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Find 15 automated journal entries examples that save time, reduce errors, and help your team focus on higher-value accounting work.
What could your finance team accomplish if they weren't buried in data entry? That's the real question behind journal entry automation. It’s about more than just saving time; it’s about shifting your team’s focus from repetitive tasks to the strategic analysis that actually drives business growth. By letting software handle the routine work, you gain incredible accuracy, achieve a faster close, and build a financial system that can scale with your company. To make this tangible, we’ve compiled a list of 15 automated journal entries examples that illustrate how you can streamline everything from payroll allocations to inventory adjustments, creating a more efficient and insightful finance function.
Think of automated journal entries as having a super-efficient robot accountant on your team. Instead of manually typing every transaction into your ledger, you use specialized software to automatically create, check, and post those financial records for you. It’s a technology designed to take over the repetitive, time-consuming tasks that often lead to burnout and human error. When you’re dealing with a high volume of transactions, manual entry just isn’t sustainable. It’s slow, prone to mistakes, and pulls your finance team away from more strategic work, like analysis and planning.
Automated journal entry (JEA) technology replaces that manual grind. The software handles the heavy lifting, ensuring that your financial data is recorded quickly and accurately. This isn't just about saving time; it's about creating a more reliable and efficient accounting foundation for your entire business. By automating the process, you build a system that can scale with your company, giving you a clear, real-time view of your financials without getting bogged down in the details. You can learn more about how journal entry automation can revolutionize your financial operations and free up your team for higher-value work.
So, how does the magic happen? It’s actually quite straightforward. The automation software connects to your various financial data sources, like bank statements, payment processors, and your CRM. It then imports all of that transaction information automatically. From there, the system uses a set of rules that you define to categorize and record each transaction as a proper journal entry. You essentially teach the software how to handle different types of income and expenses based on your company’s accounting policies. This rules-based approach ensures every entry is consistent, accurate, and compliant. The best systems offer seamless integrations to pull data from all your platforms without a hitch.
You can automate far more than just simple, recurring bills. The most common triggers for automated journal entries are the predictable, routine transactions that happen every single month. Think about recurring expenses like rent or software subscriptions—the system can be set up to debit the expense and credit cash on the same day each month. Other great candidates for automation include depreciation and amortization schedules, which follow a fixed calculation over time. You can also automate more complex entries, like allocating payroll expenses across different departments or creating adjusting entries for accrued expenses. This ensures all your costs are distributed correctly without anyone having to run manual calculations.
Automating journal entries goes far beyond just scheduling a few recurring payments. It’s about creating a smarter, more efficient accounting ecosystem where routine tasks are handled for you, freeing up your team for more strategic work. From managing fixed assets to recognizing complex revenue streams, automation can be applied in nearly every corner of your financial operations. These 15 examples show just how versatile and powerful automated journal entries can be, highlighting common areas where you can save significant time and reduce the risk of human error. Think of these as the building blocks for a more streamlined and accurate financial close process.
Think about all the bills you pay every single month for the same amount: rent, software subscriptions, insurance premiums, or loan payments. Manually creating a journal entry for each of these is tedious and opens the door for mistakes. With automation, you can set up a recurring entry template once. The system will then automatically debit the appropriate expense account (like Rent Expense) and credit Cash or Accounts Payable on the scheduled day each month. This simple automation ensures your predictable expenses are always recorded on time and consistently, making your financial statements more reliable with zero extra effort.
Tracking the declining value of your assets over time is a fundamental accounting task, but it’s also a repetitive one. Whether it’s for company vehicles, computer equipment, or intangible assets like patents, you have to record depreciation or amortization expense every single period. An automated system can handle this flawlessly. Once you input the asset's cost, useful life, and depreciation method, the software calculates and posts the monthly entry—debiting Depreciation Expense and crediting Accumulated Depreciation—without any manual intervention. This not only saves time during the month-end close but also eliminates calculation errors.
Accrual accounting requires you to record expenses and revenues when they are incurred, not just when cash changes hands. This often means creating adjusting entries at the end of a period for things like unpaid wages or services rendered but not yet billed. To avoid double-counting in the next period, these entries must be reversed. Automation makes this process seamless. You can configure your system to automatically create a reversing entry on the first day of the new accounting period, clearing the way for normal transactions without any lingering manual adjustments to track.
