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Streamline your business with accounting software integration with Salesforce. Learn how to connect systems for real-time data and improved financial management.
Choosing the right tools for your business is critical, but making them work together is what truly drives growth. While Salesforce is the undisputed champion for managing customer relationships, your accounting software is the backbone of your financial operations. Keeping them separate forces your teams to toggle between platforms, manually enter data, and work with incomplete information. The solution is a thoughtful accounting software integration with Salesforce. This connection automates the entire quote-to-cash cycle, eliminates redundant tasks, and provides a complete, 360-degree view of your business. This guide will walk you through why this integration is essential and how to choose the right solution for your specific needs.
If you’re manually entering sales data from Salesforce into your accounting software, you already know how time-consuming and prone to error it can be. Keeping your sales and financial data in separate systems creates information silos that slow you down and make it difficult to get a clear picture of your business's health. Connecting your accounting software directly to Salesforce breaks down these walls.
This integration isn't just about convenience; it's a strategic move that creates a single source of truth for your entire organization. When your sales and finance teams are working from the same playbook, you eliminate guesswork and redundant tasks. Instead of spending hours reconciling numbers, your team can focus on what they do best: closing deals and steering the company toward profitable growth. An integrated system automates key processes, provides a complete view of your finances, simplifies daily operations, and equips you with the data you need to make smarter decisions. For more ideas on how to improve your financial operations, you can find plenty of helpful articles on the HubiFi blog.
One of the most immediate benefits of integrating your accounting software with Salesforce is the end of manual data entry. When a salesperson closes a deal in Salesforce, the integration can automatically create a new customer and invoice in your accounting system. This two-way sync ensures that customer data, payment information, and financial transactions are always consistent across both platforms. This automation not only saves your team countless hours but also significantly reduces the risk of human error. With data flowing seamlessly between systems, your records stay accurate and up-to-date without anyone having to lift a finger.
When your sales and accounting data live together, you gain a powerful, 360-degree view of your company’s financial performance. You can easily track revenue from the moment a lead enters your pipeline to when the final invoice is paid. This connected view helps you understand your cash flow in real time and see how sales activities directly impact your bottom line. Instead of pulling reports from two different places and trying to piece them together, you have a single, reliable dashboard. HubiFi specializes in creating these unified views by offering seamless integrations that bring all your crucial data into one place for complete clarity.
An integrated system simplifies the entire quote-to-cash cycle. Imagine a salesperson marking a deal as "Closed-Won" in Salesforce, which automatically triggers an invoice to be generated and sent from your accounting platform, like QuickBooks or Xero. When the customer pays, the invoice status is updated in both systems. This level of automation streamlines workflows for both your sales and finance teams, fostering better collaboration and efficiency. It removes bottlenecks and ensures that everyone is on the same page, allowing your day-to-day operations to run much more smoothly.
Ultimately, connecting Salesforce to your accounting software is about making better business decisions. With real-time access to combined sales and financial data, you can generate comprehensive reports that provide deep insights into your performance. You can analyze sales trends, identify your most profitable customers, and forecast future revenue with greater accuracy. This empowers your leadership team to move beyond gut feelings and make strategic, data-backed decisions that drive growth. If you're ready to see how integrated data can transform your decision-making process, you can schedule a demo to see it in action.
Choosing the right accounting software to pair with Salesforce depends entirely on your business needs, size, and budget. The options generally fall into two categories: native applications built directly on the Salesforce platform and best-in-class accounting platforms that connect to Salesforce through an integration. Native apps offer a seamless, all-in-one experience, while integrated platforms let you use the specialized accounting tools you already know and love.
The key is finding a solution that bridges the gap between your sales and finance teams, creating a single, reliable source of financial truth across your organization. A solid integration automates manual data entry, reduces errors, and gives everyone a clearer picture of your company’s performance. This allows your teams to stop wasting time on reconciliation and start focusing on strategic growth. Here’s a look at some of the top contenders to help you find the perfect fit.
Instead of being a standalone accounting platform, HubiFi acts as a powerful bridge between Salesforce and your existing accounting software, like QuickBooks or Xero. Its specialty is automating complex revenue recognition, making it a must-have for high-volume businesses that need to maintain ASC 606 compliance. HubiFi pulls data from multiple sources to create a single source of truth, giving you real-time analytics and dynamic reporting without forcing you to migrate away from your current accounting system. If your goal is to enhance your existing setup with sophisticated automation and compliance, exploring HubiFi’s integrations is a great first step.
