Acumatica + PSA Integration with PixisSync

Many contractors and service organizations rely on Acumatica Cloud ERP for financials and operations while using PSA for project accounting, billing, or professional services workflows. When these systems are disconnected, your team ends up re-entering data and reconciling reports instead of focusing on delivery.

Pixis builds custom Acumatica–PSA integrations using our PixisSync framework so customers, projects, time, expenses, and invoices stay aligned across both systems without fragile spreadsheets or manual imports.

Why You Need an Acumatica PSA Integration

Running Acumatica and PSA in parallel often leads to:

• Duplicate entry of customers, projects, and tasks across two platforms.
• Delays getting project actuals back into Acumatica for financial reporting.
• Inconsistent billing data between PSA and Acumatica Accounts Receivable.
• Extra time spent reconciling revenue, WIP, and margin reports.

A PixisSync-based Acumatica PSA integration removes these pain points by automatically moving master data and key transactions between systems.

Key Benefits for Finance, PMO & Operations

• For Finance & Accounting: Accurate, up-to-date project revenue and costs in Acumatica, with fewer adjustments at month-end due to mismatched PSA and ERP data.
• For Project Managers & PMO: Projects, tasks, and budgets created once and synchronized where needed, so you can see actuals vs. budget without waiting for manual exports.
• For Operations & Leadership: Clear view of pipeline, in-flight work, and profitability across both systems, with less time chasing data and more time making decisions.

Acumatica–PSA Integration Workflow

A typical Acumatica ⇄ PSA integration with PixisSync can include:

• Export Customers & Contacts → Move customer accounts from Acumatica into PSA so project records always use the correct entities.
• Export Projects & Tasks → Create projects and task structures in PSA based on Acumatica jobs and budgets.
• Import Time & Expenses → Bring approved time and expense entries from PSA into Acumatica for job-cost and GL posting.
• Import Invoices / Billing Data → Sync invoice details from PSA into Acumatica Accounts Receivable so revenue and receivables match.

PixisSync can be configured as one-way or bi-directional, depending on whether Acumatica or PSA is the system of record for each data type.

Ready to Explore a Custom Acumatica PSA Integration?

If you’re using PSA alongside Acumatica and spending too much time on manual reconciliation, we can help. Pixis will review your current processes, identify where data needs to flow, and design a custom Acumatica–PSA integration using PixisSync.