GRF CPAs & Advisors
4550 Montgomery Avenue Suite 800 North,
Bethesda, 20814, MD,
United States
Bethesda, 20814, MD,
United States
1 877-437-4771
Professional Services
GRF CPAs & Advisors Technographics
GRF CPAs & Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by GRF CPAs & Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 185 GRF CPAs & Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
GRF CPAs & Advisors has purchased the following applications: 8am CPACharge (formerly AffiniPay) for AP Automation in 2020, Workable ATS for Applicant Tracking System in 2020, Rocket.chat for Chatbots and Conversational AI 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 GRF CPAs & Advisors is running and its propensity to invest more and deepen its relationship with 8am , Sage , Workable 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 GRF CPAs & Advisors revenues, which have grown to $25.0 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 GRF CPAs & Advisors 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.
GRF CPAs & Advisors Tech Stack and Enterprise Applications
GRF CPAs & Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 8am | Legacy | 8am CPACharge (formerly AffiniPay) | AP Automation | ERP | n/a | 2020 | 2020 |
In 2020, GRF CPAs & Advisors implemented 8am CPACharge (formerly AffiniPay) on their public website. The deployment is classified under AP Automation and provides a client-facing payment acceptance layer embedded in the firm web properties to support billing and collections activities.
The implementation emphasizes AP Automation functional capabilities common for professional services, including online payment capture, electronic invoice presentment, and workflow-driven payment processing for accounts receivable and client billing. Configuration focused on web-embedded payment flows and client portal payment entry, aligning the 8am CPACharge (formerly AffiniPay) application with the firm’s billing and client service processes.
Operational scope centers on finance and client service teams who use the website payment interface to receive and record client payments, and internal accounting workflows were adjusted to incorporate electronic payment records into existing reconciliation and receivables processes. Governance changes prioritized standardizing web payment acceptance and operational procedures for handling electronically captured payment data within the firm’s billing lifecycle.
|
|
|
|
|
ERP Financial | ERP |
|
2021 | 2021 |
|
GRF CPAs & Advisors HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workable | Legacy | Workable ATS | Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020, GRF CPAs & Advisors implemented Workable ATS as its recruiting platform. The firm of 185 employees in the United States is using Workable on their website to present job listings and capture inbound applications through an embedded career portal.
Workable ATS is serving as GRF CPAs & Advisors' Applicant Tracking System and was configured to support job posting distribution, centralized candidate profiles, applicant pipeline management, interview scheduling, and offer tracking. Configuration focused on career site integration and online application routing to ensure candidate records are created directly in the Workable ATS.
Operational ownership rests with HR and recruiting teams, with hiring managers given role based access to vacancy pipelines and candidate stages through the website integrated career portal. Governance and workflow alignment centered on job requisition approvals, access controls, and centralized candidate data handling to support standard professional services recruiting processes.
|
GRF CPAs & Advisors AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, GRF CPAs & Advisors deployed Rocket.chat as a customer facing messaging application. Rocket.chat is implemented on their website as a Chatbots and Conversational AI solution, providing an embedded web chat presence for client engagement and initial intake conversations.
The implementation uses Rocket.chat capabilities common to the Chatbots and Conversational AI category, including an embedded web chat widget, real time messaging, channel based conversation organization, and configuration of conversational interfaces for website visitors. Configuration emphasis is on web widget behavior and agent routing, with administrative controls for user access, moderation, and conversation history retention to support advisor responsiveness.
Operational scope is focused on the company website as the primary client touchpoint, enabling client inquiries and conversational engagement through Rocket.chat. Governance covers chat administration and workflow rules for routing inquiries to appropriate advisory staff, along with standard configuration management for the Rocket.chat installation and ongoing content and bot tuning.
|
GRF CPAs & Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application, Web and Enterprise Search | Content Management |
|
2020 | 2020 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
GRF CPAs & Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2020 | 2020 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
GRF CPAs & Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
GRF CPAs & Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2019 | 2019 |
|
IT Decision Makers and Key Stakeholders at GRF CPAs & Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by GRF CPAs & Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from GRF CPAs & Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the GRF CPAs & Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD GRF CPAs & Advisors Technographics
GRF CPAs & Advisors is a Professional Services organization based in United States,
with around 185 employees and annual revenues of $25.0 million.
GRF CPAs & Advisors operates a diverse technology stack with applications such as
8am CPACharge (formerly AffiniPay), Workable ATS and Rocket.chat,
covering areas like AP Automation, Applicant Tracking System and Chatbots and Conversational AI.
GRF CPAs & Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as 8am, Workable and Rocket.chat.
GRF CPAs & Advisors recently adopted applications including
Sage Intacct in 2021, DocuSign eSignature in 2021 and HubSpot Ads in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of GRF CPAs & Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates GRF CPAs & Advisors’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 GRF CPAs & Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.