Icon Finance

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.

Tata Plain Text Logo


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

Read customer story
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.

Read customer story
Rothbury Insurance Logo


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

Read customer story

“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.”

Read the full story
More With The Power Of 3
  • Dynes Transport Greentree
    A big transport company makes big gains in efficiency, with the help of Greentree eDocs....Read more
  • Eleminating Paper In Office With Erp
    We’ve been talking up the paperless office since 1975. Yet we still use an estimated 200kg or more, of paper, per person,...Read more
  • Innovative Ways To Use Greentree Job Cost
    We explore some creative and innovative uses of Greentree Job Cost and how you can apply them to your business....Read more
    Product Showcase