San Francisco, 94103, CA,
United States
Approveit Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Approveit and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Approveit employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Approveit has purchased the following applications: Freeagent for ERP Financial in 2019, Drift AI Chatbot for Chatbots and Conversational AI in 2020, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Approveit is running and its propensity to invest more and deepen its relationship with Freeagent , Stripe , Paddle 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 Approveit revenues, which have grown to $2.0 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 Approveit 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freeagent | Legacy | Freeagent | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, Approveit implemented Freeagent as its primary accounting application. Approveit, a United States professional services firm with about 10 employees, deployed Freeagent in an ERP Financial role to centralize accounting, billing, and project-related finance activity.
The deployment emphasized ERP Financial capabilities typical for small professional services firms, including invoicing, expense tracking, bank feed reconciliation, time and billing alignment for client engagements, and basic financial reporting. Configuration centered on small-business workflows with automated recurring invoices, categorization rules, and tax-aware transaction coding to support routine accounting operations.
Freeagent was surfaced on Approveit’s website to connect client-facing billing workflows with internal accounting records, enabling invoices and client billing interfaces to be initiated from the public site and reconciled into the application. Operational coverage remained focused on finance and operations within the single US office, with governance centralized under the finance lead for chart of accounts management, invoicing rules, and user access provisioning.
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Payment Processing | ERP Financial Management |
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2020 | 2020 |
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Payment Processing | ERP Financial Management |
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2024 | 2024 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
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Chatbots and Conversational AI | AI-Powered Application |
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2020 | 2020 |
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2016 | 2016 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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Survey and Questionnaire | Collaboration |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2023 | 2023 |
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Web Content Management | Content Management |
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2025 | 2025 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2023 | 2023 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2022 | 2022 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2023 | 2023 |
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Application Performance Management | ITSM |
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2024 | 2024 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2018 | 2018 |
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Apps Development | PaaS |
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2023 | 2023 |
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Transactional Email | PaaS |
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2018 | 2018 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Security (AppSec) | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2020 | 2020 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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