XEO CASE STUDIES

Let Xeo show you how our Hybrid ERP gives you the best of all worlds.

THEIR CHALLENGES

Medical Request Services is often invoicing personal injury lawyers for services related to medical files. As part of that process, employees needed to rekey details related to accounts receivables and invoicing from the company’s project tracking system into QuickBooks. They also spent lots of time trying to synchronize files.

XEO SOLUTION

Billing and Accounts Receivable
After mapping the organization’s workflows to identify requirements, we built an integrated web-based system that automatically generates invoices, assesses late fees, and tracks payment receipts. The system also allocates payments across multiple invoices, and automatically generates A/R reports on a cash and accrual basis.

Business Results


Reduced processing time and associated labor costs
Increased data accuracy
Improved regulatory compliance with data privacy requirements

About Xeo


Xeo develops custom ERP and business process automation software with a unique model that enables small and medium businesses to scale for growth – guaranteed. Founded in 2001 by a former IT professional serving the U.S. Army, Xeo has been helping businesses improve operating efficiency, reduce costs, and grow revenues by integrating disparate software systems and automating manual business processes.

Xeo’s unique Hybrid ERP delivery model allows businesses to own the source code to custom application modules while enjoying the benefits of SaaS such as off-premise hosted delivery and monthly fee schedules.

Why choose XEO?


Our Hybrid software delivery model gives small and medium businesses all the benefits of custom software with the payment
and delivery flexibility of SaaS. The result is enterprise grade functionality made simple and affordable.

Enterprise-capability

Enterprise capability for SMBs:

We focus solely on small and medium businesses ranging from start-ups to companies with hundreds of millions in revenue. Big IT staff or no IT staff, we are an extension of your team.

ROI focused, client-driven

Unlike SaaS or packaged software vendors, we design and develop only the ERP application modules you need so you can protect your investment in legacy applications. We also help you map your business process workflows to identify opportunities for automation so that your ERP solution is built on top of optimized processes for greater efficiency.

ROI-focused
Flexible-Payment

Flexible Payment and Delivery

Our unique Hybrid Development Model offers you the best of custom development and SaaS: you can run your solution on-premise or we can host it, and you finance as a traditional CapEx or via monthly (SaaS type) fees. Regardless of your choice, you own the source code.

Comparison of Software Delivery Models

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