Who is OpenRoad Financial Services?

OpenRoad Financial Services is a Banking and Financial Services organization based in United States, with around 35 employees and annual revenues of $5.0 million.

What enterprise applications does OpenRoad Financial Services use?

OpenRoad Financial Services operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, covering areas like ERP Financial.

What digital transformation initiatives has OpenRoad Financial Services undertaken?

OpenRoad Financial Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit.

What are the most recent software purchases made by OpenRoad Financial Services?

OpenRoad Financial Services recently adopted applications including Intuit Quickbooks Enterprise in 2016, highlighting its ongoing modernization strategy.

Which IT decision makers lead technology initiatives at OpenRoad Financial Services?

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

How does APPS RUN THE WORLD track OpenRoad Financial Services’s IT investments?

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

How can I access the full list of applications used by OpenRoad Financial Services?

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

OpenRoad Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

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● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

OpenRoad Financial Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by OpenRoad Financial Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 OpenRoad Financial Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that OpenRoad Financial Services has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems OpenRoad Financial Services is running and its propensity to invest more and deepen its relationship with Intuit 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 OpenRoad Financial Services 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 OpenRoad Financial Services 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.

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Intuit	Legacy	Intuit Quickbooks Enterprise	ERP Financial	ERP	n/a	2016	2016	In 2016 OpenRoad Financial Services implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize accounting and carrier payment workflows. OpenRoad Financial Services is a 35 employee United States financial services firm that deployed Intuit Quickbooks Enterprise to support daily transaction processing and reconciliation of carrier fuel activity. Configuration centered on transaction entry and reconciliation capabilities native to Intuit Quickbooks Enterprise, with setup of a chart of accounts, accounts payable posting for carrier charges, general ledger posting and bank reconciliation workflows. The implementation emphasized daily input of all fuel transactions made by carriers each day and used Quickbooks software reporting templates and journal adjustments to reconcile fuel reports and amounts paid. Operational coverage was focused on the finance and operations teams who performed daily data entry and produced reconciliation reports. Reconciliation workflows matched carrier fuel reports to payments using Intuit Quickbooks Enterprise reporting and ledger entries, providing a single ledger of record for carrier fuel costs and payments. Governance introduced defined daily entry ownership and scheduled reconciliation routines, formalizing steps for entering carrier fuel transactions and reconciling fuel reports and amounts paid using Quickbooks software. Process changes established a month end close cadence driven from Intuit Quickbooks Enterprise reports to maintain consistency in carrier payment accounting.

Vendor

Previous System

Application

Market

VAR/SI

When

Live

Insight

Intuit

Legacy

Intuit Quickbooks Enterprise

ERP Financial

ERP

n/a

2016

In 2016 OpenRoad Financial Services implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize accounting and carrier payment workflows. OpenRoad Financial Services is a 35 employee United States financial services firm that deployed Intuit Quickbooks Enterprise to support daily transaction processing and reconciliation of carrier fuel activity. Configuration centered on transaction entry and reconciliation capabilities native to Intuit Quickbooks Enterprise, with setup of a chart of accounts, accounts payable posting for carrier charges, general ledger posting and bank reconciliation workflows. The implementation emphasized daily input of all fuel transactions made by carriers each day and used Quickbooks software reporting templates and journal adjustments to reconcile fuel reports and amounts paid. Operational coverage was focused on the finance and operations teams who performed daily data entry and produced reconciliation reports. Reconciliation workflows matched carrier fuel reports to payments using Intuit Quickbooks Enterprise reporting and ledger entries, providing a single ledger of record for carrier fuel costs and payments. Governance introduced defined daily entry ownership and scheduled reconciliation routines, formalizing steps for entering carrier fuel transactions and reconciling fuel reports and amounts paid using Quickbooks software. Process changes established a month end close cadence driven from Intuit Quickbooks Enterprise reports to maintain consistency in carrier payment accounting.

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OpenRoad Financial Services Technographics