Oops! Something went wrong while submitting the form.
Get a Demo
See your data in HubiFi < 2 days
Streamline revenue recognition with automation to enhance accuracy and efficiency in your financial processes, freeing your team for strategic tasks.
If your finance team is drowning in spreadsheets, you're not alone. Manual processes often become a major bottleneck, especially as you grow and face complex accounting standards like ASC 606. The good news? You can streamline revenue recognition with automation. This isn't just about faster data entry. Revenue accounting automation ensures compliance and improves accuracy, giving your team the freedom to focus on strategy instead of spreadsheets. We'll break down the key benefits, what to look for in a solution, and how to implement it successfully for scalable growth.
Automated revenue recognition simplifies how you document and account for revenue as it’s earned. Instead of manually tracking spreadsheets and reconciling data, automated systems connect with your other financial software platforms to streamline the entire process. This integration is key, allowing for a seamless flow of information between your CRM, ERP, and accounting software. Think of it as creating a central hub for all your revenue data.
These standards, ASC 606 and IFRS 15, are essentially international accounting rules that dictate how businesses should record their revenue. They aim to create consistency and comparability in financial reporting across different industries and countries. ASC 606 applies to public companies in the US (following Generally Accepted Accounting Principles, or GAAP) and is enforced by the SEC. While not a legal requirement, most private companies also adhere to these standards for best practices.
While ASC 606 and IFRS 15 brought revenue recognition standards closer together, some important distinctions remain because of their parent frameworks. GAAP, the standard in the United States, is known for being very "rules-based," providing specific and detailed guidance for how to account for transactions. On the other hand, IFRS, used in many countries around the world, is more "principles-based." This approach offers a broader framework that requires more professional judgment. For example, GAAP has stricter criteria for assessing whether payment is probable before you can even recognize a contract. These subtle differences can impact how and when revenue is recorded, making it critical for global companies to get it right. An automated system can be configured to handle these specific rules, ensuring your reporting is accurate and compliant no matter which standard you follow.
Traditionally, revenue recognition involved a lot of manual work, often leading to errors and inconsistencies. Spreadsheets were the go-to tool, requiring significant time and resources, especially for businesses with complex contracts or high transaction volumes. Automating this process not only reduces these manual burdens but also improves accuracy and efficiency in reporting. This shift allows finance teams to focus on more strategic work, rather than getting bogged down in tedious data entry. For a deeper dive into the best practices for automating revenue recognition, check out this helpful resource from Stripe.
Before we get into the nuts and bolts of automation, it’s important to understand the principles that guide modern revenue recognition. These aren't just arbitrary rules; they're designed to create a clear, consistent, and accurate picture of a company's financial health. Getting a handle on these foundational concepts will show you exactly why manual methods fall short and where automation becomes a game-changer. Think of this as the "why" behind the "how." Once you grasp these core ideas, the value of an automated system becomes crystal clear, helping you move from simply tracking numbers to understanding the story they tell about your business.
The biggest shift in modern accounting standards is the focus on when a customer gains control of a good or service. In the past, revenue was often recognized when cash changed hands. Now, the rule is to recognize revenue when you fulfill your promise to the customer. This means the moment they can direct the use of and obtain substantially all the remaining benefits from the product or service, you can record the revenue. For a business selling physical products, this is usually upon delivery. For a subscription service, control is transferred over the life of the subscription, so revenue is recognized incrementally each month, not all at once when the customer pays for the year upfront. This principle ensures your financial statements accurately reflect the value you’ve delivered in a specific period, which is a core tenet of streamlining revenue recognition.
Understanding the difference between cash and accrual accounting is fundamental to revenue recognition. Cash accounting is simple: you record revenue when you receive money and expenses when you pay them. While easy, it can paint a misleading picture of your company's performance. Accrual accounting, on the other hand, records revenue when it's *earned* and expenses when they're *incurred*, regardless of when cash moves. This method provides a much more accurate and realistic view of your financial health during a specific period. Modern revenue recognition standards like ASC 606 are built on the accrual basis, forcing businesses to match revenue to the actual delivery of value, giving investors and leaders a truer understanding of operational success.
