Grapevine, 76051, TX,
United States
Venn Technology
Venn Technology, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Venn Technology collaboration with software players such as Sage, Workato and Stripe empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| Venn Technology | Sage | Sage Intacct | ERP Financial | ERP Financial Management |
| Venn Technology | Stripe | Stripe Payments | Payment Processing | ERP Financial Management |
| Venn Technology | Workato | Workato iPaaS | iPaaS (Integration Platform as a Service) | PaaS |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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OSU Alumni Association | Non Profit | 40 | $5M | United States | Sage | Sage Intacct | ERP Financial | 2020 | In 2020, OSU Alumni Association replaced Intuit QuickBooks Desktop with Sage Intacct. The organization deployed Sage Intacct as its ERP Financial system to support a strategic switch to a subscription-based membership model, with Venn Technology managing the initial implementation. The implementation centered on core financial controls and subscription-capable accounting workflows, leveraging Sage Intacct for general ledger consolidation, accounts receivable automation, and recurring revenue billing configuration. Configuration work emphasized automated membership invoicing and financial reporting to provide the finance team with clearer transaction visibility and to support subscription lifecycle management. Post-deployment integrations extended the payment and member-facing stack, with the association’s internal tech team installing the Custom Donations platform on its website and replacing its prior gateway with Stripe. Payment capture and subscription billing were automated through the website, and transaction flows were arranged to reduce manual posting, aligning online membership activity with Sage Intacct bookkeeping processes. Governance and operational ownership shifted during the rollout, finance and membership services formalized subscription billing procedures, and the leadership team used the freed capacity to reassess member experience opportunities. The result was a stabilized ERP Financial backbone in Sage Intacct, paired with a web-facing donation and payments architecture that enabled subscription pricing and automated membership transactions on the site. | |
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Air Force Association | Non Profit | 200 | $30M | United States | Workato | Workato iPaaS | iPaaS (Integration Platform as a Service) | 2021 | In 2021, Air Force Association implemented Workato iPaaS to automate reconciliation between cloud systems, using Workato iPaaS in the iPaaS (Integration Platform as a Service) category to address slow, month long financial reporting cycles. The Board of Directors required near real time visibility into where millions of dollars originated and how funds were used, and the organization transitioned to cloud applications including Fonteva Membership built on Salesforce for member services and Sage Intacct for accounting to support that requirement. Workato was configured to run scheduled integration workflows that sync transactions nightly between Salesforce and Sage Intacct, automating mapping, segmentation, and general ledger coding. Transactions are automatically assigned the correct code in Intacct, associated with the appropriate account, and exceptions are flagged and reported for follow up, replacing manual reconciliation and data entry with automated reconciliation processes. Venn Technology recommended and implemented Workato, orchestrating cloud to cloud integration and batch processing across the finance function. The operational scope centers on accounting and finance teams, with delivery of timely financial data to executive leadership and the Board through nightly synchronization and automated exception handling. Governance and workflow changes include automated nightly reconciliation, exception reporting for follow up, and elimination of manual batch operations that previously drove month end close. Outcomes stated by the customer include over one million records synced and reconciled in 451 batches over five months, millions of dollars processed with zero manual operations, a month end close shortened by ten days, and daily up to date numbers available to leadership, captured in the CFO comment, "Now we have up to date numbers every day. When the finance team walks into work, they can get the numbers while still drinking their first cup of coffee." | |
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Spoken Worldwide | Non Profit | 30 | $4M | United States | Workato | Workato iPaaS | iPaaS (Integration Platform as a Service) | 2018 | In 2018, Spoken Worldwide deployed Workato iPaaS, an iPaaS (Integration Platform as a Service), to automate and synchronize donor management, accounting, CRM, and email marketing workflows. The implementation was executed with Venn Technology leading recipe development and focused on removing manual CSV exports and imports while increasing data visibility between systems used by the operations and finance functions. The deployment centered on Workato iPaaS recipe automation, including a scheduled batch recipe that moves donations from Salesforce into Intacct and creates Intacct Journal Entries daily except Saturdays and Sundays. Additional real time recipes trigger on donation create or update events to push records from Salesforce to Intacct with duplicate checking logic to avoid record duplication, and transformation steps to map fields and strip out fees when required. Workato recipes were cloned and modified to accommodate a new donation source collected by the Apsona suite, demonstrating modular recipe configuration and rapid change capability. Integrations implemented include Salesforce for donor and contact management, Intacct for accounting and journal entries, MailChimp for email marketing, and Apsona as a Salesforce donation capture layer. The integration footprint covered fundraising, accounting, and marketing workflows, enabling bidirectional visibility of customer and donation data across those business functions. Venn Technology delivered the connector recipes that orchestrate batch jobs, event driven triggers, data mapping, and deduplication checks. Governance and operational ownership rested with Spoken Worldwide operations leadership, notably the Operations Manager who reduced manual data entry responsibilities, while Venn Technology provided implementation and ongoing recipe updates. The rollout path included an initial integration and subsequent recipe iterations to address changes in source systems and accounting coding requirements, leveraging recipe cloning to accelerate updates and preserve operational continuity. Outcomes reported by Spoken Worldwide include the elimination of manual export and import steps, improved reporting and financial visibility across Salesforce and Intacct, and time savings for the Operations Manager estimated at approximately 10 hours per week or at least 2 hours daily. Workato iPaaS enabled automated batch and real time synchronization that improved data quality and allowed staff to reallocate time from manual data entry to higher value tasks. | |
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Non Profit | 40 | $5M | United States | Stripe | Stripe Payments | Payment Processing | 2020 |
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Buyer Intent: Companies Evaluating Venn Technology Services
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