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Red Oak Tech Stack

Compliance automation platform for financial services marketing and operations

Software Development Austin, Texas 51–200 employees Founded 2010 Privately Held
redoak.com LinkedIn

Red Oak operates a compliance platform purpose-built for financial services, unifying marketing review, content distribution, and operational workflows. The tech stack reveals a finance-operations focus (Sage Intacct, Bill.com, Avalara, Ramp) layered with customer engagement tools (Salesforce, HubSpot, Outreach), and they're actively adopting GPT and Pendo while building out an AI product roadmap—indicating a shift toward AI-native UX and analytics. Internal projects span SaaS revenue recognition, multi-system integrations, and client health scoring, while pain points center on scaling accounting and reducing compliance review friction.

Tech Stack 28 technologies

Core StackSalesforce Bill.com RAG Vue Angular React JavaScript Cursor C# .NET MySQL Jira Confluence HubSpot Gong Freshdesk Zendesk Sage Intacct Avalara Ramp Jakarta EE NoSQL LinkedIn Sales Navigator Outreach Pendo
AdoptingPendo GPT

What Red Oak Is Building

◆Challenges

  • Legacy-to-modern integration
  • Transitioning from outsourced to in-house accounting
  • Scaling accounting function
  • Optimizing accounting stack
  • Compliance review inefficiencies
  • Legal workload growth
  • Acquisition integration
  • Preventing churn
  • Increasing engagement
  • Driving net retained revenue

▲Active Projects

  • Month-end close process in sage intacct
  • Saas revenue recognition under asc 606
  • Integrations across salesforce, bill.com, and ramp
  • Ai product roadmap for compliance solution
  • Ai-native ux patterns
  • M&a due diligence support
  • Legal tech tool identification
  • Scaling client business reviews
  • Self-service client resources
  • Client health scoring models

Hiring Activity

Accelerating9 roles · 6 in 30d

Department

Engineering
2
Product
2
Sales
2
Finance
1
Legal
1
Support
1

Seniority

Senior
7
Director
1
Mid
1
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About Red Oak

Red Oak delivers a compliance connectivity platform for regulated financial services firms. The platform consolidates marketing content review, approval workflows, distribution, and supervision into a single audit-ready system, with downstream analytics and engagement tracking through a distribution layer. The company also offers modular solutions for attestations, forms review, gifts/compensation tracking, regulatory inquiries, AML case management, and RFP workflows. Red Oak operates with white-glove implementation and support, positioning itself at the intersection of compliance operations and marketing efficiency.

HeadquartersAustin, Texas
Company Size51–200 employees
Founded2010
Hiring MarketsUnited States

Frequently Asked Questions

What technology does Red Oak use?

Red Oak's stack includes Sage Intacct, Salesforce, and Bill.com for finance operations; Vue, React, and Angular for frontend; Jakarta EE and .NET backend; MySQL and NoSQL databases. They use Jira, Confluence, Outreach, HubSpot, and Gong for operations. Currently adopting Pendo and GPT.

What is Red Oak working on?

Current projects include an AI product roadmap for compliance solutions, AI-native UX patterns, SaaS revenue recognition under ASC 606, multi-system integrations (Salesforce, Bill.com, Ramp), client health scoring, and scaling client business reviews and self-service resources.

How this profile is built

Red Oak's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.