For high-volume businesses, especially those with subscriptions or complex contracts, revenue recognition is a major challenge. Manually tracking deferred revenue and recognizing it over time according to standards like ASC 606 is incredibly complex and prone to error. This is where a robust solution like HubiFi's Automated Revenue Recognition becomes essential. The system automatically creates journal entries to recognize revenue as it's earned, handles transaction fees, processes refunds, and ensures every entry is compliant. This gives you a clear, real-time view of your financial performance without spending weeks buried in spreadsheets.
If your company allocates labor costs across different departments, projects, or locations, you know how time-consuming the process can be. After running payroll, an accountant has to manually calculate how to split the total wage and tax expenses and create a complex journal entry. An automated system can do this for you. By setting up predefined allocation rules (e.g., 40% to Sales, 60% to Operations), the software can automatically generate the correct journal entry as soon as payroll is processed. This ensures your labor costs are accurately reflected in your financial reporting.
The bank reconciliation process often uncovers small transactions that haven't been recorded in your books yet, like bank service fees, interest earned, or automatic payments. Instead of manually entering each of these adjustments, an automated system can identify and post them for you. By setting rules to recognize common transaction types from your bank feed, the software can create the corresponding journal entries automatically. This speeds up reconciliation, reduces the chance of missing a transaction, and helps you maintain more organized records for compliance and audits.
Managing inventory involves more than just tracking sales. You also have to account for shrinkage, damaged goods, or internal transfers. Each of these events requires a journal entry to ensure your inventory asset account on the balance sheet matches the actual stock on hand. When your accounting software is integrated with your inventory management system, these adjustments can be automated. For example, when a cycle count identifies a discrepancy, the system can automatically generate an entry to debit Cost of Goods Sold and credit Inventory, keeping your financial records perfectly in sync with your physical stock.
Calculating and recording your company’s provision for income taxes is a critical step in financial reporting, but it can be complicated. You need to ensure the entries comply with all relevant tax laws and regulations to avoid penalties. Automation helps by applying predefined tax rates and rules to your pre-tax income, calculating the provision, and creating the necessary journal entry. This not only reduces the risk of manual errors but also ensures your financial transactions consistently adhere to industry rules, making tax season and audits much smoother.
For businesses with multiple subsidiaries or legal entities, managing transactions between them can be a nightmare. A sale from one entity to another requires perfectly mirrored entries in two separate sets of books. If done manually, it’s easy for things to become unbalanced. Automation streamlines this by creating linked entries simultaneously. When you record a payable in one entity's books, the system automatically records the corresponding receivable in the other's. This eliminates reconciliation headaches and ensures your consolidated financial statements are always accurate.
If your business operates in multiple countries, you have to deal with fluctuating currency exchange rates. At the end of each reporting period, you need to revalue any assets and liabilities held in a foreign currency to reflect their current value in your home currency. This process can be tedious and requires sourcing up-to-date exchange rates. An automated accounting system can handle this by pulling the latest rates and automatically calculating and posting the unrealized gain or loss on foreign exchange. This ensures your financials are accurate and minimizes manual adjustments.
With accounting standards like ASC 842, lease accounting has become much more complex. Companies now need to recognize most leases on their balance sheet by recording a right-of-use asset and a corresponding lease liability. Manually calculating the amortization of the asset and the accretion of the liability each month is a heavy lift. Automation simplifies this entire process. Once the lease terms are entered, the system can automatically generate the initial journal entries and the subsequent monthly entries, ensuring you remain compliant without the manual effort. This is a key way journal entry automation can revolutionize your financial operations.
Calculating sales commissions can be a complex, multi-step process, especially with tiered structures or variable rates. Once you’ve figured out what you owe your sales team, you still need to record that expense in your books. An automated system, particularly one integrated with your CRM, can calculate commissions based on sales data and predefined rules. It can then automatically create the journal entry to debit Commission Expense and credit Accrued Commissions Payable. This ensures your sales team is paid accurately and that your financial statements reflect the expense in the period it was incurred.
Just like with payroll, general overhead costs like rent, utilities, or administrative salaries often need to be allocated across different departments or product lines to get a true sense of profitability. Manually calculating these allocations based on drivers like headcount or square footage is time-consuming. Automation allows you to set up allocation schedules that run at the end of each period. The system automatically takes the total cost from a central account and generates a journal entry to distribute it across the designated departments, providing better cost management insights.
