Los Angeles, 90017, CA,
United States
Fineman West & Co LLP Technographics
Fineman West & Co LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Fineman West & Co LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Fineman West & Co LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Fineman West & Co LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2019, Imperva Sonar for Web Application Firewalls (WAF) in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Fineman West & Co LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Imperva 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 Fineman West & Co LLP revenues, which have grown to $4.0 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 Fineman West & Co LLP 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.
Fineman West & Co LLP Tech Stack and Enterprise Applications
Fineman West & Co LLP 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 Fineman West & Co LLP implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The initial deployment focused on establishing a single, firm-level QuickBooks company file and a mapped chart of accounts to consolidate bookkeeping for the 40 person United States based financial services firm.
The implementation included configuring Intuit Quickbooks Enterprise company file settings, constructing the chart of accounts, and operationalizing reconciliation workflows to reconcile profit and loss and balance sheet statements in QuickBooks versus client prepared financials. Functional capability workstreams centered on core general ledger accounting, statement reconciliation, and month end close controls, with account mapping and documentation to align QuickBooks balances to externally prepared client statements. Governance activity emphasized structured reconciliation procedures and sign off workflows to ensure the QuickBooks general ledger and reported profit and loss and balance sheet statements matched client deliverables, while access controls and bookkeeping process standardization supported ongoing operational use.
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Fineman West & Co LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Fineman West & Co LLP deployed Microsoft 365. Fineman West & Co LLP uses Microsoft 365 as a Collaboration application to support internal communications, document management, and productivity for its finance and advisory teams. Public website signals indicate active use of Microsoft 365 across the firm's online presence.
The deployment centers on core Microsoft 365 functional modules, including Exchange Online for email, Microsoft Teams for synchronous collaboration, SharePoint and OneDrive for document storage and coauthoring, and the Microsoft 365 suite of Office applications for desktop productivity. Architecture and provisioning are consistent with a small professional services firm, relying on a cloud tenant model and centralized administration rather than a distributed multi-site infrastructure. Operational coverage focuses on business functions in client accounting and advisory workflows, with administration scoped to user and group management, access controls, and built-in Microsoft 365 security and compliance configuration. Governance practices are aligned to collaboration needs, emphasizing mailbox and SharePoint site lifecycle management, Teams channel organization, and user provisioning for a 40-person firm.
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Fineman West & Co LLP CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Imperva | Legacy | Imperva Sonar | Web Application Firewalls (WAF) | CyberSecurity | n/a | 2018 | 2018 |
In 2018, Fineman West & Co LLP deployed Imperva Sonar to protect its public website. The deployment uses Imperva Sonar as a Web Application Firewalls (WAF) solution to provide application layer protection for the firm's external web presence and client-facing pages.
Configuration centered on WAF policy and rule set management, including signature-based attack blocking, OWASP Top 10 protections, bot mitigation, and real-time event monitoring delivered by Imperva Sonar. Operational governance is handled by the firm’s IT administrators, who are responsible for policy tuning, false positive remediation, and coordinating web routing so inbound traffic is inspected by the WAF. The implementation focuses on securing the company website and related client access workflows within the firm’s external web application stack.
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IT Decision Makers and Key Stakeholders at Fineman West & Co LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Partner | Manager | Finance | |
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Principal | Director | Finance | |
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Director of Administration | Director | Finance | |
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Director of Marketing | Director | Marketing | |
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Apps Being Evaluated by Fineman West & Co LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||