: Eliminate hours of manual consolidation and review work.

• Fewer errors: Consistent, controlled adjustments mean cleaner numbers.

• Better collaboration: Everyone on your team sees the same up-to-date financials.

• Stronger insights: Build reliable consolidated financial statements and track trends with confidence.

Built by Accountants, for Accountants

TreeBeam isn’t another generic add-on—it was designed by people who understand the accounting closing process inside and out. That’s why its features feel intuitive, not over-engineered.

With TreeBeam, Acumatica users can finally close the books faster, produce cleaner financial accounts, and move on to the analysis that actually drives business growth.

Wrap-Up: Acumatica + TreeBeam = Close with Confidence

If your team is tired of patching together Excel files at the end of every month, TreeBeam is your next essential add-on. It’s not here to replace Acumatica—it’s here to make it even better.

TreeBeam brings clarity, consistency, and control to your month end close, giving you everything you need to handle trial balances, adjustments, and consolidations in one place.

Because closing the books should be a process you manage—not one that manages you. Close with confidence, TreeBeam has you covered! Visit us today - https://www.treebeam.com or https://www.portal.treebeam.com.