Unfortunately, not all customers pay their invoices. Accounting principles require businesses to estimate and record an allowance for doubtful accounts, which is an expense that reflects anticipated credit losses. Instead of manually reviewing aged receivables each month, you can automate this provision. The system can be configured to apply a set percentage to your outstanding receivables balances—for example, 1% of current receivables and 5% of receivables over 90 days past due. It then automatically posts the journal entry to debit Bad Debt Expense and credit the Allowance for Doubtful Accounts, ensuring your financials are more reliable.
The accounts payable process often involves a three-way match between the purchase order (PO), the invoice from the vendor, and the receiving report to confirm you got what you paid for. Doing this manually for hundreds of invoices is a huge drain on resources. An automated system can perform this match electronically. Once the system confirms that all three documents align, it can automatically approve the invoice and create the journal entry to debit the relevant expense or asset account and credit Accounts Payable. This greatly reduces data entry and improves the accuracy of financial records.
When you start looking for software to automate your journal entries, you'll find a lot of options. The right choice depends on your business's size, complexity, and specific needs. Some tools are great for simple, recurring tasks, while others are built to handle complex financial operations from start to finish. Let's look at a few popular platforms and the key features you should keep an eye out for.
For businesses with a high volume of transactions or complex revenue streams, a specialized solution is often the best path. HubiFi’s software acts like a super-efficient accounting assistant, specifically designed to automate the entire revenue recognition process. It automatically creates, checks, and posts financial records, ensuring you stay compliant with standards like ASC 606. This is especially helpful for subscription-based companies or any business that needs to manage intricate contracts and billing schedules without getting buried in manual work. You can find more insights in the HubiFi blog about streamlining your financial operations.
QuickBooks is a go-to for many small and medium-sized businesses, and it offers some great built-in automation features. Its main strength lies in handling recurring journal entries. You can set up rules for predictable expenses that happen every month, like rent or software subscriptions, and QuickBooks will post them automatically. This consistency saves a lot of time and helps reduce the simple human errors that can happen during manual data entry. While it may not handle highly complex scenarios, it’s an excellent tool for making routine accounting tasks more efficient and helping you close your books faster.
As businesses grow, their financial systems need to keep up. NetSuite is an enterprise-level solution that can dramatically cut down the time your team spends on manual journal entries—by over 70% in some cases. It’s designed to handle a larger scale of operations with features like customizable rules and intelligent workflows. A key benefit is its ability to connect with your other financial systems, creating a unified source of truth for your data. This is crucial for maintaining accuracy during the month-end close and providing real-time financial visibility across the entire organization.
Sage Intacct approaches automation by focusing on the entire process, not just the final step of posting an entry. The system is designed to capture and process transactions from the very beginning, which means less manual work and a more reliable audit trail. This end-to-end approach is particularly useful for maintaining compliance. By building automation into the foundation of your financial workflow, you ensure that all records are organized, consistent, and easy to review. This makes preparing for audits much less stressful because the documentation is already in place.
Regardless of which software you consider, there are a few core features to look for. First, seek out a solution that automates the entire journal entry lifecycle, from creation to posting. Second, ensure it offers seamless integrations with HubiFi and your existing systems, like your ERP or CRM. Finally, remember that automation is only as good as the data it uses. The best systems work alongside clean, reliable financial data. Regularly checking and cleaning your data is a critical step to ensure your automation tools perform accurately and deliver the insights you need to make smart business decisions.
Automating your journal entries does more than just save time—it fundamentally changes the quality and reliability of your financial data. By letting software handle the repetitive tasks, you free up your team to focus on strategic analysis instead of tedious data entry. This shift not only makes your financial operations smoother but also builds a stronger, more accurate foundation for every business decision you make. Let's look at how this plays out in four key areas.
Let’s be honest, even the most meticulous accountant is human. Manual data entry is a breeding ground for small mistakes like typos or transposed numbers that can snowball into significant discrepancies. Automated journal entry software acts as your ever-vigilant gatekeeper. By pulling data directly from your source systems, it records financial transactions without manual intervention. This process dramatically cuts down on human error, ensuring the numbers in your general ledger are correct from the start. When computers do the heavy lifting, you can trust that your financial records are both clean and accurate.