To standardize the process, ASC 606 and IFRS 15 introduced a five-step model that guides businesses on how and when to recognize revenue. This framework removes ambiguity and ensures companies across all industries report revenue in a consistent way. Following these steps is mandatory for compliance, but it also serves as a logical roadmap for accurately reflecting your company's performance. While it might seem daunting at first, this model breaks a complex process into manageable parts. This is precisely the framework that automated solutions are built to execute, handling the intricate calculations and allocations that can easily overwhelm a manual, spreadsheet-based system. You can find more helpful articles like this one by exploring the insights in our blog.
The first step is to confirm you have a contract with a customer. This doesn't always mean a lengthy, ink-signed document. A contract can be written, oral, or even implied by your standard business practices. The key criteria are that all parties have approved the agreement, you can identify each party's rights, payment terms are clear, the contract has commercial substance (meaning it will affect your future cash flows), and it's probable that you'll collect the payment you're entitled to. Essentially, you need to establish that a legitimate, enforceable agreement exists before you can recognize any revenue from it.
Next, you need to pinpoint every distinct promise you've made to the customer within the contract. These are called "performance obligations." A performance obligation is a promise to transfer a good or service (or a bundle of them) that is distinct. For example, if you sell a software package that includes a one-year license, an implementation service, and ongoing technical support, you likely have three separate performance obligations. Identifying each one is crucial because revenue will be recognized as each specific promise is fulfilled, not just when the entire project is complete.
Once you know what you've promised, you need to figure out how much you expect to be paid for it. This is the transaction price. For some contracts, this is simple—it's a fixed fee. However, it can get complicated if the price includes variable considerations like discounts, rebates, credits, or performance bonuses. You have to estimate these variables and include them in the transaction price. This step requires you to look at the total compensation you realistically expect to receive for fulfilling your end of the bargain.
This is where things can get tricky. You have to take the total transaction price from Step 3 and allocate it across all the separate performance obligations you identified in Step 2. The allocation should be based on the standalone selling price of each obligation—that is, what you would charge for each item if you sold it separately. If you don't have a standalone price for an item, you'll need to estimate it. This ensures that the revenue you recognize for each part of the contract accurately reflects its individual value.
Finally, you can recognize revenue. This happens as (or when) you satisfy each performance obligation by transferring control of the good or service to the customer. If an obligation is met at a single point in time (like delivering a product), you recognize the allocated revenue for that item all at once. If the obligation is met over time (like a year-long support contract), you recognize the revenue systematically over that period, often on a straight-line basis. This final step brings everything together, ensuring your revenue is recorded in the correct amount and at the correct time.
Let's face it, manual revenue recognition is a headache. It's time-consuming, prone to errors, and can quickly become a bottleneck as your business grows. Automating this crucial process isn't just a tech upgrade; it's a strategic move that strengthens your financial foundation and positions you for long-term success. Here's why:
Accurate revenue recognition is the bedrock of reliable financial reporting. Automated systems help ensure compliance with accounting standards like ASC 606 and IFRS 15 by meticulously applying rules and tracking performance obligations. This reduces the risk of errors and inconsistencies that can lead to penalties or misinformed business decisions. Plus, clean, accurate financials are essential for attracting investors and securing funding. Think of automation as your financial guardian, keeping your books in order and giving you the confidence to present a clear picture of your company's performance.
Manual revenue recognition involves juggling spreadsheets, reconciling data from multiple sources, and painstakingly applying complex accounting rules. Automation simplifies all of this. Software seamlessly connects your systems, tracks sales data, applies the appropriate revenue recognition rules, handles contract modifications, and generates reports. This frees up your finance team to focus on strategic analysis and other high-value tasks instead of getting bogged down in manual processes.
As your business expands, your revenue recognition processes need to keep pace. Automated systems are designed to handle increasing transaction volumes and evolving business complexities. They provide real-time insights into key metrics like customer behavior, churn rates, and revenue forecasting, empowering you to make data-driven decisions that fuel growth. Whether you're launching new products, expanding into new markets, or simply managing a growing customer base, automated revenue recognition ensures your financial processes can scale seamlessly alongside your ambitions. Ready to see how HubiFi can support your growth? Schedule a demo.