Accounting Seed is a native accounting application built directly on the Salesforce platform. This means it shares the same database as your CRM, eliminating the need for syncing and reconciliation between two separate systems. Because it lives inside Salesforce, the user experience is incredibly seamless for your team. It offers a full suite of accounting functions, from general ledger to project accounting and inventory management. This solution is ideal for businesses that are deeply invested in the Salesforce ecosystem and want a single, unified platform to manage both customer relationships and financials.
Oracle NetSuite is more than just accounting software; it's a complete enterprise resource planning (ERP) system designed for larger, more complex businesses. When you integrate NetSuite with Salesforce, you can sync critical financial data, manage orders, and track invoices directly within your CRM. This connection gives your sales team visibility into financial information while your finance team gets a clear view of the sales pipeline. It’s a robust solution for scaling companies that need a comprehensive system to manage everything from financials and inventory to human resources.
Sage Intacct is a powerful, cloud-based financial management platform favored by growing small and mid-sized businesses. It’s known for its strong core accounting features, including multi-entity consolidation and sophisticated revenue management. By connecting Sage Intacct with Salesforce, you can automate the quote-to-cash cycle, giving you real-time visibility into your company’s financial health. This integration helps streamline financial operations by syncing sales data, invoices, and payments, ensuring both your sales and finance teams are working with the most current information.
Like Accounting Seed, FinancialForce is built natively on the Salesforce platform, offering a truly unified experience. It combines robust financial management with professional services automation (PSA), making it an excellent choice for service-based businesses. The seamless integration means customer data from Salesforce flows directly into your financial and project management workflows. This creates a single customer record that spans the entire journey, from initial sales contact to final invoice and project delivery, which you can learn more about in our HubiFi Blog.
QuickBooks is one of the most popular accounting platforms for small to medium-sized businesses, and for good reason. It’s user-friendly, affordable, and packed with essential features for managing day-to-day finances. While it’s not a native Salesforce application, QuickBooks Online can be easily connected to your CRM using a third-party integration tool. This allows for real-time synchronization of customer data, invoices, and payments, helping you eliminate manual data entry and keep your financial records accurate and up-to-date.
Zoho Books is another excellent accounting solution for small and growing businesses, known for its intuitive interface and competitive pricing. As part of the broader Zoho suite of business apps, it’s designed to work well with other systems. Integrating Zoho Books with Salesforce allows you to sync customer data, invoices, and payment transactions between the two platforms. This creates a connected view of your sales and accounting operations, helping you streamline workflows and get a complete picture of your customer lifecycle from lead to payment.
Xero is a strong competitor to QuickBooks, offering a modern, cloud-based accounting platform that’s popular with startups and small businesses. It excels at bank reconciliation, invoicing, and inventory management, all within a clean, easy-to-use interface. Similar to QuickBooks, Xero isn't native to Salesforce but connects seamlessly through various integration apps. This connection automates the flow of financial data, ensuring your sales team has access to payment statuses while your finance team can easily track revenue from closed deals.
Choosing the right integration tool is about more than just connecting two platforms; it’s about creating a seamless system that works for your specific business. As you evaluate your options, look for a solution that not only syncs your data but also enhances your workflows and provides deeper insights. The right tool should feel like a natural extension of your team, automating tedious tasks and giving you a clear, unified view of your financial health. Here are the key features to keep on your checklist.
Think of an API (Application Programming Interface) as the bridge that allows your accounting software and Salesforce to talk to each other. A flexible API is crucial because it ensures a smooth and reliable connection, forming the foundation for automating the flow of financial data between systems. A rigid, limited API can cause connection issues and may not support the custom workflows your business needs to operate efficiently. Look for a tool with a well-documented and robust API that can adapt as your business grows and your software stack evolves. This flexibility is your ticket to a future-proof integration that won’t hold you back.
When a deal closes in Salesforce, your finance team shouldn't have to wait for a nightly update to see it. Real-time data syncing is a must-have feature that ensures information is updated across platforms instantly. This means your sales team can see payment statuses in Salesforce, and your finance team has an immediate, accurate view of revenue as it comes in. This continuous flow of information eliminates data silos and manual entry, reducing errors and giving everyone access to the most current financial data. With a connected view of your operations, your teams can make faster, more informed decisions without chasing down information.
