OneSource

What OneSource does

OneSource (legal entity ONESOURCE, Inc., a Delaware corporation) is a privately held customer communication management (CCM) and statement processing company founded in 2003 and headquartered in Buffalo Grove, Illinois, with an additional operational site in Lisle, Illinois. The company operates a single integrated platform that consolidates five product lines: Customer Communication Management (omnichannel delivery across mail, mobile, tablet, SMS, EBPP, and secure email with responsive web design), Critical/Transactional Mail (high-speed full-color statement printing and mailing with intelligent inserting and next-business-day turnaround), Payment Processing (PCI-compliant tokenized payments supporting credit cards, ACH, mobile wallets, IVR, and voice-based options), Returned Mail Solutions (automated undeliverable mail processing using proprietary Address Management Software), and Business Continuity Services (print/mail disaster recovery and SLA overflow relief). The platform is anchored by a proprietary technology called UXP™ (Unbreakable Exchange Protocol) that maintains data encryption throughout processing, and the company's facilities hold SSAE 16 SOC 2, ISO 9001:2008, and PCI-DSS certifications.

The company serves 40+ clients ranging from local businesses to Fortune 500 enterprises, with a heavy concentration in regulated verticals including utilities, healthcare, financial services, telecommunications, and home security. Monthly production capacity exceeds 20 million statements across multiple facilities, and OneSource claims its Returned Mail Solution can cut returned mail costs by up to 70% and generate average net savings of $500,000+ annually per client. Revenue is generated primarily through per-statement/per-job transaction fees for print and mail services, transaction-based payment processing, and managed-service or subscription contracts for business continuity and returned mail.

OneSource sells exclusively through direct enterprise field sales led by the VP of Sales (Peter Walsh) and President (Tim Carlson), with a proof-of-concept validation process before contract signing. Distribution is supported by trade show participation (DRJ, MAILCOM, Xplor, Graph Expo, IASA, National Postal Forum) and sponsorship of the Mid-Penn Chapter of the Association of Contingency Planners. The most significant strategic action on record is the July 2018 acquisition of Valid's Disaster Recovery Business, which extended the Business Continuity Services division and added clients in telecom and home security. Leadership consists of CEO Miguel A. Martinez, President Tim Carlson, COO Tom Mason, and VP/GM of Business Continuity Ron Stott, with the company employing 251–500 people. Revenue, funding, and ownership details are not publicly disclosed.

Name

OneSource

Legal name

ONESOURCE, Inc.

Website

https://onlyonesource.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

251–500 employees

Short description

OneSource (ONESOURCE, Inc.) is a privately held Delaware corporation providing integrated billing, customer communication management, payment processing, returned mail, and business continuity services to 40+ enterprise clients including Fortune 500 companies across utilities, healthcare, financial services, and telecom verticals.

Ownership category

akta.pro rank

Headquarters

HQ city

Buffalo Grove

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Supply Chain, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Statement Printing and Transactional Mail Services: High-volume full-color statement printing, composition, data processing, postal processing (CASS, PAVE, NCOA, IMB compliant), printing, folding, inserting and mailing. Revenue derived from per-statement or per-job pricing based on volume and customization.
2. Payment Processing Services: PCI-compliant tokenized payment platform handling credit card, ACH debit, echeck, lockbox, kiosk, POS, mobile wallets (PayPal, Apple Pay, Google Pay, etc.), IVR, and agent-assisted payments. Revenue likely derived per transaction.
3. Business Continuity and Disaster Recovery Services: Complete print and mail disaster recovery and SLA relief services. Includes electronic document recovery, overflow relief, and ongoing testing. Revenue likely via subscription or retainer for guaranteed capacity and response.
4. Returned Mail Solutions: Automated returned mail processing including address correction, customer location, and resolution services. Billed per returned mail item or as a managed service contract.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

OneSource is a single integrated billing and customer communication platform that consolidates high-volume statement printing and mailing, multi-channel customer communications and preference management, PCI-compliant payment processing, automated returned mail resolution, and print/mail business continuity and disaster recovery into one unified service offering. The platform targets large enterprise service providers in utilities, healthcare, financial services, and telecommunications with monthly production capacity exceeding 20 million statements.

