Concord, 28027, NC,
United States
Avante Health Solutions Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Avante Health Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Avante Health Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Avante Health Solutions has purchased the following applications: Traild AP for AP Automation in 2024, Tawk.to for Chatbots and Conversational AI in 2018, Microsoft Power BI for Analytics and BI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Avante Health Solutions is running and its propensity to invest more and deepen its relationship with TRAILD , Acumatica , Stripe 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 Avante Health Solutions revenues, which have grown to $50.0 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 Avante Health Solutions 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 |
|---|---|---|---|---|---|---|---|---|
| TRAILD | Legacy | Traild AP | AP Automation | ERP Financial Management | n/a | 2024 | 2024 |
In 2024, Avante Health Solutions implemented Traild AP for AP Automation. The deployment focuses on the companys Accounts Payable function and operational activity in Concord, North Carolina, where AP staff receive, verify, and record invoices directly in Traild AP and in the companys Acumatica instance.
Traild AP is configured to support invoice capture and verification workflows, invoice recording, and payment execution. Functional capabilities in use include invoice validation and posting to Acumatica, preparation and processing of checks, portal payments, wires and ACH transfers, and support for employee reimbursements processed via Concur. The solution is used to support month end closing activities, including accruals and account reconciliations, and to maintain documentation required for financial compliance.
Integration work centers on Acumatica for ledger posting and upstream ERP reconciliation, and on Concur for employee reimbursement processing, with Traild AP acting as the AP Automation layer. Operational coverage extends across the Accounts Payable team, internal finance stakeholders, and vendor relationships, with day to day activities executed from the Concord site and vendor portals used for some payment flows.
Governance and process changes were driven through collaboration between AP staff and leadership on the AP automation project, introducing verified invoice processing steps, structured payment approval workflows, and documented procedures for issue resolution and compliance. AP team responsibilities include vendor inquiry handling, monitoring accounts to avoid late fees, and supporting month end accruals and reconciliations while using Traild AP as the central AP Automation application.
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ERP Financial | ERP Financial Management |
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2020 | 2021 |
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Payment Processing | ERP Financial Management |
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2019 | 2019 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tawk.to | Legacy | Tawk.to | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018, Avante Health Solutions deployed Tawk.to on its public website to provide on-site customer messaging. Tawk.to is used as a web-based Chatbots and Conversational AI solution implemented via the vendor JavaScript chat widget to enable real-time messaging, visitor session monitoring, and asynchronous offline messaging.
The implementation is focused on customer-facing support channels and is operationally managed through the company web presence, extending to customer support and sales-facing workflows. Functional capabilities implemented include live chat, canned responses for common inquiries, chat transcripts and session history for case follow-up, and agent handoff to internal support personnel. Governance is handled by web operations and support teams who control widget configuration, chat routing rules, and transcript retention settings.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2020 | 2021 |
In 2020 Avante Health Solutions implemented Microsoft Power BI. The deployment targeted Analytics and BI capabilities for the finance organization, enabling corporate stakeholders to monitor day to day financial results and accelerating financial review cycles.
The implementation delivered automated financial statements in Microsoft Power BI, including income statements, balance sheets, and cash flow statements. Deliverables included data model design, standardized measures and scheduled report refreshes to automate month end pack production and operational dashboards used by the accounting team.
Power BI reporting was deployed to support finance and accounting functions and to provide Corporate visibility, operating alongside Acumatica ERP and OneStream consolidation administration used across the organization. Reports were structured to mirror accounting supervisor workflows for accounts payable, accounts receivable, and the general ledger, consolidating routine review tasks.
Governance and process changes centralized report ownership within finance, instituted scripted refresh schedules and role based access controls to protect sensitive financial views, and shortened the monthly close cadence from 12 to 7 business days. The Microsoft Power BI implementation was part of a broader finance modernization program that included Bill.com and an ERP migration, coupling reporting automation with process and control enhancements across multiple business units.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2022 | 2022 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2020 | 2020 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2020 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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