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Such statements are based on the Company's beliefs and assumptions and on information currently available to the Company. The Company disclaims any obligation to publicly update or revise any such forward-looking statements as a result of developments occurring after the date of this document except as required by law.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:13.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1eff8ee8-8012-4e65-bdf6-f3d853b5473c", "parentComponentId": null }, { "bbox": { "h": 0.599, "w": 0.942, "x": 0.029, "y": 0.16 }, "kind": "paragraph", "text": "Certain statements in this presentation are \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on current expectations and assumptions that are subject to risks and uncertainties. All statements contained in this news release that do not relate to matters of historical fact should be considered forward-looking statements, and are generally identified by words such as \"expect,\" \"intend,\" \"anticipate,\" \"estimate,\" \"believe,\" \"future,\" \"could,\" \"should,\" \"plan,\" \"aim,\" and other similar expressions. These forward-looking statements include, but are not limited to, statements regarding anticipated financial performance and financial position, including our financial outlook for the third quarter and full year 2023 and thereafter, and other statements that are not historical facts. These forward-looking statements are neither promises nor guarantees, but involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. Our actual results could differ materially from those anticipated in these forward-looking statements for many reasons, including, but not limited to, the following: our inability to sustain our rapid growth; failure to manage our infrastructure to support our future growth; our risk management efforts not being effective to prevent fraudulent activities; inability to attract new customers or convert trial customers into paying customers; inability to introduce new features or services successfully or to enhance our solutions; declines in customer renewals or failure to convince customers to broaden their use of solutions; inability to achieve or sustain profitability; failure to adapt and respond effectively to rapidly changing technology, evolving industry standards and regulations and changing business needs, requirements or preferences; real or perceived errors, failures or bugs in our solutions; intense competition; lack of success in establishing, growing or maintaining strategic partnerships; fluctuations in quarterly operating results; future acquisitions and investments diverting management's attention and difficulties associated with integrating such acquired businesses; general economic conditions (including inflation and rising interest rates), both domestically and internationally, as well as economic conditions affecting industries in which our customers operate; the war in Ukraine; concentration of revenue in our InvoiceCloud and SimplePractice solutions; COVID-19 pandemic and its impact on our employees, customers, partners, clients and other key stakeholders; legal and regulatory risks; and technology and intellectual property-related risks, among others.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:13.764+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cdde2ca-7e71-460f-9c83-b873ca76ae74", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.22, "x": 0.39, "y": 0.96 }, "kind": "source-note", "text": "EngageSmart, Inc. 2023. All rights reserved.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Management uses these non-GAAP financial measures for planning purposes, including the preparation of our internal annual operating budget and financial projections; to evaluate the performance and effectiveness of our operational strategies; and to evaluate our capacity to expand our business. These non-GAAP financial measures have limitations as analytical tools, and should not be considered in isolation, or as an alternative to, or a substitute for net income, net income margin, gross profit, gross margin and operating expenses or other financial statement data presented in accordance with GAAP in our consolidated financial statements.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "471c58ee-0f27-4fa1-b39e-6538a9b25601", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.955, "x": 0.023, "y": 0.177 }, "kind": "paragraph", "text": "This presentation includes certain performance metrics and financial measures not based on GAAP, including Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Gross Profit, Adjusted Gross Margin, and Non-GAAP Operating Expenses, as well as key business metrics, including total Number of Customers and total Transactions Processed.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cad81c9-d36d-4224-a4d4-1eb4c0b0aff9", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.955, "x": 0.023, "y": 0.427 }, "kind": "paragraph", "text": "We define Non-GAAP Operating Expenses as GAAP operating expenses excluding stock-based compensation and transaction-related expenses. We define Non-GAAP Operating Expenses as a percentage of revenue as Non-GAAP Operating Expenses divided by revenue.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d9c8679-548e-42cc-a2bd-39feb188b4cf", "parentComponentId": null }, { "bbox": { "h": 0.027, "w": 0.955, "x": 0.023, "y": 0.39 }, "kind": "paragraph", "text": "We define Adjusted Gross Profit as gross profit as adjusted for amortization of intangible assets and stock-based compensation. We define Adjusted Gross Margin as Adjusted Gross Profit divided by revenue.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51bb2c28-5f4e-462e-b077-4aeff2978567", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.955, "x": 0.023, "y": 0.482 }, "kind": "paragraph", "text": "We define Number of Customers as individuals or entities with whom we directly contract to use our solutions.