Challenges: Overstocked Inventory, Revenue Loss, and Reporting Delays
Riley Sales, a leading supplier of HVAC equipment and tools, built their operations on Acumatica ERP — leveraging its powerful Generic Inquiries and structured data foundation to manage their business. As Riley Sales scaled, they sought to extend Acumatica’s strong foundation with a self-service analytics layer for deeper inventory visibility — enabling faster decisions to prevent overstocked inventory, reduced revenue, diminished cash flow, and product deterioration.
Solution: Inventory Optimization and Automated Insights
Automated Insights
Transforms raw data into actionable insights, delivering KPIs through intuitive, customizable storyboards.
Inventory Optimization
AI analytics accurately forecast demand, improving turnover ratios and ensuring balanced stock levels.
Proactive Alerts
Sends customized real-time notifications for anomalies and critical events, helping make informed decisions.
Recommended PO
Optimizes purchasing decisions with intelligent analysis, reducing costs and ensuring demand alignment.
Timely Reports
Automated reports are delivered on schedule, eliminating delays and manual requests.

ConverSight Supply Chain Intelligence
| Before ConverSight | After ConverSight |
| Overstocked inventory and product deterioration | AI forecasting optimized inventory levels and improved turnover ratios |
| Aimed to expand reporting capabilities built on Acumatica GIs | ConverSight Reporting lets you create and schedule reports in seconds. |
| Revenue loss and cash flow issues due to poor stock management | Improved purchasing decisions boosted on-time delivery and cost efficiency |
| Complex workflows with scattered data | Unified platform automated workflows and delivered real-time, actionable insights |
We searched through many data platforms, analytics solutions and BI tools, but ConverSight really stands out as a unified solution, streamlining our workflows and delivering better insights.
Brandi Coats, Chief Financial Officer, Riley Sales
Industry
Industrial Distribution, Retail
Company Type
Private
ERP
Acumatica


Better Inventory Management
Faster Report Creation Time
Increase in On-Time Delivery


