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Steel & Oak Designs Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wave Financial Legacy Wave Invoicing AP Automation ERP Financial Management n/a 2018 2018
In 2018 Steel & Oak Designs implemented Wave Invoicing. The company is a Canada based distribution business with 21 employees, and the deployment is categorized as AP Automation, with Wave Invoicing serving as the central billing and payment entry point. The system is operated day to day by owners Anthony and Jono for customer invoicing and payment capture. Wave Invoicing was configured to leverage the invoicing module and online payment features, with emphasis on highly customizable invoice templates. The implementation uses configurable headings and description fields per line item to support multiple versions of custom products, reflecting the companys need to describe bespoke items in detail. The team also uses the online payment capability for credit card processing, and they plan to adopt Wave’s mobile receipt scanning feature for on the go expense tracking to extend operational coverage into expense capture. Operational governance remains small scale and owner driven, with Anthony and Jono owning invoice configuration and payment reconciliation workflows. The company reported strong user satisfaction with invoice flexibility, noting quote The invoicing on Wave is quite handy because were able to create multiple versions of the types of products we sell end quote, and they specifically cite the online payment element as great for credit card payments and rapid payment.
Expense Management ERP Financial Management 2018 2018
Payment Processing ERP Financial Management 2021 2021
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2015 2015
Content Delivery Network IaaS 2015 2015
IT Decision Makers and Key Stakeholders at Steel & Oak Designs
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Steel & Oak Designs Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Steel & Oak Designs Technographics

Steel & Oak Designs is a Distribution organization based in Canada, with around 21 employees and annual revenues of $3.0 million.

Steel & Oak Designs operates a diverse technology stack with applications such as Wave Invoicing, Google Workspace (Formerly Google G-Suite) and GoDaddy, covering areas like AP Automation, Collaboration and Application Hosting and Computing Services.

Steel & Oak Designs has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Wave Financial, Google and GoDaddy.

Steel & Oak Designs recently adopted applications including Block Afterpay in 2021, Wave Invoicing in 2018 and Wave Receipts in 2018, highlighting its ongoing modernization strategy.

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