vcfo
6836 Austin Center Blvd. Suite 280,
Austin, 78731, TX,
United States
Austin, 78731, TX,
United States
1 512-345-9441
Banking and Financial Services
vcfo Technographics
vcfo Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by vcfo and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 vcfo employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that vcfo has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Zoom for Audio Video and Web Conferencing in 2020, Hubspot CRM for CRM 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 vcfo is running and its propensity to invest more and deepen its relationship with Intuit , Zoom Video Communications , 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 vcfo 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 vcfo 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.
vcfo Tech Stack and Enterprise Applications
vcfo ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, vcfo implemented Intuit Quickbooks Enterprise to address core ERP Financial needs for its finance and accounting organization. The implementation was scoped to the companys 100-employee U.S. operation and focused on centralizing transactional accounting and financial reporting.
Intuit Quickbooks Enterprise was configured to operate the core general ledger and bookkeeping stack, including general ledger, accounts receivable, accounts payable, and financial reporting capabilities. Configuration emphasized a standardized chart of accounts, multiuser concurrency controls, and audit trail and permissioning to align with professional services billing and client accounting workflows common in financial services.
Operational coverage concentrated on the centralized finance and accounting team, including billing and client accounting services, supporting U.S.-based operations. The deployment included role based access controls, standardized month end close procedures, and workflow automation for invoice and payment posting consistent with ERP Financial application patterns.
Governance established centralized configuration ownership within finance, defined user roles for staff and managers, and documented change controls for bookkeeping rules and chart of accounts updates. The approach reflects typical ERP Financial implementation patterns for small to mid size financial services firms using Intuit Quickbooks Enterprise.
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vcfo 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, vcfo implemented Zoom to formalize external and internal web conferencing capabilities. Zoom was deployed as a cloud-hosted Audio Video and Web Conferencing application and embedded on vcfo.com to enable clients and staff to schedule and join sessions directly from the public website. The deployment reflects a SaaS-first architecture using browser-based join flows alongside Zoom client applications to support remote advisory workflows at a firm with roughly 100 employees.
The implementation configured standard Zoom capabilities including meetings, webinar functionality, screen sharing, and recording to support client-facing advisory interactions and internal collaboration across finance operations. Integration with the public website focused on seamless join flows and scheduling access for clients, while internal governance emphasized meeting controls, access management, and usage policies to align conferencing behavior with firm procedures. vcfo Zoom Audio Video and Web Conferencing supports core business functions of client advisory, virtual meetings, and internal communications.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2021 | 2021 |
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vcfo CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, vcfo implemented Hubspot CRM. The deployment focused on embedding Hubspot CRM on vcfo.com to capture inbound inquiries, convert web traffic into tracked contacts, and centralize contact profiles within a single CRM repository.
Configuration emphasized web form lead capture, contact and company record normalization, deal pipeline staging, and marketing automation workflows consistent with CRM implementations. The site integration instrumented form capture and tracking scripts on the public website, routing captured leads into Hubspot CRM for lifecycle stage management and qualification.
Operational ownership was centered in sales and marketing, with front-office users leveraging the CRM for lead qualification, pipeline management and contact-based outreach. Governance workstreams established record hygiene rules, lead assignment rules and lifecycle definitions, and the rollout was executed as a site-integrated CRM adoption without reference to a named prior platform.
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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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vcfo PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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vcfo 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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vcfo 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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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at vcfo
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Consulting CFO | CXO | Finance | |
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Chief Operating Officer and Executive Vice President | CXO | Finance | |
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Director of Technology Solutions | Director | IT | |
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Apps Being Evaluated by vcfo Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from vcfo IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the vcfo digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD vcfo Technographics
vcfo is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $10.0 million.
vcfo operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Zoom and Hubspot CRM,
covering areas like ERP Financial, Audio Video and Web Conferencing and CRM.
vcfo has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Zoom Video Communications and HubSpot.
vcfo recently adopted applications including
CodeTwo Email Signatures in 2021, Hubspot Marketing Automation in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of vcfo’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates vcfo’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 vcfo technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.