Wave Financial, H&R Block Company
155 Queens Quay E, Suite 500,
Toronto, M5A 0W4, ON,
Canada
Toronto, M5A 0W4, ON,
Canada
1 416-521-9141
Professional Services
Wave Financial, H&R Block Company Technographics
Wave Financial, H&R Block Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wave Financial, H&R Block Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 370 Wave Financial, H&R Block Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wave Financial, H&R Block Company has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Culture Amp for Employee Experience in 2022, DreamPay POS for Point Of Sale in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Wave Financial, H&R Block Company is running and its propensity to invest more and deepen its relationship with Oracle , Dream Payments , Chargebee 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 Wave Financial, H&R Block Company 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 Wave Financial, H&R Block Company 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.
Wave Financial, H&R Block Company Tech Stack and Enterprise Applications
Wave Financial, H&R Block Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Wave Financial deployed Oracle NetSuite ERP as its ERP Financial platform. Wave Financial implemented Oracle NetSuite ERP to centralize accounting and billing processes for its professional services business, aligning core finance functions under a unified application.
The implementation configured standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing, cash management and financial reporting. Configurations emphasized chart of accounts standardization, period close workflows and transaction-level audit trails consistent with mid-market financial controls.
Deployment followed a cloud SaaS architecture to provide continuous access for finance and accounting teams across the organization, with the Oracle NetSuite ERP instance hosting transactional processing and consolidated financial reporting. The deployment was sized for a 320 employee professional services firm and focused on operational coverage for finance, billing and revenue accounting functions.
Governance was formalized through role-based access controls, approval workflows for payables and receivables, and configuration of system-level segregation of duties to support control objectives. The program emphasized process standardization and system-enforced controls rather than point solutions.
|
|
|
|
|
Payment Processing | ERP |
|
2025 | 2025 |
|
|
|
|
|
Subscription and Recurring Billing | ERP |
|
2023 | 2023 |
|
Wave Financial, H&R Block Company HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Culture Amp | Legacy | Culture Amp | Employee Experience | HCM | n/a | 2022 | 2022 |
In 2022, Wave Financial implemented Culture Amp for Employee Experience. The Culture Amp instance is surfaced on a branded subdomain at wave.cultureamp.com and is referenced on Wave Financials public site, indicating a hosted, tenanted configuration using the vendor provided web presence.
Wave Financial uses Culture Amp to centralize Employee Experience capabilities, aligning the application to HR and People operations. The deployment is configured to support core category workflows such as engagement and pulse surveys, performance and development feedback loops, and people analytics for workforce sentiment and development insights.
Operational coverage is focused on Wave Financials People and HR functions across the companys approximately 320 employees, with administration and reporting managed through centralized People Ops governance. Rollout and cadence appear oriented around survey administration and analytics workflows, with Culture Amp providing the platform for employee listening and performance orchestration.
|
|
|
|
|
Employee Self Service | HCM |
|
2025 | 2025 |
|
Wave Financial, H&R Block Company ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dream Payments | Legacy | DreamPay POS | Point Of Sale | ERP Services and Operations | n/a | 2025 | 2025 |
In 2025, Wave Financial implemented DreamPay POS through a commercial partnership with Dream Payments, targeting go live in Q4 2025 to power vendor payments and payouts for Wave's small business customers in Canada. DreamPay POS is positioned within Wave's payments stack under the Point Of Sale category and is targeted at finance and supplier disbursement functions rather than exclusively merchant storefront point of sale terminals.
The public announcement describes DreamPay's embedded payments and payouts platform, therefore the implementation emphasizes embedded payment acceptance, vendor payout orchestration, and associated reconciliation and settlement workflows that align with Point Of Sale functional patterns. The source did not explicitly state deployment of merchant POS terminal modules, so module descriptions are framed around payments and payout orchestration capabilities integrated into Wave's customer workflows.
Operationally the work is scoped to Wave's small business customer base in Canada and will require integration between Wave's platform and Dream Payments to surface payment initiation and vendor disbursement flows. Rollout governance is planned as a commercial embed with a Q4 2025 go live target, implying coordination across Wave finance operations and product engineering to operationalize payout rails and customer-facing payment experiences.
|
Wave Financial, H&R Block Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2013 | 2013 |
|
Wave Financial, H&R Block Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2022 | 2022 |
|
|
|
|
|
Customer Engagement | CRM |
|
2022 | 2022 |
|
|
|
|
|
Customer Experience | CRM |
|
2022 | 2022 |
|
|
|
|
|
Customer Support | CRM |
|
2014 | 2014 |
|
|
|
|
|
Customer Support | CRM |
|
2016 | 2016 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2013 | 2013 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2012 | 2012 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2022 | 2022 |
|
|
|
|
|
Marketing Automation | CRM |
|
2013 | 2013 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Wave Financial, H&R Block Company PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2017 | 2017 |
|
Wave Financial, H&R Block Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2012 | 2012 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
Wave Financial, H&R Block Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
IT Decision Makers and Key Stakeholders at Wave Financial, H&R Block Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Co-Founder & CEO | CXO | Finance | |
|
|
|
Product Marketing Manager | Manager | Marketing | |
|
|
|
Account Manager | Manager | Sales | |
|
|
|
Senior Director, Customer Experience | Director | Customer Service | |
|
|
|
Senior Manager, CX Platforms & Enablement | Manager | Customer Service | |
|
|
|
Chief Product and Technology Officer | CXO | IT | |
|
|
|
Senior Manager, Marketing Technology | Manager | Marketing | |
|
Apps Being Evaluated by Wave Financial, H&R Block Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wave Financial, H&R Block Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wave Financial, H&R Block Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Wave Financial, H&R Block Company Technographics
Wave Financial, H&R Block Company is a Professional Services organization based in Canada,
with around 370 employees and annual revenues of $100.0 million.
Wave Financial, H&R Block Company operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Culture Amp and DreamPay POS,
covering areas like ERP Financial, Employee Experience and Point Of Sale.
Wave Financial, H&R Block Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Culture Amp and Dream Payments.
Wave Financial, H&R Block Company recently adopted applications including
DreamPay Payment Processing in 2025, DreamPay Payee Portal in 2025 and DreamPay POS in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wave Financial, H&R Block Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wave Financial, H&R Block Company’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 Wave Financial, H&R Block Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.