While revenue recognition might seem like a purely internal process, the efficiency of your back-office operations has a direct impact on your customer experience. When you automate billing and revenue tracking, you significantly reduce the chance of human error. This means fewer incorrect invoices and confusing statements for your customers, which builds trust and reduces friction. Furthermore, by freeing your finance team from tedious manual tasks, you empower them to respond more quickly to customer inquiries about their accounts. Instead of digging through spreadsheets, they can access accurate, real-time information and provide clear, helpful answers, turning a potential point of frustration into a positive interaction.
Choosing the right automated revenue recognition software can transform how you manage your financials. Look for these key features to ensure you're getting a solution that truly meets your needs.
Real-time data processing is the backbone of efficient revenue recognition. Instead of waiting for manual updates, your system automatically processes financial data as it comes in. This gives you an up-to-the-minute view of your revenue, which is essential for accurate financial reporting and informed decision-making. This immediate insight also helps you spot potential issues early on and keep stakeholders informed with current data. For a deeper dive into the methods and challenges of automated revenue recognition, check out this insightful article.
Beyond just processing data, the right software should give you powerful reporting tools. Key reports like "waterfall" and "rollforward" are essential for understanding your revenue's journey over time. A waterfall report, for instance, breaks down the changes in your deferred revenue, showing how new contracts, renewals, and recognition events impact your balance. This gives you a clear visual of revenue progression. Manually creating these reports is incredibly time-consuming and prone to error. Automated systems generate them instantly, providing swift and accurate insights. This allows your finance team to spend less time building reports and more time analyzing them to make informed, strategic decisions based on real-time performance, a cornerstone of effective revenue recognition accounting.
If your business deals with international clients or intricate contractual agreements, your software needs to handle the complexities. Look for a solution that seamlessly manages multiple currencies and various pricing models. This simplifies accounting for global transactions and ensures accurate revenue allocation, even with complex revenue streams.
Revenue allocation can be a major headache with data scattered across different systems. Robust automated revenue recognition software pulls this disparate data into a single source, making it much easier to manage. This streamlined approach simplifies compliance with accounting standards like ASC 606 and provides a clear, consolidated view of your revenue streams. Learn more about the challenges that automation can solve in this article from Financial Executives International.
Implementing new software shouldn't mean rebuilding your entire tech stack. Prioritize solutions that integrate with your existing accounting software, ERPs, and CRMs. Seamless integrations minimize disruption to your workflows and maximize the value of your current systems, allowing for a smoother transition and improved operational efficiency. Check out HubiFi's integrations to see how we connect with popular platforms. For a better understanding of how integrations can support your revenue recognition process, explore this blog post on ratable revenue.
Automating your revenue recognition process offers significant advantages, impacting everything from the accuracy of your financial reports to your team’s ability to scale operations. Let's explore some key benefits:
Accurate financial reporting is the bedrock of smart business decisions. When your revenue numbers are precise, you can confidently attract investors and make informed choices about the future of your company. Manual revenue recognition processes are prone to errors, which can impact investor confidence. Automation minimizes these risks, providing a clear, reliable view of your financial performance. This improved accuracy empowers you to secure funding, identify growth opportunities, and build a stronger, more resilient business.
Think about how much time your team currently dedicates to manual revenue recognition tasks. Now imagine freeing up those hours. Automated revenue recognition solutions streamline the entire process, from data collection and contract management to reporting and analysis. This efficiency boost saves valuable time and reduces the resources required. Instead of manually compiling data from various sources, your team can focus on higher-value activities like strategic planning and customer relationship management. HubiFi understands these challenges and offers solutions designed to simplify complex revenue processes.
Facing an audit can be stressful, but with automated revenue recognition, you'll be well-prepared. A streamlined, automated system ensures data accuracy and consistency, making the audit process smoother. Plus, the enhanced data visibility you gain from automation empowers you to make more strategic business decisions. With real-time insights into your financial performance, you can identify trends, anticipate challenges, and adapt your strategies proactively. This agility is crucial for staying competitive and achieving sustainable growth.
As your business grows, your revenue recognition processes need to keep pace. Automated systems provide the flexibility and scalability to handle increasing transaction volumes and evolving business needs. Whether you're expanding into new markets, launching new products, or adjusting your pricing models, automated revenue recognition ensures you can manage complexity without sacrificing accuracy or efficiency. Robust solutions are essential for navigating the intricacies of revenue recognition, and automation provides the foundation for sustainable, long-term growth.
