Eide Bailly LLP Tech Stack

Top 25 CPA firm modernizing financial operations on Salesforce and cloud ERP

Accounting United States 1,001–5,000 employees Partnership

Eide Bailly is a 3,500+ person CPA partnership running a heavy Salesforce tech stack (OmniStudio, MuleSoft, Field Service Lightning, Power Platform) alongside NetSuite and SAP for core accounting operations. Active projects center on ERP payment integration, quote-to-cash modernization, and month-end close automation—indicating a shift from manual processes toward integrated financial workflows. The finance-dominant hiring mix (101 finance roles vs. 10 engineering) reflects a services firm scaling operations rather than building products.

Tech Stack 37 technologies

Core StackSalesforce MuleSoft Apex NetSuite SAP Dynamics 365 DocuSign Power BI QuickBooks ServiceNow Power Platform Power Apps Power Automate Jira OmniStudio Git Salesforce Field Service Lightning Business Central Word Excel Microsoft Office Outlook Teams Adobe Acrobat CCH Concur Dynamics 365 Business Central Dataverse Canvas Apps Windows+2 more

What Eide Bailly LLP Is Building

◆Challenges

Reconciling client bank accounts
Streamlining accounting processes
Complex tax engagements
Wealth transition
Legacy cpq to revenue cloud migration
Integration with erp tax payment systems
Expanding shared services segment
Streamline processes
Organizational change and cultural transformation
Complex pricing and packaging strategies

▲Active Projects

Erp integration for payment systems
Integration with erp systems via mulesoft
Modern quote-to-cash solution design
Month-end closing
Standardizing financial models
Medicare cost report services
Eb xchange program
Guided selling experience development
Client bank reconciliation
Financial modeling for deals

Hiring Activity

Steady170 roles · 50 in 30d

Department

Finance

101

Tax

Engineering

Executive

Audit

Ops

Other

Support

Seniority

Senior

Manager

Intern

Junior

Mid

Director

Lead

Notable leadership hires: PMO Director

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About Eide Bailly LLP

Eide Bailly is a Top 25 CPA firm headquartered in the United States with 3,500+ professionals serving mid-market and enterprise clients across tax, audit, and advisory services. The firm operates through multiple practice segments, including a shared services center handling client accounting, bank reconciliation, and financial reporting. Core operations run on Salesforce (configured with OmniStudio and Field Service Lightning for engagement management), NetSuite and SAP for accounting systems, and a growing Power Platform footprint for workflow automation. Current transformation efforts focus on modernizing quote-to-cash processes, standardizing financial models, and integrating ERP systems with tax and payment workflows.

HeadquartersUnited States

Company Size1,001–5,000 employees

Hiring MarketsUnited States, India, Canada

Frequently Asked Questions

What tech stack does Eide Bailly use?

Salesforce (OmniStudio, Field Service Lightning, Power Platform), NetSuite, SAP, MuleSoft, Dynamics 365, ServiceNow, DocuSign, Power BI, and CCH tax software. The stack reflects a hybrid model mixing CRM/engagement tools with cloud and on-premises accounting systems.

Is Eide Bailly hiring engineers?

Yes, engineering roles are active (10 total open), primarily junior and mid-level positions. Hiring is steady across the U.S., India, and Canada, with majority volume in finance operations roles.

What is Eide Bailly working on?

ERP integration for payment systems, modernizing quote-to-cash workflows, month-end close automation, financial model standardization, and Medicare cost reporting. Recent projects also include a legacy CPQ-to-Salesforce Revenue Cloud migration and shared services expansion.