AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Finexo Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Finexo Legacy Finexo PMS Medical Practice Management ERP Services and Operations n/a 2023 2023
In 2023, Finexo implemented Finexo PMS, classified under Medical Practice Management. Finexo PMS is deployed by chartered-accountant and tax-practitioner firms in India for practice management and provides core functionality for task management, client and document management, reminders and invoicing. The deployment emphasizes modules for task management, client lifecycle tracking, document repository and automated reminders, along with invoicing and practice workflow orchestration configured for accounting and tax practice workflows. Finexo PMS instruments client records and billing workflows to support recurring engagements and case workstreams within small professional services firms. Operational coverage is India, with the vendor reporting the platform manages more than 235,000 clients across 700+ CA firms and 400+ tax practitioners, reflecting adoption in chartered-accountant and tax-practitioner environments. Governance and process standardization are focused on centralized client records, standardized practice workflows and billing controls, and the vendor reports outcomes including saving 10+ hours weekly for users. There is no public evidence that Finexo PMS has customer wins in the medical or clinical practice-management sector.
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 2024 2024
IT Decision Makers and Key Stakeholders at Finexo
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Finexo Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Finexo Technographics

Finexo is a Professional Services organization based in India, with around 10 employees and annual revenues of $3.0 million.

Finexo operates a diverse technology stack with applications such as Finexo PMS and Amazon EC2, covering areas like Medical Practice Management and Application Hosting and Computing Services.

Finexo has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Finexo and Amazon Web Services (AWS).

Finexo recently adopted applications including Amazon EC2 in 2024 and Finexo PMS in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Finexo’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Finexo’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Finexo technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.