Seattle, 98101, WA,
United States
Matrix Finance & Accounting Technographics
Matrix Finance & Accounting Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Matrix Finance & Accounting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Matrix Finance & Accounting employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Matrix Finance & Accounting has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Bullhorn Applicant Tracking System and CRM for Applicant Tracking System, Candidate Relationship Management in 2019, Algolia Search for Application, Web and Enterprise Search 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 Matrix Finance & Accounting is running and its propensity to invest more and deepen its relationship with Oracle , Bullhorn , Algolia 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 Matrix Finance & Accounting revenues, which have grown to $2.0 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 Matrix Finance & Accounting 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.
Matrix Finance & Accounting Tech Stack and Enterprise Applications
Matrix Finance & Accounting ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Matrix Finance & Accounting deployed Oracle NetSuite ERP as its ERP Financial platform. The US based media company with approximately 15 employees implemented Oracle NetSuite ERP to centralize core finance and accounting processes for a compact organizational footprint.
The implementation centered on core financial modules consistent with ERP Financial requirements, including General Ledger, Accounts Payable, Accounts Receivable, billing and revenue management, fixed asset tracking, bank reconciliation, and financial reporting. Configuration work emphasized a streamlined Chart of Accounts, role based access controls, automated period close workflows, and recurring transaction automation to reduce manual journal work.
Operational coverage focused on the finance and accounting function across the company, with a single cloud instance of Oracle NetSuite ERP sized for a small business environment. The deployment used configuration and process standardization rather than complex multi‑instance architecture, aligning system workflows with day to day transactional processing, invoicing, payments, and reconciliations.
Governance was implemented through tightened user roles, audit trail configuration, and standardized month end closing procedures embedded in Oracle NetSuite ERP. Process changes included defined AP approval routing, structured billing and collections steps, and consolidated financial reporting controls to support consistent accounting practices across the organization.
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Matrix Finance & Accounting HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bullhorn | Legacy | Bullhorn Applicant Tracking System and CRM | Applicant Tracking System, Candidate Relationship Management | HCM | n/a | 2019 | 2019 |
In 2019, Matrix Finance & Accounting implemented Bullhorn Applicant Tracking System and CRM on its website to centralize candidate intake and client contact management. The deployment of Bullhorn Applicant Tracking System and CRM supports hiring workflows and customer engagement activities and is cataloged under Applicant Tracking System,Candidate Relationship Management. The company is a small media focused firm with 15 employees and integrated the application as the primary recruiting and CRM interface on matrix-fa.com.
Configuration focused on web based candidate capture forms feeding Bullhorn candidate profiles, structured pipeline stages for applicant tracking, and CRM contact records for client and talent relationship management. The implementation uses Bullhorn Applicant Tracking System and CRM as an embedded website form endpoint and a centralized operational repository for recruiting and client service teams across the United States. Governance centered on defined ownership of candidate records and staged workflow handoffs between recruiting and account teams, with process changes to standardize resume intake and pipeline progression.
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Matrix Finance & Accounting Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Algolia | Legacy | Algolia Search | Application, Web and Enterprise Search | Content Management | n/a | 2018 | 2018 |
In 2018, Matrix Finance & Accounting implemented Algolia Search on its website. Matrix Finance & Accounting implemented Algolia Search as the Application, Web and Enterprise Search capability to support website content discovery and client facing search, surfacing indexed results and relevance tuned queries across pages on matrix-fa.com. The deployment is a hosted search layer that leverages Algolia Search indexing and query APIs to power instant search, autocomplete, and relevance controls within the site experience.
Configuration work focused on index design, relevance tuning, and front end search UI integration using Algolia Search hosted indexing and query services. Operational ownership is centered with the website and web content team at the 15 person organization, with governance scoped to content indexing cadence, relevance review processes, and search UI updates. The implementation emphasizes web first search instrumentation and site search workflows, aligning the Algolia Search application to marketing and customer engagement functions without named third party system integrations.}
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IT Decision Makers and Key Stakeholders at Matrix Finance & Accounting
| First Name | Last Name | Title | Function | Department | Phone | |
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Managing Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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Senior Recruiting Manager | Manager | HR | |
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Apps Being Evaluated by Matrix Finance & Accounting Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||