Oops! Something went wrong while submitting the form.
Get a Demo
See your data in HubiFi < 2 days
Find the best Salesforce accounting apps for your business. Compare native and integrated options to streamline your financial operations and improve efficiency.
Your sales team lives in Salesforce, closing deals and managing customer relationships with precision. But when it comes to turning those wins into revenue, your finance team is often working in a completely separate world. This disconnect leads to manual data entry, endless spreadsheets, and a frustrating delay in getting a clear financial picture. You’re left wondering if your reports are truly accurate or if a critical detail was lost in translation. This guide is designed to bridge that gap. We’ll walk you through the best Salesforce accounting apps—both native and integrated—that can create a seamless flow of information, eliminate data silos, and give your teams a single source of truth to work from.
Your sales pipeline is humming along in Salesforce, tracking every lead and closing deals. But when it’s time to turn those sales into recognized revenue, things can get complicated. Connecting your CRM to your accounting system is a critical step, and it presents a fundamental choice: should you use a native app or an integrated one? This decision impacts everything from your team’s daily workflow to the accuracy of your financial reports.
The main difference comes down to where the app "lives." Native Salesforce accounting apps are built directly on the Salesforce platform. Think of them as living in the same house as your CRM; they share the same foundation and speak the same language. As Accounting Seed notes, these native solutions have shared Salesforce Platform features that make it easier to track activities and monitor accounting lifecycles from a single place. This creates a truly seamless experience for your team.
On the other hand, integrated apps are standalone software (like QuickBooks or Xero) that connect to Salesforce through an API or a third-party connector. They’re more like friendly neighbors—they can communicate and share information, but they operate independently. It’s important to remember that just because an accounting app can work with Salesforce doesn’t mean it offers the deep, unified functionality of a native solution. Choosing the right path requires a clear understanding of your business needs, your existing tech stack, and your goals for future growth.
Choosing the right accounting app for Salesforce feels a lot like picking a business partner. You need something reliable, efficient, and easy to work with. Whether you lean toward a native app built on the Salesforce platform or an integrated third-party solution, the core features you need to look for remain the same. Getting this choice right means less time spent on manual data entry and more time focused on strategic growth. It’s about finding a tool that not only manages your numbers but also provides the clarity you need to make smart decisions. Before you get lost in the AppExchange, let’s walk through the essential features your team needs to succeed, ensuring your choice supports your business for the long haul.
At its heart, any accounting app needs to nail the fundamentals. This means effortlessly handling your general ledger, accounts payable, accounts receivable, and billing processes. The goal is to manage all your core financial tasks without ever leaving the Salesforce environment. Native apps like Accounting Seed are popular for this very reason—they are designed to be the financial engine within your CRM. When your core accounting functions live in the same place as your customer data, you create a powerful, unified view of your business operations. This consolidation is the first step toward a more streamlined and accurate financial picture.
A smooth integration is non-negotiable. You want your sales and accounting data to talk to each other without any friction. A native Salesforce app is built on the same platform, which means it works seamlessly with your existing setup. This allows you to manage all your accounting directly within Salesforce, creating a single source of truth. For integrated apps, the connection needs to be just as robust. You shouldn't have to deal with data silos or manual reconciliations between systems. A truly connected system ensures that when a deal closes in your CRM, the financial side is instantly and accurately updated, which is key for real-time analytics.
What good is data if you can't understand it? The right app will transform your complex financial information into clear, actionable insights. Look for tools with user-friendly dashboards that give you an at-a-glance view of your company's financial health. You should be able to easily track key metrics, monitor project accounting, and even manage inventory. Strong reporting capabilities mean you can stop guessing and start making data-driven decisions. This visibility is crucial for everything from cash flow management to long-term strategic planning, helping you understand where your business truly stands.
Let’s be honest—no one enjoys tedious, repetitive tasks. Smart automation is your ticket to getting that time back. A great Salesforce accounting app will automate routine processes like creating invoices, sending payment reminders, and even complex revenue recognition. This not only saves countless hours but also significantly reduces the risk of human error. When you can trust your system to handle the day-to-day financial churn, your team is free to focus on higher-value work. Deep integration with Salesforce allows for powerful automation triggers based on sales activities, ensuring your financial workflow is always in sync with your customer journey.
