Strategic Technology Alliances

Acumatica is a cloud ERP built for mid-market finance and operations. CBIZ helps organizations evaluate, implement, and optimize Acumatica with right-sized processes, integrations, reporting, and controls -improving close efficiency, visibility, and audit readiness for finance leaders.

Campfire is an AI-powered ERP integration platform that connects financial and operational systems in real time. CBIZ works with Campfire to help mid-market organizations automate data flows, improve data accuracy, and gain faster insight across ERP, planning, and analytics tools.

CereTax is a cloud-based sales tax automation solution designed for mid-market businesses operating across multiple jurisdictions. Through its partnership with CereTax, CBIZ helps organizations streamline tax calculation, exemption management, and ERP integrations to reduce compliance risk and manual effort.

Check Point provides next-generation firewall and advanced threat prevention solutions that protect networks and cloud environments. CBIZ partners with Check Point to design, deploy, and manage security architectures aligned to business, regulatory, and compliance requirements.

Cisco delivers secure networking, collaboration, and cloud-managed infrastructure for modern enterprises. As a Cisco partner, CBIZ helps organizations design and deploy wired and wireless networks, SD-WAN, and zero-trust solutions that improve performance, resilience, and security across distributed environments.

CrowdStrike is a cloud-native EDR and XDR platform powered by real-time threat intelligence. CBIZ works with CrowdStrike to help organizations implement and integrate advanced endpoint protection, enabling faster detection, response, and containment of cyber threats.

Datto provides backup, disaster recovery, and business continuity solutions purpose-built for the mid-market. CBIZ partners with Datto to help organizations design and implement recovery strategies that strengthen ransomware resilience and support predictable recovery outcomes.

Dell Technologies delivers servers, storage, endpoints, and hyperconverged infrastructure for on-premises and hybrid environments. CBIZ works with Dell Technologies to help organizations modernize infrastructure, align capacity with demand, and support scalable, cost-effective performance.

Egnyte enables secure file sharing, collaboration, and content governance for distributed teams. Through its partnership with Egnyte, CBIZ helps organizations migrate content, configure access controls, and support compliance without slowing collaboration.

Exabeam delivers SIEM and user behavior analytics that improve threat detection and investigation. CBIZ partners with Exabeam to help organizations implement and tune security analytics, reducing alert fatigue while improving visibility and compliance reporting.

FloQast is a financial close management platform that helps accounting teams streamline reconciliations, approvals, and close workflows. CBIZ works with FloQast to help organizations improve close speed, accuracy, and internal controls through better process alignment and integration.

Fortinet provides integrated networking and security solutions, including NGFW, SD-WAN, and SASE. CBIZ partners with Fortinet to help organizations simplify network security, consolidate controls, and securely support branch and remote users.

HP delivers business PCs, workstations, and print solutions designed for today’s hybrid workforce. CBIZ works with HP to help organizations standardize devices, manage endpoints, and support secure, efficient lifecycle management.

Imperva protects applications and data with web application firewalls, DDoS protection, and database security. CBIZ partners with Imperva to help organizations deploy application security controls that reduce risk and support regulatory compliance.

Juniper Networks provides high-performance networking with AI-driven operations and insights. CBIZ works with Juniper to help organizations deploy intelligent campus, branch, and wireless networks that reduce operational complexity and improve user experience.

KnowBe4 delivers security awareness training and phishing simulations that address human risk. CBIZ partners with KnowBe4 to help organizations implement measurable training programs that strengthen security culture and reduce phishing exposure.

Lenovo offers endpoints, servers, and infrastructure solutions for core, edge, and branch environments. CBIZ works with Lenovo to help organizations deploy reliable, scalable infrastructure aligned to performance and budget requirements.

Microsoft provides cloud infrastructure, productivity, and business applications across Microsoft 365, Azure, and Dynamics 365. As a Microsoft partner, CBIZ helps organizations migrate, secure, and optimize cloud and workplace environments while enabling responsible adoption of AI capabilities.

NetApp delivers enterprise-grade storage and data management across on-premises and cloud environments. CBIZ supports storage modernization, data protection, and cloud integration to ensure performance and scalability.

Oracle NetSuite is a leading cloud ERP for mid-market finance and operations. CBIZ partners with Oracle NetSuite to help organizations implement and optimize ERP solutions that support scalable growth, automation, and real-time insight.

Okta provides identity and access management with single sign-on, multi-factor authentication, and lifecycle automation. CBIZ works with Okta to help organizations implement zero-trust identity strategies that simplify secure access across applications.

Palo Alto Networks delivers network, cloud, and endpoint security through an integrated platform. CBIZ works with Palo Alto Networks to help organizations deploy zero-trust and cloud security architectures with unified visibility and control.

Planful provides FP&A solutions for budgeting, forecasting, and reporting. CBIZ supports model design and system integration to help finance teams plan faster and more accurately.

Rillet is an AI-native ERP integration and automation platform designed for modern finance teams. CBIZ works with Rillet to help organizations streamline data synchronization, reduce manual reconciliations, and accelerate close and reporting.

Sage delivers financial management and ERP solutions for mid-market organizations. CBIZ partners with Sage to help organizations implement and optimize finance systems that support strong controls, reporting, and scalability.

Scale Computing provides hyperconverged infrastructure for data center and edge environments. CBIZ works with Scale Computing to help organizations simplify infrastructure management, improve resilience, and support distributed operations.

SentinelOne delivers AI-driven endpoint and extended detection and response. CBIZ partners with SentinelOne to help organizations strengthen threat detection, automated response, and security operations.

Trintech provides financial close, reconciliation, and compliance automation. CBIZ works with Trintech to help organizations modernize close processes, improve accuracy, and support audit readiness.

UiPath delivers RPA and AI-powered automation for business processes. CBIZ partners with UiPath to help organizations identify automation opportunities and scale efficiency across the enterprise.

Vena is an Excel-native FP&A and planning platform that connects spreadsheets with centralized data and workflows. CBIZ works with Vena to help organizations enable agile planning with governance and control.

Zscaler delivers cloud-native zero-trust security for users, applications, and data. CBIZ partners with Zscaler to help organizations modernize security architecture and securely support remote and cloud access.