Acumatica Workd
ERP integration

Your cloud ERP now answers the phone and takes the order

Keep Acumatica as your system of record. Your team asks Workd for stock and customer details and places orders out loud, and Workd follows up with customers on its own. Everything lands in Acumatica.

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What syncs with Acumatica

  • Sales ordersFull order lifecycle sync
  • Customers and contactsBusiness accounts and contacts
  • InventoryStock across warehouses
  • FinancialsAR, invoices and payments
ConnectionREST and contract-based APIs
The gap

A modern ERP is still a screen you have to sit at

Acumatica is a modern, cloud-based ERP with an open architecture, built for how businesses run today.

Like any ERP, it focuses on transactions and data. The experience is still screen-based and the workflows still wait for someone to act. Workd adds the voice and follow-up layer, so your team and your customers can work with Acumatica without opening it.

What stays the same
  • Acumatica stays your system of record
  • No changes to your Acumatica customizations
  • Upgrade-safe, versioned endpoints
  • No data migration
By voice

Say it once, and it's in Acumatica

Your team talks to their Workd agent the way they would talk to a colleague. Workd does the typing.

Before a customer call
“What did Metro Corp order last quarter?”

✓Answered from Acumatica sales history, no report builder

On the road
“New order for Metro Corp, 40 cases of the usual, ship Thursday”

✓Sales order created in Acumatica

Checking availability
“How many do we have in the east warehouse?”

✓Read from live Acumatica inventory

After a payment comes in
“Thank Riverside for the payment and confirm the next delivery”

✓Payment noted and a thank-you call queued

What Workd adds

What Workd adds to Acumatica

Voice-first operations

Enter orders, check inventory and look up customers by voice. Your field team stays on the customer, not the screen.

AR follow-up calls

Workd calls about open invoices politely and persistently, and hands off to a person when needed.

Alerts before problems

Workd watches your data for churn risk, inventory gaps and revenue opportunities, and tells the right person.

Ask in plain language

Skip the report builder. Ask the question and get the answer from Acumatica data.

Mobile for the field

Phone-first screens that complement the Acumatica web client, built for working on site.

Event-driven follow-up

New order? Workd confirms it with the customer. Payment received? Workd says thanks.

How it connects

How Workd connects to Acumatica

Contract-based APIs

Acumatica’s contract-based web services give stable, versioned endpoints that survive upgrades.

  • ✓No breaking changes on upgrade

REST API

REST endpoints for reading and writing the major business entities.

  • ✓Orders, customers, items
  • ✓Live data access

Push notifications

Acumatica’s push notification framework lets Workd react to changes as they happen.

  • ✓Event-driven follow-up
  • ✓No polling delays

Questions about Workd and Acumatica

Do we have to replace Acumatica?

No. Acumatica stays your system of record. Workd reads from it and writes orders, notes and updates back through its documented APIs.

Will an Acumatica upgrade break the integration?

Workd uses Acumatica’s contract-based endpoints, which are versioned to survive upgrades, so there are no hacks to redo.

How long does it take to set up?

Most teams are live in two to four weeks. We confirm the details for your Acumatica instance on the demo.

What can Workd write back to Acumatica?

Sales orders, customer notes and updates, and follow-up tasks. You choose what she can read and what she can write.

Workd also connects to

Try it right now: call our AI

Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.