Invoca
419 State St,
Santa Barbara, 93101, CA,
United States
Santa Barbara, 93101, CA,
United States
1 844-590-0800
Professional Services
Invoca Technographics
Invoca Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Invoca and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Invoca employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Invoca has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2017, Drift AI Chatbot for Chatbots and Conversational AI in 2019, Tableau for Analytics and BI in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Invoca is running and its propensity to invest more and deepen its relationship with Oracle , SAP , Avalara 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 Invoca revenues, which have grown to $100.0 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 Invoca 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.
Invoca Tech Stack and Enterprise Applications
Invoca ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017, Invoca implemented Oracle NetSuite ERP as its ERP Financial platform. Oracle NetSuite ERP was deployed to centralize finance and accounting operations, providing a single system for general ledger control, revenue accounting, accounts payable, accounts receivable, and month end reconciliation workflows.
The implementation emphasized core financial modules within Oracle NetSuite ERP, including GL and revenue accounting, bank reconciliation processes, payables and bill pay recording, expense reporting controls, and tax document organization. NetSuite was used for recurring bank journal entries, revenue GL reconciliations, life insurance GL reconciliations, foreign bank account month end reconciliation, and final month end close activities tied to revenue accounts.
Operational integrations and interfacing supported the NetSuite rollout, with finance teams using Brex and TripActions for travel and credit card reconciliation, SAP Concur for expense reporting and approvals, DocuSign and vendor portals for ACH and vendor onboarding, Bill.com for payables workflows, Okta Identity Cloud for identity management, and Google Drive for document storage. The NetSuite deployment also extended to Invoca's subsidiary DialogTech, where a DialogTech archiving project closed out a separate DialogTech NetSuite server and consolidated critical financial statements for acquisition bookkeeping.
Governance and process changes focused on stricter month end reconciliation discipline, expense report approval workflows, centralized tax filing documentation for Invoca and the DialogTech subsidiary, and organized unclaimed properties reporting. The DialogTech server consolidation delivered a stated operating outcome, closing the DT NetSuite server to realize about $75,000 per year in savings.
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Expense Management | ERP |
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2017 | 2017 |
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Tax Management | ERP |
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2017 | 2017 |
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Invoca 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, Invoca deployed Drift AI Chatbot on its website. Invoca implemented Drift AI Chatbot as a web-facing conversational layer, leveraging the Chatbots and Conversational AI category to automate real-time visitor engagement and inbound qualification.
Configuration emphasized conversational workflows and automated lead capture, with Drift AI Chatbot handling form-less qualification, scripted responses, and escalation paths to human agents for complex queries. The implementation included session persistence for repeat visitors, intent-driven prompts for routing, and customization of conversation flows to reflect Invoca messaging and conversion objectives.
Operational coverage was centered on the corporate website and supported marketing and sales engagement functions across demand generation and revenue teams. Governance focused on conversational script management, iterative testing of message flows, and coordinated content updates from marketing operations to maintain alignment between chat behavior and go-to-market priorities.
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Invoca Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2021 | 2021 |
In 2021 Invoca implemented Tableau to strengthen its Analytics and BI capabilities. The deployment focused on delivering operational dashboards and upload visibility to the internal BI team, with Tableau serving as the primary visualization layer for data ingested into the analytics stack.
Tableau dashboards were built to provide visibility on data uploads and pipeline status, and development included API-driven connections and scripted automation. A Business Intelligence intern created Tableau dashboards and wrote Python scripts to manage API credentials, using AWS Secrets Manager to obfuscate API passwords, and organized code artifacts into GitHub repositories to standardize deployment and version control.
Integrations for the Tableau implementation explicitly included AWS Redshift as a data source and integration touchpoints with Slack for collaboration and alerting workflows, reflecting API-level connectivity across the stack. The company also maintained cross-functional data and document accuracy practices, with legal workflows operating between Ironclad and Salesforce to resolve contract issues and align sales and finance records.
Governance emphasized repository hygiene, secrets management, and API documentation to support reproducible dashboard builds and secure credential handling. Tableau and the surrounding Analytics and BI processes therefore centralized BI visibility, codified credential handling, and formalized repository and API practices across BI, sales, and finance stakeholders.
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Data Warehouse | Analytics and BI |
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2021 | 2021 |
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Invoca 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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2020 | 2020 |
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Collaboration | Collaboration |
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2013 | 2013 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Event Management | Collaboration |
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2016 | 2016 |
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Invoca Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Contract Lifecycle Management | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Invoca 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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2018 | 2018 |
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Call Tracking and Recording | CRM |
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2013 | 2013 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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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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PR and Media Communication | 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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Invoca ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incident Management | ITSM |
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2018 | 2018 |
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IT Service Management | ITSM |
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2020 | 2020 |
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Invoca 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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2020 | 2020 |
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Invoca PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2013 | 2013 |
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Invoca 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Invoca CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Invoca
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Senior Contracts and Compliance Administrator | Manager | Legal | |
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Associate Counsel | Manager | Legal | |
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SVP People & Culture | VP | HR | |
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Head of People Operations & Total Rewards | Director | HR | |
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Chief Financial Officer | CXO | Finance | |
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Senior Tax and Compliance Manager | Manager | Finance | |
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Finance Director | Director | Finance | |
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VP Finance | VP | Finance | |
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Apps Being Evaluated by Invoca Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Invoca IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Invoca digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Invoca Technographics
Invoca is a Professional Services organization based in United States,
with around 350 employees and annual revenues of $100.0 million.
Invoca operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and Tableau,
covering areas like ERP Financial, Chatbots and Conversational AI and Analytics and BI.
Invoca has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and Tableau Software.
Invoca recently adopted applications including
StackPath CDN in 2022, Ruby Live Chat in 2021 and Tableau in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Invoca’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Invoca’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 Invoca technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.