9 Best Accounting Automation Software for 2025

July 29, 2025
Jason Berwanger
Accounting

Find the best accounting automation software to streamline your financial tasks. Explore top solutions that enhance efficiency and accuracy for your business.

Accounting software automates data analysis on a laptop.

Your finance team should be a source of strategic insight, not just a group of number-crunchers. Too often, they're bogged down by manual data entry, chasing down invoices, and correcting human errors, leaving little time for valuable analysis. This is where accounting automation software changes the dynamic completely. By handling the repetitive, time-consuming tasks, these tools free your team to focus on forecasting, managing cash flow, and identifying growth opportunities. It’s about transforming your finance function from a back-office cost center into a strategic asset. This guide will explore how these tools work, what to look for in a platform, and review the best options available to make your financial operations a true driver of business success.

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Key Takeaways

  • Shift from Data Entry to Data-Driven Decisions: The real purpose of automation is to improve financial accuracy and provide strategic insights. It frees your team from repetitive tasks so they can focus on analysis and growth.
  • Match the Software to Your Specific Needs: The best platform is one that solves your unique challenges. Focus on its core automation features, integration capabilities, and ability to scale with your business to avoid a painful switch later on.
  • Make Implementation a Strategic Project: A successful rollout requires more than just turning on the software. Create a clear plan, train your team effectively, and commit to regularly reviewing your workflows to get the best long-term results.

What is Accounting Automation Software?

If you’ve ever spent hours manually typing data from invoices into a spreadsheet or painstakingly reconciling bank statements line by line, you already understand the problem that accounting automation solves. At its core, accounting automation software uses technology to take over the manual, repetitive tasks that often consume an accounting team's day. Think of it as a digital assistant that handles the tedious work so you and your team can focus on what really matters: strategy, analysis, and growth.

This technology replaces manual processes like data entry, bill payments, and even the creation of financial reports. Instead of chasing down documents or double-checking for typos, the software handles the heavy lifting. For high-volume businesses, this isn't just a convenience—it's a necessity. It ensures that your financial data is not only entered correctly but also processed in a way that provides a clear, real-time picture of your company's health. This shift allows you to move from reactive problem-solving to proactive, data-driven decision-making.

How Does It Work?

Accounting automation software works by connecting directly to your various financial accounts and business systems. It acts as a central hub, pulling in data from your bank accounts, credit cards, payment processors, and CRM. Once connected, the software uses rules and algorithms to perform tasks that you would otherwise do by hand. For example, it can automatically categorize expenses, match payments to invoices, and generate recurring bills without any manual input.

The real power comes from automating entire workflows. You can set up a process where an invoice is automatically generated and sent when a project is marked complete in your project management tool. The system can then track the payment and send reminders if it becomes overdue. The key is to start by identifying your biggest time sinks and pain points. Automating even a few steps in a critical process can lead to major efficiency gains, especially when you have seamless integrations between all your tools.

Why Your Business Needs It

Automating your accounting processes does more than just save you a few hours each week—it fundamentally changes how you manage your finances and plan for the future. The most immediate benefit is a dramatic reduction in human error. Manual data entry is prone to mistakes that can lead to inaccurate financial statements and poor business decisions. Automation ensures consistency and accuracy, which is crucial for everything from daily operations to passing an audit.

This newfound accuracy and efficiency give you back your most valuable resource: time. Some firms report saving an average of one hour per client per week. You can reinvest that time into analyzing financial trends, developing growth strategies, or improving client services. With reliable, real-time data at your fingertips, you can confidently make strategic moves, manage cash flow effectively, and ensure ASC 606 compliance. It’s about transforming your finance function from a cost center into a strategic asset for your business.

The 9 Best Accounting Automation Tools

Choosing the right accounting automation software can feel overwhelming, but it really comes down to finding the tool that fits your business's size, complexity, and goals. A freelancer has very different needs than a high-volume ecommerce store or a growing enterprise. While some tools are excellent all-rounders for general bookkeeping, others are designed to solve very specific, complex problems that can hold a business back.

This list covers the best options across the board, from simple, free tools to powerful enterprise resource planning (ERP) systems. As you read through them, think about your most pressing challenges. Are you spending too much time on manual data entry? Are you struggling with compliance for revenue recognition? Do you need a system that connects finance with sales and operations? The right software not only saves you time but also provides the clarity you need to make smarter business decisions. Many of these platforms offer seamless integrations with your other business tools, creating a central hub for all your financial data. Think of this as your guide to finding the perfect match for your company's financial workflow.