Compliance and security aren't just IT concerns; they're fundamental to your business's integrity. Your accounting app must help you adhere to financial standards like ASC 606 and protect sensitive data. Native Salesforce apps have an edge here, as they inherit the robust, world-class security of the Salesforce platform. Just because an app can connect to Salesforce doesn't mean it offers the same level of security or compliance support. Ensuring your app is built with these standards in mind gives you peace of mind and helps you pass audits without breaking a sweat. You can learn more about these topics in our Insights blog.
Your business has a unique workflow, and your software should adapt to it—not the other way around. Look for an app that offers flexible customization options. Native solutions often share platform features with Salesforce, making it easier to tailor reports, dashboards, and processes to your specific needs. This allows your team to track activities and monitor accounting lifecycles in a way that makes sense for your operations. Whether you need to manage subscriptions, complex billing cycles, or project-based accounting, a customizable app ensures you have a tool that grows and changes with you.
The most powerful software in the world is useless if your team finds it clunky and avoids using it. A clean, intuitive, and user-friendly dashboard is essential for adoption. The app should feel like a natural extension of the Salesforce environment your team already knows. A gentle learning curve means less time spent on training and more time getting value from the tool. Before you commit, schedule a demo and let your team get a feel for the interface. A positive user experience is often the deciding factor between an app that collects dust and one that becomes an indispensable part of your workflow.
When we talk about "native" apps, we mean software built directly on the Salesforce platform. Think of it as moving into a house where the plumbing and electricity are already perfectly installed and designed to work with the foundation—no extra wiring or creative pipework needed. Native apps share the same data model as Salesforce, which means you get a unified user experience, real-time data access, and fewer headaches from managing separate systems. This tight-knit relationship is a huge advantage for keeping your financial data clean and accessible right where your sales team works.
While these native apps offer a strong connection, most businesses still need to sync data with other essential tools in their tech stack, like payment gateways or separate ERPs. Ensuring all your systems speak the same language is key to getting a complete and accurate view of your financial health. This is where robust integration solutions become critical for automating processes and maintaining a single source of truth across your entire operation. Let’s look at some of the top native accounting apps available for Salesforce.
You’ll often hear FinancialForce mentioned in the same breath as Salesforce, and for good reason. Now officially rebranded as Certinia, this platform was one of the original accounting solutions built on Salesforce. Its biggest selling point has always been its deep, seamless integration. If your team lives and breathes Salesforce, this app will feel like a natural extension of your workspace. It’s designed to give you a single source of truth across your customer relationship management (CRM) and enterprise resource planning (ERP) functions. As one review puts it, FinancialForce is the better fit for Salesforce customers who want a fluid user experience without toggling between different systems.
As the most popular native accounting software for Salesforce, Accounting Seed has earned its reputation for being both powerful and flexible. It’s a full-featured accounting solution that lets you manage everything from billing and accounts payable to financial reporting, all within the Salesforce environment. Because it’s native, it works in harmony with the rest of your Salesforce setup, giving you a connected and efficient workflow. The platform prides itself on being a native accounting software that works seamlessly with the entire IT environment, making it a top choice for businesses that want to customize their financial processes without leaving the ecosystem they already know and trust.
Sage Intacct is a powerhouse in the accounting world and a preferred financial management partner of Salesforce. However, it’s important to understand its relationship with the platform. While it offers strong integration capabilities, it’s not a truly native app in the same way as Accounting Seed or Certinia. Its connections with Salesforce are robust but can be “somewhat limited” and may require some custom work to get everything running just right. Think of it as a close neighbor rather than a member of the immediate family. It’s an excellent option for companies that need advanced, multi-entity accounting features and are willing to invest a little extra effort into the integration setup.
If your business runs on subscriptions, Zuora is built for you. It’s a specialized platform designed to handle the complexities of recurring revenue, from billing and payments to revenue recognition. While its focus is on subscription management, it integrates well with Salesforce to create a comprehensive solution that bridges the gap between your sales and finance teams. This connection allows you to manage the entire customer lifecycle—from the initial quote in Salesforce to ongoing billing in Zuora—all in one connected system. It’s the go-to choice for SaaS companies and other subscription-based businesses that need a system tailored to their unique financial models.
