Newton, 2462, MA,
United States
Charles River CFO Inc. Technographics
Charles River CFO Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charles River CFO Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Charles River CFO Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charles River CFO Inc. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Wix Events for Web Content Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charles River CFO Inc. is running and its propensity to invest more and deepen its relationship with Intuit , PayPal , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Charles River CFO Inc. revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Charles River CFO Inc. intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Charles River CFO Inc. Tech Stack and Enterprise Applications
Charles River CFO Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Charles River CFO Inc. implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment addressed core accounting and billing needs for the 50-employee professional services firm operating in the United States, consolidating finance, accounting, billing and payroll workflows under a single platform.
Intuit Quickbooks Enterprise was configured to support general ledger management, accounts receivable, accounts payable, payroll processing and project-oriented job costing to align with professional services billing. The implementation emphasized a centralized chart of accounts, standardized invoicing templates and role-based access controls to segregate duties and clarify accounting responsibilities across the small finance team.
Operational coverage focused on firmwide financial recordkeeping and month-end close routines for the US operations, with established approval workflows for payables and documented reconciliation procedures to improve governance. The rollout included phased configuration of billing and payroll followed by general ledger stabilization, accompanied by staff training and written standard operating procedures to embed the new ERP Financial processes.
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Payment Processing | ERP |
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2021 | 2021 |
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Charles River CFO Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, Charles River CFO Inc. implemented Google Workspace (Formerly Google G-Suite). This deployment established Google Workspace as the primary Collaboration application supporting core finance and client services business functions for the 50 person professional services firm.
The implementation uses Google Workspace as a cloud hosted productivity suite with standard Collaboration modules, including Gmail for business email, Google Calendar for scheduling, Google Drive for file storage, and Google Docs, Sheets and Slides for document collaboration and reporting. Administrative configuration is centered in the Google Workspace admin console with user provisioning, domain management and standard security controls such as multi factor authentication and sharing permissions configured to align with professional services workflows.
Publicly visible site metadata indicates Google Workspace is active for the organization and the deployment is scoped organization wide across Charles River CFO Inc. Governance appears to rely on centralized Google Workspace admin controls and role based user groups to manage client facing and internal accounts, with retention and sharing policies applied to protect financial and client information.
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Charles River CFO Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix Events | Web Content Management | Content Management | n/a | 2020 | 2020 |
In 2020, Charles River CFO Inc. deployed Wix Events on its public website as part of its Web Content Management approach. The implementation uses Wix Events to publish and manage event pages, registration forms, RSVP flows, ticketing and calendar listings directly within the company's Wix.com site.
The deployment centralized event content inside the site level CMS, enabling editorial control over event descriptions, imagery, scheduling and publish workflows. Operational responsibility sits with marketing and client services teams who manage event lifecycles, attendee lists and site publishing permissions through the Wix Events interface, and the implementation remains contained within the Wix-hosted Web Content Management environment with no external integrations specified.
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Charles River CFO Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Charles River CFO Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Finance | |
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Controller | Director | Finance | |
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Client Service Accounting Manager | Manager | Finance | |
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Apps Being Evaluated by Charles River CFO Inc. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||