Manually creating invoices from sales orders is a time-consuming process prone to human error. An effective integration tool automates this entire workflow. When a sales rep marks a deal as "Closed-Won" in Salesforce, the tool should automatically generate and send an accurate invoice from your accounting software. This not only saves your team hours of administrative work but also accelerates your cash flow by getting invoices to customers faster. Automating your billing process ensures consistency, reduces the risk of mistakes, and frees up your finance team to focus on more strategic initiatives than just data entry and paperwork.
For businesses with subscriptions, multi-year contracts, or complex billing schedules, managing revenue recognition is a major challenge. Manually tracking and applying rules like ASC 606 is complex and risky. Look for an integration tool with built-in revenue recognition capabilities. This feature automatically applies the correct accounting principles to each transaction, ensuring your financial statements are accurate and compliant. HubiFi, for example, specializes in automating ASC 606 & 944 compliance, giving you peace of mind during audits and providing a true picture of your company's financial performance without the manual spreadsheet gymnastics.
Your business has unique processes, and your integration tool should support them, not force you into a one-size-fits-all box. The ability to create custom workflows is essential for true operational efficiency. For example, you might want to set up an automated approval process for discounts over a certain percentage or trigger a notification to the finance team when a high-value contract is signed. A tool that allows for customizable workflows lets you tailor the integration to fit your exact needs, connecting platforms like QuickBooks or Xero to Salesforce in a way that makes sense for your team and streamlines your specific operations.
When your sales and accounting data live in the same ecosystem, you can uncover powerful insights that were previously hidden. A great integration tool offers robust reporting and analytics features that merge this data into a single, comprehensive view. Instead of pulling reports from two different systems, you can build dashboards that track metrics like customer acquisition cost, lifetime value, and sales cycle profitability all in one place. This gives you a holistic understanding of your business performance and helps you make strategic, data-backed decisions. Look for tools that offer customizable reports and dashboards to get the insights you need.
You’re handling sensitive financial and customer data, so security is non-negotiable. Any integration tool you consider must have top-notch security measures to protect your business and your clients. Look for features like end-to-end data encryption, multi-factor authentication, and granular user permissions that let you control who sees what. The tool should also be compliant with industry standards like SOC 2, which demonstrates a commitment to data security and privacy. Entrusting your data to a third-party tool requires confidence, so be sure to choose a provider that takes security as seriously as you do.
Connecting your accounting software to Salesforce is a game-changer, but let's be real—it’s a project that can come with its own set of challenges. The good news is that these hurdles are completely manageable when you know what to expect. Instead of seeing them as roadblocks, think of them as checkpoints on your path to a more streamlined business. A little preparation goes a long way in ensuring a smooth journey, and anticipating these common issues allows you to create a clear plan to address them head-on.
Even the most well-planned projects can have a few bumps. The key is knowing what they are and having a strategy ready. From making sure your data speaks the same language across systems to getting your team excited about the new workflow, tackling these challenges proactively is the difference between a stressful implementation and a successful one. By taking the time to understand these potential hurdles, you’re setting your integration—and your business—up for long-term success.
Think of data mapping as giving your systems a common language. It’s the process of telling your integration which field in Salesforce corresponds to which field in your accounting software. For example, you’ll map the "Account Name" in Salesforce to the "Customer Name" in your books. When done right, you can sync sales, invoicing, and financial data to get a real-time view of your business performance. Getting this step right is foundational. If your data isn't mapped correctly from the start, you’ll end up with inaccurate reports and a lot of manual cleanup work. Taking the time to plan your data integrations carefully prevents major headaches later.
Not all software is designed to play nicely together. While some accounting platforms offer seamless, native integration with Salesforce, others might require a bit more work to connect. You might find that one system has a powerful feature, like extensive inventory management, that doesn't sync perfectly with Salesforce out of the box. Before you commit to a tool, check its compatibility. Does it have a flexible API that allows for custom connections? Or does it rely on a third-party connector? Understanding the technical requirements upfront will help you choose a solution that fits your existing tech stack without causing friction.
It’s easy to focus on the subscription fee for an integration tool, but it’s important to look at the bigger picture. The total cost can also include one-time implementation fees, staff training, and ongoing maintenance. While this might sound like a lot, remember that integration is an investment. By connecting your systems, you’re streamlining financial processes and reducing the hours your team spends on manual data entry. These efficiencies often lead to significant long-term cost savings that far outweigh the initial outlay. The goal is to find a solution that provides clear value without hidden fees.
