Financial & Dashboard Enhancements in Acumatica 25R2

Acumatica 2025 R2 continues to raise the bar for real-time visibility across finance and operations. With modernized dashboards and enhanced reporting tools, this release empowers businesses to make faster, smarter decisions grounded in data.

For growing companies, having accurate and actionable insights isn’t just nice to have, it’s essential. The latest enhancements in 25R2 help finance and operations teams work from the same live data, ensuring clarity, confidence, and collaboration across every department.

Dashboards in the Modern UI

Acumatica’s new Modern User Interface (UI) expands into dashboards, giving users a cleaner, more flexible way to visualize key business metrics.

During Algorithm’s “Our Favorite Things of Acumatica 25R2” webinar, Sr. Consultant, Andy Smith showcased how these dashboard updates make it easier for users to monitor performance in real time without relying on developers or complex setup. He highlighted how these improvements simplify dashboard creation for everyone; from financial managers to shop floor supervisors, making it easier to track profitability, production performance, or sales trends on a single screen.

Key Improvements Include:

• Drag-and-drop dashboard design – Users can now create or edit dashboards quickly, adjusting layouts and filters without coding.
• Enhanced widget visuals – KPIs, charts, and grids feature a modern look, with color palettes and fonts matching the new UI.
• Consistent navigation – The same intuitive Modern UI extends into dashboards for a unified user experience.
• Faster performance – Optimized data queries refresh visuals instantly, even for complex reports or large datasets.

“Dashboards aren’t just prettier in 25R2,” Andy noted. “They’re more responsive, more interactive, and ultimately more useful for decision-making.”

The result is a more intuitive and connected view of your organization, turning dashboards into dynamic business command centers that power daily decisions.

Analytical Report Manager (ARM): Modernized for Financial Clarity

The Analytical Report Manager (ARM), Acumatica’s core financial reporting engine, has received a significant usability upgrade in 25R2.

Ben Gray, one of Algorithm’s senior consultants, demonstrated how the new interface makes creating and managing financial statements much simpler, especially for CFOs and controllers who depend on fast, accurate reporting.

What’s new in ARM:

• Modern UI for row and column sets – A cleaner, more intuitive layout reduces scrolling and setup time.
• Streamlined report definitions – Linked accounts, formulas, and ranges are easier to view and modify.
• Simplified financial structure visibility – Users can see how components connect at a glance.
• Faster processing and data pulls – Reports refresh faster, keeping financials aligned with real-time data.

These improvements make ARM less technical and more accessible to non-developers, allowing finance teams to create and modify reports without additional training or external support.

Ben explained that the modernized ARM helps companies reduce reliance on static spreadsheets and instead trust a single, system-driven source of financial truth. By connecting live transactional data to analytical views, organizations can make more confident, data-backed decisions.

Smarter Invoice Recognition with AI

In his webinar segment, Ben Gray highlighted how the new model improves data extraction accuracy for vendor invoices, line items, and totals; especially when processing documents from multiple formats and layouts.

These improvements help finance teams accelerate AP workflows, minimize errors, and maintain consistent audit trails, all while reducing time spent on manual entry or verification.

The enhanced AI engine now:

• Identifies invoice numbers, dates, and totals with higher accuracy.
• Processes multi-page invoices and handwritten data more effectively.
• Supports broader document formats and layouts.
• Reduces manual data entry and error correction.

“It’s one of those updates that’s subtle, but once you use it, you notice the difference immediately,” Ben shared. “The recognition engine is smarter, faster, and just more reliable.”

Together with the updated dashboards and ARM tools, these AI improvements make 25R2 one of Acumatica’s most powerful releases yet for finance and operations leaders.

The Result: Real-Time Financial Clarity

The combination of modern dashboards, enhanced ARM reporting, and AI-powered invoice recognition gives organizations unprecedented control and visibility across both finance and operations.

With 25R2, teams can:

• Track KPIs and margins across departments in real time.
• Automate financial report creation and reconciliation.
• Identify performance trends before they impact cash flow.
• Make faster, more informed decisions with confidence.

This version of Acumatica continues to evolve beyond ERP, it’s now a real-time analytics platform that transforms how SMBs see and manage their businesses.

Algorithm: Turning Data Into Decisions

For more than 30 years, Algorithm has helped small and medium sized companies in manufacturing, distribution, and construction manufacturing use data to drive smarter growth. Our 98% first-time go-live success rate reflects a commitment to precision, process, and long-term customer success.

As Acumatica enhances its analytics and reporting capabilities, Algorithm helps customers translate those tools into actionable insights that drive measurable business performance. We partner with teams to build role-based dashboards, improve reporting accuracy, and connect financial data to operational goals—ensuring every metric supports real-world decision-making.

Watch for more insights from the Algorithm team on our YouTube Channel and the Algorithm website.