Frequently Asked Questions

Yes; we serve credit unions in all 50 states and Guam. Our team conducts two dedicated on-site visits for every implementation: one during the initial project kickoff and a second during go-live week. During these visits, we have several experts on-site to provide hands-on assistance and ensure all questions are addressed in real-time.

We have experience integrating Acumatica with major credit union core processors. Contact us to discuss your specific core processor and integration requirements.

We work with credit unions ranging from $100M to $20B in assets. Our sweet spot is the $200M-$12B range, but we've successfully implemented for credit unions both smaller and larger.

Acumatica's flexible reporting tools allow us to create board reporting packages, management dashboards, regulatory reporting support, call report data extraction, and custom reports for your specific needs.

Because our implementation process involves bringing over all your historical data, you are not restricted to a specific calendar milestone. We understand that credit unions are historically busy closing their books during the first 5–7 days of the month, so we typically recommend a cutover during the second week. Ultimately, we prefer to go live whenever your team feels most ready.

Yes, we have dozens of happy credit unions using Acumatica. Please contact us to arrange a conversation.