Conifer Realty, LLC
1000 University Ave #500,
Rochester, 14607, NY,
United States
Rochester, 14607, NY,
United States
1 585-324-0500
Construction and Real Estate
Conifer Realty, LLC Technographics
Conifer Realty, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Conifer Realty, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 Conifer Realty, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Conifer Realty, LLC has purchased the following applications: FIS GETPAID for AR Automation in 2018, Yardi Utility Expense Management for Real Estate Property Management in 2015, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Conifer Realty, LLC is running and its propensity to invest more and deepen its relationship with FIS Global , Yardi , RealPage 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 Conifer Realty, LLC revenues, which have grown to $85.0 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 Conifer Realty, LLC 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.
Conifer Realty, LLC Tech Stack and Enterprise Applications
Conifer Realty, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | FIS GETPAID | AR Automation | ERP | n/a | 2018 | 2018 |
In 2018, Conifer Realty, LLC implemented FIS GETPAID under the AR Automation category to centralize receivables automation and to link payment orchestration into the broader finance operations. The deployment was positioned alongside Accounts Payable operations where five Accounts Payable Specialists were supervised and daily and weekly payment runs averaged 2000 payments weekly, spanning check, ACH, VCard, and wire settlement flows.
The implementation emphasized standard AR Automation capabilities, including payment orchestration across electronic channels, remittance capture and structured cash application workflows, and automated reconciliation processes consistent with receivables automation patterns. Financial month-end close activity continued to be performed in PayScan, with FIS GETPAID configured to provide remittance and settlement data to support month close procedures.
Integrations were explicitly provisioned with third-party payment processors, new user access was assigned to FIS/SunGard and to WEX, and payment channels were instrumented to support the mix of payment types in use. Operational coverage included the finance and treasury functions that manage payment runs and reconciliations, with day-to-day direction of AP staff to ensure payments and employee reimbursements processed timely and accurately.
Governance and workflow changes focused on centralized run cadence and user access controls, including assignment of new user access to the third-party payment processors to align payment execution with finance ownership. FIS GETPAID served as the AR Automation platform interfacing with existing payment processors and PayScan to deliver integrated payment remittance visibility and to operationalize controls across receivables and payables adjacencies.
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Conifer Realty, LLC ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Utility Expense Management | Real Estate Property Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Conifer Realty, LLC implemented Yardi Utility Expense Management. The deployment targeted Conifer's residential property operations and addressed a paper-driven utility invoice workflow in the Real Estate Property Management category.
Yardi Utility Expense Management was configured to process, validate, and store incoming utility invoices, creating automated payable processing and standardized GL coding across the portfolio. Functional capabilities implemented include invoice ingestion and archival, vendor account reconciliation, automated accounts payable creation, programmatic audit routines for billing errors, detection of missing bills, and calculation routines to identify vacant cost recovery opportunities.
The solution receives account information and utility data directly from the utility companies servicing Conifer properties, eliminating manual collection of paper invoices at community manager level. Processed invoice data was integrated into Conifer's accounting and accounts payable workflows to ensure consistent general ledger coding and to enable centralized invoice approval and payment orchestration.
Operationally the rollout reduced reliance on site staff for manual data entry, moved utility billing governance to a centralized validation engine, and instituted audit controls to catch late or missing invoices before late fees accumulated. The implementation directly addressed prior exposure to late fees that could exceed $50,000 per year and the added expense of last minute overnight check payments, while delivering more accurate accounting and GL coding through Yardi Utility Expense Management.
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Real Estate Property Management | ERP Services and Operations |
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2018 | 2018 |
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Real Estate Property Management | ERP Services and Operations |
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2016 | 2016 |
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Conifer Realty, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Conifer Realty, LLC implemented Microsoft 365 to standardize Collaboration across the organization. Their public website indicates use of Microsoft 365 as part of the company’s online presence.
The implementation emphasized core Microsoft 365 Collaboration capabilities, including Exchange Online for enterprise email, SharePoint and OneDrive for centralized document management and team content collaboration, and Microsoft Teams for real time messaging and meetings. Deployment included cloud identity and access management through Azure Active Directory to centralize authentication and role based access across communication and document services. Operational coverage targeted corporate functions and project teams within Conifer Realty, LLC, with configurations aligned to information governance and permissions workflows relevant to construction and real estate operations.
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Conifer Realty, LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2016 | 2016 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Conifer Realty, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2016 | 2016 |
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Conifer Realty, LLC ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Conifer Realty, LLC 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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Application Hosting and Computing Services | IaaS |
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2001 | 2001 |
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IT Decision Makers and Key Stakeholders at Conifer Realty, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Conifer Realty, LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Conifer Realty, LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Conifer Realty, LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Conifer Realty, LLC Technographics
Conifer Realty, LLC is a Construction and Real Estate organization based in United States,
with around 600 employees and annual revenues of $85.0 million.
Conifer Realty, LLC operates a diverse technology stack with applications such as
FIS GETPAID, Yardi Utility Expense Management and Microsoft 365,
covering areas like AR Automation, Real Estate Property Management and Collaboration.
Conifer Realty, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as FIS Global, Yardi and Microsoft.
Conifer Realty, LLC recently adopted applications including
About Livefyre in 2021, Google Cloud Platform (GCP) in 2021 and FIS GETPAID in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Conifer Realty, LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Conifer Realty, LLC’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 Conifer Realty, LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.