Payliance
3 Easton Oval,
Columbus, 43219, OH,
United States
Columbus, 43219, OH,
United States
1 866-627-2927
Banking and Financial Services
Payliance Technographics
Payliance Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Payliance and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Payliance employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Payliance has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Hubspot Live Chat for Chatbots and Conversational AI in 2021, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Payliance is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , 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 Payliance 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 Payliance 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.
Payliance Tech Stack and Enterprise Applications
Payliance ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, Payliance implemented Oracle NetSuite ERP to centralize core finance operations. The implementation addressed ERP Financial requirements for the 50-employee banking and financial services firm, provisioning Oracle NetSuite ERP as a cloud-based financial management backbone to support accounting and billing workflows. The rollout focused on configuring the chart of accounts, fiscal calendars, and role-based security for finance users.
Functional modules deployed aligned with typical ERP Financial deployments, including general ledger, accounts payable, accounts receivable, billing and invoicing, bank reconciliation, and period close automation, with financial reporting and audit trail capabilities enabled. Operational scope concentrated on finance and accounting departments, consolidating transactional bookkeeping and month-end workflows and establishing approval workflows and segregation of duties controls. The deployment used Oracle NetSuite ERP's cloud-native configuration model to centralize configuration, data model governance, and user access for ongoing financial operations.
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Payliance AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Payliance implemented Hubspot Live Chat on its public website to provide a conversational entry point for prospects and customers. The deployment is categorized as Chatbots and Conversational AI and functions as the primary web messaging layer for inbound engagement.
The Hubspot Live Chat implementation includes a lightweight, embedded chat widget configured for real-time messaging and lead capture. Configurations emphasize conversational routing, canned responses, automated welcome messages, and transcript logging, consistent with Chatbots and Conversational AI functional workflows.
Operational coverage is limited to the corporate website and targets customer service and sales intake workflows, with chat sessions captured into HubSpot records for follow up. Routing rules and contact property mapping were defined to assign conversations to sales or support queues, and chat transcripts are persisted for compliance and follow up.
Governance is focused on conversational playbooks and routing policies, with defined ownership by sales and support teams and rules for live agent escalation. The implementation narrative centers on Hubspot Live Chat as the integrated conversational channel for Payliance, aligned to web engagement and CRM record capture.
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Payliance Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Payliance deployed Microsoft 365 as its Collaboration platform. Microsoft 365 is deployed as a cloud-hosted SaaS tenant and provides core Collaboration capabilities including Exchange Online for email, SharePoint Online and OneDrive for document collaboration and storage, and Microsoft Teams for real-time communication and meetings. Payliance Microsoft 365 Collaboration supports corporate email, file sharing, meeting workflows and external client communications for its banking and financial services operations at the company scale of roughly 50 employees.
Administration and governance are handled through a tenant administration model using Azure Active Directory for identity and access management, with policy controls applied to mail, document sharing, and collaboration settings consistent with the Collaboration category. The public site reference to Microsoft 365 indicates surface integration of Microsoft hosted services into customer facing pages or web-managed content, while internal use likely spans operations, finance, and customer service functions. Configuration focus for a small financial services firm typically centers on secure identity, access controls, and document lifecycle policies to align Microsoft 365 Collaboration with regulatory and operational needs.
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Payliance Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2011 | 2011 |
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Payliance CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Payliance 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Payliance CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Payliance
| First Name | Last Name | Title | Function | Department | Phone | |
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Co-Founder and EVP | CXO | Finance | |
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Chief Operating Officer | CXO | Finance | |
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CEO | CXO | Finance | |
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Apps Being Evaluated by Payliance Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Payliance IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Payliance digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Payliance Technographics
Payliance is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Payliance operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Hubspot Live Chat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Payliance has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, HubSpot and Microsoft.
Payliance recently adopted applications including
Hubspot Live Chat in 2021, Microsoft 365 in 2021 and Zoominfo Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Payliance’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Payliance’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 Payliance technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.