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Find the best B2B revenue intelligence software to enhance your sales strategy. Explore top platforms that offer insights and tools for smarter decision-making.
Your CRM tells you what happened in your sales process, but it rarely tells you why. It can show you a closed-lost deal, but it can’t explain the shift in sentiment during a key meeting or the competitor mention that changed the conversation. To get the full story, you need to look beyond a single platform. B2B revenue intelligence software is built to do just that. It connects the dots between your CRM, email, call logs, and even your financial systems to create a complete, 360-degree view of your revenue journey and customer interactions, transforming raw data into a clear, strategic advantage.
Think of B2B revenue intelligence software as a smart assistant for your sales team. It’s a type of tool that uses artificial intelligence (AI) to pull together and analyze all the data your team generates—from emails and calls to CRM entries and meeting notes. The goal is to give you a clear, complete picture of your sales process and show you exactly where you can improve. Instead of guessing what works, you get data-backed answers that help you make more strategic decisions.
These platforms are designed to move beyond simple reporting. They actively look for patterns and insights that would be nearly impossible for a person to spot. This helps your team get a better handle on customer interactions and overall sales performance. By connecting data from different sources, these tools can pinpoint which deals are likely to close, which are at risk, and what actions your reps should take next to move opportunities forward.
Ultimately, revenue intelligence software helps you make more informed, strategic decisions. It transforms raw data into actionable advice that can refine your sales strategy and drive growth. By using AI to analyze sales calls, emails, and meetings, these platforms give you the information you need to coach your team effectively, forecast revenue more accurately, and build stronger customer relationships. It’s about working smarter, not just harder, to achieve your revenue goals and find new insights in your data.
So, what does a revenue intelligence platform really do? At its core, it’s a smart system that connects all the dots between your sales, marketing, and customer data. Instead of just showing you what happened, it helps you understand why it happened and what’s likely to happen next. Think of it as your data-savvy partner, working behind the scenes to uncover insights that drive growth. Let’s look at the key functions.
First things first, revenue intelligence software acts as your central data hub. It pulls information from all the places your team works—your CRM, email inboxes, call logs, and even your accounting software. This creates a single, unified view of your revenue operations. But it doesn't stop there. The real magic is in the AI-powered analysis. The software sifts through all this combined data to spot trends, identify risks, and highlight opportunities you might otherwise miss. It’s about turning a sea of disconnected data points into a clear, actionable picture of your business's health and making sure all your systems work together seamlessly.
Tired of sales forecasts that feel more like wishful thinking? Revenue intelligence platforms bring a new level of accuracy to the table. By analyzing historical data, deal progression, and rep activity, these tools use machine learning to predict future revenue with much greater confidence. This data-driven approach helps you set realistic targets and allocate resources effectively. It also shines a light on what’s working and what isn’t in your sales cycle. You can see which rep behaviors lead to closed deals and use those insights to coach your entire team, creating a stronger, more consistent sales forecasting process.
Understanding how prospects interact with your brand is crucial for closing deals. Revenue intelligence software gives you a complete view of every touchpoint. It tracks opened emails, call sentiment, meeting participation, and content downloads, creating a detailed timeline of engagement for every account. This allows your sales and marketing teams to see exactly what resonates with potential customers. With this knowledge, you can personalize your outreach and deliver the right message at the right time. It’s about moving from generic communication to meaningful, data-informed conversations that build trust and move deals forward.
Ultimately, the goal of gathering all this data is to make better business decisions. Revenue intelligence software provides the clear, consolidated reports that leadership needs to steer the ship confidently. By analyzing customer behavior and deal outcomes, you can identify your most profitable segments, refine your pricing strategy, and optimize your go-to-market approach. It replaces gut feelings with hard evidence, allowing you to make strategic choices that directly impact the bottom line. These platforms provide the actionable insights you need to not just grow, but grow profitably and sustainably.
A clunky sales process can slow down even the best teams. Revenue intelligence tools help by automating tedious administrative tasks and guiding reps toward the most effective actions. Imagine a system that automatically logs sales activities in the CRM, flags deals that are at risk of stalling, and even suggests the next best step to re-engage a quiet prospect. This frees up your sellers to spend less time on data entry and more time building relationships and closing deals. By embedding intelligence directly into their workflow, you can create a more efficient and predictable sales process for your entire organization.