As mentioned earlier, Certinia is the new name for FinancialForce, and it continues to be a leading native solution. Because Certinia is built directly on the Salesforce platform, you don’t need any extra tools or connectors to make it work—it’s plug-and-play. This makes it an incredibly powerful option for businesses with complex operations that want to manage their services, projects, and financials all in one place. The rebrand to Certinia reflects its expanded focus on providing a complete "Services-as-a-Business" platform, helping companies connect their front-office and back-office operations for a truly unified approach to financial management and customer delivery.
If your team already has an accounting system you love, you don’t have to abandon it to get the benefits of a connected system. Integrated apps are standalone software solutions that connect to Salesforce through an API or a pre-built connector. This approach lets you keep your trusted accounting platform while syncing its data with your CRM. The goal is to create a two-way street for information, so your sales team can see payment statuses and your finance team can see sales pipeline data without switching between a dozen tabs.
This is a popular route for businesses that have built their financial processes around a specific tool like QuickBooks or Xero. Instead of starting from scratch with a native app, you simply build a bridge between your existing systems. This ensures that everyone is working from the same playbook, with customer, sales, and financial data flowing seamlessly between departments. At HubiFi, we believe in the power of connecting your most important tools, which is why we offer a range of integrations to create a single source of truth for your financial data. A well-integrated system eliminates data silos and gives you a complete picture of your business's health.
QuickBooks is a giant in the small and medium-sized business accounting world, and for good reason. It’s familiar, comprehensive, and trusted by millions. When you connect it with Salesforce, you get a complete view of your customer lifecycle, from the first touchpoint to the final invoice. This integration gives your sales team visibility into payment history and credit status right within the Salesforce record, so they can have more informed conversations. Salesforce recommends using its own technology, MuleSoft, to build a robust QuickBooks integration, ensuring you can see exactly how your business is performing and where you can make improvements. This connection helps bridge the common gap between your sales and finance departments.
Xero is another favorite, especially among startups and modern small businesses that appreciate its clean interface and straightforward functionality. Integrating Xero with Salesforce is all about streamlining your financial workflows. Imagine your sales team closing a deal in Salesforce and an invoice is automatically generated in Xero—that’s the kind of efficiency this connection provides. It eliminates the need for manual data entry, which not only saves time but also drastically reduces the risk of human error. By managing your financial data alongside your customer relationships, you can improve your invoicing process, get paid faster, and maintain a clear view of your cash flow without ever leaving your CRM.
For larger or rapidly scaling businesses, NetSuite is often the ERP of choice, going far beyond basic accounting. The NetSuite SuiteApp for Salesforce provides a powerful, real-time connection between your CRM and your entire business management suite. This isn't just about syncing invoices; it's about synchronizing customer data, sales orders, inventory levels, and complex financial information. This deep integration ensures that your sales team has access to accurate product availability and shipping information, while your finance and operations teams get immediate updates from sales activities. It’s a comprehensive solution for businesses that need a single, unified view across their entire operation to make fast, strategic decisions.
Sage has been a trusted name in accounting for decades, and its Sage 50cloud product brings that legacy into a more connected environment. By integrating Sage 50cloud with Salesforce, you can manage your core accounting and customer relationships from a single, unified platform. The primary benefits here are automation and data accuracy. The integration automates key financial processes, like creating new customer records in Sage when a deal is won in Salesforce. This ensures consistency across both systems and frees up your team from tedious, repetitive tasks. With a reliable flow of information, you can trust that your financial reports accurately reflect your sales performance.
Now known as CRM Analytics, Wave Analytics is less of a transactional accounting app and more of a powerful business intelligence tool. Integrating it with Salesforce allows you to pull in financial data from your accounting system and visualize it in dynamic, easy-to-understand dashboards. This is for the business leader who wants to move beyond static reports and truly explore their data. You can analyze sales trends against financial performance, forecast revenue with greater accuracy, and identify opportunities or risks you might have otherwise missed. It transforms your raw financial numbers into actionable insights, helping you make smarter, data-driven decisions to guide your business forward.
Choosing between a native and an integrated app is one of the biggest decisions you'll make when connecting your accounting to Salesforce. The right answer depends entirely on your team’s workflow, your technical resources, and your long-term goals. Think of it this way: a native app is like building an extension onto your house, while an integrated app is like building a separate workshop in the backyard and paving a path between the two. Both get the job done, but they offer very different experiences.
