
Find the top 10 automated audit trail software solutions to enhance data security and compliance. Discover features that streamline your audit processes.
Keeping track of every financial transaction, data entry, and user login manually is a recipe for headaches and human error. For busy finance teams, this tedious work not only consumes valuable time but also creates significant risk. A single misplaced decimal or unrecorded change can compromise your data integrity and cause major issues during an audit. This is where automated audit trail software comes in. It acts as a tireless digital diary for your business, creating a clear, chronological, and unchangeable record of all activity. This guide will explain what this essential software does, why it’s a game-changer for accuracy and compliance, and how to choose the right solution for your business.
Think of an automated audit trail as a detailed digital diary for your business systems. It’s a specialized tool that automatically tracks and records every important action that happens within your software. This digital log captures who did what and when—from data entries and file changes to user logins and transactions. It creates a clear, chronological record of all activity, which is essential for transparency and accountability.
In the past, keeping these records was a tedious, manual task that was prone to human error. Automated audit trail software takes over this job for you. By using technology to handle the tracking, you can significantly speed up the process, improve accuracy, and free up your team from mind-numbing manual work. This audit automation is a game-changer for busy finance teams.
These tools are designed to do more than just record data. They often come with features for data analysis, risk assessment, and workflow management to make your entire audit process smoother. Essentially, this software gives you a clear, unchangeable record of your operations, which is crucial for maintaining data integrity, staying compliant, and making sure your financial records are always accurate. You can find more insights on how to achieve this on our blog.
If you think audit trail software is just for big corporations or heavily regulated industries, it’s time to reconsider. At its core, an audit trail is a chronological record of all the actions and operations that happen within your systems. It answers the crucial questions of who did what, when, and where. While you could try to track this manually, automated software makes the process seamless, accurate, and incredibly powerful. It’s less about catching people doing something wrong and more about creating a transparent, secure, and efficient operational environment.
For any business that handles sensitive data—which, let's be honest, is pretty much every business—having a clear record of activity is essential. It’s your first line of defense against data breaches, a key tool for troubleshooting errors, and a non-negotiable for proving compliance. Automated audit trail software works quietly in the background, creating an unchangeable log that gives you a complete picture of your data’s journey. This visibility helps you build stronger internal controls and make more informed decisions. You can find more articles on improving your financial operations on the HubiFi blog.
One of the biggest advantages of audit trail software is the ability to see what’s happening with your data as it happens. If a critical financial record is altered or a sensitive file is accessed, you don’t have to wait for a quarterly review to find out. The software logs the activity instantly, showing you exactly who was involved and what they did. This real-time monitoring helps you spot mistakes, potential fraud, or security issues right away, allowing you to address them before they escalate into bigger problems. It’s like having a security camera for your data, giving you peace of mind and control.
Your company’s data is one of its most valuable assets, and not everyone on your team needs access to everything. Audit trail software helps you enforce strong access controls by logging every single login attempt, successful or not. You can define user roles and permissions, ensuring that employees can only view or modify the information relevant to their jobs. This is fundamental to good data governance and security. By maintaining a clear record of who is accessing sensitive information, you can better protect your business and your customers. You can learn more about our commitment to data security by reading about HubiFi.
Data integrity is the foundation of sound financial reporting and trustworthy business operations. Audit trail software protects the accuracy of your data by creating a detailed, time-stamped record of every change. If a number in your revenue report is modified, the software logs it. This comprehensive logging ensures that your records are reliable and haven't been tampered with. It creates a single source of truth that your entire team can depend on, which is essential for closing your books quickly and passing audits with confidence.
Modern audit software does more than just collect data; it helps you understand it. Instead of sifting through endless log files, you can generate clear, concise reports with just a few clicks. Need to review all the changes made to your payroll system last month? Want to analyze user activity patterns to improve workflow efficiency? The software can summarize these findings for you. This turns your audit trail from a simple security log into a valuable source of business intelligence, helping you make smarter, data-driven decisions. You can schedule a demo to see how HubiFi turns data into actionable insights.
For many businesses, maintaining an audit trail isn't just a good practice—it's the law. Regulations like SOX, HIPAA, and ASC 606 require companies to prove they have strong internal controls and can track all financial data activity. Audit trail software automates this documentation process, making it easy to demonstrate compliance to auditors. By having a clear, unchangeable record on hand, you significantly reduce the risk of non-compliance penalties and build trust with regulators and stakeholders. This is a cornerstone of HubiFi's solutions, which are designed for compliance.