Choosing the right platform depends entirely on your team’s specific challenges and goals. Are you struggling with messy financial data, inaccurate forecasting, or a lack of visibility into your sales pipeline? To help you find the right fit, I’ve broken down some of the leading B2B revenue intelligence platforms. This list covers a range of solutions, from those that build a strong financial data foundation to those that analyze sales conversations, so you can find a tool that solves your most pressing problems.
True revenue intelligence starts with clean, compliant, and accessible data. If your financial information is siloed across different systems, any analysis you run will be flawed from the start. HubiFi addresses this foundational issue by specializing in automated revenue recognition for high-volume businesses. It ensures your financials are ASC 606 compliant and gives you a single source of truth for all your revenue data. By providing real-time analytics and dynamic segmentation, HubiFi helps you close your books faster, pass audits with confidence, and make strategic decisions based on accurate numbers. Its seamless integrations with popular accounting software, ERPs, and CRMs make it the bedrock for any serious revenue intelligence strategy.
As a giant in the CRM space, it’s no surprise that Salesforce offers a powerful revenue intelligence solution. Salesforce Sales Cloud uses AI to analyze sales data directly within the platform you’re likely already using. It’s designed to provide insights that help your team improve customer interactions and overall sales performance. By digging into your existing data, it helps identify trends and opportunities for revenue growth. For teams deeply embedded in the Salesforce ecosystem, this platform offers a native and convenient way to add a layer of intelligence to their daily operations.
Gong is widely recognized for its conversation intelligence capabilities. It records, transcribes, and analyzes your team's sales calls, meetings, and emails to uncover what’s really happening in your customer interactions. The platform is known for its robust analytics and predictive features that can help you understand which sales pitches work and which don’t. However, as noted by some industry analyses, its high cost and potentially complex setup can be a consideration, particularly for smaller organizations or those just starting with revenue intelligence tools.
Clari is built to provide clear visibility into your sales pipeline and improve forecasting accuracy. It excels at bringing together data from various sources to give sales leaders a real-time view of deal progress and potential risks. This focus on revenue collaboration helps align sales, marketing, and customer success teams around a single source of truth. While it’s a powerful tool for pipeline management, Clari primarily caters to larger organizations, which might make it less accessible for small or mid-sized businesses looking for a more scalable solution.
InsightSquared, which is now part of Mediafly, is a well-established name in the revenue intelligence space. The platform offers a suite of tools designed to give you a complete picture of your sales process, from pipeline analytics to forecasting and activity tracking. It helps sales leaders identify bottlenecks, coach their teams more effectively, and make data-driven decisions. By connecting with your CRM, it visualizes your sales data in easy-to-understand dashboards, making it simpler to spot trends and measure performance against your goals.
If your team struggles with manual data entry, People.ai is designed to solve that exact problem. It automates the process of capturing sales activities—like emails, meetings, and contacts—and logs them directly into your CRM. This ensures your data is complete and accurate without burdening your sales reps. The platform also offers account forensics to map out relationships and engagement within target accounts. While the automation is a huge plus, some users have reported that the initial setup can be time-consuming and that getting the most out of its advanced features may require additional training.
As part of ZoomInfo, Chorus.ai is another leading conversation intelligence platform. It shines in its ability to transcribe and analyze sales meetings, providing valuable insights into what top performers do differently. Its seamless integration with ZoomInfo’s B2B data gives you a richer context for every conversation. This helps with everything from onboarding new reps to refining your team’s sales playbook. While it’s a powerful tool for coaching and strategy, Chorus.ai is often considered a premium option, so it’s important to weigh the investment against the specific needs of your team.
Revenue Grid is a revenue operations and intelligence platform focused on helping sales teams take control of their pipeline and sales cycles. It works by automatically capturing data from various sources and providing AI-driven signals to guide reps on their next best steps. The platform offers tools for pipeline visibility, forecasting, and relationship mapping to ensure no opportunity slips through the cracks. By providing actionable guidance, Revenue Grid aims to help sales teams work more efficiently and close deals faster.