When you’re connecting platforms that handle your most sensitive customer and financial data, security is non-negotiable. You need to be confident that the integration won't create vulnerabilities. Look for solutions that offer robust security features like end-to-end encryption and are compliant with industry standards like SOC 2. Reputable platforms take this very seriously. For example, Salesforce itself runs its entire business on its own technology, showcasing a deep commitment to security and reliability. Always vet your vendors and ask direct questions about their security protocols before moving forward.
An integration is only successful if your team actually uses it. Change can be difficult, and you might face some resistance from team members who are used to the old way of doing things. The key to getting buy-in is to involve them early and communicate the benefits clearly. Show them how a connected view of sales and accounting will make their jobs easier, not harder. When your sales team can see payment statuses and your finance team has instant access to sales data, everyone wins. Providing thorough training and ongoing support will help ensure a smooth transition and encourage team adoption.
Integration isn’t a "set it and forget it" task. Your business will evolve, your software will get updated, and your processes will change. A successful integration requires ongoing maintenance and support to keep everything in sync. Before you choose a solution, find out what kind of long-term support is offered. Will you have access to a dedicated representative? How quickly do they respond to issues? Having a reliable partner to help you maintain and optimize your integration over time is crucial for long-term success. A great integration partner will feel like an extension of your own team, ready to help you schedule a consultation whenever you need it.
With so many options available, picking the right integration tool can feel overwhelming. But finding the perfect fit doesn't have to be a guessing game. The key is to approach it methodically, focusing on what your business truly needs to thrive. By breaking down the decision into a few key areas—from your specific operational needs to your plans for future growth—you can confidently select a solution that will serve as a powerful asset for years to come. Let’s walk through the essential factors to consider.
Before you start comparing features, take a step back and define what success looks like for your business. What specific problems are you trying to solve? Are you struggling with manual data entry, delayed financial reporting, or complex revenue recognition? Make a list of your must-haves. For instance, integrating your systems can help you sync sales and financial data to get a real-time view of your cash flow. By clearly outlining your goals—whether it's simplifying invoicing or ensuring ASC 606 compliance—you create a scorecard to measure each potential solution against. This initial step ensures you focus on tools that address your unique pain points from day one.
Your new integration tool needs to play well with your existing technology. Think of it like puzzle pieces—they have to fit together perfectly to create a complete picture. Start by mapping out your current tech stack, including your ERP, accounting software, and any other critical platforms. Check whether a potential solution offers native integration with Salesforce or if it relies on third-party connectors. A solution with seamless integrations will prevent data silos and ensure a smooth flow of information across your entire organization. For example, some tools are built directly on the Salesforce platform, offering a level of compatibility that standalone apps can't always match.
Let's talk money. While it’s tempting to look for the cheapest option, it’s more important to focus on overall value. Consider the total cost of ownership, which includes subscription fees, implementation costs, and any charges for ongoing support or additional users. Some of the best Salesforce accounting apps can lead to significant cost savings by improving efficiency and reducing manual work. Look for transparent pricing that aligns with the value you’ll receive. The right tool is an investment that should deliver a clear return by saving your team time, reducing errors, and providing the insights you need to grow profitably.
When you choose an integration partner, you're not just buying software—you're investing in a relationship. Even the most intuitive tools can present challenges, and you’ll want to know that expert help is available when you need it. Before committing, investigate the provider’s support structure. Do they offer phone support, a dedicated account manager, or just an email helpdesk? Look for customer reviews and success stories to see how they’ve helped businesses like yours. A provider who is committed to your success will be a true partner in your growth, offering guidance during implementation and beyond.
The solution you choose today should be able to support your business tomorrow. Think about your long-term goals. Do you plan to expand into new markets, launch new product lines, or handle a much higher volume of transactions? A scalable solution is essential for sustainable growth. Look for a tool that can grow with you, offering the flexibility to adapt to changing business needs without requiring a complete overhaul. By planning for the future, you ensure your integration will remain a valuable asset that helps you simplify financial management and improve accuracy as your company evolves.
