Kareo
3353 Michelson Suite 400,
Irvine, 92612, CA,
United States
Irvine, 92612, CA,
United States
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Professional Services
Kareo Technographics
Kareo Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Kareo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Kareo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Kareo has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Kareo Clinical for Electronic Health Record in 2021, LivePerson Conversational Cloud for Chatbots and Conversational AI in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kareo is running and its propensity to invest more and deepen its relationship with Oracle , Stripe , Tebra Technologies 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 Kareo revenues, which have grown to $70.0 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 Kareo 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.
Kareo Tech Stack and Enterprise Applications
Kareo ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Kareo implemented Oracle NetSuite ERP. The Oracle NetSuite ERP deployment supported core ERP Financial functions and was positioned to provide accounting and finance leadership across Kareo's finance organization.
The implementation focused on operationalizing accounting workflows, with configuration aimed at month end close procedures, accounts payable processing, and explicit tracking of stock compensation expense. Kareo used Oracle NetSuite ERP to prepare annual US GAAP based financial statements and to address technical accounting areas including debt refinancing, equity financing, capital leases, warrant accounting, and stock option accounting.
As system administrator of NetSuite, the finance team initiated and participated in multiple integration projects to improve automation and strengthen internal controls, integrating transactional workflows and audit-ready data flows. Operational coverage centered on accounting and finance functions and extended to support the annual financial statement audit process.
Governance activity included developing and implementing processes and procedures to improve efficiency and productivity across closing, payable, and equity accounting workflows, and maintaining NetSuite administration to enforce controls and workflow ownership. The combined configuration, integrations, and governance measures established Oracle NetSuite ERP as the transactional backbone for Kareo's ERP Financial operations.
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Payment Processing | ERP |
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2020 | 2020 |
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Kareo ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tebra Technologies | Legacy | Kareo Clinical | Electronic Health Record | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Kareo implemented Kareo Clinical, an Electronic Health Record, and surfaced it on its public website. The deployment presents a web-accessible EHR instance to expose clinician workflows and patient-facing features directly from Kareo's corporate site.
Configuration focused on core Electronic Health Record capabilities such as clinical documentation, charting, e-prescribing, scheduling, and patient portal functionality, consistent with category norms. Kareo Clinical was configured to support documentation capture and clinical workflow orchestration used by clinical and support personnel. Role-based access controls and web authentication were applied to separate clinician and patient experiences.
Operational coverage centers on clinical operations and patient engagement within Kareo's product and support functions, aligning the Kareo Clinical environment with appointment booking and patient intake flows on the website. Embedding Kareo Clinical on the website required coordination between web development, product management, and clinical operations to map navigation, session handling, and user experience to clinical workflows.
Governance included application of access controls, clinical documentation policies, and web governance to maintain clinical data handling and user authentication as part of the Electronic Health Record deployment. The implementation emphasizes an integrated web presence for Kareo Clinical to support end-to-end clinician and patient interactions.
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Kareo AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2012 | 2012 |
In 2012, Kareo deployed LivePerson Conversational Cloud on its website. The implementation uses LivePerson Conversational Cloud in the Chatbots and Conversational AI category to surface real-time conversational engagement from Kareo's public web properties, positioning the application for customer-facing website interactions and lead capture.
The deployment architecture centers on a web-embedded conversational interface and leverages category-aligned capabilities such as natural language intent recognition, conversational routing with escalation to human agents, and session-level analytics and reporting. LivePerson Conversational Cloud is instrumented for web-based customer engagement, aligning Chatbots and Conversational AI with Kareo's customer interaction workflows and operational teams responsible for website engagement and contact handling.
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Kareo Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2020 | 2020 |
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Kareo Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2016 | 2016 |
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Kareo Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2020 | 2020 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Kareo eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2018 | 2018 |
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Kareo CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Call Tracking and Recording | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Kareo ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2018 | 2018 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Kareo TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Kareo 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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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Database Management | IaaS |
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2016 | 2016 |
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Kareo CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Kareo
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Kareo Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Kareo IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Kareo digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Kareo Technographics
Kareo is a Professional Services organization based in United States,
with around 600 employees and annual revenues of $70.0 million.
Kareo operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Kareo Clinical and LivePerson Conversational Cloud,
covering areas like ERP Financial, Electronic Health Record and Chatbots and Conversational AI.
Kareo has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Tebra Technologies and LivePerson.
Kareo recently adopted applications including
Kareo Clinical in 2021, Microsoft Clarity in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Kareo’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Kareo’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 Kareo technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.