Applied Data Finance
11956 Bernardo Plaza Drive #144,
San Diego, 92128, CA,
United States
San Diego, 92128, CA,
United States
1 888-578-9546
Banking and Financial Services
Applied Data Finance Technographics
Applied Data Finance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Applied Data Finance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Applied Data Finance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Applied Data Finance has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2015, Atlassian Jira Service Desk for IT Service Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Applied Data Finance is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Atlassian 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 Applied Data Finance 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 Applied Data Finance 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.
Applied Data Finance Tech Stack and Enterprise Applications
Applied Data Finance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Applied Data Finance implemented Intuit Quickbooks Enterprise to centralize core accounting for its 50-employee United States banking and financial services firm. The deployment addressed ERP Financial requirements for accounting and finance functions including transactional processing, consolidated ledgers, and period close workflows, and Intuit Quickbooks Enterprise was provisioned to support multi-user access and Excel-driven reporting across the finance team.
Configuration work focused on general ledger, accounts payable, accounts receivable, bank reconciliation, and financial reporting modules, with templates and export paths to Advanced MS Excel and MS Word for external reports and document generation. Operational scope concentrated on the corporate accounting department and treasury activities, using role-based access and workflow sequencing typical of ERP Financial systems to control approvals and month end close tasks, and the implementation leveraged existing QuickBooks familiarity within the team to shape chart of accounts design and reporting while preserving audit trails and transaction controls.
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Applied Data Finance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Applied Data Finance implemented Microsoft 365 as its Collaboration platform. Microsoft 365 is referenced on the company website, indicating the suite is an active part of their productivity and external presence.
The deployment centralized core Collaboration capabilities, including Exchange Online for corporate email, SharePoint Online for intranet and document management, OneDrive for individual file storage, and Microsoft Teams for real-time messaging and meetings. Configuration work would have focused on tenant administration, user account provisioning, and license assignment appropriate for a small financial services firm. These functional modules enable standard Collaboration workflows such as shared document editing, calendaring, email routing, and synchronous communications.
Microsoft 365 is surfaced on the public site, which suggests integration points for corporate contact flows and links to shared resources or documentation. Identity and access management is aligned with Azure AD for SSO and role-based access controls, reflecting typical Collaboration tenancy patterns. Operational coverage is company wide across Applied Data Finance given its approximately 50 employee headcount.
Governance is expected to center on centralized tenant administration, structured user provisioning, and document access policies to protect financial data within collaboration spaces. The implementation emphasis is on standard Collaboration controls and tenant-level configuration rather than bespoke application development.
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Applied Data Finance ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Atlassian | Legacy | Atlassian Jira Service Desk | IT Service Management | ITSM | n/a | 2021 | 2021 |
In 2021, Applied Data Finance deployed Atlassian Jira Service Desk on their website. The deployment uses Atlassian Jira Service Desk in the IT Service Management category to provide a web-facing intake point for customer support and to centralize internal IT request handling.
The implementation configures Atlassian Jira Service Desk around standard IT Service Management capabilities, including a customer-facing request portal, structured ticket lifecycle management, configurable request forms, SLA tracking and automation rules for routing and escalation. Workflows were customized to enforce request categorization, role-based access for support staff, and automated notifications to accelerate triage within a compact operational footprint.
Operationally the system serves both customer support and internal IT service delivery, with the website-embedded portal acting as the primary support channel for external users and internal teams using the same queueing and triage processes. Governance focuses on defined service owners, queue-based triage, and documented escalation paths to ensure consistent handling of incidents and requests across the organization.
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Applied Data Finance 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Applied Data Finance
| First Name | Last Name | Title | Function | Department | Phone | |
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COO/CFO | CXO | Finance | |
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Co-Founder, Co-CEO, and Chief Data Scientist | CXO | IT | |
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Co-founder and CEO | CXO | Finance | |
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Director of Operations | Director | Finance | |
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Apps Being Evaluated by Applied Data Finance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Applied Data Finance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Applied Data Finance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Applied Data Finance Technographics
Applied Data Finance is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Applied Data Finance operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Atlassian Jira Service Desk,
covering areas like ERP Financial, Collaboration and IT Service Management.
Applied Data Finance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Atlassian.
Applied Data Finance recently adopted applications including
Atlassian Jira Service Desk in 2021, Amazon EC2 in 2019 and Amazon CloudFront in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Applied Data Finance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Applied Data Finance’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 Applied Data Finance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.