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Finance & Insurance

If you run a finance or insurance company, chances are you're not going to be a great risk taker. In fact, you're going to be looking for a finance or insurance software solution that you can bank your business on. Greentree is at the forefront of finance management software for those who are in the business of managing risk. Check out the ERP case studies below that outline why finance companies, insurance brokers and other high- risk managers have chosen Greentree to run their business.

Rothbury Insurance Logo


Rothbury chose Greentree to support a major company merger and offer flexibility for further expansion.

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First Non Profit Group Logo

First Nonprofit

Based in Chicago, First Nonprofit has reduced work effort for renewals from 6 work weeks to 4 work days.

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Tata Plain Text Logo


Tata Ltd stuck to its guns, opting for a business system that is fully integrated, intuitive and user-friendly.

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“Now to get our financial reports directly out of Excel, we just press a button and they are there immediately. The integration between Excel and Greentree is very impressive and our month-end reporting is now much more streamlined.”

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