Direct Agents
740 Broadway, Suite 701,
New York, 10003, NY,
United States
New York, 10003, NY,
United States
1 212-256-9536
Professional Services
Direct Agents Technographics
Direct Agents Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Direct Agents and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Direct Agents employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Direct Agents has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2023, Google Workspace (Formerly Google G-Suite) for Collaboration in 2012, Twilio Segment for Customer Data Platform in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Direct Agents is running and its propensity to invest more and deepen its relationship with Tipalti , Intuit , Sage 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 Direct Agents revenues, which have grown to $20.0 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 Direct Agents 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.
Direct Agents Tech Stack and Enterprise Applications
Direct Agents ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tipalti | Legacy | Tipalti Invoice Management and Bill Processing System | AP Automation | ERP | n/a | 2023 | 2023 |
In 2023, Direct Agents implemented Tipalti Invoice Management and Bill Processing System. The deployment uses AP Automation capabilities and is surfaced on the company website to accept supplier invoices and vendor bill submissions, supporting accounts payable and bill processing business functions for the 180 employee professional services firm in the United States.
The implementation centers on core invoice management and bill processing modules, including automated invoice capture, supplier portal intake, invoice validation and exception routing, and configurable approval workflows. Tipalti Invoice Management and Bill Processing System was configured as a cloud hosted AP Automation solution, providing invoice workflow orchestration, invoice matching logic, and a centralized ledger of payable transactions.
Operational responsibility sits with finance and accounts payable teams, with governance built around role based approvals, audit trails, and standardized invoice handling policies to streamline bill processing and reduce manual touchpoints. The rollout emphasized process standardization and operational controls, with the vendor facing invoice channel embedded on the Direct Agents website to centralize supplier submissions.
|
|
|
|
|
ERP Financial | ERP |
|
2013 | 2013 |
|
|
|
|
|
ERP Financial | ERP |
|
2024 | 2024 |
|
|
|
|
|
Payment Processing | ERP |
|
2021 | 2021 |
|
Direct Agents Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012, Direct Agents deployed Google Workspace (Formerly Google G-Suite) as its core Collaboration platform. The deployment covered the company's approximately 180 employees in the United States and is referenced as active on their public website, serving both client-facing and internal teams at the professional services firm.
The Google Workspace (Formerly Google G-Suite) implementation incorporated standard Collaboration capabilities, including Gmail for corporate email, Calendar for scheduling, Google Drive and shared drives for file storage, and Docs, Sheets, and Slides for real-time co-authoring. Google Meet provided video conferencing and virtual meeting capabilities, while mobile access supported hybrid and remote work patterns. Administrative configuration used tenant-level settings, domain management, and the Admin console to manage core platform controls.
Operational governance emphasized centralized account provisioning and group-based access controls, with directory management and role assignments aligning collaboration spaces to project and departmental boundaries. The rollout was organization-wide, supporting professional services workflows such as client deliverable collaboration, internal knowledge sharing, and scheduling, positioning Google Workspace as Direct Agents' primary Collaboration toolset.
|
Direct Agents CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2017 | 2017 |
In 2017, Direct Agents implemented Twilio Segment as a Customer Data Platform on their website. The implementation captures client-side behavioral events and first-party data for the 180-employee professional services firm, centralizing website telemetry into Twilio Segment.
Twilio Segment is configured to perform core Customer Data Platform functions including event tracking, identity stitching to build unified customer profiles, and server-side forwarding of collected events to analytics and marketing endpoints. The configuration emphasizes data collection, real-time event streaming, unified profile assembly, and profile enrichment to support targeting, analytics, and personalization workflows.
Operational ownership is held by digital marketing and analytics teams, using Twilio Segment data to standardize event taxonomy and enforce data governance on website-sourced signals. Rollout is scoped to the website, with implementation practices focused on tag management, consent handling, and data quality controls to ensure consistent customer identifiers and reliable downstream data routing.
|
|
|
|
|
Customer Experience | CRM |
|
2019 | 2019 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2014 | 2014 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2015 | 2015 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2020 | 2020 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
Direct Agents IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2014 | 2014 |
|
IT Decision Makers and Key Stakeholders at Direct Agents
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Managing Director and Co-Founder | Director | Finance | |
|
|
|
Director of Finance | Director | Finance | |
|
|
|
VP of Client Services | VP | Customer Service | |
|
|
|
VP of Business Development | VP | Sales | |
|
|
|
Managing Director and Co-Founder | Director | Finance | |
|
|
|
Associate Director of eCommerce | Director | Sales | |
|
Apps Being Evaluated by Direct Agents Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Direct Agents IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Direct Agents digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Direct Agents Technographics
Direct Agents is a Professional Services organization based in United States,
with around 180 employees and annual revenues of $20.0 million.
Direct Agents operates a diverse technology stack with applications such as
Tipalti Invoice Management and Bill Processing System, Google Workspace (Formerly Google G-Suite) and Twilio Segment,
covering areas like AP Automation, Collaboration and Customer Data Platform.
Direct Agents has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Tipalti, Google and Twilio.
Direct Agents recently adopted applications including
Sage Intacct in 2024, Tipalti Invoice Management and Bill Processing System in 2023 and PayPal Enterprise in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Direct Agents’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Direct Agents’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 Direct Agents technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.