AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Jitasa Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
BILL Operations Legacy BILL Financial Operations Platform AP Automation, AR Automation ERP Financial Management n/a 2016 2016
In 2016, Jitasa implemented the BILL Financial Operations Platform to centralize accounts payable workflows and standardize client-facing accounting processes. The deployment targeted the AP Automation,AR Automation category and supported Jitasa’s bookkeeping and accounting services that serve more than 600 nonprofit clients across the United States, with core operations based in Boise, Idaho and additional offices spanning multiple time zones. The BILL Financial Operations Platform was configured to manage document management, invoice communications, invoice status tracking, signature approval routing, and payment distribution within a single automated workflow. The implementation also preserved the ability to print and mail physical checks when required, while enabling digital payments and mobile approval flows for executive directors and board members. Operational integration included a direct connection to QuickBooks Online to synchronize bookkeeping ledgers and reduce manual journal entry. The platform’s Intelligent Virtual Assistant was used to extract invoice fields such as amounts, invoice numbers, and purchase order references, feeding an automated review cycle that reduced hands-on data entry and accelerated approvals. Governance and process change were explicit elements of the rollout, Jitasa defined a standardized AP process and pushed that methodology to new and existing clients to drive cultural change across engagements. Reported outcomes in the customer case study included redeployment of AP staff into higher-value accounting roles, reduced error exposure from manual handling, improved oversight by clients via mobile approvals, and improved team productivity associated with the BILL Financial Operations Platform.
ERP Financial ERP Financial Management 2017 2017
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
iSpring Solutions Legacy iSpring LMS Learning and Development HCM n/a 2023 2023
In 2023, Jitasa implemented iSpring LMS to standardize onboarding and ongoing Learning and Development across its distributed teams. The U.S.-based accounting services firm targeted consistent new-hire training and institutional knowledge capture as primary objectives. Deployment centered on iSpring Learn learning management capabilities, including course management, onboarding workflows, learner engagement tracking, centralized content management and reporting to support eLearning and continuous professional development. Configuration emphasized standardized course templates and automated enrollments to accelerate onboarding and maintain training consistency across teams. Rollout occurred across Jitasa's dispersed teams in the United States and prioritized measurement through engagement reporting and learner completion tracking. The company reported approximately 96% employee engagement with eLearning, shortened new-hire onboarding by one to two months, and stronger institutional knowledge tracking after deploying iSpring Learn.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017 Jitasa deployed Microsoft 365 as a Collaboration platform for its professional services operations. The deployment targeted firmwide productivity and collaboration needs across the 250 person United States organization, emphasizing managed email, document sharing and internal communications. Microsoft 365 is referenced on the company public site and positioned as the core Collaboration layer supporting office productivity. Configuration centered on Microsoft 365 components such as Exchange Online for mail, SharePoint Online for intranet and document management, OneDrive for personal file sync, Microsoft Teams for chat and meetings, and Office desktop and web apps for content creation. The implementation used a single Microsoft 365 tenant model with cloud first provisioning and Azure Active Directory for identity and access management. Standard Collaboration functional workflows were established including shared document libraries, channel based team collaboration, and centralized mailbox administration. Governance was implemented through tenant level administration, email retention and compliance policy configuration, and role based access controls to align with professional services workflows. Operational ownership is centralized within IT for provisioning and policy enforcement while functional adoption spans accounting, client services and operations teams. No system integrator is listed, and the implementation narrative centers on Microsoft 365 as the primary Collaboration platform.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2017 2017
Identity and Access Management (IAM) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at Jitasa

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Jitasa Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Jitasa IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Jitasa digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Jitasa Technographics
Jitasa is a Professional Services organization based in United States, with around 250 employees and annual revenues of $44.0 million.
Jitasa operates a diverse technology stack with applications such as BILL Financial Operations Platform, iSpring LMS and Microsoft 365, covering areas like AP Automation, AR Automation, Learning and Development and Collaboration.
Jitasa has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as BILL Operations, iSpring Solutions and Microsoft.
Jitasa recently adopted applications including iSpring LMS in 2023, Amazon EC2 in 2022 and Google Cloud Platform (GCP) in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates Jitasa’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 Jitasa technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.