AI Buyer Insights:

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Edgar and Edgar CPAs
Location
12246 Queenston Blvd., Suite F,
Houston, 77095, TX,
United States
Website
https://www.edgarcpa.com/
Phone
1 281-306-0066
Artw industry
Professional Services
Employee
Revenue

Edgar and Edgar CPAs Technographics

Edgar and Edgar CPAs Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Edgar and Edgar CPAs and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Edgar and Edgar CPAs employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

Edgar and Edgar CPAs has purchased the following applications: Tawk.to for Chatbots and Conversational AI in 2015, Microsoft 365 for Collaboration in 2017, SuiteDash for CRM 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 Edgar and Edgar CPAs is running and its propensity to invest more and deepen its relationship with Tawk.to , Microsoft , SuiteDash 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 Edgar and Edgar CPAs revenues, which have grown to $1.0 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 Edgar and Edgar CPAs 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.

Edgar and Edgar CPAs Tech Stack and Enterprise Applications

Edgar and Edgar CPAs AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tawk.to Legacy Tawk.to Chatbots and Conversational AI AI-Powered Application n/a 2015 2015
In 2015, Edgar and Edgar CPAs deployed Tawk.to on their public website. Edgar and Edgar CPAs implemented Tawk.to in the Chatbots and Conversational AI category as a web-embedded customer messaging channel, using the Tawk.to script and the vendor dashboard to provide real-time visitor chat functionality. The deployment operates as a live chat widget for client inquiries and front-end lead capture, supporting real-time messaging, automated greetings, offline messaging and chat transcript retention, with day-to-day management performed by firm staff through the Tawk.to application. Operational coverage is focused on the firm website as the primary contact and client engagement touchpoint, serving front-office client communications and intake workflows for the small professional services practice.
Edgar and Edgar CPAs Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Edgar and Edgar CPAs implemented Microsoft 365 as their Collaboration platform, with the firm’s public website referencing Microsoft 365 assets that indicate active use. Edgar and Edgar CPAs Microsoft 365 Collaboration supports client service and internal productivity across the small professional services firm. The deployment emphasizes Microsoft 365 core collaboration capabilities, including Exchange Online for email, SharePoint Online for document management, Microsoft Teams for synchronous collaboration, and OneDrive for personal file storage. For a 10 person firm this configuration aligns with a single Microsoft 365 tenant model, tenant-level administration, user account provisioning, and role-based access controls to segregate client files from internal documentation. Operational coverage appears to span the entire firm, impacting client service, accounting, and back-office functions. Governance and workflow practices for this implementation are consistent with centralized admin controls, data retention and access policy application through Microsoft 365 compliance features, and user onboarding processes that support confidentiality and professional services workflows.
Edgar and Edgar CPAs CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SuiteDash Legacy SuiteDash CRM CRM n/a 2015 2015
In 2015 Edgar and Edgar CPAs implemented SuiteDash as their CRM and the application is deployed on their public website to support client interactions. The small professional services firm of approximately ten employees uses SuiteDash CRM to centralize client access and manage ongoing engagements through the web interface. SuiteDash is configured to provide core CRM capabilities typical for accounting practices, including contact management, client portals, project and engagement tracking, secure file exchange, and client billing workflows. The implementation emphasizes workflow automation for client intake and task assignments, and it uses SuiteDash functionality to store client records and engagement notes. Operational coverage spans client services, accounting engagements, and administrative functions within the practice, with user and permission controls applied through SuiteDash to separate client facing access from internal staff functions. Governance is exercised within the application via role based permissions and document workflow controls, supporting consistent client onboarding and engagement execution on the firm website.
CRM CRM 2018 2018
Marketing Automation CRM 2019 2019
Edgar and Edgar CPAs IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015

IT Decision Makers and Key Stakeholders at Edgar and Edgar CPAs

First Name Last Name Title Function Department Email Phone
Executive Director Director Finance
Account Manager Manager Sales
Partner Manager Finance
Show All Contacts

Apps Being Evaluated by Edgar and Edgar CPAs Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Edgar and Edgar CPAs IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Edgar and Edgar CPAs digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Edgar and Edgar CPAs Technographics
Edgar and Edgar CPAs is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Edgar and Edgar CPAs operates a diverse technology stack with applications such as Tawk.to, Microsoft 365 and SuiteDash, covering areas like Chatbots and Conversational AI, Collaboration and CRM.
Edgar and Edgar CPAs has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Tawk.to, Microsoft and SuiteDash.
Edgar and Edgar CPAs recently adopted applications including Intuit Mailchimp in 2019, Automattic Jetpack CRM in 2018 and Microsoft 365 in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Edgar and Edgar CPAs’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Edgar and Edgar CPAs’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 Edgar and Edgar CPAs technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.