Trion, a Marsh McLennan Agency, LLC, is at the forefront of employee health and benefits consulting developing innovative solutions to simplify benefits and reduce healthcare costs. Their comprehensive range of services include employee health and welfare benefits plans, pharmacy practice and coalition, absence management, life, disability and voluntary benefits, captive solutions, strategic communications, and administration solutions. With over 400 clients and more than 1 million lives entrusted to their care, Trion-MMA is a trusted advisor.
We Handled It
Tipalti is a global finance automation company helping finance teams drive business growth by automating and streamlining accounts payable, mass payments, procurement and employee expenses in one connected suite. Over 4,000 growthminded companies globally use Tipalti to remove the complexity, cost and risk out of time-consuming financial workflows and enable them to efficiently and securely pay millions of suppliers across 196 countries, 6 payment methods and 120 currencies.
It’s better under the umbrella.
No matter what industry you are in, your company faces risk every day. That’s why Travelers offers a wide range of business insurance options, designed to identify and reduce those risks. Beyond managing claim costs, we help companies prepare for risk and recover faster after an unexpected event. Managing the total cost of risk creates a competitive advantage, helping you protect and grow your business.
Working to improve the health of the community, one person at a time.
Ambetter Health is a health insurance offering that is available on the Health Insurance Marketplace, or Exchange, established by the Affordable Care Act and also available off-exchange in select states. It is one of the healthcare programs provided by Centene Corporation, a leading healthcare enterprise committed to helping people live healthier lives. Ambetter Health is made available through local health plans and covers a wide variety of healthcare services, including preventive and wellness services, maternity and newborn care, pediatric services, mental health and substance misuse services, prescription drug coverage and more.
A leading software and services company for travel, expense, and meetings & events
company for travel, expense, and meetings & events. We have built the most valuable marketplace in travel with the most comprehensive and competitive content. A choice of solutions brought to you through a strong combination of technology and people, delivering the best experiences, proven at scale. With travel professionals and business partners in more than 140 countries, our solutions deliver savings, flexibility, and service from a brand you can trust – Amex GBT.
Brex (no video/tagline; logo uploaded in wordpress): Brex delivers everything companies need to make every dollar count, from modern corporate cards, banking, and treasury to accounting automation, travel, and expenses. Over 30,000 businesses from startups to global enterprises — including DoorDash, Flexport, and Compass — choose Brex to control spend before it happens, automate manual work, and optimize their finances.
Your health plan can do better. We promise.
Deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration. Guiding members through all phases of healthcare, a specialized team provides care navigation and clinical support and relentlessly advocates for members to receive quality care at an affordable price.
The Financial Performance Platform
Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance and is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times and improve accuracy. Learn more at planful.com.
Ambitious finance leaders are powered by Prophix to drive progress and do their best work. Leveraging Prophix One™, a Financial Performance Platform, to improve the speed and accuracy of decision-making within a harmonized user experience, finance teams are empowered with reduced uncertainty and access to automated insights for planning, budgeting, forecasting, reporting, reconciliation and consolidation functionalities. More than 3,000 active customers across the globe rely on Prophix to achieve organizational success.
Zone is reinventing the way companies approach back-office excellence, empowering finance leaders and their teams to scale and thrive in today’s dynamic business landscape. Our highly flexible platform enhances out-of-the-box ERP capabilities, offering maximum visibility and control over company operations. Zone’s unified platform spanning complex billing & revenue recognition to AP automation and advanced FP&A reporting is trusted by over 3,000 customers.
Tax Compliance Done Right
Avalara helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers automated, cloud-based compliance solutions for transaction tax, including sales and use, VAT, GST, excise, communications, lodging, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in Canada, the U.K., Belgium, Brazil, and India.
More information at avalara.com.
Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. We manage over three trillion dollars in equity for over two million people globally. Trusted by more than 40,000 companies and over 5,000 funds and SPVs, we provide cap table management, compensation management, venture capital solutions, and more. Private equity firms and their portfolio companies rely on Carta for integrated equity management and waterfall modeling. Our mission is to unlock the power of equity ownership for more people in more places.
Achieve More with Consulting & Talent Solutions
We deliver a one-of-a-kind, flexible delivery model that blends Protiviti’s unmatched consulting experience and Robert Half’s deep operational expertise to build resource teams, customized with clients, to address any challenge. With unforeseen issues and transaction backlogs, companies are seeking innovative ways to address today’s finance and accounting challenges. We are here to help you, with flexible delivery models to meet your organization’s needs.
Airbase is the only procure-to-pay solution to combine enterprise-grade power with a delightful user experience. It radically simplifies purchasing. Tackle complex workflows and enjoy effortless company-wide adoption with easy-to-use and flexible intake, AP automation, expenses, and corporate cards. Stop uncontrolled spend, save time and money, and get a faster close.
Payments + Data
Deluxe, a trusted Payments and Data Company, champions businesses big and small, helping facilitate seamless connections to propel business forward
IQ BackOffice offers world-class accounting services. We offer accounts payable, accounts receivable, and reconciliation services that leverage technology to drive efficiency and timely results while significantly reducing costs.
Our Offsite Office service provides dedicated offshore accounting teams tailored to your specific needs. We offer access to top global talent and significant cost savings.
In addition to our finance and accounting services, we partner with organizations to achieve a 5- day close.