Connecting your accounting software to Salesforce is a project, not just a flip of a switch. But with a clear plan, you can make the process smooth and successful. Breaking it down into manageable steps helps you stay organized and ensures you don’t miss anything critical along the way. Think of it as building a bridge between two essential parts of your business—you want to make sure it’s strong, stable, and built to last. Here’s how to approach your implementation from start to finish.
Before you write a single line of code or click "install," take a step back and define what success looks like. What specific problems are you trying to solve? Are you looking to give your sales team visibility into payment statuses, or do you need to automate invoice creation when a deal closes? For example, some integrations sync customer data, invoices, and payments to create a connected view of your operations. Clearly outlining your goals will guide every decision you make. It’s also the perfect time to schedule a consultation with an expert to map out your strategy and confirm you’re on the right track.
Data mapping is the process of matching fields from Salesforce to the corresponding fields in your accounting software. This step is crucial for ensuring data flows accurately between the two systems. For instance, a customer’s billing address in Salesforce needs to land in the correct address field on an invoice in your accounting platform. You’ll need to decide on a single source of truth for different types of data. While Salesforce is the master of customer information, your accounting software might be the authority on inventory levels. Creating a clear map prevents data duplication, errors, and confusion, leading to the seamless integrations your business needs to run efficiently.
Once the integration is set up, it’s time for rigorous testing. Don’t just check if the connection is active; run through real-world scenarios to see how it performs. Create a test plan that covers your most common workflows. For example, what happens when a sales rep updates a customer record? Does the change sync instantly? If an order is marked as "paid" in your accounting software, does the opportunity in Salesforce update accordingly? The goal is to ensure your team has real-time access to accurate sales and revenue data. Catching hiccups here, in a controlled environment, is much better than discovering them after you’ve gone live.
A powerful integration is only effective if your team knows how to use it. Proper training is key to adoption and getting the most out of your new, connected system. Even if your team is familiar with platforms like QuickBooks or Xero, their daily workflows will change. Walk them through the new processes, highlighting how the integration makes their jobs easier. Provide clear documentation, host hands-on training sessions, and consider appointing a few super-users who can act as go-to resources for their colleagues. You can find more insights on change management and team training to help guide your efforts.
Your integration isn't a one-and-done project. It requires ongoing attention to keep it running smoothly. Both Salesforce and your accounting software will have periodic updates, which can sometimes affect the integration. Create a plan for regular maintenance checks to monitor performance, look for errors, and ensure data is syncing correctly. It’s also wise to periodically review your setup to see if it still meets your business needs, which will likely evolve over time. Thinking about long-term maintenance from the start ensures your integration remains a valuable asset, much like the success stories of companies that build their operations around scalable technology.
The connection between Salesforce and your accounting software is evolving far beyond a simple data sync. While getting your sales and financial data in one place is a great start, the future is about making that data work for you in smarter, more automated ways. We're moving toward a reality where your integrated systems don't just report on what happened yesterday; they help you predict what will happen tomorrow and suggest the best course of action. This shift is driven by advancements in artificial intelligence, cloud computing, and a demand for real-time information that can be accessed from anywhere.
For finance teams and business owners, this means less time spent on manual data entry and reconciliation and more time dedicated to strategic planning. Imagine your system automatically flagging at-risk accounts based on payment patterns or forecasting cash flow with incredible accuracy by analyzing your sales pipeline in real time. These aren't futuristic fantasies; they are the tangible benefits of a deeply integrated financial ecosystem. The right tools connect your operations, giving your team a complete picture of sales, expenses, and revenue while automating complex financial processes. You can find more on these trends in the HubiFi Blog.
Artificial intelligence is no longer just a buzzword; it's a practical tool that’s changing how we approach financial analysis. When you connect Salesforce to your accounting software, AI can analyze vast amounts of customer and transaction data to uncover patterns you might miss. As Salesforce puts it, the goal is to empower people to do more with AI by finding deeper insights from their data. For your finance team, this could mean automatically identifying which customer segments are most profitable or getting early warnings about potential compliance issues. It turns your data from a passive record into an active advisor, helping you make more informed decisions without spending hours digging through spreadsheets.
The next wave of financial management is all about looking forward, not just backward. By integrating your Salesforce pipeline with your accounting software, you can create powerful predictive models. Instead of waiting until the end of the quarter to see how you did, you can get a real-time view of your projected cash flow and revenue performance. This allows you to be proactive, adjusting your strategy based on up-to-the-minute sales data. Syncing sales, invoicing, and financial information gives you the visibility needed to anticipate financial outcomes, manage resources effectively, and plan for growth with much greater confidence. HubiFi offers a variety of integrations that make this possible.
