List of SurePoint Financial Management Customers
Cincinnati, 45202, OH,
United States
Since 2010, our global team of researchers has been studying SurePoint Financial Management 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 SurePoint Financial Management 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 SurePoint Financial Management for ERP Financial include: Snow, Christensen & Martineau, a United States based Professional Services organisation with 136 employees and revenues of $14.0 million, Littleton Park Joyce Ughetta & Kelly LLP, a United States based Professional Services organisation with 50 employees and revenues of $5.0 million, Gould & Ratner, a United States based Professional Services organisation with 35 employees and revenues of $4.0 million, Stebelton Snider, a United States based Professional Services organisation with 22 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using SurePoint Financial Management, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Gould & Ratner | Professional Services | 35 | $4M | United States | SurePoint Technologies | SurePoint Financial Management | ERP Financial | 2024 | n/a |
In 2024, Gould & Ratner implemented SurePoint Financial Management in the United States, deploying SurePoint's Legal Management System LMS to centralize firm finance and billing processes. The deployment targeted ERP Financial capabilities for the 35-person professional services firm, with configuration focused on billing, profitability reporting, and month-end close streamlining.
The implementation emphasized the LMS profitability module and reporting dashboards, embedding profitability and reporting functionality directly into billing workflows. Configuration work included profitability calculations and dashboard-driven reporting for firm finance and billing, and used standard ERP Financial functional constructs such as general ledger and accounts receivable to align transaction and revenue visibility with profitability reporting.
Rollout and operational scope covered firm finance and billing teams in the United States, consolidating reporting cadence and dashboard access for finance and billing stakeholders. The case study highlights that the SurePoint Financial Management deployment delivered faster month-end close and better profitability visibility while streamlining billing processes for the firm.
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Littleton Park Joyce Ughetta & Kelly LLP | Professional Services | 50 | $5M | United States | SurePoint Technologies | SurePoint Financial Management | ERP Financial | 2016 | n/a |
In 2016, Littleton Park Joyce Ughetta & Kelly LLP implemented SurePoint Financial Management, an ERP Financial application to centralize the firm accounting and billing functions. The deployment targeted core finance operations supporting the United States practice of this 50 person professional services firm and established SurePoint Financial Management as the primary system for transactional finance and invoicing.
The implementation concentrated on standard ERP Financial capabilities including general ledger configuration, accounts receivable, accounts payable, billing and invoicing workflows, and financial reporting. Configuration work aligned with professional services billing models, a configurable chart of accounts, and automated invoice generation and posting, placing operational ownership with finance and accounting staff and embedding controllable financial workflows into day to day operations.
Source level notes also document that personnel guided the firm through a conversion from an older accounting and billing system to Rippe & Kingston, indicating additional financial systems change activity in the firm history. That documented conversion activity provides context for governance and change management expectations when managing future ERP Financial rollouts or related process harmonization across the firm.
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Snow, Christensen & Martineau | Professional Services | 136 | $14M | United States | SurePoint Technologies | SurePoint Financial Management | ERP Financial | 2015 | n/a |
In 2015, Snow, Christensen & Martineau implemented SurePoint Financial Management as an ERP Financial solution to support finance, billing, workflow automation, and business continuity across its Salt Lake City professional services operations in the United States. The deployment was anchored on SurePoint Financial Management and leveraged SurePoint LMS components documented in the firm case, aligning the application to firm-wide financial operations and time-entry processes.
Configuration prioritized the SurePoint LMS Workflow and billing features to automate approval routing for invoices and time entries, standardize time-entry capture, and eliminate paper-based billing steps. Workflow automation was used to enforce approval policies and to provision remote work readiness, applying ERP Financial control patterns to billing and finance workflows.
Governance changes formalized approval workflows and centralized billing controls within SurePoint Financial Management, supporting business continuity planning and remote operations. The firm reported increased time-entry rates and enabled paperless workflows as explicit outcomes, which improved approvals and overall financial operations in the United States.
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Professional Services | 22 | $4M | United States | SurePoint Technologies | SurePoint Financial Management | ERP Financial | 2023 | n/a |
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