AscendoSoft
AscendoSoft is a Redmond, WA-based independent software vendor providing address cleansing, batch automation utilities, and document management software for credit unions, banks, and other organizations on Fiserv DNA, Broadcom AppWorx/Automic, and Ellucian Banner platforms, supplemented by compliance software and IT consulting services.
- Company typePrivate
- Founded2009
- HeadquartersRedmond, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AscendoSoft does
AscendoSoft Inc. is a Redmond, Washington-based independent software vendor founded in October 2009 by three former AppWorx Corporation engineers — Alex Givens (CTO), Brian Miller (COO), and James Holck (CSO). The company builds niche, integration-focused software for financial institutions and a set of adjacent verticals, with its core franchise centered on address verification, cleansing, and change-of-address management for credit unions and banks running Fiserv DNA. Its Address Management Suite integrates directly into the DNA core application database (rather than via extract-transform-load), and is complemented by the CLEAN_Entry real-time verification module, the Change of Address Manager, and address intelligence workflows that the company quantifies at up to 85% reduction in returned mail and roughly $50,000 in annual savings per customer.
The second product franchise is automation utilities for Broadcom AppWorx and Automic (UC4) environments: the AccurSee Suite compares batch environments (DNA-to-DNA, AppWorx-to-AppWorx, DNA-to-AppWorx) and auto-corrects mismatched parameters; Widgets provide pre-built automation for WinZip, PGP, SQL Server, WinSCP, and PowerShell; and Auto-RC extends job management to mobile devices via Microsoft Teams and email. The company monetizes primarily through annual software subscriptions, supplemented by a Professional Services practice with 20+ year consultants covering AppWorx, Automic, Fiserv DNA, and Ellucian Banner implementations and training. Two acquisitions — Imagine Document Solutions (DigitalDrawer, 2013) and Boyer Safety Services (2017) — added an SMB document management franchise and a cloud OSHA/Cal-OSHA/DOT/HIPAA compliance franchise respectively, extending the customer base beyond the Fiserv DNA ecosystem.
Go-to-market is enterprise field sales to credit unions and community banks, augmented by a partner/reseller channel (ToolCASE for Fiserv DNA delivery, Runner EDQ for address verification, Evisions for DataMasque reselling), industry-conference presence, webinars, customer day events, and a self-serve website channel for the DigitalDrawer and Boyer product lines. AscendoSoft operates primarily in the United States with a foothold in Canada, has no external investors or parent company, and is currently sized at 11–50 employees.
AscendoSoft firmographics
Firmographics- Name
- AscendoSoft
- Legal name
- AscendoSoft Inc.
- Website
- https://ascendosoft.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AscendoSoft is a Redmond, WA-based independent software vendor providing address cleansing, batch automation utilities, and document management software for credit unions, banks, and other organizations on Fiserv DNA, Broadcom AppWorx/Automic, and Ellucian Banner platforms, supplemented by compliance software and IT consulting services.
- Ownership category
- akta.pro rank
AscendoSoft industry classification
Industry- Product category
- Banking and Financial Services Software
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Database/Application Data Layer Modernization (DB migration, ORM, caching) (BPAEAFAL)
- akta.pro secondary industries
- Data Privacy, Consent & Compliance Management (HDAEADAG), Process & Case Management Low-Code Platforms (HDAEAKAE)
Keywords
Where AscendoSoft is headquartered
LocationHeadquarters
- HQ city
- Redmond
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
AscendoSoft business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: Subscription-based pricing model for Address Management Suite, Automation Utilities, DigitalDrawer, and Boyer Safety & Compliance Suite. Provides low-cost entry with rapid ROI. Subscription model allows customers to avoid large capital outlays.
- Professional Services: Business and IT consulting services for AppWorx/Automic, Fiserv DNA, Ellucian Banner implementations. Consultants have over 20 years of experience. Services include automation, administration, training, and health checks.
- Partner Reseller Revenue: Revenue from reselling partner products including Runner EDQ address verification and Evisions DataMasque to Fiserv DNA customer base.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Subscription-based pricing with annual billing |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
AscendoSoft product offering
Product offeringCore offering
AscendoSoft develops and sells subscription-based software products that bolt onto Fiserv DNA core banking systems (Address Management Suite, CLEAN_Entry) and AppWorx/Automic workload automation platforms (AccurSee Suite, Widgets, Auto-RC). The portfolio also includes DigitalDrawer for digital document management and the Boyer Safety & Compliance Suite for workplace safety programs, with professional services supporting implementation and customization across these platforms.
