Tampa, 33602, FL,
United States
Catania & Catania, P.A. Technographics
Catania & Catania, P.A. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Catania & Catania, P.A. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Catania & Catania, P.A. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Catania & Catania, P.A. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, ConversioBot for Chatbots and Conversational AI in 2021, CallRail Call Tracking 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 Catania & Catania, P.A. is running and its propensity to invest more and deepen its relationship with Intuit , Innovative Chat , Internet Brands 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 Catania & Catania, P.A. 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 Catania & Catania, P.A. 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.
Catania & Catania, P.A. Tech Stack and Enterprise Applications
Catania & Catania, P.A. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Catania & Catania, P.A. implemented Intuit Quickbooks Enterprise. The deployment targeted core accounting for the 50-person professional services firm and was scoped under the ERP Financial category to centralize billing, receivables, payables, and financial reporting. The implementation emphasized a structured chart of accounts and multi-user controls to align professional services billing and trust accounting practices with a single financial system.
Configuration work for Intuit Quickbooks Enterprise included general ledger setup, accounts payable workflows, accounts receivable invoicing and collections, time and billing configuration to capture professional services revenue, and role based user permissions. The rollout was focused on finance and accounting departments and standardized account coding, month end close procedures, and report templates to support firm level financial control. Governance established centralized ownership of the chart of accounts and recurring reconciliation procedures to maintain accounting consistency across client engagements.
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Catania & Catania, P.A. AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Innovative Chat | Legacy | ConversioBot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Catania & Catania, P.A. deployed ConversioBot for Chatbots and Conversational AI on its public website in the United States. ConversioBot serves as an embedded conversational UI and client-facing chat widget providing lead capture, preliminary client intake, and automated FAQ response workflows. The deployment uses a website-hosted JavaScript widget and lightweight conversational flows to route inquiries to internal teams.
Configuration emphasized scripted conversational flows, form-based data capture, and content-managed response libraries, with updates controlled by the firm's marketing and front-office operations. Operational scope covers engagement across the firm's web properties, supporting initial client engagement and intake across practice areas, and governance was introduced through periodic script reviews and versioned content updates to align conversations with firm intake processes. ConversioBot is positioned as the firm's primary web conversational interface for client outreach and basic triage.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Catania & Catania, P.A. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2019 | 2019 |
In 2019, Catania & Catania, P.A. deployed CallRail Call Tracking on their website to capture inbound phone leads. The implementation instruments site level call tracking using unique forwarding numbers and session level attribution consistent with Call Tracking and Recording capabilities. CallRail Call Tracking was configured to capture caller metadata, call duration, and source attribution for marketing channels.
Operational coverage centers on the firm's website and supports marketing and client intake workflows, with call records consolidated in the CallRail dashboard for intake triage and follow up. Governance focused on configuring tracking number pools and call labeling conventions to align intake processes and reporting. Standard call handling workflows were adapted to ingest caller attribution data into existing intake procedures.
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Marketing Automation | CRM |
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2019 | 2019 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Catania & Catania, P.A. 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Catania & Catania, P.A. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Catania & Catania, P.A.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Chief Financial Officer | CXO | Finance | ||||
| Operations Manager | Manager | Finance | ||||
| Co-Founder and Senior Partner | CXO | Finance |
Apps Being Evaluated by Catania & Catania, P.A. Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||