Acumatica Summit 2026 brought together customers, partners, and industry leaders in Seattle to explore the latest platform updates, share insights, and celebrate the community’s achievements over the past year. The CBIZ team was on the ground, attending keynotes, product sessions, and partner conversations, while connecting with clients to see firsthand how Acumatica ERP is evolving to better support business success.
This year, AI was a major focus. Summit highlighted updates in Acumatica that showcase how practical, AI-powered intelligence will be integrated into everyday workflows to streamline operations, improve decision-making, and unlock new opportunities. Here are our key takeaways from Summit 2026.
AI Integrated into Daily Workflows
Acumatica showcased AI features embedded directly into the platform, not as a separate add-on. Businesses can leverage AI within daily workflows to:
- Make faster, more informed decisions
- Automate repetitive processes
- Enhance visibility into operations and financials
Examples include the AI Cross-Sell Assistant, which helps sales teams identify new opportunities, and AI automation within core workflows that reduces manual tasks while improving accuracy.
AI-Powered Customer Experience
The Summit also highlighted how AI is enhancing customer interactions with:
- AI Agent in the Customer Portal that allows clients to quickly get answers, access key metrics, and navigate the system effortlessly
- In-product messaging and automation that helps streamline communication between vendors, partners, and internal teams
These innovations demonstrate that AI is not just a futuristic concept. It is already improving day-to-day operations and enhancing collaboration.
AI Studio and the AI Assistant
CBIZ was particularly excited by Acumatica’s AI Studio, which allows partners and customers to configure AI to meet their unique needs without additional code. Key features include:
- AI Summary: Summarizes activities including sentiment analysis and suggests actionable next steps
- AI Assistant: Provides instant answers about inventory, sales, spending, and other operational metrics
By embedding AI, Acumatica ensures teams can act on insights rather than just tracking data, enhancing productivity across departments.
A Platform Evolving with Customer Needs
Beyond AI, Acumatica showcased ongoing enhancements across the platform, including:
- A refreshed user experience for faster navigation and no-code personalization
- Industry-specific updates for manufacturing, distribution, retail, construction, and professional services
- Expanded payment automation integrations to further simplify financial operations
These updates reflect Acumatica’s commitment to adaptability, usability, and helping organizations grow confidently with an ERP that works for them, not the other way around.
What This Means for Acumatica Clients
For organizations using Acumatica, these updates offer tangible benefits. Teams can streamline workflows, gain deeper insights, and respond quickly to opportunities. Tools like the AI Cross-Sell Assistant, AI Agent, and AI Studio make everyday processes more efficient while supporting smarter decision-making.
At CBIZ, we help clients adopt these advancements strategically. From configuring AI to fit specific business processes to optimizing workflows and financial operations, we ensure technology drives meaningful results and long-term success.
CBIZ Recognized for Strategic Impact
We are proud to share that CBIZ was honored at Acumatica Summit 2026 as Strategic Partner of the Year and was also named to the President’s Club. These awards demonstrate CBIZ’s standing as a trusted Acumatica VAR delivering guidance, industry insight, and a personalized approach to help ensure each client’s success.
If you have questions about Acumatica Summit or want to learn more about how these advancements can benefit your business, contact our team. We can help you harness AI and maximize your ERP investment.
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