FinancialForce
595 Market Street,
San Francisco, 94105, CA,
United States
San Francisco, 94105, CA,
United States
1 866-743-2220
Professional Services
FinancialForce Technographics
FinancialForce Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by FinancialForce and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1200 FinancialForce employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FinancialForce has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Equifax I-9 Anywhere for HR Compliance in 2015, Foundant GrantHub for Grant Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FinancialForce is running and its propensity to invest more and deepen its relationship with Oracle , Equifax , Foundant Technologies 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 FinancialForce revenues, which have grown to $200.0 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 FinancialForce 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.
FinancialForce Tech Stack and Enterprise Applications
FinancialForce ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, FinancialForce implemented Oracle NetSuite ERP to consolidate core financial processes within its professional services organization. The deployment positioned Oracle NetSuite ERP as the primary ERP Financial system for finance and accounting functions, covering billing and revenue management workflows tied to services delivery.
The implementation focused on standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing, revenue management, and financial reporting, with configuration of a unified chart of accounts and period close automation. Oracle NetSuite ERP was provisioned as a cloud SaaS environment, enabling role-based access controls, audit trails, and configurable revenue recognition rules consistent with professional services billing models.
Operational scope included finance and professional services operations in the United States, where governance was formalized around centralized financial controls, standardized month-end close processes, and policy-driven journal and approval workflows. The program emphasized configuration-driven controls and process orchestration to align accounting workflows with service delivery and to support ongoing financial reporting requirements.
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FinancialForce HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Equifax | Legacy | Equifax I-9 Anywhere | HR Compliance | HCM | n/a | 2015 | 2015 |
In 2015, FinancialForce implemented Equifax I-9 Anywhere to digitize I-9 verification and retention workflows. The Equifax I-9 Anywhere deployment was positioned within the companys HR Compliance tooling to centralize I-9 capture and audit-ready storage under the Employee Success HR organization.
Configuration work emphasized electronic I-9 capture, digital retention with audit trails, and mapping I-9 tasks into existing onboarding and new hire orientation processes. The Employee Success HR Coordinator acted as HRIS administrator and primary point of contact, operating Equifax I-9 Anywhere alongside background check management and a program to convert employee hard copy files to a paperless repository.
Operational coverage extended across North America and Australia, supporting HR business partner activities for the Marketing department and HR administrative functions across all departments. Equifax I-9 Anywhere was used to standardize compliance records, enable electronic storage and retention, and enforce consistent verification workflows aligned to HR Compliance requirements.
Governance and process changes focused on formalizing onboarding checklists, routing verification responsibilities through the HRIS administrator, and consolidating I-9 compliance into a central electronic repository. The implementation intersected with benefits administration, exit coordination and mandatory office posting responsibilities, with Equifax I-9 Anywhere serving as the system of record for I-9 related compliance tasks.
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FinancialForce ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Foundant Technologies | Legacy | Foundant GrantHub | Grant Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, FinancialForce deployed Foundant GrantHub as its Grant Management solution on its website. The public-facing implementation uses Foundant GrantHub to centralize applicant intake and to operate the grant lifecycle through a web-based applicant portal.
Foundant GrantHub was configured to deliver core Grant Management capabilities including configurable application forms, automated reviewer workflows, scoring and decision tracking, award setup, and reporting dashboards. Configuration emphasized customizable intake fields and role-based reviewer permissions to standardize evaluation and approval workflows across programs.
The implementation is surfaced on FinancialForce’s website and functions as the primary external engagement point for applicants and stakeholders, supporting applicant submission, reviewer collaboration, and award communications. Operational coverage focuses on grant administration and external applicant engagement rather than internal back-office systems.
Governance centered on centralized intake controls, standardized scoring protocols, audit trail capture, and role-based access for program staff and reviewers, aligning operational processes with Grant Management best practices. The deployment reflects a web-first approach to grant administration using Foundant GrantHub to manage the end-to-end grant workflow.
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FinancialForce Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Event Management | Collaboration |
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2021 | 2021 |
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FinancialForce Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2013 | 2013 |
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FinancialForce CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2017 | 2017 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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FinancialForce ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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FinancialForce SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incentive Compensation Management | SPM |
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2016 | 2016 |
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FinancialForce TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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FinancialForce 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2011 | 2011 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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FinancialForce CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at FinancialForce
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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SVP - Head of North American Sales | VP | Sales | |
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Vice President, North America Sales | VP | Sales | |
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Regional Vice President of Sales | VP | Finance | |
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VP WW Field Operations | VP | Operations | |
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President Worldwide Field Operations | CXO | Finance | |
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Sales Operations and Enablement Director | Director | Sales | |
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President & CEO | CXO | Finance | |
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Senior Vice President Human Resources | VP | HR | |
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Area Vice President of Sales | VP | Sales | |
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Senior Vice President and Chief Financial Officer | CXO | Finance | |
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President and CEO | CXO | Finance | |
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Vice President, Worldwide Sales | VP | Sales | |
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Vice President, Finance | VP | Finance | |
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Chief People Officer | CXO | HR | |
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Vice President, Human Resources | VP | HR | |
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Senior Director, Employee Success | Director | HR | |
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Sr Director, Total Rewards and HR Operations | Director | HR | |
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Apps Being Evaluated by FinancialForce Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from FinancialForce IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the FinancialForce digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD FinancialForce Technographics
FinancialForce is a Professional Services organization based in United States,
with around 1200 employees and annual revenues of $200.0 million.
FinancialForce operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Equifax I-9 Anywhere and Foundant GrantHub,
covering areas like ERP Financial, HR Compliance and Grant Management.
FinancialForce has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Equifax and Foundant Technologies.
FinancialForce recently adopted applications including
Foundant GrantHub in 2022, Cisco Webex Meetings in 2021 and Bizzabo Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of FinancialForce’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates FinancialForce’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete FinancialForce technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.