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7256fb16-a8b7-475d-a4a5-a8e1322c9f91", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.955, "x": 0.023, "y": 0.519 }, "kind": "paragraph", "text": "We define Transactions Processed as the number of accepted payment transactions, such as credit card and debit card transactions, automated clearing house (\"ACH\") payments, emerging electronic payments, other communication, text messaging and interactive voice response transactions, and other payment transaction types, which are facilitated through our platform during a given period. We believe Transactions Processed is a key business metric for investors because it directly correlates with transaction and usage-based revenue. We use Transactions Processed to evaluate changes in transaction and usage-based revenue over time.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e43fc59-2ada-4dc0-9fd4-b2f799f03169", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.955, "x": 0.023, "y": 0.29 }, "kind": "paragraph", "text": "We define Adjusted EBITDA as net income excluding interest income (expense), net; provision for (benefit from) income taxes; depreciation; and amortization of intangible assets, as further adjusted for transaction-related expenses and stock-based compensation. Transaction-related expenses typically consist of direct costs related to acquisitions, divestitures, and other strategic activities which are excluded from our non-GAAP measures because they relate to specific transactions which are not reflective of our ongoing operations. We define Adjusted EBITDA Margin as Adjusted EBITDA divided by revenue.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab75c086-a8fa-45f8-80d8-45c9d97ed541", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.955, "x": 0.023, "y": 0.62 }, "kind": "paragraph", "text": "We calculate our dollar-based net retention rate at the end of a given period by using (a) the revenue from all customers during the twelve months ending one year prior to such period as the denominator and (b) the revenue from all remaining customers during the twelve months ending as of the end of such period minus the revenue from all customers who are new customers during those twelve months as the numerator. We define new customers as customers with whom we have generated less than twelve months of revenue. Acquired businesses are reflected in our dollar-based net retention rate beginning one year following the date of acquisition.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af7f294f-6ba4-4ad0-80b5-f4eb0845626e", "parentComponentId": null }, { "bbox": { "h": 0.054, "w": 0.955, "x": 0.023, "y": 0.224 }, "kind": "paragraph", "text": "Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Gross Profit, Adjusted Gross Margin, and Non-GAAP Operating Expenses are supplemental measures of our performance that are not required by, or presented in accordance with, GAAP and should not be considered as an alternative to net income, net income margin, gross profit, gross margin, and operating expenses or any other performance measure derived in accordance with GAAP.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f44205a2-2edb-4cac-bc75-489529134e83", "parentComponentId": null }, { "bbox": { "h": 0.108, "w": 0.955, "x": 0.023, "y": 0.72 }, "kind": "paragraph", "text": "We caution investors that amounts presented in accordance with our definitions of Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Gross Profit, Adjusted Gross Margin, and Non-GAAP Operating Expenses may not be comparable to similar measures disclosed by our competitors because not all companies and analysts calculate these non-GAAP financial measures in the same manner. We present these non-GAAP financial measures because we consider these metrics to be important supplemental measures of our performance and believe they are frequently used by securities analysts, investors, and other interested parties in the evaluation of companies in our industry. Management believes that investors' understanding of our performance is enhanced by including these non-GAAP financial measures as a reasonable basis for comparing our ongoing results of operations.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.251+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9958243-bcff-4d5d-bf18-ab440d0dc9f5", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.214, "x": 0.393, "y": 0.96 }, "kind": "source-note", "text": "© EngageSmart, Inc. 2023. 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All rights reserved.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:14.462+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0db8dfd-6d47-4893-8d57-541047e5c29a", "parentComponentId": null }, { "bbox": { "h": 0.79, "w": 0.95, "x": 0.02, "y": 0.14 }, "kind": "table", "text": "Three Months Ended June 30, 2023, 2022, Twelve Months Ended December 31, 2022. General and administrative expenses: 14,456 (2023), 14,997 (2022), 56,746 (2022). General and administrative as a percentage of revenue: 15.3% (2023), 20.3% (2022), 18.7% (2022). Less: Stock-based compensation: (2,609) (2023), (2,377) (2022), (8,355) (2022). Transaction-related expense: (478) (2023), - (2022), 38 (2022). Non-GAAP general and administrative expenses: 11,369 (2023), 12,620 (2022), 48,429 (2022). Non-GAAP general and administrative as a percentage of revenue: 12.0% (2023), 17.1% (2022), 15.9% (2022). Selling and marketing expenses: 30,421 (2023), 23,692 (2022), 100,721 (2022). Selling and marketing as a percentage of revenue: 32.2% (2023), 32.1% (2022), 33.1% (2022). Less: Stock-based compensation: (976) (2023), (557) (2022), (2,739) (2022). Transaction-related expense: (5) (2023), - (2022), - (2022). Non-GAAP selling and marketing expenses: 29,440 (2023), 23,135 (2022), 97,982 (2022). Non-GAAP selling and marketing as a percentage of revenue: 31.2% (2023), 31.3% (2022), 32.2% (2022). Research and development expenses: 16,693 (2023), 10,993 (2022), 48,696 (2022). 