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Tracy and Derrill Thompson are creating the sort of international life that many folks dream of. Derrill is a former labor lawyer from Vancouver. Tracy is one of the founders of a Canadian software company, Beanworks, that specialized in accounts payable processes.After Beanworks was acquired by Quadient in 2021, Tracy and Derrill moved to Setubal, an old commercial fishing port just South of Lisbon/Portugal. Tracy is an active community organizer in Setubal's vibrant emigre community. To properly ring in 2025, Derrill and Tracy are launching their next dream business - a cocktail lounge in Setubal's charmed Old Town named Gatsby Cocktailaria.
Dylan Hume is a dynamic professional who possesses a diverse array of experience in accounting, auditing, and tech sales. Having spent a decade in auditing with top firms such as KPMG Vancouver and PwC Cayman Islands, he gained a wealth of expertise and earned his CPA designation. However, Dylan eventually realized that his skills and passion were better suited for revenue-driving roles, leading him to shift gears into the exciting world of tech sales - specifically with FinTech companies. As Quadient AP by Beanworks' Channel Development Manager, Dylan is able to leverage his considerable knowledge to support businesses by developing robust relationships and delivering value-driven solutions to accounting professionals across North America. Summary Why Dylan does what he does. What is your work with the Sage partner channel within the ecosystem? Working primarily with the partner or the customer organizations. A case study from the Boys and Girls Club of the Okanagan. Who is a hero of yours and why are they?
Dylan Hume is a dynamic professional who possesses a diverse array of experience in accounting, auditing, and tech sales. Having spent a decade in auditing with top firms such as KPMG Vancouver and PwC Cayman Islands, he gained a wealth of expertise and earned his CPA designation. However, Dylan eventually realized that his skills and passion were better suited for revenue-driving roles, leading him to shift gears into the exciting world of tech sales - specifically with FinTech companies. As Quadient AP by Beanworks' Channel Development Manager, Dylan is able to leverage his considerable knowledge to support businesses by developing robust relationships and delivering value-driven solutions to accounting professionals across North America. Summary Why Dylan does what he does. What is your work with the Sage partner channel within the ecosystem? Working primarily with the partner or the customer organizations. A case study from the Boys and Girls Club of the Okanagan. Who is a hero of yours and why are they?
Today our guest is Reza Sanaie, who was the co-founder and CTO at Beanworks, an accounts payable (AP) automation company. His contribution led to Beanworks' CAD 106 million acquisition by global giant, Quadient, in 2021. The acquisition marks one of the largest tech exits for a Vancouver-based start-up. In this episode, Reza, currently Interim CTO at Craver Solutions and Launch mentor, talks about what it was like to have one of the largest tech exits in Vancouver, what mistakes brands make when talking to customers, and how companies can combine in-person and remote work for the best results.
Are you a product CEO or a sales CEO? The answer may not be what you think. Case in point: Catherine Dahl, the CEO of Beanworks, an AP automation platform recently acquired by Quadient. Catherine spent two years building her company as a sales CEO when a sudden realization struck that she was trying to be something she wasn't. By owning her role as a product CEO, everything changed. With the right sales leader in place and the sales machine turned on, Beanworks went from half a million Canadian in revenue in 2017 to 8 million Canadian in 2021. Listen to her story in this episode of Sales Talk for CEOs.During our discussion, Catherine takes us back to the early days when Beanworks was starting. She discusses building the platform, getting customers, and the bumps along the way. After partnering with Sage, Catherine demonstrated her knowledge of the pain points and product through speaking and educating customers. But it wasn't until she read Steve Jobs's biography did it 'click' that she was a product CEO trying to be a sales CEO. Her journey led her to find the perfect sales leader, who built a powerful sales team and got the sales machine running. Find out how it all happened by listening to this episode. Highlights0:50 Rejuvenating a hundred-year-old business4:39 Getting ready to go global7:26 Before Beanworks began…12:21 Trying not to sell19:57 The quest for more customers23:33 Getting the channel sales flowing26:52 Product CEO or sales CEO?34:18 The biggest lesson learned along the way Quote "Steve Jobs was not a sales CEO, and all this time, I thought he was because of the way he's portrayed in movies. He was a product CEO, and his passion was product. And he hired the right people to do the sales side." Connect with Catherine Dahl in the links below:Website: https://www.beanworks.com/LinkedIn: https://www.linkedin.com/in/catherinedahl/ You can learn more about and connect with Alice Heiman in the links below:Website: https://AliceHeiman.comLinkedIn: https://www.linkedin.com/in/aliceheiman/
This episode is sponsored by Beanworks. The twelve months from March 2020 to March 2021 were an important year for financial automation vendor Beanworks for a few key reasons. The pandemic made their tools indispensable, both for existing clients and those companies scrambling to get away from paper-based financial processes. The company was also acquired by Quadient, which marks the next phase in the company's history. Beanworks CEO Catherine Dahl joins us to talk about some of the key moments in her company's history, from their challenging start picking up the pieces of a previous firm to their product development roadmap, post-acquisition plans, and more. The company operates with the current and future needs of finance department workers in mind, Dahl says, and their product portfolio, from managing purchase orders to invoices to expenses to payments, reflects that worldview. Show Notes: 0:30 - The importance of 2020 for Beanworks, including the pandemic and their GP integration launch 3:00 - The story of Beanworks' acquisition by Quadient 4:15 - The origins of Beanworks in 2012 and earlier efforts 6:00 - Competing and differentiating in the AP automation space 9:45 - Building a Microsoft channel program and features for the Dynamics product line 10:45 - Differentiating in the marketplace 13:00 - Customer stories and needs: managing payables by exception, work from home, and more 17:00 - Planning for growth 18:45 - What is required to continue innovation in finance into the future 21:15 - What to expect from the next generation of accounting professionals Eliminate 83% of data entry, with AI-powered header and line item data capture, so your team can focus on higher-value tasks. Manage POs, invoices, payments and expenses from a central platform. For more information visit beanworks.com or email us at sales@beanworks.com
Beanworks home pageBeanworks acquisition press release
Catherine Dahl is the CEO and co-founder of Beanworks by Quadient, also known as Sage AP Automation, an innovative platform that connects mid-sized enterprises from invoice to payment. Catherine is passionate about business process improvement and leads with a vision of making accounting easier and more enjoyable while increasing efficiency and reducing costs. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation. Receive a $20 gift card for attending an AP automation demo.