Manually tracking system changes is tedious, time-consuming, and prone to human error. Automating this process with audit trail software frees up your team from mind-numbing administrative work so they can focus on more strategic initiatives. It also streamlines the entire audit process. Instead of spending weeks gathering documents, you can provide auditors with organized, comprehensive reports in a fraction of the time. This increased efficiency not only saves you money on labor but also reduces the direct costs associated with audits. Check out our pricing information to see how automation offers a strong return on investment.
Choosing the right software is a big decision, so we’ve gathered our top picks to help you find the perfect fit. From all-in-one automation platforms to specialized security tools, here are the best audit trail software solutions available.
If you’re a high-volume business, you know that financial data can get complicated—fast. HubiFi is designed specifically for this challenge, offering a suite of accounting automation solutions that do more than just track changes. The platform provides automated audit trails alongside role-based access controls and powerful reporting tools. This means you not only get a clear record of every transaction but can also control who sees what and pull insights on demand. It’s built to help you close your books quickly, stay compliant with standards like ASC 606, and make smarter business decisions. You can schedule a demo to see exactly how it can streamline your operations.
For smaller teams or businesses just starting to formalize their processes, SafetyCulture (formerly iAuditor) is an excellent entry point. It offers a free plan for teams of up to 10, making it easy to get started without a financial commitment. The platform provides a comprehensive log of user activities, so you can see who did what and when. With real-time monitoring and secure data storage, it covers all the essential bases for creating transparency and accountability. It’s a straightforward, user-friendly tool that helps you build a strong foundation for your audit processes as your business grows.
When compliance is your top priority, AuditBoard is a standout choice. This platform is built to help organizations streamline their entire audit lifecycle, from planning to reporting. It acts as a central hub for all your risk, compliance, and audit activities, making it easier to connect the dots and see the bigger picture. AuditBoard excels at creating the kind of comprehensive audit trails that satisfy both internal stakeholders and external regulators. If you’re looking to make your audit processes more efficient and less stressful, this platform has the robust features to help you manage everything in one place.
Workiva is all about bringing your data, documents, and teams together. Its strength lies in its centralized platform that automates workflows to improve both accuracy and efficiency. By creating a single source of truth, Workiva helps eliminate the errors and confusion that come from juggling multiple spreadsheets and reports. The platform is particularly useful for complex financial reporting and compliance tasks, as it enhances collaboration and ensures everyone is working from the same playbook. It’s a great option for larger organizations that need to simplify their reporting processes and maintain a clear, connected audit trail across different departments.
Qualio is designed with quality management and life sciences in mind, but its features are valuable for any industry focused on strict compliance. As a web-based platform, it makes it easy to track all activities, manage documents, and train employees according to regulatory standards. Its audit trail capabilities are built directly into its quality management system, ensuring that every change is automatically recorded and time-stamped. This creates a complete history of your documents and processes, which is essential for passing audits. If your business operates in a highly regulated field, Qualio provides the specialized tools you need to stay compliant.
If your primary concern is security, LogRhythm offers a powerful solution. It goes beyond simple activity logging by providing advanced security analytics and threat detection. The platform helps you monitor your entire IT environment, identify suspicious behavior, and respond to potential threats in real time. Its audit trail capabilities are part of a broader security information and event management (SIEM) system, giving you deep visibility into what’s happening across your network. For organizations that need to protect sensitive data and meet strict security compliance requirements, LogRhythm is a top-tier choice.
Netwrix Auditor focuses on giving you complete visibility and control over your data and systems. The platform helps you see who is making changes, where those changes are happening, and who has access to your most sensitive information. It’s designed to help you spot security threats, prove compliance, and streamline your IT operations. By providing a clear and detailed audit trail of all user activity, Netwrix makes it easier to investigate incidents and answer questions from auditors. It’s a practical tool for any business that wants to strengthen its security posture and maintain control over its IT environment.
For businesses that rely heavily on Microsoft Active Directory, ManageEngine ADAudit Plus is a must-have. This tool provides real-time monitoring and reporting on all changes made within your Active Directory environment. You can track user logons, changes to groups and permissions, and access to critical files. The platform sends instant alerts for suspicious activities, helping you catch potential security issues before they become major problems. With its comprehensive audit trail and easy-to-read reports, ADAudit Plus gives you the detailed insights you need to keep your Active Directory secure and compliant.