A native app is built directly on the Salesforce platform, meaning it shares the same data structure and user interface. This creates a single, unified environment for your sales and finance operations. An integrated app, on the other hand, is a standalone piece of software that connects to Salesforce through an API or a dedicated connector. This allows you to use a specialized accounting tool while syncing its data with your CRM. Let’s break down what that means for you in practical terms.
The biggest perk of a native app is its seamlessness. Because it lives inside Salesforce, you get a single source of truth for both your sales and financial data. This means real-time reporting is standard, and your team doesn't have to switch between different windows or logins. The user experience is consistent, which makes training and adoption much smoother. This deep Salesforce integration also creates strong automation capabilities right out of the box.
On the flip side, you’re tying your accounting directly to the Salesforce ecosystem. If you ever decide to leave Salesforce, migrating your financial data becomes a much bigger project. Additionally, some native apps may not have the decades of feature development that standalone accounting giants do.
Integrated apps let you connect a best-in-class accounting platform, like QuickBooks or Xero, directly to Salesforce. The main advantage here is power and familiarity. Your finance team likely already knows and loves their current software, and these platforms are incredibly robust. An integration allows you to keep your specialized accounting tool while feeding its data into your CRM. This approach gives you the best of both worlds: a powerful CRM and a powerful accounting system.
The challenge, however, lies in the connection itself. Just because an app can work with Salesforce doesn’t mean the experience is flawless. These integrations can sometimes lead to data lags, sync errors, or a clunky user experience that requires toggling between systems. You’ll need to ensure the connector is reliable and provides the real-time data your business depends on.
Choosing to integrate an external accounting app with Salesforce is a big decision, and it’s about more than just checking off a list of features. The success of your integration hinges on how well the two systems actually communicate and work together in your specific environment. Just because an app’s marketing materials say it "integrates" with Salesforce doesn't guarantee a smooth, plug-and-play experience. The reality is that a poor integration can create more problems than it solves, leading to data discrepancies, manual workarounds, and frustrated teams—the very things you’re trying to avoid.
Before you commit, you need to look under the hood to understand what that connection truly means for your daily operations. A great integration should feel less like a clunky add-on and more like a natural extension of your Salesforce environment, simplifying processes and providing a single source of truth for your financial data. Getting this right means you can trust your numbers, make faster decisions, and free up your team to focus on growth. At HubiFi, we specialize in creating these seamless integrations, ensuring your financial data flows exactly where it needs to go, without the headaches.
This is a non-negotiable. When your sales team closes a deal in Salesforce, your finance team needs to see that information reflected in your accounting software immediately, not hours or days later. A delay, or "lag," in data syncing can lead to inaccurate financial reports, cash flow miscalculations, and poor strategic decisions. Real-time synchronization ensures that everyone is working from the same set of up-to-the-minute data. As one user on Reddit wisely pointed out, an app's claim to integrate doesn't always mean it works how you need it to. Dig into the specifics of the data sync—is it truly instantaneous, or does it run on a schedule that could leave your teams out of alignment?
If the software is difficult to use, your team won't use it—it's that simple. A clunky interface, a confusing dashboard, or a complicated workflow can kill adoption rates and negate the benefits of the integration. The goal is to make your team's job easier, not harder. Look for an app with a clean, intuitive design that feels familiar to Salesforce users. A user-friendly dashboard is a great sign, as it allows your team to find the information they need without extensive training. The best integrations provide a seamless experience, where users can perform accounting tasks without ever feeling like they've left the Salesforce environment.
The accounting solution you choose today needs to support your business tomorrow. As your company grows, your transaction volume will increase, your financial processes will become more complex, and your reporting needs will evolve. Will your chosen app be able to handle it? Salesforce itself is built to scale, serving businesses from small startups to large enterprises, and your accounting integration should have the same capacity for growth. Consider the app's limitations on transaction volume, user seats, and feature sets. You don't want to be forced into a costly and disruptive migration in a few years because you outgrew your software. Plan for the future by choosing a solution that can grow with you.
While we all want a simple setup, it's important to be realistic. Integrating two powerful systems like Salesforce and an accounting app often requires some level of customization to fit your unique business processes. As one Reddit user noted, you should "be ready to customize the accounting software to fit your business." The implementation process can take longer than you might expect, so factor that time into your decision. Ask potential vendors about their onboarding process, the level of support they provide, and what resources are available to help you. A smooth setup is possible, but it requires careful planning and, often, expert guidance. If you need help mapping out your integration, you can always schedule a demo with our team.