It's Friday March 26th 2021, and today we'll be talking about: Think Research thinks it can end COVID (featuring Sachin Aggarwal, CEO of Think Research), Thinkific and Maple tapping the TSX, Hopper is in the Capital One Wallet, and Beanworks sells their beans to Quadient.
Beanworks is a Vancouver-based fintech founded in 2012. President and COO Karim Ben-Jaafar joins BIV Today to delve into the company’s $100-million acquisition by Quadient and what comes next for the company as it expands on the global stage. Tyler Orton hosts. See omnystudio.com/listener for privacy information.
What is Beanworks and how has it affected the corporate world of accounts payable? Are you asking yourself, “Why am I listening to a podcast about accounting?” We will welcome creator and CEO Catherine Dahl, who will help us to understand why she is passionate about business process and improvement and supporting women in the professional world. Catherine Dahl is the CEO and co-founder of Beanworks, an innovative accounts payable automation platform that connects organizations from purchase order to payment. She leads with a vision of making accounting easier, more efficient and cost-effective, and lastly, more enjoyable. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation. Want to try out the innovative Beanworks software at NO charge? Be sure to listen in for this complementary offer. Get in contact with Catherine ... Online: https://www.beanworks.com/ LinkedIn: https://www.linkedin.com/in/catherinedahl/ Like the show? Be sure to click the “Like” button and share it to your favorite social media! Are you a female entrepreneur who would like to join our amazing group of ladies and be featured on the Women Entrepreneurs show? Or are you an expert in your field and would like to be considered as one of our Expert Members? Then reach out to Julie Anderson for more information at Info@WomenEntrepreneursExtraordinaire.com or our group liaison Kelli Cooper at Kelli@WomenEntrepreneursExtraordinaire.com Join the revolution! Join our Facebook group and like the page to stay connected with all the exciting announcements and the incredible women in our group. Page: https://www.facebook.com/womenentrepreneursextraordinaire Group: https://www.facebook.com/groups/179750735473364 Instagram: https://www.instagram.com/we.extraordinaire
What is Beanworks and how has it affected the corporate world of accounts payable? Are you asking yourself, “Why am I listening to a podcast about accounting?” We will welcome creator and CEO Catherine Dahl, who will help us to understand why she is passionate about business process and improvement and supporting women in the professional world. Catherine Dahl is the CEO and co-founder of Beanworks, an innovative accounts payable automation platform that connects organizations from purchase order to payment. She leads with a vision of making accounting easier, more efficient and cost-effective, and lastly, more enjoyable. As a CPA and CMA professional, she knows first-hand the challenges of financial management and is dedicated to driving change through innovation. Want to try out the innovative Beanworks software at NO charge? Be sure to listen in for this complementary offer. Get in contact with Catherine ... Online: https://www.beanworks.com/ LinkedIn: https://www.linkedin.com/in/catherinedahl/ Like the show? Be sure to click the “Like” button and share it to your favorite social media! Are you a female entrepreneur who would like to join our amazing group of ladies and be featured on the Women Entrepreneurs show? Or are you an expert in your field and would like to be considered as one of our Expert Members? Then reach out to Julie Anderson for more information at Info@WomenEntrepreneursExtraordinaire.com or our group liaison Kelli Cooper at Kelli@WomenEntrepreneursExtraordinaire.com Join the revolution! Join our Facebook group and like the page to stay connected with all the exciting announcements and the incredible women in our group. Page: https://www.facebook.com/womenentrepreneursextraordinaire Group: https://www.facebook.com/groups/179750735473364 Instagram: https://www.instagram.com/we.extraordinaire
Karim Ben-Jaafar, President of Beanworks, talks about his company's success onboarding the highest number of clients since inception during COVID crisis, and strategies for business owners to consider in a 'bear market' (recession) considering cashflow and anticipated recovery timeframe. With 15 years experience scaling rapid growth tech startups, Karim is a sought-after speaker, coach and leader in the tech space. He focuses on growth, marketing, sales and customer experience, leadership training, Stage 1, 2 and 3 SaaS companies. Karim has raised over $100M in funding as of May 2018, building predictable revenue engines through rapid growth – i.e. 20% month over month. Karim teaches SaaS Growth Engine, Saas Sales, Hypergrowth 2.0 at BC Tech. As a speaker, he talks about Coaching vs Training, Effective Leadership, Arguing over the dishes (breaking down the silos that divide us), and Group think - how to spot it and avoid it at all cost.
