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Gilliam & Associates, PC Tech Stack and Enterprise Applications

Gilliam & Associates, PC ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
BILL Operations Legacy BILL Financial Operations Platform AP Automation, AR Automation ERP n/a 2020 2020
In 2020, Gilliam & Associates, PC implemented BILL Financial Operations Platform to establish AP Automation,AR Automation across its finance operations. The deployment targeted the firm’s accounting and finance functions in the United States, centralizing invoice processing, billing orchestration, and payment initiation. The implementation surface includes Bill.com connectivity on the company website, enabling electronic invoice delivery and customer payment flows integrated with the BILL Financial Operations Platform. Configuration emphasized AP Automation,AR Automation capabilities such as automated invoice capture and classification, approval routing and controls, vendor payment scheduling, customer invoicing, and payment reconciliation workflows. BILL Financial Operations Platform was provisioned to centralize finance governance and approval workflows under the finance team, aligning payables and receivables processes and creating a single operational transaction ledger for billing and payments. Integrations are documented with the website Bill.com endpoint, and operational coverage is primarily finance and accounting users across the firm in the United States.
ERP Financial ERP 2009 2009
Gilliam & Associates, PC Collaboration
Vendor
Previous System
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Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
In 2020, Gilliam & Associates, PC deployed Microsoft 365 as its primary Collaboration platform. The Microsoft 365 implementation is visible on the company website and was provisioned as a cloud SaaS tenant to deliver core collaboration services including Exchange Online email, SharePoint document libraries, Microsoft Teams meetings and chat, and OneDrive for individual file storage. Microsoft 365 is used to centralize communication and document collaboration for the firm. The deployment was sized for a 30 employee, United States based financial services firm and focused on firm wide user provisioning, mailbox configuration, and SharePoint site structure for client and internal documents. Governance was organized around tenant administration and role based access to enforce document access and basic compliance workflows. Operational coverage included administrative, accounting, and client service functions, using Microsoft 365 to unify internal communications and client facing document collaboration across the organization.
Gilliam & Associates, PC IaaS
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Previous System
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VAR/SI
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Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2016 2016
In 2016, Gilliam & Associates, PC implemented Microsoft Azure Cloud Services to host its public website. Microsoft Azure Cloud Services provides the firm's Application Hosting and Computing Services platform, delivering externally facing web hosting and cloud compute and storage capabilities for site content and client access. The deployment architecture emphasizes Azure-hosted compute and object storage, with traffic managed through cloud DNS and platform-managed TLS termination, and includes platform monitoring, backup, and routine patching workflows to support availability. Operational scope is focused on the firm's web presence and content management workflows for the United States-based practice, and administrative governance is exercised through Azure management interfaces and role-based access to align cloud operations with small business IT controls.

IT Decision Makers and Key Stakeholders at Gilliam & Associates, PC

First Name Last Name Title Function Department Email Phone
Founder CXO Finance
Staff Accountant Manager Finance
Staff Accountant Manager Finance
Tax Manager Manager Finance

Apps Being Evaluated by Gilliam & Associates, PC Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Gilliam & Associates, PC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Gilliam & Associates, PC digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Gilliam & Associates, PC Technographics
Gilliam & Associates, PC is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
Gilliam & Associates, PC operates a diverse technology stack with applications such as BILL Financial Operations Platform, Microsoft 365 and Microsoft Azure Cloud Services, covering areas like AP Automation, AR Automation, Collaboration and Application Hosting and Computing Services.
Gilliam & Associates, PC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as BILL Operations and Microsoft.
Gilliam & Associates, PC recently adopted applications including BILL Financial Operations Platform in 2020, Microsoft 365 in 2020 and Microsoft Azure Cloud Services in 2016, highlighting its ongoing modernization strategy.
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Our research team continuously updates Gilliam & Associates, PC’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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