Acumatica Live Demo: Automate Approvals & Streamline Your Business Processes
30-Minute Webinar Hosted by Polaris Business Solutions

About This Event

If your team is still chasing down approvals over email, manually routing documents, or working around a system that doesn’t reflect how your business actually runs — this demo is for you.

See how Acumatica Cloud ERP helps businesses automate approvals and streamline everyday processes. In this quick 30-minute live demo, we’ll show how Acumatica’s flexible workflow engine allows you to route documents, automate approvals, and enforce business rules — without complex customization.

Who Should Attend

This session is ideal for:

• Operations and finance leaders frustrated with manual approval bottlenecks
• Business owners and controllers looking to reduce errors and increase accountability
• IT managers or ERP evaluators exploring whether Acumatica is the right fit
• Current ERP users who feel like their system is making them work around it rather than with it
• Anyone who’s ever said, “I do it this way because that’s how the system makes me do it”

You don’t need to be an Acumatica user to attend — this session is designed for anyone exploring modern ERP solutions.

What You’ll See

During the live demo, we’ll walk through real examples inside Acumatica, including:

• How to set up and configure approval workflows without writing code
• Routing purchase orders, expense reports, or other documents through multi-level approvals
• Automating notifications so nothing falls through the cracks
• Enforcing business rules that reflect how your organization actually operates
• How approvals can be delegated when key people are out of office

How It Works

This is a live, interactive webinar. Here’s what to expect:

• Duration: 30 minutes
• Format: Live screen-share demo followed by open Q&A
• Platform: Teams (link provided upon registration)
• Cost: Free — no obligation

Come with questions. The Q&A portion is open, and Todd welcomes questions specific to your industry or workflow challenges.

About Your Presenter: Todd Delaney

Todd Delaney is the founder and president of Polaris Business Solutions, an Acumatica Gold Certified Partner based in Auburn, NY.

Todd graduated from the Rochester Institute of Technology with a degree in international accounting. Before founding Polaris in 2007, he served as an ERP consultant and as manager and president of a local accounting firm’s practice, where he expanded product offerings to include Microsoft Dynamics SL. He also worked as an accounting and senior international accountant at Visix Software, where he beta tested Microsoft Dynamics SL’s first Project Series and trained new employees on the software. In the early 2000s, Todd was a partner at a northern Virginia reseller, overseeing sales, marketing, and project series implementations.

Todd founded Polaris to give growing businesses access to ERP solutions that are actually customized to how they operate — and has spent nearly two decades doing exactly that. In 2013, Polaris added Acumatica to its offering, and it has since become the firm’s flagship platform for clients ready to move to a modern, cloud-based ERP.