Toronto, M3C 0K8, ON,
Canada
AMLB CPAs and Consulting Technographics
AMLB CPAs and Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AMLB CPAs and Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 AMLB CPAs and Consulting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AMLB CPAs and Consulting has purchased the following applications: Plooto for AP Automation, AR Automation in 2022, Microsoft 365 for Collaboration in 2020, Curated Emails for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AMLB CPAs and Consulting is running and its propensity to invest more and deepen its relationship with Plooto , Intuit , Xero 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 AMLB CPAs and Consulting revenues, which have grown to $5.0 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 AMLB CPAs and Consulting 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.
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AMLB CPAs and Consulting Tech Stack and Enterprise Applications
AMLB CPAs and Consulting ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Plooto | Legacy | Plooto | AP Automation, AR Automation | ERP | n/a | 2022 | 2022 |
In 2021, AMLB CPAs and Consulting deployed Plooto as its Accounts Receivable solution, implementing Plooto within the AP Automation,AR Automation category to support client billing and sales collections across its client base. The deployment emphasized a cloud based payment orchestration model that enabled AMLB to extend virtual CFO services and manage cash collection workflows for clients across Canada.
Plooto implementation centered on accounts receivable automation and accounts payable workflows, with explicit use of Plooto’s pre authorization debit agreement capability often referenced as PADs to enable recurring or authorized direct debit collection. The configuration focused on automating invoice collection steps, reducing manual follow up for client sales teams, and providing visibility into receivables aging and cash flow forecasting.
Operational coverage included AMLB’s own AP and AR processing as well as client facing collections, enabling the firm to advise and execute client payment requests end to end. The solution was used to centralize payment authorizations and receivable options for clients, improving predictability in cash collections without introducing named integrations beyond the cloud based Plooto platform.
Governance and business process changes included shifting collection responsibility from sales outreach to automated payment workflows, and embedding PADs consent into client onboarding and billing processes. Outcomes reported by AMLB CPAs and Consulting included substantially reduced long dated receivables, improved cash flow forecasting visibility, an approximate 10 percent reduction in fees for clients on average, and internal savings of about 3 hours per week and 2,000 Canadian dollars per month through use of Plooto in their AP and AR workflows.
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ERP Financial | ERP |
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2020 | 2020 |
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ERP Financial | ERP |
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2022 | 2022 |
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AMLB CPAs and Consulting Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, AMLB CPAs and Consulting implemented Microsoft 365 to support Collaboration across the firm. Microsoft 365 is present in the public website source, indicating a cloud tenant deployment that underpins firm communications and web integrated services. The deployment centers on core Collaboration capabilities typical of Microsoft 365, including hosted email and calendaring, document management and file sync, and real time meetings and chat for team collaboration.
Operationally the Microsoft 365 implementation serves the approximately 30 person professional services firm, supporting accounting, tax and consulting business functions and external client communications. Identity and access governance is managed through Azure Active Directory aligned with Microsoft 365 administrative controls, while SharePoint and Teams provide content collaboration and file sharing across internal teams. The visible use of Microsoft 365 on the company website shows an intentional linkage between cloud hosted Collaboration services and the firm s external web presence, clarifying the Company Microsoft 365 Collaboration business function relationship.
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AMLB CPAs and Consulting CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Curated Software | Legacy | Curated Emails | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, AMLB CPAs and Consulting implemented Curated Emails. Curated Emails is deployed in a Marketing Automation capacity on the firm's public website to support client communications, subscription based newsletters, and targeted email outreach.
The deployment is implemented as an embedded Curated Emails application on the website, providing email campaign creation, template management, subscriber list segmentation, and delivery tracking, reflecting standard Marketing Automation capabilities. Operational scope is the small Canadian professional services firm and administration is likely handled by internal staff responsible for marketing and client services, covering newsletter delivery and client notifications. Governance is expected to emphasize consent based subscriber management and content approval workflows consistent with email marketing compliance and operational controls.
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AMLB CPAs and Consulting 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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 AMLB CPAs and Consulting
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Apps Being Evaluated by AMLB CPAs and Consulting Executives
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