The month-end close can feel like a frantic race against the clock, filled with late nights and endless reconciliations. Automation transforms this stressful period into a streamlined, predictable process. Instead of manually creating and posting hundreds of journal entries, the system does it for you automatically. In fact, automation can slash the time spent on journal entries by more than 70%. This acceleration means you can close your books faster, get financial reports into the hands of decision-makers sooner, and give your team their evenings back.
Staying compliant with accounting standards like ASC 606 isn't just good practice—it's a requirement. Automation helps you maintain compliance consistently across all transactions. You can configure the software with specific rules that ensure every entry aligns with industry regulations and internal policies. This systematic approach minimizes the risk of non-compliance, which can lead to costly fines and penalties. With an automated system, you can be confident that your financial records are always organized, standardized, and ready to meet regulatory requirements without any last-minute scrambling.
When auditors come knocking, a clear and comprehensive audit trail is your best friend. Automated systems excel at this by creating a detailed, time-stamped digital record of every single transaction. This trail shows who did what and when, from the initial transaction all the way to the final journal entry. Because true automation captures data at the source, it provides a complete and unchangeable history that makes preparing for an audit much simpler. Having a robust audit trail not only satisfies auditors but also gives you full visibility into your financial activities, which is crucial for internal controls and data integrity.
If your month-end close feels like a frantic race against the clock, you're not alone. Manual accounting processes are not only tedious but also create bottlenecks that can hold your business back. Switching to automated journal entries does more than just speed things up; it fundamentally changes how your finance team operates and how your business makes decisions.
By letting software handle the repetitive, rule-based tasks, you unlock a new level of efficiency and precision. This shift allows your team to move from being data enterers to strategic advisors, focusing on analysis and planning that drives growth. The benefits ripple across the entire organization, from cleaner audits and more reliable reports to the ability to scale without overwhelming your back office. Let’s look at the four key advantages you can expect.
Think about the hours your team spends manually keying in recurring expenses, payroll, and other routine journal entries. It’s a significant time investment that could be better spent elsewhere. Automation can reduce the time spent on these tasks by over 70%, which is a game-changer for month-end close. Instead of getting bogged down in data entry, your accountants can focus on variance analysis, financial forecasting, and strategic planning. This not only makes their work more engaging but also adds more value to the business, transforming your accounting department from a cost center into a strategic partner for your company's financial operations.
Even the most meticulous accountant can make a mistake. A simple typo or a transposed number in a manual journal entry can throw off your financial statements, leading to hours of frustrating detective work to find the error. Automated systems greatly reduce the risk of human error because the computer handles the calculations and posting. This consistency ensures your records are always organized and compliant with accounting standards. With a system in place to ensure ASC 606 & 944 compliance, you can trust that your financial data is accurate, making audits smoother and giving leadership more confidence in the numbers they use to make critical decisions.
When you rely on manual processes, your financial data is always looking in the rearview mirror. By the time reports are compiled, the information is already days or even weeks old. Automation changes that by posting transactions as they happen, giving you an up-to-the-minute view of your company’s financial health. This real-time visibility is crucial for agile decision-making. You can spot trends earlier, address issues before they become major problems, and seize opportunities faster. It frees up your finance team to analyze current data and provide actionable Insights that guide the business forward, rather than just reporting on what has already happened.
As your business grows, so does the volume of your financial transactions. Manual accounting processes simply can’t keep up. Hiring more people is a temporary fix that increases overhead without solving the underlying inefficiency. Automation provides a scalable foundation that can handle an increasing number of transactions without extra effort or a drop in accuracy. Whether you’re adding new product lines, expanding to new locations, or seeing a surge in sales, your accounting system can grow with you. With robust integrations connecting your financial data across platforms, you can scale confidently, knowing your back office won’t become a bottleneck.
Switching to automated journal entries can feel like a huge weight off your team’s shoulders, but it’s not quite as simple as flipping a switch. Like any significant upgrade to your financial operations, it comes with a few hurdles. The good news is that with a bit of planning, you can clear them easily. Thinking through these potential challenges ahead of time will help you create a smoother transition and get the most out of your new system from day one.
Preparing for the initial setup, system integrations, team training, and ongoing maintenance will ensure your move to automation is a success story, not a cautionary tale. Let’s walk through what to expect.
