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Whatever technology challenge you’re navigating, there’s a resource to help. Explore thought leadership, case studies, webinars, and industry insights from Caravel’s team.

Truck 9 Solves Complex Partial Ownership Accounting Across 40-Plus Entities With NetSuite 

Accounting Manager at Truck 9 worked directly with Caravel throughout a two-month project to bring the firm’s complex ownership structure onto a single NetSuite platform. 

What Is EPM Consulting and How It Supports FP&A Teams?

EPM consulting helps organizations improve the planning, forecasting, reporting, and data processes that support FP&A.

Sharpening Your AI Vision: Moving from Novelty to Adoption to Tangible ROI 

Join us for Sharpening Your AI Vision: Moving from Adoption to Tangible ROI. You’ll walk away knowing where your organization stands, what your highest-leverage opportunities are, and what it takes to turn AI investment into real, compounding business velocity. 

Insights

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What Is EPM Consulting and How It Supports FP&A Teams?

EPM consulting helps organizations improve the planning, forecasting, reporting, and data processes that support FP&A.

Why Financial Services Firms Choose NetSuite

NetSuite’s flexibility allows organizations to manage multi-entity structures, support multiple accounting standards through multi-book accounting, automate financial processes, and integrate with operational systems that support the business.

How Salesforce Supports Business Growth 

Salesforce provides a platform that helps connect customer data, business processes, and operational workflows, creating a stronger foundation for sustainable growth. 

Webinars

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Sharpening Your AI Vision: Moving from Novelty to Adoption to Tangible ROI 

Join us for Sharpening Your AI Vision: Moving from Adoption to Tangible ROI. You’ll walk away knowing where your organization stands, what your highest-leverage opportunities are, and what it takes to turn AI investment into real, compounding business velocity. 

What’s Keeping Cybersecurity Teams Up at Night — And What to Do About It

In this webinar, BPM Partner Josh Schmidt breaks down the top 5 risks hitting organizations hardest – based on real threat intelligence, live assessments, and incident investigations. Watch on-demand.

Case Studies

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Truck 9 Solves Complex Partial Ownership Accounting Across 40-Plus Entities With NetSuite 

Accounting Manager at Truck 9 worked directly with Caravel throughout a two-month project to bring the firm’s complex ownership structure onto a single NetSuite platform. 

Quore Modernizes Financial Operations with NetSuite and Caravel

For nearly a decade, Quore relied on a heavily customized legacy system to run the back office behind its hotel optimization software. The Atlanta-based company, founded in 2012, now serves more than 7,200 customers across the globe.

Rothschild Wealth Partners Gains Real-Time Financial Clarity with NetSuite and Caravel 

Simons Foundation is a 501(c)(3) private foundation dedicated to advancing the frontiers of research in math and science.