FiscalNote
1201 Pennsylvania Ave NW, 6th floor,
Washington, 20004, DC,
United States
Washington, 20004, DC,
United States
1 202-793-5300
Professional Services
FiscalNote Technographics
FiscalNote Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by FiscalNote and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 600 FiscalNote employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FiscalNote has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Lever by Employ for Applicant Tracking System in 2017, Drift AI Chatbot for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FiscalNote is running and its propensity to invest more and deepen its relationship with Oracle , Employ , Drift 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 FiscalNote revenues, which have grown to $109.0 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 FiscalNote 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.
FiscalNote Tech Stack and Enterprise Applications
FiscalNote ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2019 | 2020 |
In 2019, FiscalNote implemented Oracle NetSuite ERP to support ERP Financial operations, with a primary focus on accounts receivable and contract-driven invoicing workflows. The implementation required accurate entry of contract data to generate invoices in accordance with client requirements and encompassed recording, verifying, consolidating, and entering transactions for the company’s lines of business.
Configuration work concentrated on accounts receivable capabilities within Oracle NetSuite ERP, including intercompany invoicing, manual invoicing, credit and rebill processes, and contract-to-cash transaction handling. The team drove stages of scoping and user acceptance testing for system enhancements, and delivered end user training tied to the NetSuite configurations and workflow changes.
Operational coverage included collaboration with Sales to clarify contracts and invoices, coordination with other departments to assist integration of acquisitions into NetSuite for AR responsibilities, and ongoing collections activities through email and phone outreach to manage overdue and soon to be due receivables. The AR function also managed responses to customer and internal inquiries about contracts and invoices, maintaining day-to-day collections and account portfolio stewardship.
Governance and process change included communicating modifications in NetSuite workflows to NetSuite consultants, partnering with the AR manager to train and develop onshore and offshore AR team members, and supporting external audits by providing relevant AR documentation. Controls and documented procedures were emphasized to ensure the integrity of accounting information within Oracle NetSuite ERP.
|
FiscalNote HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2017 | 2017 |
In 2017, FiscalNote deployed Lever by Employ as its Applicant Tracking System. The implementation exposed Lever by Employ on FiscalNote's public careers site at https://jobs.lever.co/fiscalnote, providing a web-hosted talent intake channel and centralized application capture.
Configuration emphasized core Applicant Tracking System capabilities, including requisition management, candidate pipeline visualization, interview orchestration, offer workflow management, and sourcing automation. Lever by Employ was configured to manage job postings, reusable interview scorecards, structured hiring stages, and candidate stage progression for recruiting teams.
The deployment integrated the Lever-hosted career pages with FiscalNote's website to centralize applicant flows and maintain candidate records within a single pipeline. Operational coverage targeted Talent Acquisition, hiring managers, and HR operations, using the Applicant Tracking System to coordinate active requisitions across corporate functions.
Governance centered on standardized hiring stages, role based access controls for recruiters and managers, and centrally managed job templates and offer workflows to enforce consistent process discipline. The implementation positioned Lever by Employ as the single source of truth for orchestration of interviews, candidate evaluation, and offer approvals.
|
FiscalNote 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 | 2019 | 2019 |
In 2019, FiscalNote deployed the Drift AI Chatbot on its website. The Drift AI Chatbot in the Chatbots and Conversational AI category provides a conversational front end for customer engagement, capturing visitor intent, qualifying leads, and initiating routing into marketing and sales workflows. The implementation is web-embedded and focused on public site touchpoints rather than internal systems.
Configuration centered on conversational playbooks and AI assisted response templates, with scripted handoff rules to human agents for complex queries. Operational ownership is aligned with marketing and sales teams who manage playbook updates and routing logic, and the chat widget provides continuous channel coverage for web visitors. Governance emphasized escalation paths and content control to maintain consistent messaging across buyer interactions.
|
FiscalNote Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
|
|
|
|
|
Collaboration | Collaboration |
|
2013 | 2013 |
|
FiscalNote Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Signing | Content Management |
|
2022 | 2022 |
|
|
|
|
|
Web Content Management | Content Management |
|
2019 | 2019 |
|
FiscalNote CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Account Based Marketing | CRM |
|
2024 | 2024 |
|
|
|
|
|
Customer Data Platform | CRM |
|
2015 | 2015 |
|
|
|
|
|
Customer Support | CRM |
|
2015 | 2015 |
|
|
|
|
|
Customer Support | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2015 | 2015 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2014 | 2014 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
FiscalNote ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Incident Management | ITSM |
|
2018 | 2018 |
|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
FiscalNote TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2020 | 2020 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2020 | 2020 |
|
FiscalNote PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2015 | 2015 |
|
|
|
|
|
Transactional Email | PaaS |
|
2018 | 2018 |
|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
FiscalNote IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
FiscalNote CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2021 | 2021 |
|
FiscalNote Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
PEO (Professional Employer Organization) | Professional Services |
|
2015 | 2015 |
|
IT Decision Makers and Key Stakeholders at FiscalNote
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Manager, Financial Planning & Analysis | Manager | Finance | |
|
|
|
Chief Financial Officer, Chief Investment Officer & SVP of Corporate Development | CXO | Finance | |
|
Apps Being Evaluated by FiscalNote Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from FiscalNote IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the FiscalNote digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD FiscalNote Technographics
FiscalNote is a Professional Services organization based in United States,
with around 600 employees and annual revenues of $109.0 million.
FiscalNote operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Lever by Employ and Drift AI Chatbot,
covering areas like ERP Financial, Applicant Tracking System and Chatbots and Conversational AI.
FiscalNote has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Employ and Drift.
FiscalNote recently adopted applications including
6sense Account Engagement Platform in 2024, DocuSign eSignature in 2022 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of FiscalNote’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates FiscalNote’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 FiscalNote technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.