SalesLoft is consistently rated as one of the top revenue intelligence software platforms available. It provides a comprehensive set of tools that cover everything from sales engagement and conversation intelligence to forecasting and pipeline management. The platform is designed to help sales teams execute their strategies more effectively, with features that guide reps through their daily workflows and provide leaders with the insights they need to coach their teams. Its all-in-one approach makes it a popular choice for organizations looking to streamline their sales tech stack.
For teams that need a powerful combination of sales intelligence and engagement tools, Apollo is a major contender. Its biggest strength is its massive B2B database, which makes it a valuable resource for sales teams. This data helps with prospecting and finding the right people to talk to at your target accounts. Beyond the data, Apollo also offers features for sequencing, analytics, and a dialer, allowing your team to find and connect with prospects all within a single platform.
Picking the right revenue intelligence software can feel like a huge decision, but it doesn’t have to be overwhelming. With so many platforms available, the key is to focus on what your business truly needs to thrive. Think of this process as finding a partner for your growth—you want a tool that not only solves your current challenges but also scales with you as you expand. The best software will feel like a natural extension of your team, providing clear insights without a steep learning curve.
Before you even look at a demo, take some time to map out your goals. Are you trying to shorten your sales cycle, improve forecast accuracy, or get a better handle on revenue recognition? Knowing your objectives will help you filter out the noise and zero in on the platforms that can deliver real results. It’s also smart to involve the people who will use the software daily. Getting input from your sales and finance teams will ensure you choose a solution that everyone can get behind. This collaborative approach helps you find a tool that addresses your company’s unique pain points and sets you up for a successful implementation.
First things first, get clear on what you want to achieve. Are you struggling with manual data entry, inaccurate forecasting, or compliance issues like ASC 606? Make a list of your must-haves versus your nice-to-haves. This will be your North Star as you evaluate different options. Consider the specific challenges your teams face. For example, your finance team might need automated revenue recognition, while your sales team needs better pipeline visibility. Understanding these distinct requirements helps you find a platform that serves the whole business, not just one department. Defining your goals upfront makes it much easier to measure success later on.
A new platform should make your life easier, not create more work. That’s why seamless integration is non-negotiable. Your revenue intelligence software must connect smoothly with the tools you already use every day, like your CRM, ERP, and accounting software. If it doesn’t, you risk creating data silos and manual workarounds—the very problems you’re trying to solve. When you’re looking at different platforms, ask for a list of their native integrations. A well-connected system ensures a single source of truth for your revenue data, which is essential for accurate reporting and strategic decision-making. This is the foundation for maximizing the effectiveness of your new tool.
Pricing for revenue intelligence software can vary quite a bit, often based on a subscription model that depends on your team size, data volume, and feature set. Don't just look at the sticker price; think about the return on investment (ROI). A cheaper tool that doesn't meet your needs will cost you more in the long run through inefficiency and missed opportunities. Ask potential vendors for clear pricing information and consider how the platform’s features will impact your bottom line. Will it help you close deals faster, reduce compliance risks, or improve customer retention? Calculating the potential ROI will help you justify the investment and choose a partner that delivers tangible value.
The most powerful software in the world is useless if your team finds it too complicated to use. Prioritize platforms with an intuitive interface and a straightforward user experience. The goal is to empower your team with data, not overwhelm them. Always take advantage of free trials or schedule a demo to get a feel for the software yourself. Pay attention to the quality of customer support as well. When questions or issues arise, you’ll want a responsive and helpful support team on your side. Good support can make all the difference in a smooth rollout and long-term success.
The business you are today might not be the business you are in three or five years. Choose a revenue intelligence platform that is built to scale. As your company grows, your data volume will increase, your processes will evolve, and your teams will expand. Your software needs to be able to handle that growth without a hitch. Ask vendors about their scalability, how they handle larger data loads, and what their product roadmap looks like. A forward-thinking partner will continuously improve their platform, offering new features and insights to support your changing needs. This ensures your investment remains valuable for years to come.
You’ve done the research and picked your platform. That’s a huge step, but the work doesn’t stop there. How you introduce and integrate new software into your business is just as important as which one you choose. A thoughtful implementation plan is what separates a game-changing investment from an expensive, dusty digital shelf. The goal is to get the platform running smoothly so you can start seeing a return on your investment as quickly as possible. A poor rollout can lead to low user adoption, messy data, and ultimately, a failure to achieve the results you were promised.