Before you can automate anything, it’s smart to take a close look at how you’re currently handling journal entries. Think of this as an opportunity to streamline your existing workflows. Where are the bottlenecks? Which processes are repetitive or prone to error? By identifying areas for improvement first, you can configure your new automation software to solve real problems instead of just automating a messy process. This initial review helps you set up rules and templates that truly fit your business needs, making the entire system more effective from the start.
One of the biggest mistakes you can make is adopting a new tool that doesn’t play well with your existing software. When your systems don't communicate, you end up creating more work, not less. Disconnected tools lead to manual data entry between platforms, which is exactly what you’re trying to avoid. To prevent this, make sure your chosen solution offers seamless integrations with your accounting software, ERP, and CRM. This connectivity creates a single source of truth, giving you a clear view of your financial data without the manual patchwork.
New technology is only as good as the people using it. It’s completely normal for team members to feel a little hesitant about new ways of working, so your support is key. Make sure your finance team gets thorough training on how to use the new automation software. Clear communication about why you’re making the change and how it will benefit them can make a world of difference. By providing solid training and ongoing support, you can help your team feel confident and comfortable with the new system, ensuring a smooth and positive transition for everyone involved.
Automation isn’t a “set it and forget it” solution. Once your system is up and running, you’ll want to check in on it regularly to make sure everything is working as expected. This involves reviewing automated entries, tweaking rules as your business evolves, and ensuring the software stays up-to-date. This continuous monitoring helps you maintain efficiency and accuracy over the long term. It also keeps your records organized and compliant, which is a huge advantage when it’s time for an audit. Think of it as routine maintenance to keep your financial engine running smoothly.
Deciding to automate your journal entries is a big step, and it’s not a one-size-fits-all solution. While automation offers incredible benefits, its impact varies depending on your business structure and operational complexity. If you find your team constantly bogged down by manual data entry or struggling to close the books on time, it’s a strong sign that you’re ready for a change. Let’s look at a few specific business models that get the most out of automation.
If your business processes hundreds or thousands of transactions a day, you know how quickly manual journal entries become a bottleneck. This is especially true for ecommerce, retail, and SaaS companies. Automation can drastically cut down the time your team spends on this work, with some businesses seeing a reduction of over 70% in time spent on journal entries. This not only speeds up your month-end close but also significantly reduces the risk of human error that comes with high-volume data entry. By automating, you free up your finance team to focus on strategic analysis instead of tedious, repetitive tasks.
Managing the books for a business with multiple locations, franchises, or legal entities adds layers of complexity. You have to think about allocating overhead costs, tracking intercompany transactions, and consolidating financial reports. Automation simplifies this by applying predefined rules consistently across all locations. For example, you can set up a system to automatically allocate corporate overhead costs to different branches based on a set formula, like revenue or square footage. This ensures your financial reporting is consistent and accurate, giving you a clear view of performance at both the individual and consolidated levels.
For businesses built on subscriptions or recurring revenue, consistency is everything. You have predictable revenue streams, but you also have recurring journal entries for things like monthly service fees, deferred revenue, and amortization. Automating these entries ensures nothing gets missed. The system can automatically post the same entries each month, which is crucial for maintaining accurate financials and complying with revenue recognition standards like ASC 606. This is especially helpful for recognizing revenue correctly over the life of a contract, a process that can be incredibly complex to manage by hand.
Does your company need to allocate costs across different departments, projects, or product lines? If so, you understand how challenging it can be to do this accurately. Automation is a perfect fit for this scenario. You can set up rules to automatically split expenses like payroll, marketing spend, or software licenses across various cost centers. This gives you a much more granular and accurate understanding of your profitability. Instead of spending hours with spreadsheets, your system can handle the allocations instantly, providing you with the detailed insights needed to make smarter business decisions. If this sounds like your situation, it might be time to schedule a consultation to see how it works.
Picking the right automation software is more than just comparing feature lists. It’s about finding a solution that fits neatly into your existing operations and can grow with you. The best choice will feel like a natural extension of your team, simplifying complex tasks without creating new headaches. To find that perfect fit, you need to start by looking inward at your own company’s needs and processes. A clear understanding of your challenges, systems, and goals will act as your compass, guiding you to the right tool for the job. Think of it like hiring a new team member—you want someone who not only has the right skills but also fits the company culture and can communicate effectively with everyone else.