1. HubiFi

HubiFi is built to streamline complex financial processes for high-volume businesses. It goes beyond basic bookkeeping to automate data entry, invoicing, and expense tracking, which significantly reduces manual work and improves accuracy. Where it truly shines is in its ability to handle sophisticated revenue recognition. If your business struggles with ASC 606 compliance or needs to make sense of disparate data sources, HubiFi's automated revenue recognition is designed to solve that. It provides real-time analytics and dynamic segmentation, giving you a clear view of your financial health so you can close your books faster, pass audits with confidence, and make strategic decisions based on solid data.

2. QuickBooks

QuickBooks is one of the most recognizable names in accounting software, especially for small businesses. It’s a powerful all-in-one platform that handles bookkeeping, invoicing, expense management, payroll, and sales tax. Its user-friendly interface makes it approachable for business owners who may not have a deep accounting background, while still being robust enough for their accountants to use. With a massive ecosystem of third-party app integrations and connections to major payment processors, QuickBooks is a reliable and scalable choice for businesses that need a solid foundation for their financial operations. It’s often the first step businesses take when moving on from spreadsheets.

3. Xero

Xero is a strong competitor to QuickBooks and another favorite among small businesses and their accountants. It’s known for its clean, intuitive, and user-friendly cloud-based interface. Xero offers a comprehensive set of features, including expense management, inventory tracking, and even simple project tracking. This makes it particularly useful for businesses that manage projects or hold physical stock. It’s an affordable and modern solution that simplifies daily financial tasks like bank reconciliation and invoicing. For businesses looking for a sleek, easy-to-use platform with strong core accounting features, Xero is an excellent option to consider.

4. NetSuite

For businesses that have outgrown basic accounting software, NetSuite offers a comprehensive, cloud-based solution. It’s more than just an accounting tool; it’s a full Enterprise Resource Planning (ERP) system that combines accounting with customer relationship management (CRM), inventory, ecommerce, and more. NetSuite provides a single source of truth for an entire organization, helping businesses of all sizes manage their key processes in one place. Its strength lies in its scalability and its ability to provide real-time visibility across different departments. It’s a powerful choice for growing companies that need a unified platform to manage increasing complexity.

5. FreshBooks

FreshBooks was originally built with freelancers and service-based businesses in mind, and it excels at what they need most. Its invoicing features are top-notch, allowing for customization, recurring invoices, and automated payment reminders. FreshBooks also makes it incredibly easy to track time and expenses against specific clients and projects, which is essential for accurate billing and profitability analysis. While it has expanded to serve more types of small businesses, its core strength remains its simplicity and focus on getting you paid faster. If your business revolves around providing services, FreshBooks is designed to make your life easier.

6. Sage Intacct

Sage Intacct is a powerful cloud financial management platform designed for growing mid-sized companies. It’s a step up from entry-level accounting software, offering more advanced capabilities for financial planning, reporting, and analysis. Sage Intacct is particularly strong in its ability to automate complex processes and provide deep financial visibility with customizable dashboards and reports. It also prioritizes robust security and compliance features, making it a trusted choice for organizations in industries with strict regulatory requirements. For businesses needing sophisticated financial controls and multi-dimensional reporting, Sage Intacct is a leading contender.

7. Zoho Books

Zoho Books is part of the larger Zoho ecosystem of business applications, which is one of its biggest advantages. If you already use other Zoho products, like Zoho CRM or Zoho Projects, then Zoho Books integrates seamlessly to create a unified business management suite. On its own, it’s a capable accounting tool that makes invoicing, expense tracking, and project management straightforward. Zoho Books also offers a free plan for businesses with very basic needs, making it an accessible entry point into accounting automation. It’s a great option for small businesses looking for an affordable, all-in-one solution.

8. Wave

Wave is a popular choice for freelancers, solopreneurs, and very small businesses because its core accounting, invoicing, and receipt-scanning software is completely free. It’s an incredibly accessible tool for managing income and expenses without any upfront investment. Wave makes its money through transaction fees on payments processed through its platform and through its payroll services. While it may not have the advanced features or integrations of paid competitors, it provides all the essential tools needed to maintain professional financial records. For those just starting or with very simple accounting needs, Wave offers unbeatable value.

9. Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance is an enterprise-level ERP system designed for larger, more complex organizations. Its key strength is its deep integration with the broader Microsoft ecosystem, including Office 365 and Power BI. This allows for powerful automation and data analysis, as financial transactions can automatically trigger updates in other connected business functions. Dynamics 365 Finance helps businesses monitor financial performance in real time, predict future outcomes, and make data-driven decisions to drive growth. It’s a robust solution for enterprises that are already invested in Microsoft products and need a comprehensive system to manage their global financial operations.

What to Look For in Accounting Automation Software

Choosing the right software is a big decision, but it doesn't have to be overwhelming. When you know what to look for, you can confidently pick a tool that fits your business like a glove. Focus on these key areas to find a solution that will save you time, reduce errors, and support your company's growth.

Automate Your Core Tasks

The whole point of automation is to take repetitive financial tasks off your plate. Before you start comparing software, make a list of the manual processes that eat up the most time for your team. Is it invoicing, expense tracking, or complex revenue recognition? Look for a tool designed to handle those specific functions. The right software helps you move away from clunky spreadsheets and manual data entry, leading to faster, more accurate financial reporting. This shift not only makes your team more productive but also frees them up to focus on strategic work that actually moves the needle.

Find a User-Friendly Interface

A powerful tool is only effective if your team can actually use it. The best accounting software has a clean, intuitive interface that makes daily tasks feel effortless. You shouldn't need an IT degree just to pull a report. When you're evaluating options, always schedule a demo or sign up for a free trial to get a feel for the user experience. See how easy it is to find what you need, create reports, and understand the dashboard. A user-friendly design is key to team adoption, which is what ultimately delivers a return on your investment.

Integrate with Your Existing Systems

Your accounting software needs to play well with the other tools you use every day, like your ERP, CRM, and payment gateways. Look for a solution that offers robust integrations with your existing systems. This is crucial for creating a single source of truth for your financial data and eliminating the errors that pop up from manual data transfers. When your systems talk to each other, data flows automatically, ensuring your books are always accurate and up-to-date. This connectivity gives you a complete picture of your business's financial health without the headache of copying and pasting data between platforms.

Ensure It Scales with Your Business

The software you choose today needs to support your company's future growth. As your business expands, your transaction volume will increase, your reporting needs will get more complex, and your team will grow. A scalable solution can handle this evolution without breaking a sweat. When evaluating software, ask about its capacity for higher transaction volumes and its ability to support more users. Make sure it can adapt to advanced accounting requirements, like ASC 606 compliance, as you scale. Choosing a tool that can grow with your business saves you from the painful and expensive process of switching systems later on.

Prioritize Robust Security

You're handing over your most sensitive financial data, so security should be at the top of your list. Modern, cloud-based software offers significantly more protection than storing files on a local computer or in a filing cabinet. Look for providers that are transparent about their security protocols. Key features to watch for include end-to-end data encryption, multi-factor authentication, and regular security audits. A reputable provider will also be compliant with industry-standard data protection regulations. Protecting your financial information from breaches is essential for maintaining trust, making robust security features a non-negotiable.

Look for Customization Options

Every business is different, so a one-size-fits-all solution rarely cuts it. The right software should offer customization options that let you tailor it to your specific workflows. This might mean creating custom report templates, setting up unique approval rules, or configuring logic for complex revenue streams. A platform that adapts to your business—not the other way around—is infinitely more valuable. When you can align the software with your operational needs, you create a more efficient and effective accounting function. This flexibility provides more insights and ensures the tool remains a perfect fit as your business evolves.

How the Top Tools Compare

When you're looking at a list of top-tier software, the features can start to blend together. To make a clear choice, it helps to compare them across a few key areas that matter most to your daily operations. Think about what will make the biggest difference for your team—is it raw automation power, ease of use, or how well it plays with the tools you already have? Let's break down the main comparison points to help you see how these solutions stack up.

Automation Capabilities

At its core, accounting automation software is designed to handle repetitive financial tasks, moving your team away from manual spreadsheets and paper-based processes. The goal is to make your operations faster, more accurate, and ultimately more productive. Even automating a few steps in a high-volume process can lead to major efficiency gains. When comparing tools, look at the specific tasks they automate, from invoice processing and expense tracking to complex revenue recognition. The right software will free up your team to focus on strategic analysis rather than data entry.