A successful rollout isn't about flipping a switch and hoping for the best. It’s a strategic process that involves preparing your data, training your team, and defining what success actually looks like for your company. By focusing on these key areas, you can ensure a smooth transition and get your team excited about the new tools at their disposal. This approach helps you sidestep common pitfalls and builds a solid foundation for long-term growth. It's about creating momentum from day one, so the software becomes an integral part of your workflow, not just another login to remember. If you're unsure where to begin, you can always schedule a demo to walk through the platform and map out your first steps with an expert.
Your revenue intelligence software is only as smart as the data you feed it. Before you connect anything, take the time to clean, verify, and organize your existing data. Think of it as spring cleaning for your CRM and other data sources. Combining information from different systems can be tricky, but it's a critical step. Accurate data is the bedrock of reliable analytics and trustworthy AI-powered insights. Taking this step seriously ensures that the intelligence you get from your new platform is something you can confidently base decisions on. A platform with robust integration capabilities will make this process much smoother.
A new tool can feel disruptive if your team doesn’t understand how to use it or why it’s an improvement. Effective training is key to getting everyone on board and ensuring high adoption rates. Go beyond a single, one-size-fits-all demo. Instead, provide role-specific training that shows each person how the software will make their specific job easier and more effective. When your team feels empowered by a new tool rather than burdened by it, they’re far more likely to embrace it. This investment in training pays off by turning your team into power users who can get the most out of the software.
Before you go live, you need to define what success looks like. How will you know if the software is actually working? This is where Key Performance Indicators (KPIs) come in. By setting clear, measurable goals from the start, you can track your progress and demonstrate the platform's value. Your KPIs should align directly with your business objectives. For example, you might track metrics like sales cycle length, forecast accuracy, or customer lifetime value. Having these benchmarks in place allows you to measure your return on investment and make data-driven adjustments to your strategy. You can find more insights on important metrics on our blog.
It’s wise to anticipate a few bumps in the road. One of the most common challenges is data integration. As mentioned, merging data from disparate sources can be complex, so it’s best to tackle this head-on early in the process. Another potential hurdle is pricing. Many vendors aren't transparent with their costs, which can make budgeting difficult. Don't be afraid to ask direct questions and push for clarity. Choosing a partner with a straightforward pricing model can save you a lot of headaches and help you plan your budget with confidence. Being prepared for these common issues will help you manage them effectively.
Once your revenue intelligence software is up and running, the journey is just beginning. Getting the most value from your new platform isn’t about flipping a switch; it’s about building new habits. By weaving the software’s capabilities into your daily operations, you can turn raw data into a clear roadmap for growth. Here’s how to make your software an indispensable part of your strategy.
Your revenue intelligence platform is a powerhouse for analyzing sales data and predicting outcomes. It uses AI to sift through information and spot trends you might otherwise miss. Use these findings to hold a mirror up to your current strategy. Does your sales approach align with what the data reveals about customer needs and market demands? This process helps you shift from reacting to problems to proactively shaping your sales cycle. By regularly reviewing these analytics, you can make sure your efforts are always directed where they’ll have the most impact. For more on this, check out the latest insights in the HubiFi blog.
AI-powered personalization is a game-changer for B2B sales, leading to better engagement and stronger customer relationships. Your software’s AI doesn’t just present data; it offers concrete recommendations. It can flag at-risk deals, identify your most promising leads, and suggest the next best action for your sales team to take. This allows your team to prioritize their time and focus on activities that actually move the needle. Instead of guessing, you can make informed decisions backed by data, which is the fastest way to improve your sales strategy. If you're curious how this works in practice, you can schedule a demo to see our solutions in action.
A tool is only as good as the team using it. To get the full benefit of your software, foster a culture of continuous learning. Set aside time for your team to share what’s working, what isn’t, and any clever workarounds they’ve discovered. This feedback loop is essential for refining your processes and adapting the platform to your specific needs as your business grows. Your software should evolve with you, and your team’s hands-on experience is the best guide for that evolution. Ensuring your platform works with your other tools is also key, so it's important to understand its integration capabilities.
Finally, close the loop by consistently tracking your progress. Use your software to monitor key metrics like lead conversion rates, sales cycle length, and deal size. Watching these numbers helps you see the direct impact of your strategies in real time. But don’t just watch—act. When you see something working well, double down on it. If a certain approach is falling flat, the data will tell you it’s time to pivot. This agile approach allows you to stay responsive and competitive, making small adjustments along the way that lead to significant long-term gains.