This process breaks down into four key steps: assessing your current workflows, defining your integration needs, clarifying compliance requirements, and planning for a smooth implementation. By tackling each of these areas, you can confidently select a solution that not only automates journal entries but also strengthens your entire financial foundation. It’s a strategic decision that pays dividends in accuracy, efficiency, and peace of mind, allowing your finance team to focus on analysis and strategy instead of repetitive data entry. Taking the time to choose wisely upfront prevents costly mistakes and ensures you get the full return on your investment.
Before you can find the right solution, you need a crystal-clear picture of the problem. Start by mapping out your current journal entry process from beginning to end. Where are the bottlenecks? Which tasks consume the most time? Where do errors most frequently occur? Before automating, it’s wise to look at how you currently do journal entries to find ways to make them better. This internal audit gives you a concrete list of requirements. For example, you might discover that your team spends 15 hours a month manually allocating payroll expenses, making payroll automation a top priority for any new software. This clarity helps you focus on features that solve your real-world problems.
Your journal entry automation tool won't operate in a silo. It needs to communicate seamlessly with the other software you rely on every day, like your ERP, CRM, and billing platforms. A lack of integration can create new manual work, forcing your team to export and import data between systems—the very thing you’re trying to avoid. Choose software that easily connects with your existing financial systems. Look for a solution with a robust library of pre-built integrations and a flexible API for any custom connections you might need. This ensures a smooth flow of data and a single source of truth for your financial reporting, keeping your entire tech stack in sync.
Compliance isn't just a box to check; it's fundamental to your business's health and reputation. Your automation solution must be able to handle your specific regulatory needs, whether it's ASC 606 for revenue recognition or other industry-specific standards. Automated systems create detailed records of every transaction, making it much easier to prepare for audits and follow financial rules. When evaluating software, ask how it maintains a clear audit trail. The right tool will provide transparent, unchangeable logs that show who did what and when, giving you and your auditors complete confidence in your numbers. You can find more insights on financial operations to help guide your compliance strategy.
The best software in the world is only effective if your team uses it properly. A successful rollout depends on a thoughtful implementation plan. When introducing automation, it’s important to provide good training, clear communication, and ongoing support to help your finance team adjust to new ways of working. Before you commit to a provider, ask about their onboarding process. Do they offer guided setup? What kind of training materials and support are available? A partner who invests in your team’s success is invaluable. Planning this transition carefully ensures your team feels empowered by the new tool, not overwhelmed by it. You can often schedule a demo to discuss these specifics directly with a potential provider.
Will automating journal entries replace my accountant? Not at all. Think of automation as a powerful tool that frees your accountant from tedious, repetitive data entry. Instead of spending their days keying in transactions, they can focus on higher-value work like financial analysis, strategic planning, and interpreting the data to help you make smarter business decisions. The goal is to elevate their role from data processor to strategic advisor, which is far more valuable for your company's growth.
Is this only for large corporations, or can my small business benefit too? Automation is valuable for businesses of all sizes, but the type of automation you need might differ. A small business can get a lot of value from automating simple recurring expenses. However, if your business has a high volume of transactions or complex revenue streams, like a subscription model, a more robust solution becomes essential regardless of your company's size. The key is to match the solution to the complexity of your financial operations, not just your headcount.
How much manual oversight is needed once automation is set up? While automation isn't a "set it and forget it" magic button, it dramatically reduces the need for constant manual intervention. The initial setup requires you to define the rules and logic for your transactions. After that, your main role shifts to monitoring and reviewing. You'll want to periodically check that the automated entries are posting correctly and update the rules as your business changes. This oversight ensures the system remains accurate and efficient over the long term.
What's the difference between setting up simple recurring entries and using a dedicated automation platform? Setting up recurring entries in basic accounting software is a great first step, perfect for predictable bills like rent or software subscriptions. A dedicated automation platform, however, goes much further. It can handle complex, multi-step processes like revenue recognition under ASC 606, allocate costs across multiple departments based on dynamic rules, and integrate deeply with your other business systems like your CRM. It’s the difference between automating a single task and streamlining an entire financial workflow.
My business has very specific needs, like complex contracts. Can automation handle that? Absolutely. In fact, this is where a powerful automation solution truly shines. Standard, off-the-shelf software often struggles with unique business logic. A more advanced system can be configured to handle the specific nuances of your contracts, billing schedules, and revenue recognition policies. By creating custom rules, you can ensure that even the most complex transactions are recorded accurately and consistently, giving you a reliable financial picture without the manual spreadsheet gymnastics.
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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