Does Acumatica train AI on customer data?

We could not find a published Acumatica policy that says whether customer data is used to train AI models. Acumatica's security page says a customer's proprietary data is never shared with external AI models, and its AI page says customers connect the AI model providers they choose, with field-level masking and usage tracking. The pages read don't say whether customer data is used to train AI models.

Does Acumatica have SOC 2?

Acumatica states that it holds a SOC 2 Type II report.

Which accounting systems does Acumatica integrate with?

Acumatica does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Acumatica cost?

Acumatica does not publish prices; pricing is by quote.

What are alternatives to Acumatica?

Other bookkeeping tools in this directory include NetSuite Next, Sage Intacct, SAP Business One, Copilot in Business Central and Copilot in Dynamics 365 Finance.

Record verified November 5, 2026

Acumatica

Acumatica is a cloud ERP for small and mid-market companies, with industry editions for construction, manufacturing, distribution and other sectors, priced by the applications and resources a customer uses rather than per user. Its AI flags anomalies, answers plain-language questions about ERP data, reads vendor invoices into bills for review, and lets customers build agents that take defined actions on records. Claude, ChatGPT and Gemini can connect through MCP. Vista Equity Partners acquired Acumatica in 2025.

Vendor site: acumatica.com (opens in a new tab)Compare with another tool Acumatica alternatives Embed this tool’s facts

SOC 2: Type II
Trains on customer data: Unconfirmed
Human review: Configurable
Pricing: Quote only
Ledgers: None documented

What the AI does

AI Anomaly Detection monitors financial and operational data for unusual patterns across vendors, items and customers and ranks exceptions by severity
AI Assistant answers plain-language questions about ERP data, knows the screen or record a user has open, and returns tables, charts, pivot tables or dashboard widgets within the user's existing permissions
AP document recognition reads vendor invoices and creates bills for review and approval; expense receipt recognition, experimental in the 2026 R2 release, captures receipt data from the mobile app
AI Automation and agents read records, apply instructions and write results back, such as updating sales order lines, tagging attachments and summarizing support cases, using the AI model provider the customer connects
MCP connection (2026 R2) lets Claude, ChatGPT, Gemini and other MCP-compatible tools read approved ERP data under existing role-based permissions and field-level masking

Summarized from acumatica.com.

Facts, checked against the source

Category: Bookkeeping, AP & invoicesSource: acumatica.com (opens in a new tab)
Built for: Small business, Mid-marketSource: acumatica.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: Claude, ChatGPT, Gemini and Cursor (through MCP), Microsoft Excel (InsightXL), AI model providers chosen by the customer, Acumatica Marketplace apps.
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: NoThe vendor's pricing shows no free plan.Source: acumatica.com (opens in a new tab)
SOC 2: Type IISource: acumatica.com (opens in a new tab)
Trains on customer data: UnconfirmedAcumatica's security page says a customer's proprietary data is never shared with external AI models, and its AI page says customers connect the AI model providers they choose, with field-level masking and usage tracking. The pages read don't say whether customer data is used to train AI models.
Human review: ConfigurableAcumatica says AP document recognition creates bills for review and approval; in the 2026 R2 release customers can build agents that take defined actions on eligible records, and outside AI tools connected through MCP get read-only access to approved data.Source: acumatica.com (opens in a new tab)
Company: Privately held. Founded 2008, based in Bellevue, WAOwners and investors named: Vista Equity Partners.Source: acumatica.com (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Acumatica pricing: plans, fees and trial terms

Editor’s note

Acumatica shares its SOC 1 and SOC 2 reports under NDA. Its public SOC 3 report, from Baker Tilly, covers controls over the period October 1, 2024 to September 30, 2025; a report over a period of time is what this listing records as Type II.

Sources

Official pages read for this listing on November 5, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently November 5, 2026. See the changelog.

Acumatica questions

Does Acumatica train AI on customer data?: We could not find a published Acumatica policy that says whether customer data is used to train AI models. Acumatica's security page says a customer's proprietary data is never shared with external AI models, and its AI page says customers connect the AI model providers they choose, with field-level masking and usage tracking. The pages read don't say whether customer data is used to train AI models.
Does Acumatica have SOC 2?: Acumatica states that it holds a SOC 2 Type II report.
Which accounting systems does Acumatica integrate with?: Acumatica does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Acumatica cost?: Acumatica does not publish prices; pricing is by quote.
What are alternatives to Acumatica?: Other bookkeeping tools in this directory include NetSuite Next, Sage Intacct, SAP Business One, Copilot in Business Central and Copilot in Dynamics 365 Finance.