TransactionTree
TransactionTree is a privately held, bootstrapped Atlanta-based software company that provides an AI-powered Retail Operations Platform, including patented digital receipts, the Clerkless customer data platform, and omnichannel marketing, to hundreds of retail and transaction-oriented brands across thousands of store locations globally.
- Company typePrivate
- Founded2009
- HeadquartersDunwoody, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What TransactionTree does
TransactionTree is a privately held, bootstrapped retail technology company founded in 2009 and headquartered in the Atlanta Perimeter area, operating a 11-50 employee team serving hundreds of retail and transaction-oriented brands across thousands of store locations globally. The company sells an AI-powered Retail Operations Platform organized into three integrated pillars: Digital Transformation (eReceipts, Clerkless self-service customer data platform, Text To Pay, Digivize, Sales Audit), Marketing Engagement (Loyalty, 1:1 Campaigns, CRM, Clienteling, Omni-Channel, Customer Service), and Merchandising Execution (Customer Intelligence, Promotions, Pricing, Loss Prevention, Returns Management, Retail Media Network), with sub-brands Clerkless, BranchedOut, DynamicDigital, Lynxs, and LtsChat extending into omnichannel marketing, location master data, and text-to-pay.
The platform is anchored by US Patent 8,643,875 covering its digital receipt method and dynamic link activation, and integrates with 18+ enterprise POS systems (NCR, Oracle, Aptos, Toshiba, Veras, Mi9, Retail Pro) plus payment terminal and infrastructure partners (Verifone, Ingenico, GlobalPayments, Microsoft, Salesforce, IBM, HP) through built-in, API, SMTP, Print Driver, and Plugin integration options. Customer Lifetime Value analytics and AI-driven personalization power recommendation, marketing automation, and post-purchase engagement workflows. Named enterprise customers include Dollar General, American Eagle Outfitters, Hertz, ALDO, DKNY, Harmons, Lowe's Foods, Princess, Spencer's, Thrifty, and GIII, with deployment extending to Travel, Hospitality, Healthcare, Financial, and Services verticals.
Revenue is generated through per-store-location annual subscription licensing sold direct to enterprise retailers and through an extensive POS reseller and Partner Program channel with revenue sharing for POS OEMs, resellers, and developers. Go-to-market combines direct enterprise field sales with event-driven demand generation, including 15 consecutive years at NRF Big Show and sponsorships such as RetailROI SuperSaturday. In January 2026 the company underwent a leadership transition, appointing Kevin Saum (former senior leader at Tulip Retail, Aptos, Zebra, and Blue Yonder) as CEO while co-founders Jason Shapiro, Jose Jimenez, and Chris Wilson moved into Chief Innovation Officer, COO, and CTO roles respectively; the company simultaneously added Scott Simonton as SVP of Sales Operations and Susan Freimuth as VP of Client & Partner Relations, and relocated headquarters to The River Ridge.
TransactionTree firmographics
Firmographics- Name
- TransactionTree
- Legal name
- TransactionTree, Inc.
- Website
- https://transactiontree.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- TransactionTree is a privately held, bootstrapped Atlanta-based software company that provides an AI-powered Retail Operations Platform, including patented digital receipts, the Clerkless customer data platform, and omnichannel marketing, to hundreds of retail and transaction-oriented brands across thousands of store locations globally.
- Ownership category
- akta.pro rank
TransactionTree industry classification
Industry- Product category
- Retail Operations Software
- akta.pro primary industry
- Merchant Acquiring & Processing Platforms (BPAMAFAB)
Keywords
Where TransactionTree is headquartered
LocationHeadquarters
- HQ city
- Dunwoody
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
TransactionTree business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Digital Receipt Licensing: Annual licensing model where each store location requires its own license. Billing is structured on an annual basis providing predictable expenses for budgeting purposes. Can be purchased directly from TransactionTree or through POS reseller partners.
- Omnichannel Marketing Platform: Marketing engagement platform providing personalized customer experiences across multiple channels including email, SMS, web notifications, and social media remarketing.
- Partner Program Revenue Sharing: Partners including Point-of-Sale Companies, Resellers, and Developers benefit from revenue-sharing models when selling TransactionTree's digital receipt solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Per Store Location License |
| Subscription | Annual | Enterprise Custom Pricing |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
TransactionTree product offering
Product offeringCore offering
TransactionTree develops and sells an AI-powered Retail Operations Platform that combines Digital Transformation, Marketing Engagement, and Merchandising Execution solutions for retailers and other transaction-oriented enterprises. Its flagship offering is a patented digital receipt solution that converts paper receipts into dynamic, personalized digital communications integrated with point-of-sale and eCommerce systems, supported by the Clerkless self-service customer data platform and the BranchedOut omnichannel marketing platform.