Splunk is a data powerhouse that can turn machine data from across your organization into valuable insights. While it’s known for its broad data analytics capabilities, it’s also an incredibly effective tool for creating and maintaining audit trails. Splunk can collect and index data from virtually any source, giving you a unified view of all activity. This allows you to search, monitor, and analyze events to ensure security and compliance. For businesses with complex IT environments and massive amounts of data, Splunk provides the powerful analytics needed to make sense of it all and maintain a robust audit trail.
RSA Archer is a leader in the governance, risk, and compliance (GRC) space. It offers a comprehensive suite of tools designed to help large enterprises manage risk and meet regulatory requirements. The platform’s audit trail features are integrated into its broader GRC framework, allowing you to connect your audit activities directly to your risk and compliance controls. This provides a holistic view of your organization’s posture and helps you make more informed decisions. For large companies looking for an all-in-one solution to manage enterprise risk, RSA Archer is a proven and reliable choice.
With so many options out there, finding the right audit trail software can feel like a huge task. But it doesn’t have to be. By breaking down the decision and focusing on a few key areas, you can confidently choose a tool that fits your business perfectly. Think of this as a checklist to find a solution that not only meets your needs today but also supports your growth for years to come. It’s about finding a partner in your financial operations, not just another piece of software.
First things first, let's focus on you. The best software is the one that solves your specific problems, so take a moment to outline what you need it to do. Consider your industry, company size, and any specific compliance requirements you face, like ASC 606. Are you a high-volume ecommerce store that needs to track thousands of daily transactions, or a SaaS company managing complex subscription data? Listing your must-haves and nice-to-haves will give you a clear scorecard to measure each option against. This simple step prevents you from getting distracted by flashy features you’ll never use.
Your audit software shouldn't live on an island. For it to be truly effective, it needs to communicate effortlessly with the tools you already use every day. Think about your accounting software, ERP, and CRM. The right platform will offer seamless integrations that create a single, reliable source of truth for your data. This eliminates the need for manual data entry, reduces the risk of human error, and gives you a complete picture of your business operations. When data flows automatically between systems, your audit trail becomes a powerful, real-time asset instead of a historical record.
Think about where your business will be in one, three, or even five years. The software you choose today should be able to scale with you. A solution that works for a small team might not handle the complexity of a larger, growing organization. Look for a platform that can support more users, larger data volumes, and more intricate workflows as your business expands. The best way to gauge this is to take advantage of free trials or schedule a demo. This gives you a hands-on feel for the software and allows you to ask direct questions about its ability to support your long-term vision.
The most powerful features in the world don’t mean much if your team finds the software confusing or difficult to use. A clean, user-friendly interface is essential for getting your team on board and ensuring everyone can use the tool effectively. Beyond the design, consider the quality of customer support. When you have a question or run into an issue, you want to know that a responsive and knowledgeable support team is there to help. Strong support is a key part of a successful software implementation and long-term satisfaction.
Audit trails often contain some of your most sensitive business data, so security is absolutely non-negotiable. When evaluating software, look closely at its security protocols. The platform should offer robust features like role-based access controls, ensuring that team members can only see the information relevant to their jobs. Data encryption, both in transit and at rest, is another critical feature that protects your information from unauthorized access. Your audit trail software must be a fortress for your data, giving you peace of mind that your financial records are stored securely.
Finally, let's talk about the budget. Software pricing can vary significantly, from a flat monthly fee to custom quotes based on your company’s size and needs. While it’s tempting to focus solely on the price tag, it’s more important to consider the overall value. Think about the return on investment (ROI). How much time will your team save on manual tasks? How much risk will you reduce by ensuring compliance and data accuracy? Check out the vendor’s pricing information and weigh the cost against the long-term benefits of improved efficiency, stronger security, and confident decision-making.
The cost of audit trail software can vary quite a bit, so it’s helpful to know what to expect. Most pricing falls into a few common categories, depending on the vendor, the features you need, and the size of your team. Let's break down the typical models you'll encounter.
