List of TrackerPro Financial Management Customers
Cherry Hill, 08034, NJ,
United States
Since 2010, our global team of researchers has been studying TrackerPro 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 TrackerPro 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 TrackerPro Financial Management for ERP Financial include: Royal Abstract, a United States based Insurance organisation with 43 employees and revenues of $10.0 million, Wfg Ntl Title Ins Co, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, Data Trace, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using TrackerPro 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.
The TrackerPro Financial Management 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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Data Trace | Professional Services | 10 | $1M | United States | TrackerPro | TrackerPro Financial Management | ERP Financial | 2016 | n/a |
In 2016, Data Trace implemented TrackerPro Financial Management, an ERP Financial application. The implementation associated TrackerPro Financial Management with title operations to capture financial transactions and audit trails tied to search ordering and document delivery workflows.
AIS, a Data Trace division, announced an integration with the TrackerPro title application that automated ordering and delivery of title, tax, and municipal search reports to TrackerPro users in New York. The integration is described and inferred as a title-search and document-delivery module that orchestrates search order submission, electronic report ingestion, and routing into TrackerPro Financial Management rather than operating as a traditional general ledger module.
Operational coverage was scoped to TrackerPro users in New York and affected title operations, search fulfillment, and document delivery processes for agencies using TrackerPro. Governance and process changes emphasized automated ordering and reduced manual processing as reported, aligning operational workflows to the integrated document delivery path.
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Royal Abstract | Insurance | 43 | $10M | United States | TrackerPro | TrackerPro Financial Management | ERP Financial | 2014 | n/a |
In 2014, Royal Abstract implemented TrackerPro Financial Management to centralize core accounting and closing financial workflows for the title insurance business, using the application as its ERP Financial system. The deployment covered transaction recording and financial reporting workflows that intersect with front desk and back office operations, bringing a 43 person firm’s accounting, recording, customer service, and executive support into a single financial application context.
TrackerPro Financial Management was configured to support category-aligned capabilities such as general ledger, accounts payable, accounts receivable, billing and transaction-level reporting tied to title closings. Front desk staff were trained to input and transmit Air Resource reports via TrackerPro Financial Management to external law firms and parties, indicating the system was used for document-linked financial records and operational reporting alongside standard ERP Financial modules.
Operational integrations and handoffs were explicit in day-to-day workstreams, with TrackerPro Financial Management used to generate and email transactional reports, scanned business card data processed through a Neat scanner and routed to executive Outlook accounts, and electronic faxes funneled to the appropriate department inboxes. Reception and administrative processes fed Excel-based receipt logs and coordinated FedEx and UPS deliveries while TrackerPro handled the financial posting and reporting side of closings, linking reception activities to accounting and recording functions.
Governance changes centered on role-level workflow adjustments, reception staff absorbing responsibilities for document intake, report generation and electronic distribution into TrackerPro Financial Management, and accounting taking ownership of posted transactions and reconciliations within the ERP Financial system. The implementation structured workflows so that reception acted as an operational intake node for financial and transaction documents, while TrackerPro Financial Management served as the authoritative ledger and reporting engine for title closing finances.
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Wfg Ntl Title Ins Co | Insurance | 10 | $1M | United States | TrackerPro | TrackerPro Financial Management | ERP Financial | 2020 | n/a |
In 2020, Wfg Ntl Title Ins Co implemented TrackerPro Financial Management as its ERP Financial application to automate document-driven title policy production and reduce duplicate data entry. The implementation focused on integrating document and policy metadata directly into the financial and policy workflow layer provided by TrackerPro Financial Management.
The integration synchronized eJacket policy jacket content and policy number fields, it also automated delivery of agent authorization letters for New York and Closing Protection Letter delivery directly into TrackerPro Financial Management. Configuration work concentrated on policy metadata mapping, document ingestion and automated delivery workflows to ensure documents and policy identifiers were captured once and propagated through title production processes.
This was a title and closing process integration in the United States, executed to streamline document delivery for TrackerPro users and to eliminate manual re-keying between document repositories and the ERP Financial application. Operational coverage centered on title and closing functions, aligning document production with policy issuance workflows inside TrackerPro Financial Management.
Governance and process changes standardized single-entry policy metadata and centralized document delivery as the source of record inside TrackerPro Financial Management, enabling policy production workflows to rely on automated document handoffs. The project delivered faster document delivery and reduced manual re-keying for TrackerPro users as stated in the source material.
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