As a Canadian startup CEO, Catherine Dahl heads an industry-leading accounting automation software company, Beanworks, that is trailblazing modern accounting processes.Catherine's entrepreneurial efforts show a clear pattern of determination, resilience, and careful execution. Not only has she built a thriving company, but she has been instrumental in securing the funding, partnerships and team members necessary to scale that company. Through her various board positions and volunteer efforts, Catherine is a highly engaged member of the entrepreneurship community.Here are the minute markers for the highlights of this episode:00:02:22 How Catherine Got Started And What It Takes To Be Resilient00:07:50 B.E.A.N. - The Four Core Values And How To Apply Them00:16:37 The Difference Between Mission And Vision00:20:08 How Catherine Supports Women In Tech And Female Entrepreneurs00:26:00 Looking Forward In 202000:27:16 Catherine's Bright Light WisdomConnect with Catherine here. Resources Catherine Mentions:Scaling UpShannon Byrne Susko:3HAG WAY: The Strategic Execution System that ensures your strategy is not a Wild-Ass-Guess!The Metronome Effect
In this episode, Kc talks with Catherine Dahl.As a Canadian startup CEO, Catherine Dahl heads an industry-leading accounting automation software company, Beanworks, that is trailblazing modern accounting processes.Catherine’s entrepreneurial efforts show a clear pattern of determination, resilience, and careful execution. Not only has she built a thriving company, but she has been instrumental in securing the funding, partnerships and team members necessary to scale that company. Through her various board positions and volunteer efforts, Catherine is a highly engaged member of the entrepreneurship community.Here are the minute markers for the highlights of this episode:00:02:22 How Catherine Got Started And What It Takes To Be Resilient00:07:50 B.E.A.N. - The Four Core Values And How To Apply Them00:16:37 The Difference Between Mission And Vision00:20:08 How Catherine Supports Women In Tech And Female Entrepreneurs00:26:00 Looking Forward In 202000:27:16 Catherine's Bright Light WisdomConnect with Catherine here. Resources Catherine Mentions:Scaling UpShannon Byrne Susko:3HAG WAY: The Strategic Execution System that ensures your strategy is not a Wild-Ass-Guess!The Metronome Effect
Whether you’re running a logistics startup or breaking ground in healthcare wearables, founders need to encourage problem solving, risk taking, innovation and employee satisfaction. That’s why Catherine Dahl, Co-Founder and CEO of Beanworks strives to create a healthy company where employees are driven to succeed. “Culture... The post Startup Canada Podcast E99 – The 180° of Accounting: Fintech in Gastown with Catherine Dahl – August 15, 2017 appeared first on Startup Canada.
Alex & Drew open the show talking about interviews at Drew's workplace, talentful, The Bike Shed Podcast and discuss Alex's coding progress which you can read more about in her blog. Select meetups around town Alex and Drew attended last week were the Vancouver Tech Meetup which Drew hosted at Beanworks and the DDD/CQRS/ES Meetup at DCTRL. Highlighted Meetups Around Town Alex and Drew are looking forward to this week are Hackernest on Monday, January 30th and the continuation of creating the product nota at DDD/CQRS/ES on Thursday, Feb 2nd. Our guest this week is Renee Hildebrand, Technical Writer at IT Glue!
Alex and Drew open the show talking about highlights from the previous week's meetups in the Vancouver tech scene, then Alex talks about progress with learning to code from her blog currently hosted on Medium. Drew and Alex mention a few coding references to check out: Hong Kiat, Team Treehouse, Code Academy, and Code School. Our guest this week is Reza Sanaie. The interview starts at 0:16:40. Reza is the Co-founder and Director of Engineering at Beanworks which is a company focused on providing accounts payable solutions using cloud based software. To find out more how Beanworks can help you reach out to Reza by email: reza @ beanworks.com. Reza regularly attends and participates in the Polyglot Unconference and you can find him on slack at #yvrDev and #887gnw. Drew and Alex will be taking a break over the holidays from recording the podcast. New episodes will be available January 9, 2017.