AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

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.
ERP Financial ERP 2020 2020
ERP Financial ERP 2022 2022
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.
AMLB CPAs and Consulting CRM
Vendor
Previous System
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Category
Market
VAR/SI
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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.
AMLB CPAs and Consulting IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at AMLB CPAs and Consulting

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by AMLB CPAs and Consulting Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AMLB CPAs and Consulting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AMLB CPAs and Consulting digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD AMLB CPAs and Consulting Technographics
AMLB CPAs and Consulting is a Professional Services organization based in Canada, with around 30 employees and annual revenues of $5.0 million.
AMLB CPAs and Consulting operates a diverse technology stack with applications such as Plooto, Microsoft 365 and Curated Emails, covering areas like AP Automation, AR Automation, Collaboration and Marketing Automation.
AMLB CPAs and Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Plooto, Microsoft and Curated Software.
AMLB CPAs and Consulting recently adopted applications including Plooto in 2022, Xero in 2022 and Fastly in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AMLB CPAs and Consulting’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates AMLB CPAs and Consulting’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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