Product overview
AscendoSoft offers a portfolio of industry-specific software solutions and professional services. The core product line includes: Address Management Suite for Fiserv DNA (address verification, cleansing, workflow automation, and change of address management); Automation Utilities including AccurSee Suite (environment comparison for AppWorx/Automic and DNA), Widgets (file actions, compression, encryption, PowerShell automation), and Auto-RC (mobile job management via Microsoft Teams/email); DigitalDrawer (document management software acquired in 2013); and Boyer Safety & Compliance Suite (cloud-based OSHA/compliance software acquired in 2017). The Professional Services team provides consulting and training for AppWorx, Automic, Fiserv DNA, and Ellucian Banner. The company was founded in 2009 and is headquartered in Redmond, WA.
Differentiator
Problem solved
Functional benefit
Brands
- DigitalDrawer: Electronic file cabinet software for document scanning, secure storage, organization, and retrieval. Helps businesses achieve paperless office benefits.
- Boyer Safety & Compliance Suite
- Address Management Suite for Fiserv DNA
- Automation Utilities
Products and services
- Address Management Suite for Fiserv DNA Subscription software suite that runs natively inside Fiserv DNA to standardize, cleanse, verify, and maintain customer addresses without an ETL pipeline, including the Change of Address Manager module for ongoing address hygiene.
- CLEAN_Entry (Real-Time Address Verification) Real-time address verification component of the Address Management Suite that validates and standardizes U.S. and Canadian addresses at the point of data entry in Fiserv DNA screens, reducing undeliverable mail from new account openings and member maintenance.
- AccurSee Suite Suite of three products (AccurSee for DNA, AccurSee for AppWorx, and AccurSee DNA to DNA) that bring visibility, exception handling, and accuracy checks to AppWorx/Automic workload automation environments, used by operations and IT teams running large financial-services job streams.
- Widgets for AppWorx Pre-built utility widgets that extend AppWorx with common operational tasks and shortcuts, allowing AppWorx administrators and operators to perform routine functions more quickly without custom coding.
- Auto-RC Automation utility for AppWorx/Automic that automates the recovery and clean-up of failed or problematic automation jobs, reducing manual intervention by operations teams.
- DigitalDrawer Cloud-based digital document management system that allows organizations to capture, store, retrieve, and share documents electronically, replacing paper-based filing and records management, with particular focus on institutions such as credit unions and higher-education users.
- Boyer Safety & Compliance Suite Subscription workplace safety and compliance platform that bundles pre-built safety content (programs, policies, forms, and training) with operational tools such as incident, hazard, and job-management workflows via Microsoft Teams, targeted at organizations needing formal safety programs without building the content internally.
- DataMasque Data masking tool resold by AscendoSoft from Evisions, used in higher-education IT environments (notably Ellucian Banner customers) to protect sensitive data in non-production and test environments.
- Professional Services Consulting, implementation, training, and customization services for AscendoSoft's four primary platforms: AppWorx/Automic, Fiserv DNA, Ellucian Banner, and AscendoSoft's own suite offerings; delivered against fixed-scope or time-and-materials engagements to enterprise customers.
Quantifiable outcome
- Reduced returned mail by up to 85% with Address Management Suite
- +5 more outcomes
Companies that use AscendoSoft
Customer profileNamed customers27 records
Segments6 records
Ideal customer profiles4 records
AscendoSoft technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration13 records
Feature7 records
AscendoSoft partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- ToolCASE LLCcoreToolCASE specializes in remote Oracle Database Administration, Linux/Unix System Administration, and System Storage Administration, focusing on Fiserv DNA customers. AscendoSoft and ToolCASE jointly collaborate on marketing and service delivery in the Fiserv DNA marketplace. Both companies have common customers and work together in accounts with ToolCASE providing standardized database configurations and strong DBA services while AscendoSoft delivers automation solutions.
- EvisionscoreEvisions is a leading provider of Higher Education software. AscendoSoft resells Evisions' DataMasque Personal Data Transformation Solution to Open Solutions DNA core customers. DataMasque helps institutions protect personally identifiable information in training, test, and development environments.
- Runner Technologies (now Runner EDQ)coreRunner Technologies is a leader in the Address Quality market providing address verification, standardization, and enhancement software. AscendoSoft resells and integrates Runner's CLEAN_Address() product into the Credit Union and Banking marketplace, initially targeting Fiserv DNA customers.
