Boca Raton, 33431, FL,
United States
CircleBack Lending Technographics
CircleBack Lending Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CircleBack Lending and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 170 CircleBack Lending employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CircleBack Lending has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Amazon EC2 for Application Hosting and Computing Services 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 CircleBack Lending is running and its propensity to invest more and deepen its relationship with Intuit , Amazon Web Services (AWS) 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 CircleBack Lending revenues, which have grown to $25.0 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 CircleBack Lending 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.
CircleBack Lending Tech Stack and Enterprise Applications
CircleBack Lending ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, CircleBack Lending implemented Intuit Quickbooks Enterprise as its core ERP Financial platform. The deployment was scoped to support the finance and accounting backbone for the 170-employee US lending firm, establishing Intuit Quickbooks Enterprise as the centralized ledger and reporting system.
The implementation focused on standard ERP Financial capabilities, including general ledger consolidation, accounts payable, accounts receivable, bank reconciliation, and financial reporting workflows. Configuration work emphasized chart of accounts design, period close controls, role-based access and reporting templates within Intuit Quickbooks Enterprise to align accounting processes and month-end close procedures.
Operational coverage included Finance, Accounting and Treasury teams, with rollout sequencing aligned to month-end close cycles and loan accounting needs typical of a lending business. Governance required staff with prior Quickbooks experience to operate and maintain Intuit Quickbooks Enterprise, and procedural documentation for reconciliations, close checklists and user access controls was put in place to support ongoing operations.
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CircleBack Lending IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
In 2020, CircleBack Lending deployed Amazon EC2 to host its public website and primary web application. The deployment uses Amazon EC2 in the Application Hosting and Computing Services category to provide external facing compute for customer interactions on circlebacklending.com, centralizing web server and application runtime responsibilities on cloud virtual machines.
Operational configuration for Amazon EC2 focuses on compute provisioning, instance lifecycle management, security group based network controls, and IAM role governance to support secure public hosting, reflecting standard Application Hosting and Computing Services practices for a 170 person financial services firm. The scope of the implementation is the company website and related customer facing services, impacting web operations, IT security, and digital channels, and requiring cloud access policy updates and instance configuration management to sustain ongoing operations.
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at CircleBack Lending
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Co-Founder & CEO | CXO | Finance | ||||
| Co-Founder and COO | CXO | Finance | ||||
| CFO | CXO | Finance | ||||
| Chief Technology Officer | CXO | IT |
Apps Being Evaluated by CircleBack Lending Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||