AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Stephen Mathias & Co
Location
2655 Olive Blvd 280,
Creve Coeur, 63141, MO,
United States
Website
https://www.mathiascpa.com/
Phone
1 314-878-6364
Artw industry
Professional Services
Employee
Revenue

Stephen Mathias & Co Technographics

Stephen Mathias & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Stephen Mathias & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Stephen Mathias & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Stephen Mathias & Co has purchased the following applications: Intuit ProConnect Lacerte for Tax Management in 2016, Hotjar for Customer Experience in 2018, Zoho Site24x7 for Application Performance Management in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Stephen Mathias & Co is running and its propensity to invest more and deepen its relationship with Intuit , Contentsquare , Zoho Corp. 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 Stephen Mathias & Co revenues, which have grown to $10.0 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 Stephen Mathias & Co 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.

Stephen Mathias & Co Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit ProConnect Lacerte Tax Management ERP Financial Management n/a 2016 2016
In 2016, Stephen Mathias & Co implemented Intuit ProConnect Lacerte to support its Tax Management activities. The deployment focused on preparing Federal and State income tax returns for individual and self employed clients within the firm’s tax practice, aligning the application to the operational needs of a United States based professional services firm with roughly 100 employees. Intuit ProConnect Lacerte was configured to centralize return assembly, form selection, automated calculation, diagnostics and electronic filing workflows. Functional capabilities used include federal and state form libraries, calculation engines, error checking, PDF generation and print output, client data entry and organizer support, and engagement tracking typical of Tax Management systems, all applied to individual and self employed return types. Operational coverage concentrated in the firm’s tax department, with role based access controls, standardized review and sign off procedures, and document retention to support compliance workflows. Governance emphasized consistent review workflows and return level audit trails within Intuit ProConnect Lacerte to manage filing and internal control requirements for each client engagement.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2018 2018
In 2018, Stephen Mathias & Co implemented Hotjar on their public website to capture behavioral analytics and user feedback for Customer Experience insights. The deployment is a client-side instrumentation model with the Hotjar tracking script embedded across site pages to collect session data and on-page feedback, supporting website usability and contact conversion analysis for the firm. Hotjar is used to generate heatmaps, session recordings, funnel and form analysis, and on-page feedback widgets that inform UX adjustments and content prioritization for the firm’s client services and digital marketing workflows. Governance is managed through Hotjar account settings and site-level tag management, aligning analytics access and data collection scopes with the firm’s marketing and client intake functions.
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2020 2020
In 2020 Stephen Mathias & Co implemented Zoho Site24x7 to instrument and monitor its public website. The deployment uses Zoho Site24x7 as an Application Performance Management solution to capture availability, latency and client side performance across the firm website. Configuration emphasizes synthetic uptime checks, HTTP transaction monitoring and real user monitoring, with centralized dashboards and alerting configured for the internal IT function and web operations. Governance is oriented around threshold based alerts and incident notification workflows that align monitoring outputs to operational response for site reliability and client access.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Stephen Mathias & Co

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Stephen Mathias & Co Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Stephen Mathias & Co IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Stephen Mathias & Co digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Stephen Mathias & Co Technographics
Stephen Mathias & Co is a Professional Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Stephen Mathias & Co operates a diverse technology stack with applications such as Intuit ProConnect Lacerte, Hotjar and Zoho Site24x7, covering areas like Tax Management, Customer Experience and Application Performance Management.
Stephen Mathias & Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Contentsquare and Zoho Corp..
Stephen Mathias & Co recently adopted applications including Amazon EC2 in 2021, Cloudflare CDN in 2021 and Zoho Site24x7 in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Stephen Mathias & Co’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Stephen Mathias & Co’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 Stephen Mathias & Co technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.