Boise, 83702, ID,
United States
Jitasa Technographics
Jitasa Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Jitasa and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Jitasa employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Jitasa has purchased the following applications: BILL Financial Operations Platform for AP Automation, AR Automation in 2016, iSpring LMS for Learning and Development in 2023, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Jitasa is running and its propensity to invest more and deepen its relationship with BILL Operations , Intuit , iSpring Solutions 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 Jitasa revenues, which have grown to $44.0 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 Jitasa 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.
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.
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ERP Financial | ERP Financial Management |
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2017 | 2017 |
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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.
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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.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Jitasa
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Apps Being Evaluated by Jitasa Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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