Our Contacts


70 Santa Felicia Dr

Goleta, CA 93117

2243 S. Depot Street, Suite 101

Santa Maria, CA 93455

Phone: (805) 569-9487
Fax: (805) 569-9542
E-mail: [email protected]

Transform your operations and drive smarter decision-making

Platform Technology Advisors delivers industry-leading financial management solutions and services, designed to empower your business. Our approach focuses on aligning with your unique business structure and controls to streamline workflows, seamlessly integrate systems, and unlock actionable business intelligence.

Let’s Chat

Our Beliefs Hold True in All We Do

At Platform Technology Advisors, we’re not just ERP consultants — 
we’re your strategic technology partners:

  • We believe that doing what’s best and doing what’s right should be one and the same. 
  • We believe that every business is unique – requiring unique solutions.
  • We believe that one solution doesn’t fit everyone’s business and we won’t recommend any software unless it will work for YOU! 

We don’t want to simply sell you software in a box, we want to give you the tools to succeed and grow. When you grow, we’re in it right there with you, offering the appropriate software, advice, and services to meet your needs at every stage.

About Us

Who We Serve

We know that every industry has unique challenges and opportunities. That’s why our certified Sage 100, Sage X3, Sage Intacct, and Acumatica consultants provide tailored solutions that align with your specific needs.

From streamlined inventory management with barcode systems to seamless data flow with custom integrations, we’ll help you optimize your ERP investment for strategic business outcomes.

  • Distribution
  • Process Manufacturing
  • Discrete Manufacturing
  • Agriculture
  • Food and Beverage
  • Construction
  • Retail-eCommerce
  • Service Management
  • Distribution

    Goods Flow Faster Through the Warehouse with ERP Software for Distributors

  • Process Manufacturing

    Take Control of Your Manufacturing Enterprise

  • Discrete Manufacturing

    As a Discrete Manufacturer, Your Time Is Ruled by Planning for Lead Times, Costing, Supplies, and Labor Capabilities

  • Agriculture

    From Farm to Forest and Everywhere in Between, Business Solutions Can Grow Your Revenues

  • Food and Beverage

    For food and beverage companies, Sage provides vital information for making important business decisions and provides it quickly.

  • Construction

    Construction Business Solutions: Streamline Operations, Increase Efficiency, and Boost Profits…

  • Retail-eCommerce

    Seamlessly connect your storefront and back office, and create lifelong customers with a true omnichannel solution.

  • Service Management

    Drive growth with a comprehensive service-management ERP solution.

Our Tools

With our certified Acumatica, Sage Intacct, Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90), and Sage X3 consultants, our clients get the right support when they need it. From Bar Code systems to custom integrations and scripts, Platform Technology Advisors has the expertise to get you the most out of your ERP software.

  • Sage Intacct

    Sage Intacct empowers businesses with cloud-based financial management solutions, delivering accuracy, efficiency, and visibility. Through automation and insightful analytics, it optimizes operations, enabling informed decision-making for growth. With a commitment to innovation and customer success, Sage Intacct drives financial excellence, transforming challenges into opportunities for organizations worldwide.

  • Sage 100

    Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90) handles more than a typical accounting program. Robust and flexible, this highly capable business management software is strong enough to handle your small-to-medium business needs and supports you with a wide range of add-on modules as your company grows.

  • Acumatica Cloud ERP

    Acumatica’s Cloud ERP provides exceptional flexibility and scalability, empowering businesses with real-time insights for streamlined operations and data-driven decisions. This comprehensive suite of cloud-based applications ensures seamless integration and adaptability. Platform Technology Advisors specializes in helping organizations implement and optimize Acumatica, ensuring a smooth transition and maximizing your potential for business growth.

  • Custom Development

    Overcome business challenges with intuitive, easy-to-use tools that feature lightning-fast setup, included upgrades, and comprehensive, real-time integration with your Sage X3 or Sage 100 (formerly Sage 100c, Sage 100cloud, and MAS 90) system. Speed up your workflow with Custom Development tools from Platform Technology Advisors.

  • Software Integration

    Effective software integration streamlines operations and eliminates data silos, enhancing efficiency. By connecting business systems, data flows seamlessly, enabling accurate reporting and informed decision-making. Platform Technology Advisors, developer of datamap.tools, helps organizations integrate their systems with leading ERP solutions, ensuring a cohesive and efficient technological environment.

Download Resources

We have prepared resources with insights and information on the best approaches 
and tools for growing your business.

Open Resources

Our Partners

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We’re Trusted by Leading Companies

With our certified Sage 100cloud (formerly Sage 100c, Sage 100, and MAS 90), Sage X3, and Sage 500 consultants, our clients get the right support when they need it.

5000+

Customers Reviews

99.99%

Satisfied Customers

  • Greg Jensen

    President, Jensen Global

    “The guys at Platform Technology Advisors are very sharp, and not just with technology. Their experience and savvy with business and financials is also a tremendous benefit to us… I look back now and realize things are much more streamlined and efficient since working closely with Platform Technology Advisors.”

  • Aaron Gaston

    Vice President, InfoGrip

    “Before Platform Technology Advisors, we never truly knew how much our products were costing us. As it turns out, there were some products that weren’t profitable and others that actually cost us money to sell. Needless to say, we’ve made the adjustments.” “I’ve recommended them multiple times and will continue. They are a great company to work with.”

  • Linda Nash

    North American Fire Hose Corporation

    “Platform Technology Advisors introduced us to things we didn’t know were possible, saving us time, energy and money. The next time software and IT challenges sound the alarm, Platform Technology Advisors will be our first call.”

  • Ryan Abbott

    Controller, General Production Service, Inc.

    “We’ve never had a concern about whether a problem can be fixed or not. Platform Technology Advisors consultants are top notch and very responsive. We’re always able to speak directly to a live person rather than sit on hold in a call tree or wait hours for someone to call back.”

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