List of SmartStream Financial Customers
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Since 2010, our global team of researchers has been studying SmartStream Financial customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SmartStream Financial for ERP Financial from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SmartStream Financial for ERP Financial include: Lewis Group, a South Africa based Retail organisation with 10000 employees and revenues of $517.0 million, HSBC Sri Lanka, a Sri Lanka based Banking and Financial Services organisation with 1700 employees and revenues of $230.0 million, Blue Mountains City Council, a Australia based Government organisation with 900 employees and revenues of $91.0 million, Landesbank Baden-Württemberg, a United Kingdom based Banking and Financial Services organisation with 250 employees and revenues of $30.0 million, Office of the Auditor General for Western Australia, a Australia based Government organisation with 224 employees and revenues of $28.0 million and many others.
Contact us if you need a completed and verified list of companies using SmartStream Financial, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SmartStream Financial customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Blue Mountains City Council | Government | 900 | $91M | Australia | SmartStream | SmartStream Financial | ERP Financial | 2017 | n/a |
In 2017, Blue Mountains City Council implemented SmartStream Financial. SmartStream Financial serves as the council's ERP Financial platform and is the primary system for General Ledger, Accounts Payable, and consolidated financial reporting used by the council's finance organization.
The implementation centers on core accounting modules, with SmartStream configured to manage General Ledger processing, accounts payable workflows, and statutory and management-focused financial reporting. Configuration work emphasized standard chart of accounts alignment and period close controls consistent with municipal accounting and ERP Financial functional expectations.
SmartStream Financial is operationally integrated with Pathways for Accounts Receivable and receipting, and with BIS for management reporting, creating a data flow between receipting transactions, ledger posting, and management reporting outputs. These integrations support end to end accounting flows across council finance functions and enable reconciliation between transactional receipting in Pathways, ledger entries in SmartStream, and management reports produced from BIS.
Governance around the implementation concentrated on centralized finance controls, role based access to SmartStream Financial, and coordinated reporting ownership between the finance team and line-of-business report consumers. The deployment established SmartStream Financial as the authoritative system for GL and AP while retaining Pathways and BIS for AR and management reporting respectively.
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HSBC Sri Lanka | Banking and Financial Services | 1700 | $230M | Sri Lanka | SmartStream | SmartStream Financial | ERP Financial | 2016 | n/a |
In 2016, HSBC Sri Lanka implemented SmartStream Financial, an ERP Financial application to standardize and centralize middle office reconciliation and financial operations. The deployment focused on supporting hedge fund, fund of funds, multifonds, investment accounting and transfer agency workflows, aligning the application with the bank's operational remit for trade and cash lifecycle processing.
SmartStream Financial was configured to deliver reconciliation, exception management, rule based matching, operational reporting and cash processing capabilities common to ERP Financial implementations. Configuration work emphasized configurable matching rules and scheduled processing to reduce manual reconciliation tasks, while functional support covered transaction matching, exception workflow routing, and reconciled position reporting for downstream use.
Integrations were established with existing market and back office systems explicitly supported by the operations team, including Markit EDM, MIM, Smartstream TLM, SWIFT GMG, BI and Cognos reporting, Solar, FDW and Advent Geneva for position and reference data feeds and MI consolidation. Operational scope for the SmartStream Financial implementation included BAU and production support across Kolkata, Colombo, Hong Kong, Edinburgh, Luxembourg and Dublin, with the local Sri Lanka team providing system maintenance, monitoring and troubleshooting.
Governance and process changes were implemented through formal change management, UAT testing, SOP creation, migration documentation and staff training programs, enabling structured release cycles and knowledge retention within the support organization. The rollout emphasized operations management, process improvement and business continuity planning, with the support organization acting as the primary liaison between IT and business stakeholders for ongoing enhancements and incident resolution.
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Landesbank Baden-Württemberg | Banking and Financial Services | 250 | $30M | United Kingdom | SmartStream | SmartStream Financial | ERP Financial | 2016 | n/a |
In 2016 Landesbank Baden-Württemberg implemented SmartStream Financial to address core ERP Financial requirements and to establish an operational control centre of excellence for its financial transactions business. The deployment of SmartStream Financial was positioned as a multi-year program to consolidate reconciliation and exceptions management into a single scalable platform for back-office financial markets operations.