Navan is the all-in-one solution that makes travel and expense easy so you can focus on being there, not getting there. Say goodbye to spending hours on the phone trying to change your flight or saving stacks of receipts to manually input expenses. From EAs and finance teams to travel managers and employees, Navan empowers people to concentrate on the things that matter most to them — all while providing companies with real-time visibility, savings, and control. Learn more at navan.com
People Powered Outsourcing
Personiv provides customized finance and accounting outsourcing services that unlock operational efficiencies saving you valuable resources and time. Do more with less by turning transactional finance and accounting tasks into avenues for cost savings and strategic growth. With 30+ years of experience, Personiv delivers customized, cost effective solutions that enhance team your team’s productivity and save >50% in cost. Teams from 1 – 100 manage everything from back-office functions to AP/AR to comprehensive finance and accounting department. Personiv enables you to focus on
what matters most – your core business.
Prepare for anything
Pigment is a modern, visionary planning and performance management platform that helps organizations move from constrained planning to empowered performance. By breaking down silos, improving collaboration, and providing real-time insights, Pigment transforms planning from a chore into a strategic advantage. Industry-leading companies like Coca-Cola, Unilever, and Keolis use Pigment every day, allowing them to confidently make more informed business decisions.
Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in controls and intelligence to maximize the impact of every dollar and hour spent. Over 30,000 customers, from family farms to space startups, have saved $2 billion and 20 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually. Learn more at www.ramp.com.
RightRev is a Revenue Recognition software solution designed to streamline and automate complex revenue management processes for businesses. It enables organizations to achieve compliance with ASC 606 and IFRS 15 accounting standards by providing robust capabilities for revenue recognition, contract modifications, ssp allocations, performance obligation tracking, and revenue reporting.
Rippling Spend offers finance organizations a comprehensive spend management solution, consolidating payroll, expenses, travel, and accounts payable into a unified platform. It eliminates the need for multiple systems and manual reconciliation, ensuring a seamless integration with your existing accounting software. Using the Employee Graph, it simplifies the management of permissions and policies, enhancing visibility and providing deep insights into your financial operations for strategic decision-making.
Make it rewarding
SC&H is a national consulting and financial services firm driving your business, technology, and teams forward. From strategic advice that propels growth to insightful data that shapes your future, we’re humanizing the interactions that matter most to you. Since 1991, we’ve ditched transactional engagements for rewarding experiences that meet the needs of the middle-market, Fortune 500s, SMBs, and high-net-worth individuals we serve.
Managed Procurement. Guaranteed Savings.
Spendflo is a procurement and spend management solution with a dedicated team of SaaS procurement experts. We provide intake and vendor management workflows with real-time SaaS usage and pricing intelligence to drive margin expansion for high growth companies Finance and procurement teams can achieve up to 41% cost savings, 3X more compliant purchases with a no-risk money-back guarantee on our subscription fee.
Elevating Finance. Amplifying Growth.
SquareWorks Consulting is a NetSuite partner focused on elevating the role of finance, empowering organizations to drive business innovation and growth. Our products include Automate, a NetSuite-native financial automation platform providing best-inclass automation and AI-enabled capabilities. We also provide exceptional consulting services and partner with our customers to deliver high-quality NetSuite implementations, optimization services and ongoing support.
About Take Command
Take Command is a SaaS platform that helps companies reimburse employees for health insurance. Offering seamless administration for Individual Coverage HRAs (ICHRAs) and Qualified Small Employer HRAs (QSEHRAs), Take Command was the first end to end ICHRA solution on the market, the first to bring a viable partnership model to brokerage firms, the only HRA administrator invited to the White House when ICHRA was announced, the only company to offer in-house, personalized enrollment support for employees, and a founder of the HRA Council.
With clients in all 50 states and clients ranging from 3 to 3,000 employees, Take Command has helped more than 6,000 companies take command of their health benefits.
About Oscar
From our earliest days here at Oscar, we believed that a member-centered approach powered by innovative technology could transform consumers’ lived-experience with their healthcare. While we’ve enjoyed significant success in the ACA marketplace, ICHRA helps bring this mission within reach for a much larger audience. We’re committed to ensuring that the largest, most stable risk pool in America is available for all individuals.
TravelBank is the leading all-in-one expense and travel management platform, helping more than 45,000 companies optimize business spend, maximize efficiency, and increase data visibility. With TravelBank, gain immediate control of your T&E program, reducing company spend by 30% on average while improving employee happiness through a user-friendly design, fast expense reimbursements, and travel rewards program. Companies can create and deploy custom expense and travel policies with ease and have access to TravelBank’s in-house customer success team & dedicated travel agents for expert support..
Trintech gives people time back for what matters most. Our cloud–based platform and solutions enable thousands of clients worldwide to lead productivity transformation across their finance and accounting organizations — driving efficiencies, ensuring accuracy to mitigate risk, and empowering strategic decision-making. Make time count with Trintech.
Vertice is a spend optimization platform that saves companies up to 30% on their SaaS and cloud costs while streamlining their procurement processes with intelligent workflows.
Vertice is the spend optimization platform enabling businesses to simplify their procurement workflows, gain granular control and visibility of their spend, and realize cost savings of as much as 30%. Vertice manages $3.4 billion in spend worldwide for hundreds of enterprise customers in over 30 countries and is headquartered in London with additional offices in New York, Sydney, Brno and Johannesburg. Learn more at www.vertice.one.
Modern businesses control spend on Zip
any employee to initiate a purchase or vendor request, Zip helps businesses gain clear and timely visibility across all purchases, while dramatically improving the employee experience. The platform’s no-code configuration and intelligent workflows integrated across disparate systems enable businesses to automatically route requests for faster approval across finance, legal, procurement, IT, security and other teams.