Revenue intelligence platforms are powerful because they connect and analyze vast amounts of your business data. This includes everything from customer contact information and deal values from your CRM to private email and call transcripts from your sales team. With all that sensitive information centralized in one place, security isn't just another feature on a checklist—it's the absolute foundation of a trustworthy platform. The potential consequences of a data breach are significant, ranging from direct financial loss and regulatory fines to long-term damage to your brand's reputation. It can completely erode the customer trust you’ve worked so hard to build.
That's why choosing a partner who prioritizes security is non-negotiable. You need to be confident that the platform you choose has robust measures in place to protect your data and help you stay compliant with complex data privacy regulations like GDPR and CCPA. As you evaluate different options, make data security a central part of your vetting process. A platform's commitment to security reflects its commitment to being a reliable partner in your growth, something we at HubiFi take very seriously. Don't be afraid to ask the tough questions and demand transparency before you commit.
When you're comparing platforms, don't just get wowed by the flashy features. Dig into their security protocols. A reputable provider will be transparent about how they protect your data. Look for clear information on their security page or ask their sales team directly about their practices. Key features to verify include end-to-end encryption, which scrambles your data to make it unreadable to unauthorized parties, and robust access controls that let you define who can see and do what within the platform. Also, check for compliance with recognized security standards, such as SOC 2 certification, which demonstrates a company’s commitment to securely managing customer data.
Choosing a secure platform is the first step, but your team's practices are just as important. Your company is responsible for creating and enforcing internal policies for data handling. This starts with training your team on security best practices, like using strong, unique passwords and recognizing phishing attempts. It’s also wise to implement the principle of least privilege, meaning employees should only have access to the data and features they absolutely need to do their jobs. When you set up integrations with your CRM, accounting software, and other tools, ensure you are following secure connection protocols to protect data as it moves between systems. Security is a shared responsibility between you and your software provider.
Once you’ve chosen and implemented your revenue intelligence platform, the work isn’t over. The next step is to make sure it’s actually delivering on its promises. Measuring the success and return on investment (ROI) of your new software is crucial for justifying the expense and ensuring it’s helping you meet your business goals. This isn’t a one-and-done task; it’s an ongoing process of tracking, analyzing, and refining your strategy.
Think of it this way: you’re investing in a tool to improve your financial outcomes, so you need a clear way to see if that investment is paying off. The cost of revenue intelligence software is often a recurring subscription, so continuously evaluating its value helps you make informed decisions about your tech stack. You can compare the tangible benefits you're seeing against your software pricing to calculate a clear ROI.
Before you can measure success, you need to define what it looks like for your team. This means establishing clear Key Performance Indicators (KPIs) that align with the software's capabilities and your company's strategic goals. Start by benchmarking your performance before the software was implemented. This baseline is your point of comparison.
Some essential metrics to track include sales cycle length, lead-to-opportunity conversion rates, average deal size, and forecast accuracy. Are deals closing faster? Are your forecasts more reliable? These are direct indicators of the software's impact. By tracking these KPIs over time, you can move beyond gut feelings and use hard data to demonstrate the value your new platform provides. For more ideas on what to track, you can find great insights in the HubiFi Blog.
Beyond high-level metrics, look at how the software affects your sales team's daily activities and overall effectiveness. Revenue intelligence platforms use AI to analyze sales data, predict outcomes, and help your team refine its sales process. Is your team spending less time on manual data entry and more time engaging with prospects? That’s a huge win for productivity.
Look for evidence that the AI-powered insights are making a difference. Are your reps better at identifying which deals are at risk? Are they uncovering cross-sell or upsell opportunities that were previously hidden? These qualitative and quantitative improvements in sales performance are a direct result of the software's ability to turn raw data into actionable guidance. A great way to see this in action is to schedule a demo and see how the tool can specifically address your team's challenges.
A powerful revenue intelligence platform doesn't just help you win new business; it helps you keep it. The insights you gain into customer engagement and health can have a massive impact on retention. When your team understands customer needs more deeply, they can provide better service, leading to happier, more loyal customers.
