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X
X, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. X collaboration with software players such as Intuit, Oracle and empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
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Professional Services | 50 | $5M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2013 |
In 2013 Conexess Group implemented Intuit Quickbooks Enterprise as its central ERP Financial application to support core accounting and professional services billing for the United States based firm of approximately 50 employees and five million dollars in revenue. The deployment positioned Intuit Quickbooks Enterprise to consolidate transaction processing, standardize financial reporting, and centralize the chart of accounts for project based revenue recognition. Implementation planning reflected the size and structure of a small professional services organization, with configuration scope focused on practical operational fit rather than enterprise scale architecture.
Configuration work concentrated on standard ERP Financial functional areas, including general ledger setup, accounts payable, accounts receivable, and time and billing or job costing capabilities typical for professional services. The implementation included automation of invoicing and collections workflows, bank reconciliation processes, and financial statement reporting templates to support month end close. Reporting and role based access controls were configured to provide accountants and project managers with the transaction level visibility needed for billing and project accounting.
Operational rollout targeted finance, operations, and delivery teams, with process changes to billing rates, job coding, and period close procedures to align with the new system. Governance emphasized a standardized chart of accounts and defined approval workflows for invoices and payments, along with training for finance staff to sustain daily bookkeeping and periodic close activities. Intuit Quickbooks Enterprise was established as the authoritative ERP Financial system for accounting and professional services revenue workflows at Conexess Group.
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Insurance | 4000 | $1.0B | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2013 |
In 2013 Confie implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting and transaction processing for its U.S. insurance operations. The deployment focused on standardizing corporate accounting and agency bookkeeping workflows across Confie’s finance organization and regional accounting teams, aligning the company s financial function with an enterprise grade bookkeeping platform.
Intuit Quickbooks Enterprise was configured to support foundational ERP Financial modules including general ledger, accounts payable, accounts receivable, and financial reporting, with configuration of multi entity chart of accounts and consolidated reporting constructs appropriate to an insurance agency network. Configuration work emphasized transaction level posting, batch processing for invoices and payments, and role based access controls to segregate duties between corporate finance and agency accounting staff.
Operational coverage targeted the finance, billing, and reconciliation functions, with the implementation aligned to support transactional patterns common to CRM and agency management systems used in insurance distribution. Data workflows were structured to capture commission and premium related transactions and to feed summarized financials into period close processes, while preserving audit trails for regulatory and broker settlement needs.
Governance and rollout adopted a centralized control model, enforcing a standardized chart of accounts, month end close procedures, and reconciliation templates across business units. Training and process documentation emphasized consistent transaction coding, approval workflows, and system ownership within the corporate finance team to sustain operational control under the Intuit Quickbooks Enterprise ERP Financial deployment.
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Professional Services | 50 | $7M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2013 |
In 2013 Conifer Research LLC deployed Intuit Quickbooks Enterprise as its ERP Financial solution to centralize accounting for the 50-person professional services firm. The implementation targeted core accounting and billing functions to support project-based revenue recognition and client invoicing workflows.
Configuration emphasized standard ERP Financial modules within Intuit Quickbooks Enterprise, including general ledger, accounts receivable, accounts payable, billing, and job costing. The company file was structured with a consolidated chart of accounts and customer job records to enable firm level and project level financial reporting. Role based access and user permissions were configured to segregate accounting, billing, and finance responsibilities.
Deployment followed a central multiuser company file architecture hosted on an on premise server accessible from networked desktops, consistent with small firm practices for Intuit Quickbooks Enterprise. The implementation used built in bank feed reconciliation and payroll data synchronization capabilities to align bookkeeping, payroll, and bank reconciliation workflows. Exportable financial reports and custom invoice templates were configured to support client billing and tax reporting activities.
Operational governance introduced standardized month end close procedures, invoice approval workflows, and periodic account reconciliations to create repeatable financial operations across accounting and operations teams. Oversight emphasized centralized control of the company file and segregation of duties between billing and finance functions.
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Life Sciences | 50 | $5M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2011 |
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Distribution | 100 | $10M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2014 |
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Banking and Financial Services | 160 | $20M | United States | Oracle | Oracle NetSuite OneWorld | ERP Financial | 2023 |
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Retail | 100 | $10M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2010 |
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Non Profit | 50 | $5M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2012 |
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Healthcare | 40 | $4M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2012 |
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Construction and Real Estate | 100 | $10M | United States | Intuit | Intuit Quickbooks Enterprise | ERP Financial | 2010 |
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Buyer Intent: Companies Evaluating X Services
- Sigma IQ, a United States based Professional Services organization with 160 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| Sigma IQ | Professional Services | 160 | $30M | United States | 2026-03-18 |