Austin, 78701, TX,
United States
Green Dot Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Green Dot and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1150 Green Dot employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Green Dot has purchased the following applications: Transcepta AP for AP Automation in 2017, Salesforce Chat (formerly Salesforce Live Agent) for Chatbots and Conversational AI in 2021, MicroStrategy ONE Analytics for Analytics and BI in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Green Dot is running and its propensity to invest more and deepen its relationship with Transcepta , Oracle , SAP 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 Green Dot revenues, which have grown to $1.72 billion 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 Green Dot 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 |
|---|---|---|---|---|---|---|---|---|
| Transcepta | Legacy | Transcepta AP | AP Automation | ERP Financial Management | n/a | 2017 | 2018 |
In 2017, Green Dot implemented Transcepta AP as the company solution for AP Automation. The deployment focused on operationalizing full cycle accounts payable workflows within Green Dot's finance organization, with responsibility centered in the Accounts Payable function and oversight from finance leadership during rollout.
Transcepta AP was configured to support invoice capture and automated 2-way and 3-way invoice matching workflows, exception routing for mismatches, and payment orchestration for check, ACH, wire and P-card runs. The implementation included capabilities for AP module closing and reconciliation, journal entry reclassifications, and high-volume commission posting processes tied to accounting records.
The Transcepta AP deployment integrated explicitly with Oracle R12 for general ledger and accounts receivable interactions, and worked alongside the company i-procurement system used for Purchase Order creation. Positive pay exception handling was operationalized with WF and Bonneville Banks, and the vendor master team coordinated vendor data hygiene and partner onboarding to support accounts payable processing.
Governance and operational procedures were instituted through AP module close processes, audit support workflows, and training for new AP staff on invoice, payment and i-procurement procedures. Finance owners, including the CFO and corporate controller, partnered on implementation tasks and the broader ORC system effort involving Transcepta AP, while the 1099 process was noted as not yet in place during the period described.
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ERP Financial | ERP Financial Management |
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2021 | 2021 |
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ERP Financial | ERP Financial Management |
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2010 | 2010 |
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Expense Management | ERP Financial Management |
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2010 | 2010 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Chat (formerly Salesforce Live Agent) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MicroStrategy | Legacy | MicroStrategy ONE Analytics | Analytics and BI | Analytics and BI | n/a | 2015 | 2018 |
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Analytics and BI | Analytics and BI |
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2015 | 2018 |
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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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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Asset Management | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Center | CRM |
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2021 | 2021 |
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Customer Analytics | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2021 | 2021 |
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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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2015 | 2015 |
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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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2017 | 2017 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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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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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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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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