Track metrics like customer churn rate and customer lifetime value (CLV). If your churn rate decreases and your CLV increases after implementing the software, you have a strong case for its ROI. A small improvement in customer retention can significantly impact your bottom line over the long term. By ensuring your platform has seamless integrations with your CRM, you can create a unified view of the customer journey and pinpoint exactly how your new tool is contributing to stronger, more profitable relationships.
The world of B2B sales is always moving, and the tools we use to understand it are evolving right along with it. Revenue intelligence isn't just about looking at past performance anymore; it's about looking ahead. The future of this technology is shaping up to be even more integrated, intelligent, and customer-focused. As businesses gather more data than ever, the challenge shifts from collection to interpretation—turning raw numbers into a clear story that guides your next move.
Two major trends are leading the charge: the rise of smarter, more predictive AI and a much deeper focus on the entire customer experience. These aren't just buzzwords; they represent a fundamental shift in how sales teams will operate. Instead of reacting to deals as they happen, teams will be able to anticipate customer needs and proactively shape outcomes. This means more accurate forecasting, more personalized outreach, and a sales process that feels less like a pitch and more like a partnership. For more on how data can guide your strategy, check out the latest insights on our blog.
Artificial intelligence in revenue intelligence is getting a major upgrade. We're moving past simple data analysis and into the realm of true predictive power. Future platforms will use AI to not only show you what happened but also to forecast what will likely happen next with a high degree of accuracy. Think of it as a co-pilot for your sales team. AI can help you improve everything from lead generation and pricing strategies to creating personalized outreach that truly connects with prospects. This allows your team to focus their energy on the most promising opportunities and make strategic decisions based on data-driven predictions, not just gut feelings.
The next wave of revenue intelligence puts the customer squarely at the center of the conversation. It’s about understanding the complete journey, not just the final sale. These tools will increasingly analyze every touchpoint—from emails and calls to meetings—to give you a holistic view of the customer relationship. This requires pulling data from multiple sources, which is why seamless integrations with your existing software are so important. With real-time insights, your team can respond to customer needs instantly and tailor their approach on the fly. It’s all about using accurate, up-to-the-minute data to build stronger relationships and deliver an experience that keeps customers coming back.
How is revenue intelligence software different from my CRM? That’s a great question because they work hand-in-hand. Think of your CRM as your address book and filing cabinet; it stores all your customer data, contact information, and deal stages. Revenue intelligence software is the analyst that reads everything in that filing cabinet, connects it with data from your emails and financial systems, and tells you what it all means. It doesn't replace your CRM—it makes your CRM smarter by uncovering patterns and suggesting what actions to take next.
My company's data is spread out and messy. Can I still use this software? You've hit on the most common challenge businesses face. The short answer is yes, but you have to start with the foundation. A revenue intelligence platform is only as good as the data it analyzes. Feeding it messy, disconnected information will only give you messy, unreliable insights. The best first step is to implement a solution that cleans, unifies, and organizes your data, especially your financial data. This ensures you're building your strategy on a solid, trustworthy foundation from day one.
Is revenue intelligence software only for big enterprise companies? Not at all. While some platforms are definitely built with large corporations in mind, many modern solutions are designed to be scalable for businesses of all sizes. The key is to ignore the hype and focus on the specific problem you need to solve. Whether you're a growing business struggling with revenue compliance or a mid-sized company needing better sales forecasts, there's likely a tool that fits your needs and budget. Don't assume it's out of reach; focus on the value it can bring to your specific challenges.
How much work is it to get my team to actually use a new platform? Getting your team on board is less about the software and more about your approach. The most successful rollouts happen when the team sees the tool as a benefit, not a burden. Instead of just showing them how to log in, provide role-specific training that demonstrates exactly how it will make their job easier—whether that’s by automating data entry or providing clear guidance on which deals to prioritize. When people understand the "why" and see how it helps them succeed, adoption becomes a much smoother process.
Will this software replace jobs on my sales or finance team? This is a common concern with any AI-powered tool, but the goal of revenue intelligence is to augment your team, not replace it. These platforms handle the tedious, time-consuming tasks that people often dislike, like manual data entry and sifting through spreadsheets. This frees up your team to focus on what they do best: building customer relationships, thinking strategically, and closing complex deals. It makes your people more effective, not obsolete.
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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