AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Pugh CPAs Tech Stack and Enterprise Applications

Pugh CPAs ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2012 2012
In 2012, Pugh CPAs implemented Intuit Quickbooks Enterprise. The deployment used Intuit Quickbooks Enterprise as the firm level ERP Financial solution to maintain records of financial transactions by establishing accounts and posting transactions across its accounting workflows. Configuration centered on chart of accounts design and general ledger maintenance to support journal entry creation and transaction posting workflows. Functional capabilities implemented included transaction posting and batch posting processes, receivables and payables ledger management, and bank reconciliation, aligned with standard ERP Financial bookkeeping and accounting function practices. Role based permissions and user security were configured to reflect the firm size, and staff competency requirements specified that accounting personnel must be able to use Quickbooks. Operational coverage focused on accounting and finance functions across the firm in the United States, supporting bookkeeping, client billing and internal financial reporting. No specific external system integrations were documented, the implementation served as the primary transactional posting and account maintenance system for the firm. Governance emphasized standardized account structures, documented posting procedures and month end posting controls, with training and documented workflows to ensure consistent use of Intuit Quickbooks Enterprise for ongoing bookkeeping and audit readiness.
Pugh CPAs Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
In 2017, Pugh CPAs implemented Microsoft 365 to provide Collaboration capabilities across the firm. The company website references Microsoft 365, confirming a cloud-hosted Microsoft 365 subscription underpins core productivity and collaboration tooling for the organization. Microsoft 365 is deployed to deliver cloud Exchange email, Office desktop and web applications, SharePoint document management, OneDrive file synchronization, and Teams-based communication and co-authoring, aligning with standard Collaboration workflows for accounting and financial services firms. The implementation appears to be organized around firmwide user provisioning and cloud tenancy architecture, suggesting centralized identity and access controls consistent with Microsoft 365 tenancy patterns. Specific third-party integrations and detailed governance artifacts are not disclosed on the public site, beyond the visible Microsoft 365 presence.
Pugh CPAs CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CallRail Legacy CallRail Call Tracking Call Tracking and Recording CRM n/a 2019 2019
In 2019, Pugh CPAs implemented CallRail Call Tracking on their website to capture inbound call activity. The deployment uses the Call Tracking and Recording application to instrument web pages and surface call source attribution for the firm's client acquisition channels. Configuration centered on embedding CallRail Call Tracking scripts and provisioning trackable phone numbers for online touchpoints, enabling call session metadata, caller source attribution, and call recording capabilities consistent with the Call Tracking and Recording category. Functional capabilities implemented include dynamic number insertion, inbound call attribution by marketing source, and call detail logging to support marketing analytics and phone-based client intake. Operational ownership sits with marketing and client services, with the website serving as the primary touchpoint for tracked calls. Governance emphasized call handling workflows and retention of recorded sessions, and reporting was routed into the firm’s marketing measurement and lead routing processes.
Pugh CPAs IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2017 2017
Pugh CPAs CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at Pugh CPAs

First Name Last Name Title Function Department Email Phone
Director of Administration Director Finance
President & Tax Officer Manager Finance
Chairman CXO Finance
Bookkeeper Manager Finance

Apps Being Evaluated by Pugh CPAs Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pugh CPAs IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pugh CPAs digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Pugh CPAs Technographics
Pugh CPAs is a Banking and Financial Services organization based in United States, with around 80 employees and annual revenues of $8.0 million.
Pugh CPAs operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and CallRail Call Tracking, covering areas like ERP Financial, Collaboration and Call Tracking and Recording.
Pugh CPAs has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and CallRail.
Pugh CPAs recently adopted applications including CallRail Call Tracking in 2019, Liquid Web Cloud Servers in 2018 and Microsoft 365 in 2017, highlighting its ongoing modernization strategy.
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Our research team continuously updates Pugh CPAs’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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