San Francisco, 94105, CA,
United States
Veraset Technographics
Veraset Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Veraset and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 21 Veraset employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Veraset has purchased the following applications: Upflow for AR Automation in 2020, Google Workspace (Formerly Google G-Suite) for Collaboration in 2019, DocuSign eSignature for Digital Signing 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 Veraset is running and its propensity to invest more and deepen its relationship with Upflow , Intuit , Google 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 Veraset revenues, which have grown to $2.0 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 Veraset 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.
Veraset Tech Stack and Enterprise Applications
Veraset ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Upflow | Legacy | Upflow | AR Automation | ERP | n/a | 2020 | 2020 |
In 2020, Veraset implemented Upflow to centralize receivables and standardize its order-to-cash cycle under an AR Automation solution. The deployment targeted finance, operations, customer success, and C-level stakeholders to create a single source of truth for invoice status and account notes.
Upflow was configured to automate personalized customer reminders with escalation rules, deliver automated reporting and dashboards, and provide an intuitive interface that enabled non-finance stakeholders to interact with receivables data. The configuration addressed limited QuickBooks seat availability by surfacing invoice and account note visibility to a broader set of users, aligning customer communication and collections workflows.
A seamless, real-time integration between QuickBooks and Upflow synchronized invoices, payment status, and account notes, enabling transparency between operations and finance. This integration supported collaborative collections processes used across customer success, operations, and finance teams and reduced information asymmetry that had previously required manual tracking via Slack and email.
Veraset established governance around shared collection workflows, including a staged reminder sequence originating with customer success and escalating to C-level when necessary, which standardized client-facing communication. Outcomes reported by the company included a 50% decrease in overdue payments in the first three weeks and a 75% reduction in time spent tracking down invoices, reflecting faster payments and improved internal collaboration.
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ERP Financial | ERP |
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2019 | 2019 |
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Veraset Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Veraset implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The deployment centralizes core collaboration functions, including Gmail for corporate email, Google Drive for file storage, Google Docs for real time document collaboration, Google Calendar for scheduling, and Google Meet for video conferencing, provisioned for the veraset.com domain under a single Google Workspace tenant.
Administration is managed through the Google Admin console with user provisioning, group based access control, and identity management configured to cover all 21 employees. Configuration aligns with Collaboration category operational patterns, applying role based admin separation, mobile device management, and data retention controls to support internal communications and document workflows, and the company website metadata reflects active use of Google Workspace on the public site.
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Veraset Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Veraset implemented DocuSign eSignature as a Digital Signing solution embedded on its public website to capture legally binding signatures for web-delivered documents. Veraset uses DocuSign eSignature to provide embedded signing sessions, templated agreement workflows, and cryptographic audit trails typical of Digital Signing applications, aligning online document execution with standard eSignature controls.
The implementation focuses on web-based signature capture and document lifecycle controls, integrating signing flows directly into client-facing pages and form submissions. Governance emphasizes signature authentication and audit trail retention to support verifiable acceptance and legal enforceability, and the configuration centralizes template management and envelope routing to streamline recurring client agreement transactions. Veraset DocuSign eSignature Digital Signing supports the company business function of online client agreement execution and onboarding through website-integrated signature workflows.
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Veraset CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Veraset ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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Veraset PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Veraset 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Veraset 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 Veraset
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Veraset Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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