Business doesn't stop when you leave your desk, and your financial data shouldn't be stuck there either. The rise of cloud-based accounting platforms means you can access critical financial information from anywhere, on any device. Modern integration tools offer real-time data synchronization, ensuring the information on your phone is just as current as the information on your desktop. Whether you need to check on a payment status before a client meeting or approve an invoice while traveling, mobile access gives your team the flexibility to stay productive and make timely decisions without being tied to the office. This constant connectivity is becoming the standard for agile, fast-moving businesses.
Cloud-native platforms are at the heart of modern accounting integration. Unlike older, on-premise systems, cloud solutions are built for seamless connectivity and scalability. They offer flexible APIs that allow for deep, reliable integrations that can grow with your business. A cloud-based system provides a single source of truth for your financial and customer data, eliminating information silos and ensuring everyone on your team is working with the same numbers. This unified environment is not only more efficient but also more secure, with providers managing updates and security protocols for you. It’s the foundation for a truly connected and automated financial operation.
The future of integration is about automating more than just the simple tasks. While syncing contacts and invoices is helpful, the real value comes from automating complex, multi-step workflows. Think about automatically triggering revenue recognition schedules the moment a deal is closed in Salesforce or initiating custom dunning sequences based on payment behavior. The right integration solution connects all your systems, giving your team real-time access to data while automating core financial processes from end to end. This level of automation frees up your team to focus on high-value strategic work, turning your finance department into a driver of growth. You can schedule a demo to see how HubiFi puts this automation into practice.
What's the real difference between a native Salesforce app and just integrating my current accounting software? Think of a native application, like Accounting Seed or FinancialForce, as living directly inside your Salesforce house. It uses the same foundation and speaks the same language, which means there's no need for a separate connection because your financial and customer data are already in one system. An integration, on the other hand, builds a strong bridge between your Salesforce house and your separate accounting software house, like QuickBooks or Xero. The best choice depends on your preference: if you love your current accounting software and its specialized features, an integration is perfect. If you're all-in on the Salesforce ecosystem and want a single, unified experience, a native app might be a better fit.
My company's data is spread out and a bit messy. Do I need to clean it all up before I can even think about integration? This is one of the most common concerns I hear, and the short answer is no, you don't need perfectly pristine data to get started. In fact, the process of planning an integration is often the perfect catalyst for getting your data in order. A good first step is to conduct a simple data audit to identify your primary sources of truth. For example, Salesforce is likely the master record for customer information, while your accounting system holds the final say on financial transactions. A quality integration partner can help you map everything out correctly, so don't let the fear of a messy data closet stop you from moving forward.
This sounds like a big project. Do I need to hire a developer or an IT team to make this happen? Not necessarily. Many modern integration tools are designed to be quite user-friendly, allowing you to set up standard connections without writing a single line of code. For a straightforward sync between Salesforce and a popular platform like QuickBooks Online, you can often handle the implementation yourself. However, if your business has complex workflows, needs custom data mapping, or requires specialized compliance like ASC 606, working with an implementation partner or a data consultation firm is a smart move. They ensure the project is done right the first time, saving you significant time and potential headaches.
Is this type of integration only worthwhile for large companies, or can my small business benefit too? This is absolutely for businesses of all sizes. For a small business, the time saved by eliminating manual data entry can be transformative, freeing you or your team to focus on growth instead of administrative tasks. As a business grows, the benefits scale. Larger companies gain deeper financial insights, improved forecasting accuracy, and streamlined compliance across multiple departments. The key isn't the size of your company, but the value you place on efficiency, accuracy, and having a clear, real-time view of your financial health.
How do I know if my business needs a specialized tool like HubiFi for revenue recognition? You'll know it's time to look for a specialized solution when managing revenue becomes a major source of manual work and risk. If your team is spending hours in spreadsheets to track subscriptions, multi-element arrangements, or usage-based billing, that's a clear sign. The moment you start worrying about whether your financial reports are compliant with standards like ASC 606, you've outgrown basic accounting functions. A tool like HubiFi is designed specifically to automate these complex rules, ensuring your revenue is recognized correctly and your financials are always audit-ready.
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.
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