User Experience

A powerful tool is only effective if your team can actually use it. The best software offers an intuitive and clean interface that’s easy to learn. Users should be able to find what they need without extensive training or complicated manuals. Some platforms use AI to categorize transactions automatically, which users often describe as a game-changer. A positive user experience means less friction during adoption and helps your team feel confident in the new system, saving everyone time and frustration.

Integration Options

Your accounting software doesn't operate in a vacuum. It needs to connect seamlessly with your other business systems, like your ERP, CRM, and payment processors. Good tools offer robust integrations with popular platforms like NetSuite, QuickBooks, and Salesforce, allowing data to flow automatically between them. This eliminates the need for manual data transfers, reduces the risk of errors, and ensures you have a single source of truth for your financial data across the entire organization.

Pricing Structures

The cost of accounting software can vary widely, so it’s important to find a plan that fits your budget. Many providers offer tiered pricing structures based on your company's size, transaction volume, or the features you need. While the initial investment might seem significant, think about the long-term return. The time saved, errors avoided, and insights gained often provide a value that far outweighs the subscription cost. Look for transparent pricing and consider starting with a free trial to see if the tool is a good fit before committing.

Customer Support

Implementing new software can feel like a huge undertaking, but solid customer support can make all the difference. A responsive and knowledgeable support team helps you get set up correctly and troubleshoot any issues that arise. This guidance is key to a smooth transition and ensures you can use the software to its full potential. Look for providers who are known for being partners in their clients' success. Having a reliable team to back you up means you can spend less time worrying about the software and more time growing your business.

How to Choose the Right Software for You

With so many options on the market, picking the right accounting automation software can feel like a huge task. But it doesn’t have to be. By breaking the decision down into a few key steps, you can confidently choose a tool that fits your business perfectly and sets you up for growth. Let’s walk through how to find the right match for your team.

Assess Your Business Needs

Before you even look at a demo, start by looking at your own operations. The best tool is one that solves your specific problems. Are your accountants spending too much time on manual data entry? Is your month-end close process taking weeks instead of days? Make a list of your biggest time sinks and bottlenecks. When you assess your business needs, you should look for software that saves time, reduces manual work, and makes your billing and reports more accurate. This clarity will be your guide when you start comparing different platforms.

Evaluate Software Capabilities

Once you know what you need, you can start evaluating what each software can do. A critical feature to look for is how well it works with your existing business tools. Good software should offer seamless integrations with your tech stack so you aren’t stuck copying and pasting data between systems. Look for a cloud-based platform that’s easy to use, even for team members who don’t have a deep accounting background. The goal is to find a solution that simplifies your workflow, not one that adds another layer of complexity to your day.

Consider Your Budget

The price tag is always a factor, but it’s helpful to think of it as an investment rather than just a cost. While the initial setup fee can seem like a lot, think about the return on investment. How much money will you save by reducing errors and freeing up your team’s time for more strategic work? Many tools are designed to be affordable and offer different pricing structures, from monthly subscriptions to usage-based models. Find a plan that aligns with your current budget but also has the flexibility to support you as you grow.

Read User Reviews

Finally, see what other people are saying. User reviews are an invaluable source of honest feedback about a platform’s strengths and weaknesses. Look for reviews from businesses that are similar to yours in size and industry to get the most relevant perspective. Pay close attention to comments about core automation features, flexibility, and the quality of customer support. A provider’s trustworthiness and willingness to help are just as important as the software itself. Getting to know the team behind the technology can give you confidence in your long-term partnership.

How to Implement Your New Software

You’ve done the research and picked your software—congratulations! That’s a huge step. Now, it’s time for the most critical part: bringing that software into your daily operations. A thoughtful implementation plan is the difference between a tool that gathers digital dust and one that transforms your financial processes. The key is to approach it methodically, with a clear roadmap that gets your whole team on board and sets you up for success from day one.

Plan Your Implementation

Before you flip the switch, you need a solid plan. Start by identifying your biggest accounting headaches. Are you spending too much time on manual data entry for revenue recognition? Is your month-end close a chaotic scramble? Automating even a few steps in a high-impact process can deliver major efficiency gains. Focus on your most significant pain points first.

Create a phased rollout schedule. You don’t have to automate everything at once. Begin with a single process or department to work out any kinks on a smaller scale. Map out a clear timeline with specific milestones, assign responsibilities to team members, and define what a successful implementation looks like for your business.

Train Your Team for a Smooth Adoption

New software is only as good as the team using it. Your goal is to make everyone feel confident and capable with the new tool, not overwhelmed by it. While modern accounting automation is more intuitive than ever, proper training is still essential for a smooth transition and to get everyone excited about the benefits.