Product overview

OneSource is a single billing system solution that consolidates all consumer communications needs for large service providers into one unified platform. The portfolio comprises five integrated products: Customer Communication Management (Preference Management) for omnichannel customer communications; Critical/Transactional Mail for high-speed full-color printing and mailing; Payment Processing for PCI compliant tokenized payments; Returned Mail Solutions for undeliverable mail automation; and Business Continuity Services for disaster recovery and SLA relief. These products work together to provide a complete customer communication experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Customer Communication Management
• Critical/Transactional Mail High-speed, full-color printing and mailing services for transactional documents featuring cloud-based self-service tools, intelligent inserting, next business day turnaround, and complete address correction and mailing capabilities. Built for enterprises with high-volume billing and transactional document needs.
• Payment Processing PCI compliant tokenized payment platform supporting multiple payment options including credit cards, ACH debit, mobile wallets (PayPal, Apple Pay, Google Pay, Amazon Pay, Venmo), voice payments (Alexa), IVR, and agent-assisted payments. Designed to reduce or eliminate PCI compliance risk for billers through tokenization.
• Returned Mail Solutions (RMS) Fully automated, integrated solution for managing undeliverable mail returned by USPS. Incorporates physical document capture, proprietary Address Management Software, data workflow, and process automation to locate customers, correct addresses, and ensure bills and documents are delivered. Billed per returned mail item or as a managed service contract.
• Business Continuity Services Complete print and mail disaster recovery and SLA relief services providing business continuity for companies with in-house print operations. Includes electronic document recovery, overflow relief, ongoing testing, and physical/data security. Revenue is earned via subscription or retainer for guaranteed capacity and response. Expanded through the July 2018 acquisition of Valid's Disaster Recovery Business.

Quantifiable outcome

• Returned mail costs reduced by up to 70%
• +4 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature6 records

Partnerships

One partnership is on record.

• Valid (Valid USA)coreStrategic or Co-development Partner · 25 July 2018OneSource acquired Valid's Disaster Recovery Business in the USA, a Delaware Corporation headquartered in Lisle, IL. The acquisition brings Valid's disaster recovery clients to OneSource and expands OneSource's Business Continuity Service Division for the Print and Mail Industry. Valid continues to operate and increase market share in all other lines of business including Data Solutions, Payment Solutions, Mobile Solutions, Identity Solutions, and Digital Marketing and Digital Certification. The acquisition increases OneSource's presence in core printing markets and new industry verticals such as telecommunications, home security, healthcare, financial services, and utilities.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Doxim: Doxim is a CCM, print/mail and bill payment provider serving utilities, healthcare and financial services with an integrated platform — the closest direct functional peer to OneSource's billing-and-communications offering.
• Quadient: Quadient is a global leader in customer communications management and customer experience software, competing head-to-head with OneSource for enterprise CCM mandates across regulated industries.
• Toppan Merrill: Toppan Merrill provides financial communications, regulated statement composition and digital/experiential solutions for capital markets and corporate clients, directly overlapping with OneSource's statement production and CCM focus.
• Harte Hanks: Harte Hanks delivers multi-channel direct marketing, customer care and data-driven communications services, comparable to OneSource's customer communication management and returned mail remediation workflows.
• IWCO Direct: IWCO Direct is a data-driven direct mail and marketing services provider operating large production facilities — directly comparable to OneSource's high-volume transactional print/mail and statement operations.

Broad incumbents

• OpenText: OpenText (via its Exstream/Documentum heritage) is a large enterprise software incumbent offering CCM and document generation alongside a much broader ECM portfolio, competing with OneSource's HP Exstream-enabled statement composition.
• Pitney Bowes: Pitney Bowes is a long-standing incumbent in mail, shipping and document technology with significant production mail operations — comparable as a broader incumbent in outbound communications and business services.
• Conduent: Conduent is a large business process services provider with commercial print/mail and customer communications lines serving regulated industries, paralleling OneSource's enterprise BPO/print-and-mail positioning at significantly larger scale.
• Ricoh USA: Ricoh USA provides managed document services and production print solutions, comparable to OneSource's high-volume statement printing, intelligent inserting, and document workflow/recovery offerings.
• Lexmark: Lexmark delivers managed print services, content management and workflow solutions, comparable in production print and document services to OneSource's high-speed full-color mail and document recovery operations.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/one2one-communications

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OneSource