Acumatica
176 Case Studies
A Acumatica Case Study
Caystone Solutions Ltd., a Bahamas‑based independent family office and corporate services firm, needed an efficient, customizable accounting platform to support international clients, multiple currencies, unlimited users and web‑based access while keeping client data hosted locally. At launch the company relied on error‑prone Excel spreadsheets and sought a system that would scale with growth without requiring costly hardware or implementation.
Caystone implemented the Acumatica Financial Management Suite (perpetual license) with help from partner Dynamic Tech Services, using its easy‑to‑use, browser‑based interface to self‑test and train staff. The deployment cut projected ERP costs by about 80%, enabled detailed client reporting and sub‑accounting, reduced manual errors, saved 6–8 hours per client per quarter through web access, allowed adding users at no extra licensing cost, and kept client data on Bahamas‑based servers.
Desaree Romer
Manager of Client and Corporate Accounting