How Clive Coffee Modernized Operations With Acumatica ERP Software

Rapid growth is exciting, but without the right systems in place, it can quickly strain operations. Disconnected tools, manual reconciliation, and limited visibility make it harder to keep up with customer expectations, especially when transaction volume increases overnight.

Clive Coffee, a specialty retailer of luxury home espresso machines and accessories, reached that point during a period of accelerated growth. As demand surged, the company needed a way to scale operations, maintain financial accuracy, and deliver a better customer experience without continuously adding headcount.

In this article, we’re highlighting how an Acumatica customer, Clive Coffee, replaced disconnected systems with a unified ERP platform, gaining real-time visibility, operational efficiency, and the flexibility to grow. This story is shared for educational purposes to help ERP buyers understand what’s possible with Acumatica.

Company Overview: Clive Coffee

Founded in Portland, Oregon, in 2008, Clive Coffee sells high-end home espresso machines, grinders, and accessories. In addition to retail sales, the company offers:

  • A personalized coffee subscription service
  • Educational resources through its virtual Coffee School
  • eCommerce fulfillment supported by distribution teams in multiple locations

Originally operating with a physical showroom and in-person sales, Clive Coffee’s business model evolved rapidly as consumer preferences shifted online. That shift required systems capable of handling higher order volume, faster fulfillment expectations, and more complex financial operations.

The Challenge: Growth Exposed System Limitations

As Clive Coffee expanded, its internal systems failed to keep pace.

The company relied on several disconnected tools, including:

  • QuickBooks for accounting
  • A separate inventory management system
  • An independent order processing and shipping system
  • An eCommerce platform that didn’t integrate cleanly with finance or inventory

Because these systems didn’t communicate, the team spent significant time reconciling data manually. Financial accuracy depended on checks, rechecks, and spreadsheets.

Month-end close was especially painful. Without real-time visibility into revenue, inventory, or payment status, closing the books could take up to two weeks. By the time reports were finalized, the business had already moved into the next month, making it difficult to operate proactively.

The same issue showed itself through lack of warehouse visibility. Tracking inventory movement, order cancellations, and shipment timing required digging through multiple systems and reconciling conflicting data.

As transaction volume increased, it became clear that adding people alone wouldn’t solve the problem. Clive Coffee needed technology that could scale with the business.

A Turning Point: The Need for a Connected ERP Platform

Leadership recognized that continued growth would require:

  • A single source of truth across finance, inventory, and fulfillment
  • Faster access to accurate, up-to-date data
  • Automation to eliminate manual reconciliation
  • Infrastructure that could support growth without locking the company into rigid workflows

Rather than patching existing tools together, Clive Coffee began evaluating ERP platforms that could unify operations while remaining flexible enough to evolve with the business.

Why Clive Coffee Chose Acumatica

After researching large, well-known ERP platforms as well as smaller alternatives, Clive Coffee selected Acumatica Cloud ERP.

According to the Acumatica-published case study, the platform stood out for several reasons, including:

  • Flexibility to support Clive Coffee’s unique workflows
  • Cloud access that removed location-based constraints
  • Strong integration across finance, inventory, and eCommerce
  • A cost structure that aligned with growth rather than limiting it

Clive Coffee deployed Acumatica in approximately six months, transitioning from disconnected systems to a single, integrated platform designed to scale.

The Results: Scalable Operations Without Added Headcount

Here’s a look at the top five benefits Clive Coffee gained by migrating to Acumatica.

1. Faster, More Accurate Financial Processes

With Acumatica, Clive Coffee gained real-time access to financial data across the business. Instead of manually reconciling multiple systems, accounting workflows became centralized and automated.

Month-end close improved dramatically. Processes that previously required extensive manual review were streamlined, allowing the finance team to keep pace with growth without expanding headcount.

Executives could now:

  • Review revenue and expenses in real time
  • Monitor performance at any point during the month
  • Ask and answer financial questions without waiting on custom reports

These perks naturally led to the next major boost: visibility.

2. Improved Visibility Across Inventory and Fulfillment

Inventory visibility was one of the most significant improvements.

Because inventory, distribution, and order management now lived in the same system:

  • Products could be received and made available for sale immediately
  • Order edits and cancellations updated in real time
  • Teams could quickly answer questions about stock levels, shipments, and order history

This centralized visibility reduced confusion, eliminated duplicate work, and allowed teams to move faster with confidence.

3. A Better Customer Experience Through Speed and Accuracy

Operational improvements directly translated into a stronger customer experience.

With inventory and eCommerce data connected:

  • Customers can see accurate product availability online
  • Orders ship faster as fulfillment teams work from real-time data
  • Delivery expectations are clearer and more reliable

In some cases, shipping timelines improved dramatically for Clive Coffee, reducing wait times from nearly a week to just a couple of days. That level of responsiveness helped the company meet rising consumer expectations while maintaining high service standards.

Marketing and customer-facing teams also benefited. With backend processes running smoothly, they could spend less time troubleshooting and more time focusing on brand growth and customer engagement.

4. Access From Anywhere to Support a Distributed Team

Because Acumatica is cloud-based ERP software, Clive Coffee’s teams can securely access the system from anywhere.

Executives and staff no longer rely on remote servers or location-specific infrastructure. Financial data, inventory information, and operational insights are available whether teams are working from headquarters, distribution centers, or remotely.

This flexibility became especially important as the business expanded geographically and added new warehouse operations.

5. Positioning for Long-Term Growth

With a modern ERP platform in place, Clive Coffee is focused on what comes next.

The company continues exploring ways to:

  • Refine warehouse and inventory processes
  • Expand fulfillment capabilities
  • Introduce new programs and retail experiences
  • Leverage additional ERP functionality as needs evolve

By consolidating data into a single platform, leadership can focus on improving operations instead of managing infrastructure.

Why This Story Matters for ERP Buyers

Clive Coffee’s experience highlights a common challenge for growing retailers and eCommerce businesses: Growth exposes the limits of disconnected systems.

This Acumatica customer story shows how:

  • A unified ERP platform can support growth without adding headcount
  • Real-time data improves both financial control and customer experience
  • Automation frees teams to focus on higher-value work
  • Cloud access enables flexibility as operations expand

For organizations balancing scale, efficiency, and customer expectations, the right ERP platform can become a critical foundation for sustainable growth.

 


 

Disclosure: Clive Coffee is an Acumatica customer that implemented the platform with a different Acumatica ERP partner. This story is shared for educational purposes and does not reflect a Stellar One member engagement.