Schedule dedicated training sessions and consider different learning styles. You might host a group workshop, offer one-on-one support for specific roles, and create a simple resource guide with key instructions. Frame the new software as a tool that will eliminate tedious tasks and free up your team for more valuable, strategic work. When your team understands the "why" behind the change, they'll be much more engaged.

Migrate and Integrate Your Data

Clean data is the foundation of successful automation. Before you move anything over, take the time to audit and clean up your existing financial information. This prevents the "garbage in, garbage out" problem and ensures your new system provides reliable insights from the start. It’s a bit of upfront work that pays off immensely down the road.

Once your data is clean, focus on the migration. A quality software solution should offer seamless integrations with your existing systems, like your ERP or CRM, to create a single source of truth. Implement data validation rules within the new software to maintain accuracy going forward. This ensures you can trust the numbers when making critical business decisions.

Test Everything Before You Go Live

You wouldn't launch a new product without testing it, and the same rule applies to your accounting software. Thorough testing is your safety net, helping you catch and fix issues before they impact your live financial data. Start by running your new software in parallel with your old system for a short period. Process a small batch of real transactions in the new system and compare the results.

Have your core users run through their everyday tasks to make sure everything works as expected. Can they generate the right reports? Is the approval workflow functioning correctly? Testing your systems before the full launch builds confidence and prevents stressful, costly errors, ensuring your go-live day is a smooth and positive experience for everyone.

Overcome Common Implementation Hurdles

Change can be challenging, especially when moving away from long-standing manual or paper-based processes. Some team members might be resistant, fearing the new technology will be too complex or might even replace their roles. It’s important to address these concerns head-on by highlighting how automation reduces the risk of errors and frees them from repetitive work.

By transitioning to automation, you’re not just improving efficiency; you’re empowering your team to focus on analysis and strategy. A clear implementation plan, combined with comprehensive training, is your best tool for managing this change. When your team sees the software as a supportive tool rather than a threat, adoption becomes a collaborative effort.

Get the Most Out of Your Software

Choosing and implementing your accounting software is a huge step, but the journey doesn’t end there. To truly transform your financial operations, you need to actively manage and refine how you use your new tools. Simply turning on automation isn't a "set it and forget it" solution. The real value comes from continuously monitoring performance, optimizing your workflows, and making sure your team is using the software to its full potential. Think of it as an ongoing partnership with your platform. By focusing on a few key areas, you can ensure you’re getting a strong return on your investment and setting your business up for smarter, more scalable growth. Let's walk through how to make that happen.

Track the Right Metrics

Once you automate your accounting, the way you measure success needs to shift. Instead of tracking the hours your team spends on manual data entry, you can focus on more strategic key performance indicators (KPIs). Automating your accounting processes significantly impacts your business by changing how you manage finances, allocate resources, and plan for the future. Start by identifying the metrics that reflect this new efficiency. Key metrics to watch include the time it takes to close your books each month, the average invoice processing time, the reduction in payment errors, and the accuracy of your financial forecasts. Tracking these numbers will give you a clear picture of automation's impact.

Analyze Your ROI and Performance

How do you know if your software is actually paying off? Analyzing your return on investment (ROI) is about more than just comparing the subscription cost to the hours saved. As experts point out, automating even a few steps in a high-impact process can lead to major efficiency gains. Before you start, identify your biggest financial pain points—maybe it's slow cash flow from late payments or inaccurate revenue reporting. After implementation, measure the improvement in those specific areas. Did your days sales outstanding (DSO) decrease? Is your revenue data now compliant and audit-ready? This performance data proves the software's value and helps you justify the investment to stakeholders.

Continuously Optimize Your Processes

Your business is always evolving, and your automated workflows should, too. Getting started with automation is often less complex than people imagine, but the real magic happens when you commit to ongoing improvement. Set aside time every quarter to review your processes. Talk to your team about what’s working well and where bottlenecks still exist. Are there new features in your software you haven’t explored yet? Could you add another integration to streamline things even further? This cycle of feedback and refinement ensures your automation strategy grows with your business and continues to deliver results long after the initial setup.

