Guelph, N1C 0A1, ON,
Canada
RLB Chartered Professional Accountants Technographics
RLB Chartered Professional Accountants Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by RLB Chartered Professional Accountants and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 310 RLB Chartered Professional Accountants employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that RLB Chartered Professional Accountants has purchased the following applications: Plooto for AP Automation, AR Automation in 2017, Zoom for Audio Video and Web Conferencing in 2020, Intuit Mailchimp Mandrill for Transactional Email 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 RLB Chartered Professional Accountants is running and its propensity to invest more and deepen its relationship with Plooto , Intuit , Zoom Video Communications 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 RLB Chartered Professional Accountants revenues, which have grown to $45.0 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 RLB Chartered Professional Accountants 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.
RLB Chartered Professional Accountants Tech Stack and Enterprise Applications
RLB Chartered Professional Accountants ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Plooto | Legacy | Plooto | AP Automation, AR Automation | ERP | n/a | 2017 | 2018 |
In 2017 RLB Chartered Professional Accountants implemented Plooto for AP Automation,AR Automation to centralize payments and receivables workflows across its client bookkeeping practice. The deployment was focused on accounts payable automation and accounts receivable processing within the firm’s client accounting services, aligning Plooto with day to day bookkeeping and owner approval processes.
Plooto was configured to orchestrate payment initiation and approval routing, and to synchronize payable obligations with the firm’s bookkeeping workflow. The implementation supported full cycle bookkeeping tasks including confirming vendor due dates, preparing owner authorization for vendor payments, and maintaining payment records alongside routine daily and monthly bank reconciliations.
Integrations were explicitly implemented with QuickBooks Online and QuickBooks Desktop, Hubdoc, Wagepoint and TSheets to preserve source transactions and payroll data flows. The integration with QuickBooks Online included synchronization of A/P between QuickBooks Online and Plooto, Hubdoc fed scanned invoices into QuickBooks Online, and payroll inputs from Wagepoint and TSheets were coordinated with bookkeeping entries, while bank remittance activity interfaced with BMO for PAC file and PAD processing.
Operational ownership sat with the bookkeeping and client accounting teams, with governance implemented as approval workflows for owner sign off on vendor payments and routine review of A/P and A/R aging reports. The rollout emphasized procedural controls around payment authorization and bank file handling to ensure coordinated disbursements and receivables processing using Plooto.
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ERP Financial | ERP |
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2013 | 2013 |
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ERP Financial | ERP |
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2017 | 2018 |
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RLB Chartered Professional Accountants Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, RLB Chartered Professional Accountants implemented Zoom on its public website. RLB uses Zoom as its Audio Video and Web Conferencing application to provide web-based meeting and video access for client engagements and internal collaboration.
Deployment centers on embedding Zoom meeting access and join flows directly into the firm website, surfacing browser-based conferencing sessions and meeting links for external users. The implementation leverages core Zoom capabilities such as real-time audio and video, screen sharing, and browser join to support remote consultations and team meetings.
Operational coverage includes client services and practice teams across the firm’s Canadian operations, with web-embedded conferencing extending externally to clients and advisors. Administrative controls are exercised through Zoom account and web embedding configuration, enabling centralized meeting management, access control, and session moderation aligned with the firm’s IT and practice administration processes.
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Collaboration | Collaboration |
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2019 | 2019 |
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RLB Chartered Professional Accountants PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp Mandrill | Transactional Email | PaaS | n/a | 2021 | 2021 |
In 2021, RLB Chartered Professional Accountants implemented Intuit Mailchimp Mandrill as their transactional email solution. The deployment is focused on website-driven messaging, with Intuit Mailchimp Mandrill handling automated sends originating from rlb.ca, aligning the firm with Transactional Email capabilities for triggered client-facing communications.
The implementation centers on standard Transactional Email functions such as API and SMTP send paths, reusable HTML templates, and deliverability controls including authenticated sending domains and suppression management. Operational coverage is concentrated on website contact forms and automated client notifications, with configuration workstreams around template versioning, sending domain authentication, and monitoring of delivery and bounce events. Governance emphasizes centralized template ownership and send authorization to reduce inconsistent client messaging, while technical implementation uses Intuit Mailchimp Mandrill features to manage transactional throughput and deliverability for the firm.
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RLB Chartered Professional Accountants 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at RLB Chartered Professional Accountants
Apps Being Evaluated by RLB Chartered Professional Accountants Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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