DirectBooks leverages its technology expertise and the market knowledge of its participants to
optimize the communications process for primary issuances. Their innovative digital platform
serves as a singular distribution point to manage communications across institutional
participants, increasing efficiency and accuracy.
Demographics
- Industry | Financial Services
- Headquarters | New York, NY
- Founded | 2019
- Employees | 50+
- Existing ERP | QuickBooks
- Other Systems | Salesforce, Airbase,
Fathom, TriNet, Bank of America, JPM
Chase
NetSuite Solution
- NetSuite | SuiteSuccess Financials First STD
- Modules | Financials, Accounts Payable,
Order to Cash
- Interfaces | Banking, TriNet, Airbase
Sales Team
- NetSuite | Brendan Miller
- Caravel | Scott Curry, Caila Cohen
Implementation
- Methodology | SuiteSuccess + Optimization
- Approach | DirectBooks will deploy NetSuite in a single-phase with core functionality going live in month 3 and integrating to various 3rd party systems in phase 1.