Let's face it: manual revenue recognition processes are a headache. They're time-consuming, prone to errors, and can quickly become a bottleneck as your business grows. Automating this crucial part of your financial operations solves these challenges and more. It's about working smarter, not harder.
Think about all the different systems that feed data into your revenue accounting process. CRMs, billing platforms, order management tools—it's a lot to juggle. Manually consolidating this information is practically begging for errors and inconsistencies. Automation provides a reliable way to ingest data from these disparate sources and group it under a common revenue contract, significantly reducing the risk of human error. This streamlined approach ensures data accuracy and provides a single source of truth for your revenue data.
Let's talk about the real cost of sticking with manual processes. It's not just about the hours spent hunched over spreadsheets, though that's a big part of it. The traditional approach to revenue recognition, relying heavily on manual work, is a breeding ground for errors and inconsistencies. This is especially true for businesses managing complex contracts or a high volume of transactions. The constant data entry and reconciliation drain your finance team's resources and divert their attention from strategic analysis to tedious, repetitive tasks. This inefficiency isn't just a time-sink; it introduces significant risk. A single mistake can cascade through your financial reports, potentially leading to compliance issues and shaking investor confidence.
Many businesses, especially in the SaaS world, deal with complex contracts and diverse revenue streams. Think subscriptions, tiered pricing, bundles, and usage-based billing. Managing these manually can be a nightmare. Robust automated solutions, like those offered by HubiFi, are designed to handle these complexities with ease, ensuring compliance with ASC 606 and giving you a clear picture of your revenue. This allows you to focus on growth and strategy, rather than getting bogged down in complicated spreadsheets.
What happens when a contract changes mid-stream, or when you have to account for things like rebates, discounts, or performance bonuses? This is where variable consideration and contract modifications can get tricky, but automated systems are built to handle these shifts seamlessly. Instead of manually recalculating everything in a spreadsheet, the software automatically applies the necessary adjustments, ensuring every change is tracked and accounted for correctly. Automated systems help streamline revenue recognition by meticulously applying rules and tracking performance obligations, even when contracts change. This is crucial for staying compliant with ASC 606, which has specific rules for these scenarios, and it significantly reduces the risk of human error that can lead to inaccurate financial statements.
How much time do you currently spend on closing your books each month? Probably more than you'd like. Automated revenue recognition streamlines the entire process, allowing for a significantly faster financial close. This frees up your finance team to focus on strategic analysis and other value-added activities, instead of getting bogged down in manual data entry and reconciliation. Imagine closing your books in days, not weeks.
For subscription businesses, deferred revenue can be a major accounting challenge. Accurately tracking payments received for services yet to be delivered requires meticulous record-keeping. Automation simplifies this process, providing a clear and accurate view of your deferred revenue balance at any given time. This is especially crucial for high-volume subscription businesses dealing with a large number of transactions. With automated revenue recognition, you can confidently manage your deferred revenue and gain a deeper understanding of your financial performance.
Theory is one thing, but seeing how revenue recognition principles apply in the real world makes it all click. Different business models have unique ways of delivering value to customers, which means their revenue recognition methods also differ. This is where the five-step model becomes a practical guide rather than just an abstract concept. Let's look at two common examples—subscription services and long-term construction projects—to see how automation helps manage their distinct challenges and keeps their financials accurate and compliant.
For subscription-based companies, like SaaS or media streaming services, revenue recognition can be tricky. A customer might pay for an entire year upfront, but you deliver that value month by month. According to accounting standards, revenue should be recognized as it is earned. In this case, "revenue is typically recognized evenly over the subscription period, rather than all at once." This approach provides a much clearer and more stable picture of your company's financial performance. Manually tracking thousands of different subscription start dates, renewals, and monthly revenue portions is a recipe for errors. Automation is essential for high-volume businesses to streamline revenue recognition and maintain accuracy without getting lost in spreadsheets.
Now, think about a large-scale construction project that spans several years. Recognizing all the revenue only when the project is fully completed wouldn't accurately reflect the company's performance during that time. Instead, "for long-term construction projects, revenue is often recognized progressively as the project is completed." This is known as the percentage-of-completion method. It allows companies to report revenue in line with the actual work performed and costs incurred during each period. This gives investors and stakeholders a more realistic view of the company's financial health. Automation helps manage the complex calculations involved, tracking project milestones and costs to ensure revenue is recognized accurately at every stage.
