How to Set Up an LLM Connection in Acumatica Using OpenAI
As AI capabilities continue to expand within business applications, many Acumatica users are beginning to experiment with Large Language Model (LLM) integrations. However, documentation around initial setup can still be fairly limited. Recently, we worked through the process of creating an LLM connection in Acumatica using OpenAI. Along the way, we discovered a few details that aren’t immediately obvious, especially when it comes to API keys and selecting the correct model. This guide walks through the steps we followed and highlights a few things that may save you time.
The Conversational ERP: Empowering Your Team with 2026 R1’s AI Assistant
Most ERP users sit on a goldmine of information but often struggle to extract it in insightful ways. Maybe you have an abundance of queries, and you aren’t sure which will best answer the business question in front of you. Maybe users have trouble seeing the ‘big picture’ from a large set of data. Wouldn’t it be great if you could just ask an ERP your business question, and have it search the data for you?
CRM Enhancements with 2026R1
At Polaris Business Solutions, we help growing businesses get the most out of their ERP systems. With every new Acumatica release, we’re excited to highlight the features that can make a real difference in your day-to-day operations. One of the standout updates in Acumatica 2026 R1 is the new CRM Approval History Tracking feature, along with several other CRM enhancements that improve visibility, accountability, and workflow efficiency.
Acumatica 2026 R1: Enhanced Project Document Management with Tags
Acumatica ERP 2026 R1 continues to advance project collaboration and control by introducing enhanced project document management capabilities. Project teams now gain greater visibility, organization, and flexibility when managing files across projects, templates, and tasks.
With document management tags, teams can classify, filter, and annotate project files, streamline workflows, and reduce manual effort—transforming how project documentation is stored, accessed, and utilized.
ERP Then vs. Now: Why Our Approach Hasn’t Changed in 20 Years
Over the past 20 years, ERP technology has evolved dramatically. We’ve moved from heavily customized, on-premises systems to flexible, cloud-based platforms with real-time data, automation, and powerful integrations. The tools are faster, more connected, and more scalable than ever before. And yet, despite all this progress, many ERP projects still struggle for the same reasons they did two decades ago.
Acumatica 2026 R1 Preview
Acumatica 2026 R1 represents a major step forward in the evolution of cloud ERP – shifting the platform from a traditional system of record to a more intelligent, AI-driven business platform focused on usability, automation, and industry depth.
Acumatica Customer Portal: Self-Service That Benefits Everyone
Today’s customers expect fast, convenient access to information. Whether it’s checking invoice balances, tracking orders, or submitting support requests, customers increasingly prefer self-service over emails and phone calls. The Acumatica Customer Portal meets these expectations while reducing internal workload.
Outlook Plug-In for Acumatica: Connecting Communication to Your ERP
Email remains the backbone of business communication, but important conversations often live outside the ERP. Quotes, invoice questions, project updates, and customer issues are buried in inboxes, making it difficult for teams to get a complete picture. The Outlook Plug-In for Acumatica bridges this gap by connecting email communication directly to ERP records.
Acumatica Payments: Simplifying the Way You Get Paid
For many organizations, accounts receivable is still more manual than it needs to be. Invoices are sent out, payments arrive through multiple channels, and accounting teams spend hours matching transactions, resolving discrepancies, and following up on overdue balances. These inefficiencies slow down cash flow and pull finance teams away from more strategic work. Acumatica Payments was designed to eliminate this friction by embedding payment processing directly into the ERP.
Acumatica Summit 2026: Innovation, Insight, and What’s Next for Growing Businesses
Acumatica Summit 2026 brought together customers, partners, and industry leaders for a powerful week focused on innovation, collaboration, and the future of cloud ERP. From exciting product direction to real-world customer stories, this year’s Summit reinforced one clear message: Acumatica continues to raise the bar for how modern businesses operate and scale.