Product overview
TransactionTree is an AI-powered retail operations platform built in close partnership with retailers. The platform operates as a unified system with three core solution pillars: Digital Transformation (including eReceipts, Clerkless, Text To Pay, Digivize, and Sales Audit), Marketing Engagement (including Loyalty, 1:1 Campaigns, CRM, Clienteling, Omni-Channel, and Customer Service), and Merchandising Execution (including Customer Intelligence, Promotions, Pricing, Loss Prevention, Returns Management, and Retail Media Network). The platform also includes a dedicated Omnichannel Marketing sub-brand called BranchedOut, and supports Customer Lifetime Value (CLV) analytics and AI & Agent technologies. The system integrates with 18+ POS platforms including NCR, Oracle, Aptos, Toshiba, Retail Pro, Veras, and Mi9, and offers API, SMTP, Print Driver, and Plugin integration options.
Differentiator
Problem solved
Functional benefit
Brands
- Clerkless: Self-service customer data platform enabling customer registration and data capture at point-of-sale using mobile phone numbers.
- DynamicDigital
- BranchedOut
- Lynxs
- LtsChat
Products and services
- TransactionTree Retail Operations Platform AI-powered retail operations platform unifying Digital Transformation, Marketing Engagement, and Merchandising Execution capabilities with CLV analytics and AI-driven personalization, sold to enterprise retailers on an annual per-store-location subscription.
- eReceipts (Digital Receipts) Patented digital receipt solution that transforms traditional paper receipts into dynamic, two-way marketing channels with personalized content and seamless integration with POS and eCommerce systems. Sold to enterprise retailers via direct sales and POS reseller channels.
- Clerkless Self-service customer data platform that enables customers to register or update information using just a mobile phone number, with instant registration, decentralized data management, end-to-end encryption, and self-destructing links. Sold to retailers seeking clerkless POS interactions and high-conversion customer data capture.
- BranchedOut Omnichannel Marketing Platform Omnichannel marketing platform that delivers personalized customer experiences across email, SMS, web notifications, mobile push, Google remarketing, and Facebook retargeting, sold to retailers seeking to orchestrate cross-channel engagement.
- LtsChat (Text-to-Pay) Text-to-pay and mobile payment solution enabling customers to receive and pay bills via text message, sold as part of TransactionTree's Digital Transformation portfolio for retailers and service providers.
- Lynxs (Location Master Data Management) Location master data management solution for organizing and maintaining accurate store location information across an enterprise retailer's footprint, sold as part of the TransactionTree ecosystem.
Quantifiable outcome
- 80% customer data capture conversion rate
- +2 more outcomes
Companies that use TransactionTree
Customer profileNamed customers11 records
Segments6 records
Ideal customer profiles2 records
TransactionTree technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration21 records
AI capability4 records
Feature6 records
TransactionTree partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core.
- FlooidcorePartnership between leaders in commerce platform and digital receipt solutions to make retail more efficient through better customer journeys. The partnership was renewed in 2026.
- PCMScorePartnership to deliver point-of-sale eReceipts combining PCMS POS expertise with TransactionTree's digital receipt technology.
- Retail Pro InternationalcorePartnership to promote digital receipts for Retail Pro POS platform. TransactionTree's eReceipt solution enables retailers using Retail Pro to offer eco-friendly digital receipts and one-to-one marketing tools to drive return business and customer relationships.
- TorexcorePartnership to provide paperless receipts for true omni-channel retail experience through Torex POS systems.
- JDA SoftwarecorePartnership to help retailers 'see green' by integrating TransactionTree's digital receipt solutions with JDA Software's retail management systems.
- Hypercom CorporationcorePartnership to introduce paperless receipts for multilane retailers using Hypercom's Optimum L4150 payment terminals. TransactionTree's application enables major retailers to switch to electronic receipts, reduce paper costs, and protect natural resources.
- NCRcorePrebuilt POS integrations including NCR ISS45, NCR ACS, and NCR Counterpoint for seamless digital receipt and customer data capture integration.
- OraclecorePrebuilt POS integrations for Oracle Xstore, Oracle Retail-J, Oracle Tradewind, and Oracle OPOS systems.
- AptoscorePrebuilt integrations for Aptos One and Aptos Store point-of-sale platforms.
- ToshibacorePrebuilt integrations for Toshiba ACE and Toshiba ELERA POS systems.
- Veras RetailcorePrebuilt integrations for Veras WinDSS and Veras Checkout POS platforms. Global digital receipt solution provider for Veras.
- Mi9corePrebuilt integrations for Mi9 Mosaic and Mi9 Raymark POS systems. The only global digital receipt solution for Mi9 Retail.
