AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

Indiana CPA Society
Location
11711 N Meridian St Ste 580,
Carmel, 46032-6906, IN,
United States
Website
https://www.incpas.org/
Phone
1 317-726-5000
Artw industry
Non Profit
Employee
Revenue

Indiana CPA Society Technographics

Indiana CPA Society Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Indiana CPA Society and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Indiana CPA Society employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Indiana CPA Society has purchased the following applications: Sage Intacct for ERP Financial in 2021, Formilla.com for Chatbots and Conversational AI in 2021, Microsoft 365 for Collaboration 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 Indiana CPA Society is running and its propensity to invest more and deepen its relationship with Sage , Formilla.com , Microsoft 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 Indiana CPA Society revenues, which have grown to $5.0 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 Indiana CPA Society 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.

Indiana CPA Society Tech Stack and Enterprise Applications

Indiana CPA Society ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sage Legacy Sage Intacct ERP Financial ERP Leaf Software Solutions 2021 2021
In 2021 Indiana CPA Society implemented Sage Intacct as its cloud-based ERP Financial application, a decision reached after evaluating NetSuite and Microsoft 365 BC. The deployment was executed with Leaf Software Solutions acting as the implementation partner, aligning the project to an organizational initiative to demonstrate cloud adoption to members. The Sage Intacct implementation targeted core financial workflows, with configuration focused on accounts payable, bank reconciliations, financial statements, deferred revenue and prepaid expense tracking, and consolidated reporting. The organization emphasized out-of-the-box capability over heavy customization, applying light tweaks during setup to reduce previous reliance on manual Excel processes and to enable faster, system-based forecasting and month-end close activities. Integrations were a principal design element, with Sage Intacct connected directly to the membership CRM NetForum and the Ariett paperless payables and payment disbursement system as part of the standard integration set. These API connections replaced previously cumbersome data handoffs, enabling the finance team to generate effective reports more quickly and to streamline payables and disbursement workflows within the membership organization context. Governance and rollout followed a collaborative delivery model led by Leaf Software Solutions, combining training with setup and data export/import exercises to build user familiarity during implementation. Reported outcomes from Indiana CPA Society include smoother day-to-day accounting operations, reduced dependence on Excel, improved reporting capabilities, and internal confidence in cloud adoption, while the implementation approach emphasized fit-for-purpose configuration and iterative learning rather than extensive customization.
Indiana CPA Society AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Formilla.com Legacy Formilla.com Chatbots and Conversational AI AI-Powered Application n/a 2021 2021
Indiana CPA Society Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Survey and Questionnaire Collaboration 2019 2019
Indiana CPA Society Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2012 2012
Indiana CPA Society CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Advertising Platform CRM 2022 2022
Marketing Automation CRM 2021 2021
Tag Management CRM 2021 2021
Indiana CPA Society PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2020 2020
Indiana CPA Society IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2023 2023

IT Decision Makers and Key Stakeholders at Indiana CPA Society

First Name Last Name Title Function Department Email Phone
President & CEO CXO Operations
CFO CXO Finance
Chief Operating Officer CXO Operations
Staff Accountant Non Manager Finance
Show All Contacts

Apps Being Evaluated by Indiana CPA Society Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Indiana CPA Society IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Indiana CPA Society digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Indiana CPA Society Technographics
Indiana CPA Society is a Non Profit organization based in United States, with around 50 employees and annual revenues of $5.0 million.
Indiana CPA Society operates a diverse technology stack with applications such as Sage Intacct, Formilla.com and Microsoft 365, covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Indiana CPA Society has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Sage, Formilla.com and Microsoft.
Indiana CPA Society recently adopted applications including Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and The Trade Desk in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Indiana CPA Society’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Indiana CPA Society’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 Indiana CPA Society technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.