About Platform Technology Advisors

Answering the “what” and “why” of how business management software helps your business …

At Platform Technology Advisors, we are more than just ERP consultants — we are your strategic technology partners. With over 300 years of combined ERP consulting experience and a dedicated team of 27+ full-time experts, we specialize in helping businesses harness the power of leading ERP systems like Acumatica, Sage Intacct, Sage X3, and Sage 100.

Our 100% ERP go-live success rate speaks to our unwavering commitment to delivering results. For more than 15 years, we’ve also excelled in custom development and systems integration, developing innovative solutions like DataMap.Tools (our proprietary iPaaS) to connect your business processes seamlessly.

Headquartered in Goleta, California, our team operates across the United States, extending our reach to clients not only across North America but also in regions like EMEA, Saudi Arabia, China, and beyond.

As part of the Platform Advisors ecosystem, we benefit from the collective strength of a broader organization that spans 34+ offices across the U.S. and boasts a growing team of 678+ professionals. This network includes specialized services in Tax Compliance, Wealth Advisory, Outsourced CFO, Audit & Assurance, and Specialty Tax Services — all designed to help businesses achieve their financial and operational goals.

At Platform Technology Advisors, we believe technology is not just about implementation — it’s about transformation. Whether optimizing your operations with cutting-edge ERP systems or simplifying complex integrations, we empower businesses to scale, innovate, and succeed in an ever-evolving marketplace.

Your success is our success. Let’s build something extraordinary together.

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Our Beliefs Hold True In All We Do

• 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. Read more about our services and contact us today if you need more information: [email protected]