- UltraBac SoftwareminorUltraBac Software provides reliable backup and disaster recovery software including UBDR Gold. AscendoSoft partnered to market UltraBac's products to Credit Unions and Community Banks as a Value-Added Reseller, leveraging expertise in Credit Unions and Banking applications.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
AscendoSoft competitors and assessment
Company assessmentDirect peers
- Evisions: Evisions is a higher-education-focused software provider that has a direct reseller partnership with AscendoSoft for DataMasque into the Fiserv DNA customer base. It is comparable in size, target market (education and core banking), and channel-based go-to-market motion, making it the most direct peer.
- ToolCASE: ToolCASE provides remote database administration and system administration services for Fiserv DNA customers and co-markets with AscendoSoft in the same Fiserv DNA marketplace. It competes for the same IT budget at the same credit union and community bank accounts.
- Melissa Data (Melissa): Melissa provides address verification, data quality, and identity verification services widely used in financial services. It is a direct competitor in address cleansing and data quality, with comparable APIs, batch, and real-time offerings.
- Delphix: Delphix is a leading data masking and test data management platform. AscendoSoft resells Evisions DataMasque, which is in the same product category, making Delphix a relevant adjacent peer in the data-masking / PII protection segment.
- VelocityEHS: VelocityEHS is a leading EHS (environment, health, and safety) software provider covering OSHA compliance, training, and safety management. It competes directly with AscendoSoft's Boyer Safety & Compliance Suite in the same regulatory content and SMB/mid-market buyer profile.
Broad incumbents
- Experian Data Quality (QAS): Experian Data Quality (QAS / Trillium) is a market leader in address verification, standardization, and master data management. It competes head-to-head with AscendoSoft's Address Management Suite but at much larger scale, with broader geographic coverage and a wider data-quality portfolio.
- GBG Loqate: GBG Loqate is a global address verification and data quality platform serving financial services, e-commerce, and CRM use cases. It is a competitor to AscendoSoft's address cleansing and CLEAN_Entry offerings, with international reach and a broader product set.
- Laserfiche: Laserfiche is an established enterprise content management and document management platform. It competes with AscendoSoft's DigitalDrawer product in document scanning, storage, and workflow for SMB and regulated enterprises.
- Broadcom (AppWorx / Automic): Broadcom owns the AppWorx and Automic Workload Automation platforms that AscendoSoft's AccurSee, Widgets, and Auto-RC products extend. As the underlying platform vendor, Broadcom defines the roadmap and ecosystem economics that AscendoSoft depends on.
Emerging players
- M-Files: M-Files is a metadata-driven document management platform serving SMB and mid-market customers. It is comparable to DigitalDrawer in target segment and feature set, with a stronger modern cloud and AI story.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
AscendoSoft social profiles
Digital presenceAscendoSoft financial estimates
Financial estimateRevenue estimate
Valuation estimate
AscendoSoft leadership team
Management profileNumber of profiles
Profiles3 records
AscendoSoft subsidiaries and ownership
Company hierarchySubsidiaries2 records
AscendoSoft funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AscendoSoft M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AscendoSoft
What does AscendoSoft do?
AscendoSoft develops and sells subscription-based software products that bolt onto Fiserv DNA core banking systems (Address Management Suite, CLEAN_Entry) and AppWorx/Automic workload automation platforms (AccurSee Suite, Widgets, Auto-RC). The portfolio also includes DigitalDrawer for digital document management and the Boyer Safety & Compliance Suite for workplace safety programs, with professional services supporting implementation and customization across these platforms.
Is AscendoSoft a public or private company?
AscendoSoft is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AscendoSoft founded?
AscendoSoft was founded in 2009. It employs 11 to 50 people.
Where is AscendoSoft based?
AscendoSoft is headquartered in Redmond, United States, in the North America region.
How does AscendoSoft make money?
Three revenue lines are on record. Software Subscriptions are the primary driver. The others are professional Services and partner Reseller Revenue.
Who are AscendoSoft's main competitors?
Direct peers on record are Evisions, ToolCASE, Melissa Data (Melissa), Delphix and VelocityEHS. Broad incumbents are Experian Data Quality (QAS), GBG Loqate, Laserfiche and Broadcom (AppWorx / Automic). M-Files is listed as an emerging player.
Does AscendoSoft have an API?
No public API is recorded for AscendoSoft.
What industry is AscendoSoft in?
AscendoSoft's product category is Banking and Financial Services Software. Its primary akta.pro industry code is BPAEAFAL, Database/Application Data Layer Modernization (DB migration, ORM, caching), with a secondary code of HDAEADAG, Data Privacy, Consent & Compliance Management. Its NAICS code is 54151 and its SIC code is 7372.