Vallejo, 94592, CA,
United States
A Plus Tree Technographics
A Plus Tree Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by A Plus Tree and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 A Plus Tree employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that A Plus Tree has purchased the following applications: Intuit QuickBooks Online for ERP Financial in 2018, Zendesk Chat for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems A Plus Tree is running and its propensity to invest more and deepen its relationship with Intuit , Zendesk , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing A Plus Tree revenues, which have grown to $10.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for A Plus Tree intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
A Plus Tree Tech Stack and Enterprise Applications
A Plus Tree ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit QuickBooks Online | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, A Plus Tree implemented Intuit QuickBooks Online to centralize core accounting processes. The deployment designated Intuit QuickBooks Online as the primary ERP Financial system supporting accounts payable, accounts receivable, and general ledger control for the 100-employee professional services firm in the United States.
Operational configuration emphasized transactional and expense workflows, with daily review and input of invoices into Intuit QuickBooks Online and a newly implemented expense report system to keep expense accounts and budgets up-to-date. Staff perform audits of company expense reports and upload the audited information into QuickBooks as part of routine accounting operations.
Bank statement reconciliation and Divvy statement reconciliation are executed on a monthly cadence, and financial staff add actual costs of jobs into Arbor Plus, while expense and invoice data are maintained in Intuit QuickBooks Online. These routines link transactional accounting, expense governance, and project cost capture across finance and accounting functions.
Governance was formalized around daily invoice entry, monthly reconciliations, and periodic expense report audits to ensure bookkeeping alignment and budget control. The implementation structured operational responsibilities within accounting and finance, establishing repeatable workflows for data entry, reconciliation, and audited uploads into the ERP Financial environment.
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A Plus Tree AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
In 2022, A Plus Tree implemented Zendesk Chat on its corporate website. The deployment uses the Zendesk Chat web widget to provide real time conversational capability under the Chatbots and Conversational AI category. The implementation targets client engagement and service operations for a United States based professional services firm with about 100 employees. The system is positioned as the primary web channel for live messaging and initial client intake.
Configuration focuses on agent routing, scripted responses and an agent console to support client service and sales teams, and it captures end user chat transcripts for operational review. Governance includes defined chat handling workflows, staffing rosters and escalation rules to ensure consistent responses across service functions. Typical functional modules implemented are real time messaging, canned responses, presence and queue management aligned to Chatbots and Conversational AI capabilities. The deployment is confined to the corporate website and operated by internal service teams.
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A Plus Tree Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, A Plus Tree implemented Microsoft 365 to provide enterprise collaboration across its 100-employee professional services firm, and the deployment is identified as Collaboration tooling visible on the company website. The implementation positions Microsoft 365 as the primary collaboration platform for internal communications and document access, with public facing links or contact flows surfacing Microsoft 365 functionality on the A Plus Tree website.
The Microsoft 365 deployment centers on core collaboration capabilities, including cloud mail and calendaring, team chat and meetings, and centralized document libraries and personal file storage. Microsoft 365 was configured to deliver Exchange-style email, Teams-like synchronous collaboration, SharePoint-style team sites and OneDrive-style user file sync alongside productivity applications, with tenant-level license assignment and role-based administration to support day to day professional services workflows.
Operational coverage spans client-facing delivery teams and internal functions commonly found in professional services firms, with administration consolidated under a tenant admin model. Governance emphasizes account provisioning, access controls, and content lifecycle practices, and rollout included standard configuration of collaboration workspaces, shared document libraries, and user training to align Microsoft 365 Collaboration with A Plus Tree business processes.
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A Plus Tree CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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A Plus Tree PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2014 | 2014 |
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A Plus Tree IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at A Plus Tree
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by A Plus Tree Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||