VonLehman & Company Inc.
250 Grandview Drive Suite 300,
Fort Mitchell, 41017, KY,
United States
Fort Mitchell, 41017, KY,
United States
1 513-891-5911
Banking and Financial Services
VonLehman & Company Inc. Technographics
VonLehman & Company Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by VonLehman & Company Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 VonLehman & Company Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that VonLehman & Company Inc. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2019, Hubspot CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems VonLehman & Company Inc. is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 VonLehman & Company Inc. 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 VonLehman & Company Inc. 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.
VonLehman & Company Inc. Tech Stack and Enterprise Applications
VonLehman & Company Inc. 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, VonLehman & Company Inc. implemented Intuit Quickbooks Enterprise as its ERP Financial system to support the firm’s accounting and billing functions. The deployment established Intuit Quickbooks Enterprise as the primary financial application for general ledger, accounts payable, accounts receivable, and financial reporting across the company’s finance and accounting teams.
Configuration work focused on core ERP Financial modules, including chart of accounts standardization, transaction posting workflows, billing and invoicing configuration, bank reconciliation setup, and financial report templates. User roles and permission tiers were configured to provide accounting staff with appropriate access to accounting periods and reporting capabilities.
The engagement explicitly included Bill.com integration and training, linking Intuit Quickbooks Enterprise to a cloud payables and receivables orchestration layer for vendor invoice processing and payment initiation. Integration scope centered on automated invoice import, payment initiation workflows, and synchronization of AP and AR transactions into Intuit Quickbooks Enterprise to maintain a single financial record.
Rollout emphasized QuickBooks and Bill.com training and system implementation for accounting personnel to operationalize new AP workflows and improve daily processes. Governance changes included documented approval workflows and tightened user access controls to support the ERP Financial application and ongoing accounting operations.
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VonLehman & Company Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 VonLehman & Company Inc. implemented Microsoft 365 as its Collaboration platform for the firm. The deployment applies to the 110-employee US accounting and financial services practice, positioning Microsoft 365 as the primary collaboration and productivity layer across client-facing and internal workflows.
The Microsoft 365 implementation includes core collaboration capabilities consistent with the category, such as cloud email, shared document libraries, synchronous chat and meeting functionality, and desktop and web Office applications. Configuration signals on the public site indicate use of Microsoft 365 hosted components for document handling and user-facing communication flows, with OneDrive and SharePoint style document management and Microsoft Teams style collaboration implied by the application choice.
Operational scope aligns with typical professional services usage, supporting accounting, tax, audit, and client advisory functions through centralized tenant controls. Governance and access are expected to follow Microsoft 365 patterns for centralized administration, role-based access, and identity management via Azure Active Directory, enabling standardized user provisioning and policy enforcement while surfacing Microsoft 365 elements on the firm website.
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VonLehman & Company Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, VonLehman & Company Inc. implemented Hubspot CRM and deployed Hubspot CRM on its public website to centralize inbound contact capture and client intake workflows. The deployment maps directly to the CRM Apps Category and is oriented toward managing prospect and client records originating from web forms and tracked site interactions.
Configuration emphasizes core CRM functional modules including contact and company records, deal pipeline stages, activity logging, and basic marketing automation for form-driven email follow up and lead routing. The implementation is embedded on the corporate website as the primary integration point, and operational scope covers client services, accounting, and advisory functions within the 110-person US firm. Governance centers on consolidating inbound inquiries into Hubspot CRM for structured follow up and record keeping, with configuration and data hygiene workflows designed to maintain contact accuracy and support client lifecycle management.
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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VonLehman & Company Inc. 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at VonLehman & Company Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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President, Shareholder | CXO | Finance | |
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Controller | Director | Finance | |
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IT Director | Director | IT | |
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Principal | Director | Finance | |
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Apps Being Evaluated by VonLehman & Company Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from VonLehman & Company Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the VonLehman & Company Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD VonLehman & Company Inc. Technographics
VonLehman & Company Inc. is a Banking and Financial Services organization based in United States,
with around 110 employees and annual revenues of $10.0 million.
VonLehman & Company Inc. operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Hubspot CRM,
covering areas like ERP Financial, Collaboration and CRM.
VonLehman & Company Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and HubSpot.
VonLehman & Company Inc. recently adopted applications including
Hubspot Marketing Automation in 2021, Microsoft 365 in 2019 and Hubspot CRM in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of VonLehman & Company Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates VonLehman & Company Inc.’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 VonLehman & Company Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.