The implementation roadmap specified staged delivery of additional modules over a five year horizon, including a securities module designed to enable full trade process control and early-stage exception identification. Configuration emphasized consolidated process visibility, automated matching workflows, and exception orchestration to improve matching rates and support higher straight through processing rates.
Operational coverage centered on Back Office Financial Markets teams responsible for reconciliation and exception resolution, with the platform providing a consolidated view of transaction lifecycles and exception queues. The architecture was described as a scalable, centralized platform intended to handle increasing transaction volumes while maintaining operational control of reconciliation processes.
Governance and rollout were organized as an extended partnership with SmartStream, executing module-by-module expansion to build the control centre of excellence over time. Published outcomes cited improved matching rates, higher STP rates, increased ability to reconcile growing transaction volumes, reduced risk exposure, and lower operational cost and risk while minimizing disruption to daily operations.
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Lewis Group | Retail | 10000 | $517M | South Africa | SmartStream | SmartStream Financial | ERP Financial | 2016 | n/a |
In 2016, Lewis Group deployed SmartStream Financial as its primary ERP Financial platform for head-office finance operations in Cape Town, South Africa. The initial deployment centralized month-end close, creditor payments, expense analysis, and procurement summarization workflows to provide a single source for financial reporting and control.
SmartStream Financial was configured to support core financial modules including general ledger posting, accounts payable processing and payment runs, month-end close orchestration, and extensible reporting. Implemented operational capabilities included user access control, creditor payment processing, expense analysis routines, and the generation of procurement summaries used for BBBEE verifications, with the platform serving as the basis for ad-hoc financial data analysis and report development using SQL and PostgreSQL tools maintained by the financial systems team.
Integrations were established with multiple interfacing systems to ensure data integrity between operational sources and the financial ledger, preserving transactional accuracy for creditor settlements and procurement reporting. These interfaces focused on inbound procurement and expense feeds and outbound financial reporting, enabling SmartStream Financial to act as the authoritative financial datastore for head-office reporting across retail operations.
Governance and operational support were organized around a business analyst led change management process, with the financial systems manager defining requirements, coordinating specification handovers to development partners, overseeing testing, and managing staged deployments. Ongoing activities included system upgrades with testing and user deployment, user support and access management, and continuous enhancement of reporting and reconciliation workflows to maintain data integrity and timely financial close processes.
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Office of the Auditor General for Western Australia | Government | 224 | $28M | Australia | SmartStream | SmartStream Financial | ERP Financial | 2013 | n/a |
In 2013, Office of the Auditor General for Western Australia upgraded its finance system to SmartStream Financial. The upgrade was aligned with a new Information Technology Strategic Plan that the Information Resources Branch put in place from September 2013, signalling centralized IT planning and a coordinated program of corporate system improvements.
SmartStream Financial was implemented as the organization’s ERP Financial platform and configured to support core financial management workflows, including general ledger processing, accounts payable and accounts receivable, and statutory financial reporting consistent with ERP Financial capabilities. Configuration efforts emphasized data feeds and reporting extracts to support corporate reporting and internal analytics.
Integrations were implemented to surface SmartStream Financial data into an intranet-hosted Business Intelligence dashboard, which was designed to aggregate finance data from SmartStream and resource tracking data from eTrack to enable custom reports for internal users. The finance system upgrade occurred alongside upgrades to other internal systems, including the HR system Alesco and the recordkeeping system TRIM, and followed intranet and website platform upgrades completed in mid 2012-13.
Governance and resilience activities accompanied the technical work, Corporate Executive endorsed the Business Continuity Plan, Disaster Recovery Plan and Incident Response plans as part of a Business Continuity Management Program review. The BI dashboard project was scheduled for completion in 2013-14 and is described as expected to realise substantial efficiency gains in corporate reporting while providing better and more accurate access to business intelligence for decision making.
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