About XCM Solutions
XCM Solutions is a Technology company based in Quincy (United States) founded in 2002, and was acquired by Wolters Kluwer in September 2020. Cloud-based workflow management is provided for accounting firms. XCM Solutions offers products and services including CCH Axcess Suite, UpToDate, and Ovid. Its focus areas include FinTech, Finance & Accounting Tech, Tools for Finance Professionals and Accountants. Its legal entity is Wolters Kluwer N.V. Its competitors include FloQast, Canopy and Suralink; 3 of its 3 listed competitors have raised funding.
Company details
XCM Solutions was founded in 2002 and is headquartered in Quincy, United States. Cloud-based workflow management solutions are offered by the company for accounting firms and business teams. Products include XCM for workflow management, XCMscheduling for automated resource allocation, and XCMportal for secure file transfers. A mobile app is also available, alongside outsourced tax and accounting services in the financial sector.
- Headquarters Quincy, United States
- Stage Acquired
- SectorsTechnology
- Website category Finance · Accounting and Auditing
- Website xcmsolutions.com
- Social LinkedIn X Facebook YouTube
- Acquired by Wolters Kluwer (Sep 2020)
- Legal Name Wolters Kluwer N.V.
- Investors
- Acquired byWolters Kluwer
(Sep 2020)
Products & Services of XCM Solutions
XCM Solutions offers a comprehensive portfolio of products and services, including CCH Axcess Suite, UpToDate, and Ovid.
Cloud-based platform for tax preparation, compliance, and workflow management.
Evidence-based tool for healthcare professionals to make informed decisions.
Platform for accessing trusted medical research and resources.
Apps and channels of XCM Solutions
its YouTube channel Wolters Kluwer Tax & Accounting US has 5.3K subscribers and 30 videos.
Videos from XCM Solutions
The most watched videos on XCM Solutions's YouTube channel, Wolters Kluwer Tax & Accounting US (5.3K subscribers). Click a video to play it here.
More on Wolters Kluwer Tax & Accounting US.
Investors in XCM Solutions
XCM Solutions has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Wolters Kluwer.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Enterprise legal processes are managed via an AI-powered platform. | 1836 | wolterskluwer.com | United States |
Investor details for XCM Solutions
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Timeline of XCM Solutions
2 dated milestones of XCM Solutions across 18 years, from founding to its latest funding, stage changes and deals.
- Founded XCM Solutions is founded.
- Exit Acquired by Wolters Kluwer.
Competitors of XCM Solutions
XCM Solutions has 3 listed competitors in our database, 3 of them funded. They include FloQast, Canopy and Suralink.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| floqast.com | 2013 | Los Angeles, United States | $291.85M | 518 | Automated account reconciliation is facilitated by a cloud-based platform. | |
| getcanopy.com | 2014 | Lehi, United States | $292.02M | 104 | Practice management software is offered for accounting professionals. | |
| suralink.com | 2014 | Salt Lake, United States | $6.29M | 38 | Workflow management software is provided for accounting firms' document handling. |
Detailed competitors of XCM Solutions
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Verified entity values are shown only after access is granted.
Web traffic of XCM Solutions
The website of XCM Solutions (xcmsolutions.com) receives about 7.4K visits a month and ranks #3,569,721 among all websites worldwide, #7,647 in Accounting and Auditing.
- Monthly visits7.4K
▲ 67.3% vs previous month
- Unique visitors1.7K
per month
- Global rank#3,569,721
among all websites
- Category rank#7,647
Finance · Accounting and Auditing
- Bounce rate40%
- Pages per visit2.4
- Average visit2 min 00 sec
- DevicesDesktop 79% · Mobile 21%
Websites whose visitors overlap most with XCM Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| confirmation.com | 100% | 125.8K | #401,979 | View details | |
| bill.com | 78% | 4.3M | #7,262 | View details |
Top companies in Finance & Accounting Applications
3 companies that operate in the same segment as XCM Solutions (Finance & Accounting Applications) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based accounts payable and receivable software for businesses | 2006 | Palo Alto, California, United States | USD 325.6 M | USD 1.65 B | 3,108 | |
Corporate travel and expense management are facilitated through SaaS platform. | 2015 | Palo Alto, California, United States | USD 1.58 B | USD 3.52 M | 847 | |
Financial and accounting software is developed for businesses and individuals. | 1983 | Mountain View, California, United States | USD 49.62 M | USD 21.45 B | 18,200 |
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Related news about Xcm Solutions
Complete news archive for XCM Solutions
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Frequently Asked Questions about XCM Solutions
XCM Solutions was founded in 2002.
XCM Solutions is headquartered in Quincy, United States.
XCM Solutions was founded in 2002 and is headquartered in Quincy, United States. Cloud-based workflow management solutions are offered by the company for accounting firms and business teams. Products include XCM for workflow management, XCMscheduling for automated resource allocation, and XCMportal for secure file transfers. A mobile app is also available, alongside outsourced tax and accounting services in the financial sector.
XCM Solutions offers CCH Axcess Suite, UpToDate, and Ovid.
XCM Solutions has 1 investor. Key investors include Wolters Kluwer.
XCM Solutions operates through Wolters Kluwer N.V..
Yes. XCM Solutions was acquired by Wolters Kluwer in September 2020.