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All rights reserved.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:20.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a165b2fa-3d76-4240-acd9-4d3db47f0c63", "parentComponentId": null }, { "bbox": { "h": 0.032, "w": 0.13, "x": 0.82, "y": 0.22 }, "kind": "paragraph", "text": "Annualized YoY Revenue Growth¹", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:20.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f036fc0f-c985-4480-8e28-136eaa7091c9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.59, "x": 0.037, "y": 0.89 }, "kind": "source-note", "text": "Unless noted, figures shown are based on Q2'23.\n1 Annualized Revenue is an approximation of total revenue for the full year based on Q2'22 and Q2'23 revenue multiplied by 4. 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"kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:16.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db48025c-f727-457a-a049-44264f4dde67", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.09, "x": 0.42, "y": 0.24 }, "kind": "metric", "text": "$28B+ TAM", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big 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We believe that Luminello's compelling market position and functionality combined with SimplePractice's deep expertise in mental health will enable us to expand our share of the high-value, psychiatric prescriber market and accelerate growth with multi-disciplinary group practices, while offering a greater range of functionality for our growing practitioner base. 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Our excellent results in both SMB and Enterprise demonstrate our ability to balance sustainable top-line growth with strong profitability, and they underscore the durability of our business model. In addition, we achieved two strategic accomplishments, including the acquisition of assets of Luminello, an electronic medical record and practice management platform for mental health prescribers, as well as the sale of the HealthPay24 solution to Waystar. Both strategic decisions reinforce our commitment to enhance our offerings and deliver exceptional value to customers.\"", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:22.823+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7fc3d85-34e0-4881-9a7e-590cc45d637f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.739, "x": 0.035, "y": 0.86 }, "kind": "source-note", "text": "Unless noted, figures shown are based on Q2'23.\n1 Annualized Revenue is an approximation of total revenue for the full year based on Q2'23 revenue multiplied by 4. 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"links": { "slide": "/slides/019de516-61ab-708a-b6c0-b7f76768a74e/23", "deck": "/decks/019de516-61ab-708a-b6c0-b7f76768a74e", "deckAnchor": "/decks/019de516-61ab-708a-b6c0-b7f76768a74e#slide-23", "deckJson": "/decks/019de516-61ab-708a-b6c0-b7f76768a74e.json" }, "components": [ { "bbox": { "h": 0.67, "w": 0.412, "x": 0.54, "y": 0.246 }, "kind": "chart", "text": "Transactions Processed (in millions)\n+22%\n36.1 Q2'22\n37.5 Q3'22\n38.9 Q4'22\n42.6 Q1'23\n43.8 Q2'23", "attrs": { "chart_type": "bar", "series_names": [ "Transactions" ], "x_axis_labels": [ "Q2'22", "Q3'22", "Q4'22", "Q1'23", "Q2'23" ], "y_axis_labels": [ "36.1", "37.5", "38.9", "42.6", "43.8" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", 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"Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:26.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb7e0a53-2ae7-4bbb-b12e-16fed8f360fd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.705, "y": 0.31 }, "kind": "metric", "text": "$14.7M–$15.2M", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:26.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3c91784-ae24-49b3-b85f-0e4caecdd3ab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.939, "x": 0.03, "y": 0.77 }, "kind": "source-note", "text": "1 The current revenue outlook for Q3'23 assumes a decrease of ($2.0M) from the sale of HealthPay24 and does not include any contributions from the Luminello deal. The current Adjusted EBITDA outlook for Q3'23 assumes a decrease of ($0.3M) from the Luminello deal and sale of HealthPay24.\n2 The current revenue outlook for FY'23 assumes a decrease of ($5.0M) from the sale of HealthPay24 and does not include any contributions from the Luminello deal. The current Adjusted EBITDA outlook for FY'23 assumes a decrease of ($1.0M) from the Luminello deal and sale of HealthPay24.\n3 We do not provide a reconciliation of Adjusted EBITDA guidance to net income on a forward-looking basis due to difficulty in predicting certain items excluded from this non-GAAP financial measure; specifically, stock-based compensation, provision for (benefit from) income taxes and transaction-related expenses. We expect the variability of these excluded items may have a significant, and potentially unpredictable impact on our future GAAP financial results.\nWith the information available as of August 3, 2023, we are providing the above guidance for the third quarter and full year of 2023, based on current market conditions and expectations. This guidance is subject to various important cautionary factors referenced in the \"Forward-Looking Statements\" section on slide 2.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:15:26.157+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e4f5370-a021-4314-a880-4df87db4842e", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.219, "x": 0.391, "y": 0.95 }, "kind": "source-note", "text": "© EngageSmart, Inc. 2023. All rights reserved.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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