AcuLoan Demo Series
Presented by Polaris Business Solutions — Acumatica Gold Certified Partner
AcuLoan for Acumatica – Loan Transactions and Postings for the Financial User
Wednesday, June 17th, 2026 | 12:30 PM ET | Virtual Event Register Here
This session is built specifically for the people who live inside the numbers — controllers, accountants, finance managers, and anyone responsible for keeping the loan book accurate and the general ledger clean.
AcuLoan handles the full cycle of loan accounting, including logging journal entries, calculating interest and fees, and managing the settlement portion of the loan — all without leaving the Acumatica environment. In this 30-minute demo, you’ll see exactly how that works in practice.
What You’ll See
- Loan Transaction Management. Walk through how loan transactions are created, processed, and tracked inside AcuLoan. See how payments, disbursements, interest accruals, and fees are handled within the system — with a clear audit trail and without the need for manual data entry across multiple platforms.
- Automated General Ledger Postings. One of the most time-consuming parts of managing a loan portfolio manually is keeping the GL in sync. See how AcuLoan automates postings directly to Acumatica’s general ledger — eliminating manual journal entries, reducing the risk of error, and ensuring your financial statements reflect your loan activity in real time.
- Amortization Schedule Visibility. AcuLoan gives users the ability to access amortization schedules directly from the loan account screen, with interest calculations and schedule details visible without navigating to a separate screen or system. See how this works in practice and how finance users can quickly review loan terms, remaining balances, and upcoming payment obligations.
- Loan Book Overview Dashboard. AcuLoan includes its own configurable dashboard — the Loan Book Overview — with tiles and graphs that give finance users a real-time picture of their loan portfolio, outstanding balances, payment status, and accounts that need attention. You’ll see how to read and configure this dashboard for day-to-day use.
- Reporting and Inquiries. AcuLoan includes built-in reporting features including the loan summary, loan schedule, and transaction history report — all run from a single screen without leaving Acumatica, and exportable to Excel for further analysis. You’ll see how to pull the reports finance teams rely on most.
- Accurate Records with Minimal Manual Effort. Across every feature in this demo, the common thread is reduction of manual work. See how a finance user’s day-to-day interaction with the loan book changes when the system handles calculations, postings, and recordkeeping automatically — leaving your team free to focus on analysis and decision-making rather than data entry and reconciliation.
Who Should Attend
This session is designed for finance and accounting professionals who are responsible for loan-related recordkeeping, reporting, or oversight, including:
- Controllers and Accounting Managers who need loan activity to flow cleanly into the general ledger without manual intervention
- Staff Accountants who currently handle loan postings, reconciliations, or interest calculations manually
- CFOs and Finance Directors evaluating whether AcuLoan can reduce operational risk and improve reporting accuracy across a loan portfolio
- Acumatica users already on the platform who manage any form of lending — whether that’s customer financing, internal loans, buy-now-pay-later programs, or other loan types — and want to see if there’s a better way
- Anyone whose current process involves spreadsheets, standalone loan software, or manual journal entries to keep loan records and accounting in sync
AcuLoan is designed to handle finance agreements, student loans, buy-now-pay-later arrangements, and a wide range of other loan types — so if your organization extends credit or manages any kind of loan portfolio, this session is relevant to your work.
How It Works
This is a short, focused demo — no long sales process, no obligation.
- Format: Live screen-share demo followed by open Q&A
- Duration: 30 minutes
- Platform: Teams
- Cost: Free
Come with questions specific to your use case. The Polaris team knows AcuLoan deeply and welcomes questions about how it would apply to your organization’s specific loan types and workflows. Can’t make it live? Register anyway and we’ll send you the recording.
More Sessions Coming
The AcuLoan Demo Series covers the full platform across multiple focused sessions added throughout the year. Upcoming topics include areas like loan origination, collections management, CRM integration, and reporting. Register for this session and we’ll keep you informed as new dates are announced.
About Polaris Business Solutions
Polaris Business Solutions is an Acumatica Gold Certified Partner and the team behind AcuLoan, based in Auburn, NY. With nearly two decades of ERP consulting experience and a dedicated AcuLoan practice, Polaris works with organizations across industries to implement, configure, and support loan management solutions built natively inside Acumatica. If you have questions ahead of the event, the AcuLoan team is reachable directly at aculoan@polaris-business.com.
Reserve your spot for the June 17th session today.
Questions? Contact us at aculoan@polaris-business.com or (315) 565-7110