Dipping your toes in the water before committing is always a smart move. Many audit software providers get this, which is why they offer free versions or trial periods. These are perfect for smaller teams or for anyone who wants to test-drive the features. For example, some tools provide a free plan for up to 10 users. This approach lets you see if the software fits your workflow and meets your team's needs without any upfront financial risk. It’s an excellent way to explore your options and make a confident choice. You can often schedule a demo to get a personalized walkthrough and see exactly how the tool can solve your specific challenges.
For businesses ready for a more robust solution, the subscription model is the most common path. You’ll typically find plans billed monthly or annually, with annual payments often coming with a nice discount. Prices can range from around $129 per month to over $159 per user per month, depending on the complexity of the software and the features included. This predictable pricing structure makes it easy to budget for your software expenses. It allows you to select a plan that aligns with your current needs while giving you the flexibility to upgrade as your business grows. You can usually find detailed breakdowns of what each tier includes on a company's pricing information page, helping you compare apples to apples.
If you're running a larger organization or have highly specific compliance and data needs, a one-size-fits-all plan probably won't cut it. This is where custom pricing comes in. Most vendors that cater to enterprise clients will ask you to contact them directly for a quote. This allows them to create a tailored package based on your team size, required features, and the complexity of your existing systems. This consultative approach ensures you get exactly what you need without paying for extras you won't use. It also opens the door for discussing seamless integrations with your current ERP, CRM, and accounting software, creating a truly connected and efficient system for your business.
While almost any business can benefit from a clear record of its activities, audit trail software is non-negotiable for some. In industries where regulations are strict and data is highly sensitive, having an automated audit trail isn't just a good idea—it's a fundamental requirement for staying compliant, secure, and operational. If you work in one of the following sectors, think of this software as an essential part of your toolkit. It protects your business, your team, and your customers by creating an unchangeable record of who did what, and when.
For financial institutions, trust is everything. Banks and investment firms handle incredibly sensitive information and are subject to strict regulations like the Sarbanes-Oxley Act (SOX). Automated audit trail software is critical for tracking every transaction, account change, and data access point. This detailed log helps prevent fraudulent activity, ensures compliance with federal laws, and provides the concrete evidence needed to pass rigorous audits. It creates a transparent financial environment where every action is recorded, holding everyone accountable and protecting customer assets from internal and external threats.
In healthcare, protecting patient data is a top priority. Regulations like HIPAA demand strict controls over who can access personal health information (PHI). Audit trail software provides a detailed log of every interaction with patient records, which is essential for proving compliance and identifying potential breaches. For pharmaceutical companies, audit trails are just as vital for maintaining data integrity throughout the long process of drug research, clinical trials, and manufacturing. This ensures that all data is accurate and that the final products are safe and effective, meeting the high standards set by regulatory bodies.
Technology companies, especially those in the SaaS space, are custodians of massive amounts of user data. With regulations like GDPR and CCPA setting a high bar for data privacy, it's crucial to have a system that tracks how that information is handled. Audit trail software helps tech companies maintain data integrity and demonstrate compliance by logging all access and changes to user accounts and sensitive data. For software development teams, it also provides a clear history of code changes, which is invaluable for security reviews, debugging, and ensuring the stability of the final product.
Accountability is the cornerstone of public service. Government agencies manage taxpayer funds and sensitive citizen data, making transparency a must. Automated audit trails provide an indisputable record of financial transactions and data handling, which helps prevent corruption and misuse of resources. By creating a clear, chronological log of activities, these tools help agencies ensure transparency in their operations and prove compliance with government regulations. This not only streamlines internal processes but also builds trust with the public by showing a commitment to responsible governance.
From raw materials to finished goods, the manufacturing and supply chain sectors rely on precision and traceability. Audit trail software is key to monitoring the entire production lifecycle, ensuring that every step meets quality and safety standards. It allows companies to track compliance with industry standards and quickly identify the source of any issue, which is critical for managing recalls and maintaining product quality. By providing a detailed history of every component and process, an audit trail helps protect consumers, reduce waste, and safeguard the company’s reputation in a competitive market.
The retail and e-commerce industries process a high volume of transactions every day, making them prime targets for fraud. Audit trail software helps businesses monitor sales, returns, and inventory adjustments in real-time, flagging suspicious activities before they become major problems. For online stores, it's also essential for complying with Payment Card Industry (PCI) standards, which are designed to protect customer credit card information. By keeping a detailed log of every transaction, you’re not just protecting against fraud; you’re also building customer trust by showing that their data is safe with you.