Use Advanced Features to Your Advantage

Most powerful accounting platforms have advanced features that many users never touch. Don't let that be you. Moving beyond basic automation is what separates good results from game-changing ones. By automating data collection and entry, you free up your team for higher-value work like financial analysis and strategic planning. Dig into features like custom dashboards, real-time analytics, and dynamic customer segmentation. These tools provide the deep insights you need to make proactive business decisions. If you want to see how features like automated revenue recognition can work for you, scheduling a demo is a great way to explore what’s possible.

What's Next in Accounting Automation?

Accounting automation isn't a one-and-done project; it's an area of your business that will grow and change with technology. Staying ahead of the curve means understanding where the industry is headed and getting your own financial house in order so you can adapt quickly. The tools of tomorrow are being built today, and the businesses that are prepared will have a serious advantage.

Keep an Eye on New Technology

The world of accounting software is constantly evolving. The automation tools available now are already powerful, but what's coming next is even more exciting. We're seeing a major shift toward smarter systems that use artificial intelligence (AI) and machine learning to do more than just repetitive tasks. These emerging technologies are set to transform financial management by offering predictive analytics and more accurate forecasting. Instead of just telling you what happened last month, future software will help you anticipate what might happen next quarter. Keeping up with these new tools and trends will help you spot opportunities to make your financial operations even more efficient and insightful.

Prepare Your Business for What's Next

Getting ready for the future of accounting automation doesn't have to be complicated. It starts with a clear look at your current processes. Pinpoint your biggest time-wasters and financial pain points, and focus on automating those high-impact areas first. The single most important step you can take is ensuring your data is clean, accurate, and organized. Future AI-driven tools are only as good as the information they're given. By implementing data validation rules and making sure your systems can communicate with each other, you build a solid foundation for any new technology you adopt. Having the right integrations is key to creating a seamless flow of reliable data across your business.

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Frequently Asked Questions

I’m a small business owner. Do I really need to invest in complex automation software? Not at all. "Automation" is a broad term, and the right solution for you depends entirely on your current challenges. For a freelancer or a very small service business, automation might simply mean using a tool like FreshBooks or Wave to send recurring invoices and track expenses automatically. The goal isn't to get the most complex system; it's to solve your biggest time-waster. As your business grows and you face more complex issues, like managing high transaction volumes or specific compliance rules, you can then look at more specialized tools.

Will accounting automation software replace my accountant? This is a common concern, but the answer is a definite no. This software is designed to handle the repetitive, manual tasks that take up an accountant's time, like data entry and basic reconciliations. This actually makes your accountant more valuable. By freeing them from the tedious work, you empower them to focus on what you really need them for: strategic advice, financial analysis, tax planning, and helping you understand the story behind the numbers. The software handles the "what," so your accountant can focus on the "so what."

What’s the real difference between an all-in-one tool like QuickBooks and a specialized one like HubiFi? Think of it like this: QuickBooks is a fantastic general practitioner for your business's financial health. It handles the essential, everyday needs like bookkeeping, payroll, and invoicing incredibly well for a wide range of companies. A specialized tool like HubiFi is more like a surgeon. It’s built to solve a very specific, complex problem that general software isn't designed for, such as automating revenue recognition under ASC 606 for businesses with high transaction volumes or complicated contracts. You turn to a specialist when a general tool can no longer handle your growing complexity.

How much time and effort does it actually take to get this kind of software set up? The setup process really depends on the complexity of your business and the software you choose. For a simple tool, you could be up and running in an afternoon. For a more comprehensive system that integrates with multiple platforms, the implementation requires more planning. The most time-consuming part is often cleaning up and organizing your existing data before you move it over. A well-planned, phased rollout makes the process much smoother and less overwhelming for your team.

Is my financial data really safe when it's stored in the cloud? It's a valid question, but modern cloud-based software is typically far more secure than storing sensitive files on an office computer. Reputable providers invest heavily in security measures that most individual businesses couldn't afford, including end-to-end encryption, multi-factor authentication, and regular third-party security audits. Your data is protected in secure servers with multiple backups, which is a significant step up from a spreadsheet saved to a single hard drive.

Jason Berwanger

Former Root, EVP of Finance/Data at multiple FinTech startups

Jason Kyle Berwanger: An accomplished two-time entrepreneur, polyglot in finance, data & tech with 15 years of expertise. Builder, practitioner, leader—pioneering multiple ERP implementations and data solutions. Catalyst behind a 6% gross margin improvement with a sub-90-day IPO at Root insurance, powered by his vision & platform. Having held virtually every role from accountant to finance systems to finance exec, he brings a rare and noteworthy perspective in rethinking the finance tooling landscape.