AI Buyer Insights:

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

Acosta Tax & Advisory
Location
15800 Pines Blvd Ste 203,
Pembroke Pines, 33027-1212, FL,
United States
Website
https://www.mycpa.net/
Phone
1 954-239-8365
Artw industry
Professional Services
Employee
Revenue

Acosta Tax & Advisory Technographics

Acosta Tax & Advisory Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Acosta Tax & Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Acosta Tax & Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Acosta Tax & Advisory has purchased the following applications: BILL Financial Operations Platform for AP Automation, AR Automation in 2020, Microsoft 365 for Collaboration in 2019, CallTrackingMetrics for Call Tracking and Recording in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Acosta Tax & Advisory is running and its propensity to invest more and deepen its relationship with BILL Operations , Microsoft , CallTrackingMetrics 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 Acosta Tax & Advisory revenues, which have grown to $1.0 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 Acosta Tax & Advisory 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.

Acosta Tax & Advisory Tech Stack and Enterprise Applications

Acosta Tax & Advisory ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
BILL Operations Legacy BILL Financial Operations Platform AP Automation, AR Automation ERP n/a 2020 2020
In 2020 Acosta Tax & Advisory implemented BILL Financial Operations Platform to centralize invoicing and payment workflows within the AP Automation,AR Automation category. The implementation was scoped to the firm’s finance and billing functions for the United States based professional services practice of 10 employees, provisioning a single vendor provided platform for core accounts payable and accounts receivable activity. The deployment configured category-aligned capabilities including electronic invoice capture and bill entry, approval routing and workflow automation, vendor payment execution and customer invoicing automation. The BILL Financial Operations Platform was used to instrument recurring billing, electronic payments and basic reconciliation workflows, aligning day to day accounts payable processing with accounts receivable billing and collections processes. Acosta Tax & Advisory uses Bill.com on their website as the public facing payment and billing portal, linking client payment touchpoints to the firm’s internal BILL Financial Operations Platform operations. Operational coverage focused on the small finance team and client billing administrators without external system integrators, keeping integrations limited to the Bill.com public interface and the vendor provided platform. Governance emphasis in the rollout centered on centralizing invoice intake and approval authorities, formalizing user access for a compact team, and establishing workflow rules for payables approvals and client invoice issuance. Configuration and process work focused on operationalizing AP Automation,AR Automation best practices for a small professional services firm rather than enterprise scale orchestration.
Acosta Tax & Advisory Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
Acosta Tax & Advisory CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CallTrackingMetrics Legacy CallTrackingMetrics Call Tracking and Recording CRM n/a 2019 2019
Tag Management CRM 2015 2015
Acosta Tax & Advisory IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Acosta Tax & Advisory

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Acosta Tax & Advisory Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Acosta Tax & Advisory IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Acosta Tax & Advisory digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Acosta Tax & Advisory Technographics
Acosta Tax & Advisory is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Acosta Tax & Advisory operates a diverse technology stack with applications such as BILL Financial Operations Platform, Microsoft 365 and CallTrackingMetrics, covering areas like AP Automation, AR Automation, Collaboration and Call Tracking and Recording.
Acosta Tax & Advisory has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as BILL Operations, Microsoft and CallTrackingMetrics.
Acosta Tax & Advisory recently adopted applications including BILL Financial Operations Platform in 2020, Microsoft 365 in 2019 and CallTrackingMetrics in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Acosta Tax & Advisory’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Acosta Tax & Advisory’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 Acosta Tax & Advisory technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.