Choosing the right audit trail software is a huge step, but the real work begins with implementation. A new tool can only deliver on its promise if it’s rolled out thoughtfully. A rushed or poorly planned launch can create more problems than it solves, leading to frustrated teams and messy data. To make sure your new software becomes an asset instead of a headache, you need a clear, step-by-step approach. By focusing on planning, training, integration, and continuous improvement, you can set your team up for a smooth transition and long-term success.
Before you install anything, take a step back and create a game plan. A clear strategy is your best friend during this process. Start by defining exactly what you want to achieve. Are you trying to speed up your month-end close, prepare for an upcoming audit, or get better visibility into your financial data? Pinpoint which specific processes you’ll automate first and why. Having a clear vision helps you prioritize tasks and measure success later on. This initial planning phase ensures everyone is aligned and that the software is configured to meet your most important business needs.
Even the most powerful software is only as good as the people using it. Proper training is essential for a successful rollout. Make sure every team member who will interact with the new system understands how to use it effectively. This goes beyond just showing them which buttons to click. Explain the "why" behind the change—how it will make their jobs easier and benefit the company as a whole. Consider holding workshops, creating cheat sheets, or recording video tutorials they can reference later. When your team feels confident and supported, they’re more likely to embrace the new tool.
Your new audit software doesn’t exist in a vacuum. It needs to communicate seamlessly with the other systems you already rely on, like your ERP, CRM, and accounting software. One of the biggest hurdles during implementation can be ensuring these tools work together without a hitch. Before you go live, test the integrations thoroughly to make sure data flows correctly between platforms. This prevents data silos and ensures your automated audit trail captures a complete picture of your business activities, giving you a single source of truth.
Implementation isn't a one-time event; it's an ongoing process. Once the software is up and running, your job is to monitor its performance and look for ways to make it even better. Schedule regular check-ins to confirm that the audit trails are capturing all the necessary information accurately. Gather feedback from your team to understand what’s working well and where there might be friction. As your business grows and changes, your needs will evolve, too. Continuously refining your processes ensures your software remains a valuable asset for years to come. If you need a partner to help with this, you can always schedule a consultation to discuss your goals.
Switching to an automated audit system is a game-changer, but it can come with a few bumps in the road. Knowing what to expect helps you create a smoother transition for your team and your business. Here are some of the most common challenges you might face and how to handle them head-on.
When you automate your audit trails, you’re centralizing a lot of sensitive financial information. This makes data security more important than ever. A breach could be devastating, so it’s crucial to choose a platform with robust security measures. Look for features like data encryption, secure access controls, and a commitment to protecting your information from unauthorized access. Your audit software should be a fortress for your data, not a vulnerability. Partnering with a company you trust to handle your data responsibly is the first step toward a secure and successful implementation.
New technology can be intimidating, and one of the biggest hurdles is getting your team comfortable with a new system. The key is to invest in great training. Don’t just hand over a login and expect everyone to figure it out. Walk them through the new workflows, show them how the software makes their jobs easier, and create a supportive environment where they can ask questions. When your team understands the "why" behind the change and feels confident using the new tools, they’ll be more likely to embrace the system and help you get the most out of it.
Automation is fantastic for maintaining a complete audit trail and monitoring compliance, but the software itself needs to be up to the task. Without a system designed for regulatory adherence, you could still be vulnerable to compliance breaches. Make sure any tool you consider is built to meet current standards, like ASC 606. This ensures your automated records are not only accurate but also fully compliant, reducing your risk and giving you peace of mind. For more on staying ahead of financial regulations, you can find helpful insights in the HubiFi Blog.
Your audit software doesn’t exist in a vacuum. It needs to communicate with your other business systems, like your ERP, CRM, and accounting software. If it doesn’t integrate smoothly, you can end up with data silos and frustrating inefficiencies that defeat the purpose of automating in the first place. Before you commit to a solution, check that it offers seamless integrations with the tools you already rely on. This ensures a smooth flow of data across your entire organization and prevents the headaches that come with disconnected systems.
The world of audit trail software is constantly evolving, driven by new technologies and changing business needs. Staying aware of these trends helps you choose a tool that won’t just solve today’s problems but will also prepare you for what’s ahead. The future is focused on making auditing smarter, faster, and more insightful. Here are the key developments to watch.
