San Diego, 92108, CA,
United States
SettlementOne Technographics
SettlementOne Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SettlementOne and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 SettlementOne employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SettlementOne has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2010, Microsoft 365 for Collaboration in 2017, Amazon EC2 for Application Hosting and Computing Services in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SettlementOne is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , 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 SettlementOne 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 SettlementOne 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.
SettlementOne Tech Stack and Enterprise Applications
SettlementOne ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2010 | 2010 |
In 2010 SettlementOne implemented Intuit Quickbooks Enterprise to establish a centralized ERP Financial backbone for its finance and accounting operations in the United States. The deployment targeted the core finance group within a 90 employee banking and financial services firm, focusing on standardizing transactional posting and month end close processes.
Configuration work for Intuit Quickbooks Enterprise concentrated on core ERP Financial capabilities including general ledger, accounts payable, accounts receivable, consolidated financial reporting, cash management and payroll support. The implementation included chart of accounts redesign, automated invoice to payment workflows, bank reconciliation routines and controls for revenue and expense recognition, reflecting typical ERP Financial functional workflows.
Operational coverage was centered on the finance and accounting departments across the companys US site, where the system centralized transaction processing, ledger consolidation and statutory reporting. User roles and access controls were defined to segregate duties between accounting, treasury and payroll functions, and audit trails were enabled to support financial governance.
Governance around the rollout emphasized formal period close workflows, a phased cutover to live transactional processing and role based training for accounting staff. Change controls and documented month end checklists were established to sustain consistent financial operations under Intuit Quickbooks Enterprise.
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SettlementOne Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, SettlementOne deployed Microsoft 365 as its Collaboration platform. The implementation is observable on the company website, with Microsoft 365 used on their website to support content publishing and external-facing collaboration workflows. SettlementOne implemented Microsoft 365 to unify email, document sharing, and real-time communication capabilities for its employees in the United States.
Operational coverage spans company-wide business functions including operations, finance, and client services, consolidating collaboration and document management processes. Governance is organized around Microsoft 365 identity and permissioning models to manage user roles and document library security, and the Collaboration deployment centralizes communications and content workflows that feed the public site.
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SettlementOne 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 | 2017 | 2017 |
In 2017, SettlementOne deployed Amazon EC2 to provide Application Hosting and Computing Services for its public website. The implementation placed core web compute on Amazon EC2 instances to host the customer-facing site at settlementonevaluation.com, aligning infrastructure to the Application Hosting and Computing Services category.
Configuration emphasized instance provisioning, operating system and web server hosting, and standard AWS network controls such as security groups and virtual networking to isolate the site environment. Operational ownership appears aligned with an internal IT function given the company size, with the deployment focused on instance-level management and compute elasticity typical of Amazon EC2 for web hosting workloads.
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IT Decision Makers and Key Stakeholders at SettlementOne
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director of Business Development | Director | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Business Analyst | Non Manager | Operations | |
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Vice President-Operations | VP | Operations | |
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Apps Being Evaluated by SettlementOne Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||