Staying on top of revenue recognition standards like ASC 606 and IFRS 15 can feel overwhelming. Automation simplifies compliance. Here’s how:
A core component of ASC 606 and IFRS 15 is the idea of performance obligations—the promises you make to your customers. Automated revenue recognition software integrates with your existing business software, like your CRM and ERP, to gather the details of your sales agreements. This gives you a clear picture of all performance obligations, making it easier to track them throughout the revenue cycle. No more scrambling for information or manually piecing together contracts!
Determining how to allocate revenue across different performance obligations in a contract can be complex. Automation streamlines this. The software uses pre-defined rules based on accounting standards to allocate the transaction price correctly. This ensures you're following ASC 606 and IFRS 15 guidelines, which require a systematic approach to revenue allocation.
Determining the Standalone Selling Price (SSP) is a critical step in this process. Think of SSP as the price you’d charge for a good or service if a customer bought it separately, outside of any bundle or package. Under ASC 606, you need this price to properly allocate the total transaction value across each performance obligation in a contract. Trying to calculate this manually can be a real challenge, often leading to inconsistencies. Automated revenue recognition software simplifies this by analyzing historical sales data to establish a reliable SSP. This not only ensures compliance but also provides real-time insights that can help you make smarter pricing decisions, which is one of the key benefits of automating revenue recognition.
Automation ensures your revenue recognition process aligns with the five-step model outlined in ASC 606 and IFRS 15. The software tracks when performance obligations are met and recognizes revenue accordingly, thanks to detailed record-keeping and accurate reports generated by the automation tools. This helps you avoid manual errors and ensures a clean audit trail.
Finding the right automated revenue recognition solution requires careful consideration of your business needs and the software's capabilities. A good fit will streamline your financial processes and ensure compliance with accounting standards like ASC 606 and IFRS 15. Here's what to look for:
Your revenue recognition process relies on data from various sources. Think about your CRM, ERP, billing platform, and any other systems that feed into your revenue accounting. A seamless flow of information between these systems is critical. Look for a solution that easily integrates with your existing tech stack to avoid manual data entry and potential errors. As your business evolves, your revenue recognition needs might change too. So, consider whether the solution offers the flexibility to adapt to those changes through customizations. A system that can handle increasingly complex contracts and revenue streams will save you headaches down the road. The ability to ingest data from disparate sources and group them into a common revenue contract is essential for businesses with multiple data streams, as highlighted in this article on revenue recognition challenges.
Real-time visibility into your financial data is key to making informed business decisions. When evaluating solutions, prioritize robust reporting and analytics features. Can the software generate custom reports? Does it offer real-time dashboards that provide key performance indicators? These features will give you valuable insights into your revenue streams and overall financial health. Also, consider scalability. Will the solution grow with your business? A system that can handle increasing transaction volumes and data complexity will be a valuable asset as you expand. Automating revenue recognition can significantly improve the accuracy and efficiency of your financial reporting.
Even the most powerful software is useless if it's too complicated to use. Look for a solution with an intuitive interface and user-friendly design. A system that's easy to learn and use will encourage adoption across your team and minimize the need for extensive training. Speaking of training, inquire about the vendor's onboarding process and ongoing support. Do they offer comprehensive training materials and readily available customer support? A smooth implementation process and reliable support will ensure you get the most out of your investment. Analyzing your current revenue accounting practices, as discussed in this piece on overcoming revenue recognition challenges, will help you determine the potential time and cost savings you could achieve with a robust automation tool. You can schedule a demo to see how HubiFi can address these critical areas.
When you're looking at software, it's easy to get fixated on the price tag. But the true cost of a revenue recognition tool goes far beyond the initial subscription fee. Think about the total cost of ownership, which includes the time and resources needed for implementation and training your team. A solution with a clunky interface or poor support can create hidden costs in lost productivity. You also need to consider the long-term value. A cheaper tool that doesn't integrate well with your other systems or can't scale with your business will eventually need replacing, costing you more down the line. The right solution streamlines your entire process, saving valuable time and reducing the resources required. By focusing on efficiency gains and scalability, you can choose a tool that supports your growth instead of holding it back.
Successfully implementing automated revenue recognition software involves careful planning and execution. These best practices can help ensure a smooth transition and maximize the benefits of automation.
