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Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Mahan & Associates LLC Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Thomson Reuters Legacy Thomson Reuters Accounting CS ERP Financial ERP Financial Management n/a 2017 2017
In 2017, Mahan & Associates LLC implemented Thomson Reuters Accounting CS, deploying Thomson Reuters Accounting CS as its ERP Financial platform to support firm-wide accounting and client service workflows. The deployment served the full 34-person firm in the United States and became the primary system for client engagements and financial reporting. The implementation emphasized the application’s reporting capabilities, with the firm configuring reporting templates and drill-down analyses to go beyond standard financial statement preparation. Thomson Reuters Accounting CS was used to generate sophisticated, client-ready reports and ad hoc data views, enabling analysts to surface detailed line item and transactional detail for client consultations. Operational use extended to real-time collaboration across internal accounting staff and client-facing teams, enabling immediate access to client data and on-the-spot analysis without waiting for month end. The deployment supported collaborative workflows for client requests and expedited review cycles, aligning accounting, tax preparation, and client service functions around shared, current data. Governance focused on firm-wide adoption and process standardization to ensure consistent report configuration and timely client responsiveness. The firm reported that the solution improved efficiency and helped Mahan & Associates attract more high-level clients, citing faster access to actionable information and more specific client deliverables as explicit outcomes.
IT Decision Makers and Key Stakeholders at Mahan & Associates LLC
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Mahan & Associates LLC Executives
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FAQ - APPS RUN THE WORLD Mahan & Associates LLC Technographics

Mahan & Associates LLC is a Banking and Financial Services organization based in United States, with around 34 employees and annual revenues of $11.0 million.

Mahan & Associates LLC operates a diverse technology stack with applications such as Thomson Reuters Accounting CS, covering areas like ERP Financial.

Mahan & Associates LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Thomson Reuters.

Mahan & Associates LLC recently adopted applications including Thomson Reuters Accounting CS in 2017, highlighting its ongoing modernization strategy.

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