Abacus Planning Group
2500 Devine Street,
Columbia, 29205-2408, SC,
United States
Columbia, 29205-2408, SC,
United States
1 803-933-0054
Banking and Financial Services
Abacus Planning Group Technographics
Abacus Planning Group Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Abacus Planning Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Abacus Planning Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Abacus Planning Group has purchased the following applications: Emburse Abacus for Expense Management in 2018, KnowBe4 HRM+ for Learning and Development in 2025, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Abacus Planning Group is running and its propensity to invest more and deepen its relationship with Emburse , KnowBe4 , 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 Abacus Planning Group revenues, which have grown to $18.0 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 Abacus Planning Group 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.
Abacus Planning Group Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Emburse | Legacy | Emburse Abacus | Expense Management | ERP Financial Management | n/a | 2018 | 2018 |
Abacus Planning Group implemented Emburse Abacus in 2018, deploying the Expense Management application on their website to standardize employee expense reporting and approvals. The deployment is scoped to the firm’s finance and advisory teams within the United States and is sized for a 30 person organization. Emburse Abacus serves as the central Expense Management system for processing reimbursements, routing approvals, and capturing receipts through web-accessible submission flows. The implementation leverages a cloud-hosted delivery model with user access routed via the company website for employee entry and policy visibility.
Configuration emphasized core Expense Management modules including expense reporting, receipt capture, configurable approval workflows, policy enforcement, and corporate card reconciliation. The project implemented automated approval routing and receipt upload to align with the firm’s finance procedures, and reconciliation workflows designed to support downstream accounting exports where applicable. Governance was operationalized through centralized policy settings and role based approval tiers to reflect advisory and administrative responsibilities. Emburse Abacus is therefore positioned as Abacus Planning Group’s Expense Management platform linking employee submissions to finance operations.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| KnowBe4 | Legacy | KnowBe4 HRM+ | Learning and Development | HCM | n/a | 2025 | 2025 |
In 2025 Abacus Planning Group implemented KnowBe4 HRM+. Abacus Planning Group is using KnowBe4 HRM+ on their website and classifies the deployment under the Learning and Development category to support HR driven training and compliance activities for its United States workforce of roughly 30 employees.
The KnowBe4 HRM+ deployment is provisioned as a cloud delivered learning and training orchestration layer, configured to manage user accounts, assign courses, track learner progress, and produce standard completion reports. Functional capabilities emphasized in the implementation align with core Learning and Development workflows, including course cataloging, enrollment management, progress tracking, and administrative reporting.
The application is surfaced through the company website, providing a centralized access point for staff to consume training content and review assigned learning. No other third party system integrations are specified in source materials, the operational coverage is focused on internal HR and compliance training for Abacus Planning Group employees.
Governance for KnowBe4 HRM+ centers on HR administration of enrollment and completion controls, with process changes oriented toward formalizing assignment and recordkeeping for mandatory training. The narrative positions Abacus Planning Group KnowBe4 HRM+ Learning and Development as a small firm implementation focused on consolidating employee learning workflows under a single SaaS delivered application.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2013 | 2013 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2024 | 2024 |
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Marketing Analytics, Sales Analytics, Customer Support | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2023 | 2023 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2025 | 2025 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Performance and Planning | Investment Management |
|
1998 | 1998 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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Domain Name System (DNS) | IaaS |
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2025 | 2025 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Sockets Layer (SSL) | CyberSecurity |
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2014 | 2014 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Abacus Planning Group
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Abacus Planning Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Abacus Planning Group Technographics
Abacus Planning Group is a Banking and Financial Services organization based in United States,
with around 30 employees and annual revenues of $18.0 million.
Abacus Planning Group operates a diverse technology stack with applications such as
Emburse Abacus, KnowBe4 HRM+ and Microsoft 365,
covering areas like Expense Management, Learning and Development and Collaboration.
Abacus Planning Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Emburse, KnowBe4 and Microsoft.
Abacus Planning Group recently adopted applications including
KnowBe4 HRM+ in 2025, Sentry in 2025 and Network Solutions DNS in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Abacus Planning Group’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Abacus Planning Group’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Abacus Planning Group technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.