Chicago, 60606, IL,
United States
RSM
RSM, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. RSM collaboration with software players such as Emburse, Kyriba and Sage empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| RSM | Sage | Sage Intacct | ERP Financial | ERP |
| RSM | Oracle | Oracle NetSuite ERP | ERP Financial | ERP |
| RSM | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP |
| RSM | Microsoft | Microsoft Dynamics NAV | ERP Financial | ERP |
| RSM | Microsoft | Microsoft Dynamics SL | ERP Financial | ERP |
| RSM | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| RSM | AMCS Group | AMCS ESG | Environmental, Social, and Governance (ESG) | EPM |
| RSM | Oracle | Oracle NetSuite Commerce | eCommerce | eCommerce |
| RSM | Microsoft | Microsoft Dynamics AX | ERP Financial | ERP |
| RSM | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | CRM |
| RSM | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations |
| RSM | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| RSM | Emburse | Emburse Tallie | Expense Management | ERP |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Accurate Neuromonitoring | Healthcare | 100 | $21M | United States | Emburse | Emburse Tallie | Expense Management | 2017 |
In 2017 Accurate Neuromonitoring implemented Emburse Tallie as part of an Expense Management initiative across its multi-entity U.S. healthcare operations. RSM US recommended and implemented Sage Intacct and added Emburse Tallie for expense automation to centralize finance and expense reporting across the organization.
Emburse Tallie was configured to provide automated expense capture, receipt imaging, policy enforcement, and employee self-service for submissions, with expense data integrated into Sage Intacct to support accounting and month-end close. Configuration emphasized automated approval workflows and consolidated expense reporting to increase visibility for the finance team.
RSM US led a phased rollout across Accurate Neuromonitoring entities in the United States, updating finance workflows and shifting day-to-day expense submission responsibilities to staff. Governance changes included revised approval policies and centralized reporting ownership within finance, guided by RSM US during configuration and cutover.
RSM US reported that the deployment reduced outsourcing, improved month-end close efficiency, increased profitability, and provided staff self-service for expense submissions.
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Common Sail Investment Group | Banking and Financial Services | 7500 | $1.6B | United States | Kyriba | Kyriba Treasury | Treasury Management | 2020 |
In 2020, Common Sail Investment Group implemented Kyriba Treasury as its Treasury Management platform, engaging RSM US as the system integrator for the deployment. The implementation centralized payment orchestration and payable method of payment logic in Kyriba Treasury while maintaining operational ties to existing accounting systems.
Kyriba Treasury was configured to support accounts payable driven payments workflows, including method of payment mapping, check selection and printing, payment file generation, and reconciliation routines. The project explicitly integrated payables feeds from NetSuite and Yardi into Kyriba Treasury to route payment instructions and to align check selection reports with treasury-controlled issuance processes.
Operational scope covered the corporate accounts payable and treasury teams and extended to property administrators managing seven properties concurrently, with daily communications between AP staff and PAs on bills due and overdue. Governance and process changes included formalized payment review and correction workflows, monthly AP accrual procedures, and statement reconciliation responsibilities that tied property-level payable activity into centralized Kyriba Treasury processing.
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Geller & Company | Banking and Financial Services | 450 | $50M | United States | Sage | Sage Intacct | ERP Financial | 2022 |
In 2022, Geller & Company implemented Sage Intacct as its ERP Financial platform to centralize and modernize client accounting and advisory operations. The deployment consolidated an extremely large, complex client and approximately 30 additional client entities into a unified financial environment to support outsourced CFO, accounting services and business advisory functions.
The implementation prioritized accounts payable workflow automation and AI enabled invoice processing, and the project delivered a unified chart of accounts across clients to eliminate fragmented data structures. Sage Intacct was configured for consistent, high quality reporting and to act as a centralized data repository, with configuration work focused on chart of accounts standardization, workflow rule automation and reporting model design to support entity level and consolidated financial analysis.
RSM US LLP served as the implementation advisor and managed the initial rollouts, validating complementary third party applications and guiding vendor selection while transitioning operational ownership to Geller after the first five client implementations. Operational coverage included finance, accounting and operations teams, and Geller s IT business analytics and applications group assumed responsibility for subsequent rollouts following knowledge transfer from RSM.
Governance emphasized disciplined testing, structured sign offs and formal knowledge transfer as part of the deployment methodology. The engagement produced measurable outcomes stated by Geller, including increased efficiency through a standardized chart of accounts, consistent reporting across clients and a unified data repository that improved access to clean, structured financial data, while RSM continues in an advisory role for future enhancements.
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | 2024 |
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | 2024 |
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2024 |
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Manufacturing | 1500 | $350M | United States | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | 2024 |
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Non Profit | 120 | $10M | United States | Sage | Sage Intacct | ERP Financial | 2020 |
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Retail | 500 | $250M | United States | Oracle | Oracle NetSuite ERP | ERP Financial | 2015 |
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Non Profit | 400 | $158M | United States | Sage | Sage Intacct | ERP Financial | 2021 |
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Buyer Intent: Companies Evaluating RSM Services
- Delta Air Lines, a United States based Transportation organization with 103000 Employees
- Cavallo, a United States based Professional Services company with 180 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Delta Air Lines | Transportation | 103000 | $61.6B | United States | 2026-09-21 | |
| Cavallo | Professional Services | 180 | $20M | United States | 2024-08-14 |