Before you start looking at software, take stock of your current revenue recognition process. Where are the bottlenecks? Are there manual tasks consuming too much time? Pinpointing these pain points will help you define clear objectives for automation. With so many systems feeding data into the revenue accounting process, a streamlined approach to data ingestion is critical. Look for solutions that can easily handle data from various sources and consolidate it under a common revenue contract. This initial assessment will guide your software selection and implementation strategy.
Automation is powerful, but it needs clear instructions to work its magic. This is where establishing internal policies comes in. You need to write down exactly how your company will recognize revenue, creating a consistent framework that everyone on your team can follow. Think of it as your playbook for financial reporting; it’s essential for keeping things consistent and makes audit preparations much smoother. But these policies aren't set in stone. Your business will evolve, and so will accounting standards. That's why you need to review your revenue recognition practices regularly. This helps you catch potential mistakes early and adapt to any changes, ensuring your processes remain accurate and aligned with current best practices. This proactive approach keeps your financial foundation solid, no matter how much you grow.
Implementing new software requires a shift in how your team works. Proactively address these changes by providing thorough training and support. Clearly communicate the benefits of automation to your team and involve them in the process. Equally important is ensuring high-quality data. Automated systems are only as good as the data they receive. Establish data validation rules and processes to maintain accuracy and consistency. Understanding the methods and challenges of automated revenue recognition is essential for optimizing your financial operations. Organizations with high transaction volumes or complex billing structures, in particular, can benefit from the enhanced accuracy and efficiency in reporting that automation provides.
Integrating your new automated revenue recognition software with your existing systems is a crucial step. Identify potential integration challenges early on and work with your software vendor to develop solutions. HubiFi, for example, offers a range of integrations designed to connect seamlessly with popular accounting software, ERPs, and CRMs. Also, consider how your revenue model might evolve. Choose a flexible solution that can adapt to changes in your business, such as new product offerings or pricing models. For high-volume businesses, robust solutions are key for managing the complexities of revenue recognition. Managing deferred revenue can be especially challenging due to the sheer volume of transactions and the need to accurately track payments for services delivered over time. A scalable solution will ensure your automated revenue recognition system continues to meet your needs as your business grows.
What's the biggest difference between manual and automated revenue recognition? Manual revenue recognition relies heavily on spreadsheets and manual tracking, which is time-consuming and prone to errors. Automated systems, on the other hand, integrate with your existing software to streamline the entire process, improving accuracy and freeing up your team for more strategic work. It's the difference between painstakingly piecing together a puzzle and having the pieces snap into place automatically.
Why is compliance with ASC 606 and IFRS 15 so important? These standards provide a consistent framework for recognizing revenue, which is essential for accurate financial reporting. Compliance not only builds trust with investors but also helps you avoid potential penalties. Think of it as speaking a common financial language that everyone understands and trusts.
Our business is growing rapidly. Can automated revenue recognition software really keep up? Absolutely. Scalability is a key feature of automated revenue recognition solutions. These systems are designed to handle increasing transaction volumes and evolving business complexities. As your business grows, your automated system can adapt, ensuring you maintain accuracy and efficiency without adding more manual work to your team's plate.
What should I look for when choosing an automated revenue recognition solution? Focus on seamless integrations with your existing software, robust reporting and analytics capabilities, and a user-friendly interface. Consider your current and future needs, including the complexity of your contracts and the volume of your transactions. A good fit will streamline your processes, not complicate them.
How can I ensure a smooth implementation of automated revenue recognition software? Start by thoroughly assessing your current processes and defining your objectives. This will guide your software selection and implementation strategy. Engage your team throughout the process, provide adequate training, and ensure data quality. A well-planned implementation will minimize disruption and maximize the benefits of automation.
Instead of flipping the switch for everyone at once, consider a pilot program. Think of it as a dress rehearsal for your new software. You can test the system with a small, controlled group or a specific subset of your data. This phase is your chance to work out any kinks in the integration with your existing systems and confirm that your data is flowing correctly. It’s also the perfect time to gather feedback from the team members using the new tool. A well-planned implementation, complete with a pilot test, allows you to make adjustments before the full launch, ensuring a much smoother transition for your entire organization and maximizing the benefits of automation from day one.
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.
Copyright © 2025 HubiFi | All rights reserved.