- VerifonecoreTechnology partnership with Verifone for payment terminal integration and digital receipt delivery.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
TransactionTree competitors and assessment
Company assessmentDirect peers
- Lightspeed Commerce: Lightspeed is a commerce platform for retail and hospitality that natively delivers digital receipts, customer profiles, and marketing tools from its POS. TransactionTree is a listed Lightspeed integration partner, indicating direct overlap in digital receipt delivery at the point-of-sale.
- Block (Square): Square is a payment and POS platform that includes digital receipt delivery and customer engagement as native features within its merchant ecosystem. It competes head-on with TransactionTree's core receipt functionality for SMB and mid-market retailers.
- NCR Voyix: NCR Voyix is a major retail technology platform with POS systems (ISS45, ACS, Counterpoint) that integrate with TransactionTree but also offer their own customer engagement and receipt capabilities, making it both a partner and a competitive threat.
- Aptos: Aptos provides retail technology solutions including POS (Aptos One, Aptos Store) and broader retail engagement platforms. TransactionTree's new CEO Kevin Saum previously held senior leadership at Aptos, underscoring the strategic overlap in retail technology stacks.
Broad incumbents
- Shopify: Shopify is a broad commerce platform that natively delivers digital receipts, customer profiles, and marketing automation across its merchant base. While focused on e-commerce rather than in-store POS, Shopify's reach into omnichannel retail overlaps with TransactionTree's customer engagement offerings.
- Salesforce Commerce Cloud / Marketing Cloud: Salesforce offers CRM, marketing automation, and customer engagement platforms widely deployed by enterprise retailers. TransactionTree integrates with Salesforce CRM, but Salesforce's Marketing Cloud competes directly with BranchedOut for omnichannel campaign execution.
Emerging players
- Klaviyo: Klaviyo is a customer data and marketing automation platform purpose-built for retail and e-commerce brands. Its capabilities in personalized messaging, segmentation, and lifecycle marketing overlap with TransactionTree's BranchedOut omnichannel marketing platform.
- Yotpo: Yotpo is a retail marketing platform providing loyalty, reviews, SMS marketing, and customer data capabilities for retailers and brands. It overlaps with TransactionTree's Marketing Engagement suite including loyalty, 1:1 campaigns, and omnichannel messaging.
- Punchh: Punchh is a loyalty and customer engagement platform purpose-built for retail and restaurant chains. It addresses overlapping retailer pain points (loyalty, customer data capture, personalized engagement) that TransactionTree targets with its Marketing Engagement module.
Others
- Airship: Airship is a mobile app experience platform providing push notifications, in-app messaging, and omnichannel customer engagement. While not a direct receipt competitor, its mobile engagement capabilities overlap with TransactionTree's SMS and mobile notification channels within BranchedOut.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
TransactionTree social profiles
Digital presenceTransactionTree financial estimates
Financial estimateRevenue estimate
Valuation estimate
TransactionTree leadership team
Management profileNumber of profiles
Profiles7 records
TransactionTree funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
TransactionTree M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about TransactionTree
What does TransactionTree do?
TransactionTree develops and sells an AI-powered Retail Operations Platform that combines Digital Transformation, Marketing Engagement, and Merchandising Execution solutions for retailers and other transaction-oriented enterprises. Its flagship offering is a patented digital receipt solution that converts paper receipts into dynamic, personalized digital communications integrated with point-of-sale and eCommerce systems, supported by the Clerkless self-service customer data platform and the BranchedOut omnichannel marketing platform.
Is TransactionTree a public or private company?
TransactionTree is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was TransactionTree founded?
TransactionTree was founded in 2009. It employs 11 to 50 people.
Where is TransactionTree based?
TransactionTree is headquartered in Dunwoody, United States, in the North America region.
How does TransactionTree make money?
Three revenue lines are on record. Digital Receipt Licensing is the primary driver. The others are omnichannel Marketing Platform and partner Program Revenue Sharing.
Who are TransactionTree's main competitors?
Direct peers on record are Lightspeed Commerce, Block (Square), NCR Voyix and Aptos. Broad incumbents are Shopify and Salesforce Commerce Cloud / Marketing Cloud. Emerging players are Klaviyo, Yotpo and Punchh. Airship is listed as an others.
Does TransactionTree have an API?
Yes. The API option from TransactionTree is specifically designed to cater to more intricate systems or tailored solutions, enabling a direct connection to their robust web services. Users can utilize comprehensive API documentation to ensure a smooth and seamless integration, enhancing the adaptability and functionality of their systems.
What industry is TransactionTree in?
TransactionTree's product category is Retail Operations Software. Its primary akta.pro industry code is BPAMAFAB, Merchant Acquiring & Processing Platforms.