Artificial intelligence and machine learning are making their way into audit software, and it’s about more than just automation. These technologies are designed to enhance human judgment, not replace it. AI can analyze massive datasets to spot anomalies and patterns that a person might miss, flagging potential risks before they become major issues. This creates a powerful partnership between technology and auditors. As research continues to explore the challenges and opportunities for AI in auditing, we can expect tools that offer smarter suggestions and help teams make more informed decisions, turning the audit process from a reactive task into a proactive strategy.
Modern audit trail software is moving beyond simple tracking to provide deep, actionable insights. Advanced analytics are being built directly into these platforms, allowing you to see the story behind your data. Instead of just knowing what happened, you can understand why it happened and what it means for your business. This level of audit automation helps with everything from resource allocation to risk management. By identifying trends and potential weak spots early, you can manage risks more effectively and continuously improve your internal processes, making your entire operation stronger and more resilient.
The move to the cloud is one of the biggest shifts in business software, and auditing tools are no exception. Cloud-based platforms offer flexibility and accessibility that on-premise solutions just can't match. Your team can access audit trails, review data, and collaborate on reports from anywhere, at any time. This also simplifies updates and maintenance, as the provider handles it for you. Furthermore, cloud software is built for connectivity. It’s designed to work seamlessly with the other tools you already use, from your accounting software to your CRM. Having strong integrations ensures that your data flows smoothly across your entire tech stack, creating a single source of truth.
Powerful features are only useful if people can actually use them. That’s why there’s a growing emphasis on intuitive, user-friendly design in audit software. The goal is to make complex processes feel simple. This includes clean dashboards, straightforward navigation, and clear reporting tools that don’t require a technical background to understand. Features like role-based access controls and automated reports are becoming standard, helping you meet compliance requirements without a steep learning curve. When you’re looking at real-time accounting software, you’ll find that the best options prioritize a great user experience, which encourages team adoption and ensures you get the most value from your investment.
My business is still small. Do I really need to worry about audit trail software right now? That's a fair question, and it’s one I hear a lot. It’s easy to think of audit trails as something only for large corporations, but building good habits early is one of the smartest things you can do. Think of it less as a corporate requirement and more as a foundational tool for security and growth. It creates a clear, unchangeable record of your financial activities from day one, which protects you from errors and potential fraud. Starting now means you’ll have a clean, trustworthy history when it’s time to seek funding, pass your first audit, or simply make informed decisions based on accurate data.
What's the difference between an audit trail and just having regular data backups? This is a great point to clarify. While both are crucial for your business, they serve very different purposes. A data backup is like a snapshot in time—it’s there to help you restore your systems after a major failure, like a server crash. An audit trail, on the other hand, is a detailed, continuous story. It records every single action—who logged in, what data they changed, and when they did it. It’s all about providing transparency and accountability for your day-to-day operations, which is essential for security, compliance, and troubleshooting.
How can I convince my team to get on board with a new system? Bringing in any new tool can be a challenge, but the key is to focus on the "why" instead of just the "how." Your team is more likely to embrace a change if they understand how it makes their work easier, not harder. Frame the new software as a tool that eliminates tedious manual tracking and reduces the stress of finding errors. Involve them in the process early, provide clear training, and highlight the benefits that directly affect their roles, like faster month-end closes or simpler reporting. When they see it as a supportive tool rather than a top-down mandate, adoption becomes much smoother.
Will this software actually work with the accounting and sales tools we already use? It absolutely should. A good audit trail software shouldn't create more work by forcing you to manage yet another disconnected system. The best solutions are designed to integrate seamlessly with the tools you already depend on, like your ERP, CRM, and accounting platform. This connectivity is what turns a simple log into a powerful business asset. It ensures that data flows automatically and accurately across your entire organization, creating a single, reliable source of truth for all your financial activities.
Beyond passing an audit, what's the real day-to-day benefit of this software? While being audit-ready is a huge relief, the daily benefits are where you'll see the most value. An automated audit trail gives you a real-time view of your business's health. You can spot and correct errors instantly instead of waiting for a quarterly review. It provides clear insights into your operational workflows, helping you identify bottlenecks and work more efficiently. Ultimately, it gives you confidence in your data, which allows you to make faster, smarter decisions about everything from resource allocation to growth strategy.
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.