With so many options on the table, picking the right accounting app can feel overwhelming. It’s about more than just comparing feature lists. The best choice is the one that fits your team’s workflow, supports your financial processes, and can grow right alongside your business. Let’s walk through the four key areas you need to consider to make a confident decision.
Before you get lost in demos and sales pitches, take a step back and talk to your team. The best accounting system is one that solves the real-world problems your finance department faces every day. What are their biggest time-sinks? Are they manually reconciling data between Salesforce and your current accounting software? Do they struggle with revenue recognition for complex contracts?
Make a list of your must-haves versus your nice-to-haves. If an app has a solid API, it can likely connect to Salesforce, but you need to be crystal clear on what you need that connection to do. Understanding your core requirements first will give you a clear lens through which to evaluate every option. You can find more helpful articles on financial operations on our blog.
Be wary of any app that simply claims it "integrates" with Salesforce. That term can mean anything from a seamless, real-time data sync to a clunky, manual data-push that happens once a day. A native Salesforce app is built on the platform, so it works smoothly within your existing environment. An integrated app needs to prove it can do the same.
Ask specific questions about the integration. Does it support two-way data syncing? How does it handle custom fields and objects? A truly powerful integration should feel invisible, with data flowing effortlessly between systems. At HubiFi, we specialize in creating these kinds of seamless integrations, because we know that a weak connection between critical apps can cause more problems than it solves.
The app that fits your business today might hold you back tomorrow. When you’re evaluating options, think about your three-to-five-year plan. Do you anticipate a significant increase in transaction volume? Are you planning to expand into new markets or offer new subscription models? Your accounting app needs to be able to scale with you.
Look for a solution that not only handles your current needs but also offers the flexibility to adapt. Can it support more complex revenue streams? Does it provide the kind of advanced data analysis and AI-driven insights that will help you make strategic decisions as you grow? Choosing a scalable system now saves you from a painful migration process down the road.
The price tag on an accounting app is only one part of the total investment. You also need to consider the costs of implementation, data migration, and employee training. Will you need to hire a consultant to get everything set up correctly? Be realistic—these projects often take longer and cost more than software companies initially estimate.
On the flip side, think about the return on your investment. How much time will your team save by automating manual tasks? How much will you reduce the risk of costly accounting errors? A higher upfront cost might be worth it if it delivers significant long-term savings and efficiency. To get a clearer picture of what this investment might look like for your business, you can review our pricing information and see how it aligns with your budget.
A feature list can tell you what an app is supposed to do, but user reviews tell you how it actually performs in the real world. Think of it as getting the inside scoop from people who are already using the tool every single day. They’ll give you the unfiltered truth about everything from the quality of customer support to the true learning curve for your team. Reviews often highlight the small details that make a big difference, like how smoothly the app syncs data or whether the user interface is a pleasure to work with or a constant headache.
When you’re reading reviews, look for patterns. A single negative review might just be a one-off bad experience, but if you see multiple users complaining about the same bug or a clunky workflow, pay attention. Dig deeper than the star rating and read what people are saying in both the glowing five-star and the critical one-star comments. It’s also smart to look for customer success stories from companies that are similar to yours in size and industry. Their experience will be the most relevant predictor of your own.
For an even deeper look, check out detailed Salesforce case studies when they’re available. These are like super-reviews that walk you through how a specific business implemented the software and the exact problems it solved for them. They can show you how an app helped another company optimize its financial processes or improve reporting accuracy. This kind of detailed feedback is invaluable for visualizing how an app will fit into your own operations and helps you make a decision with confidence, knowing you’ve seen how it works for businesses just like yours.
The world of Salesforce accounting isn't standing still. As businesses grow and their needs change, the software they rely on has to keep up. Looking ahead, we can see a few key trends shaping the future of how we manage finances within the Salesforce ecosystem. The biggest shift is toward even deeper integration and smarter automation. The line between your CRM and your accounting platform will continue to blur, creating a single, unified system for managing your entire customer and financial lifecycle. Businesses are increasingly looking for solutions that eliminate manual data entry and streamline workflows from lead to ledger.
This push for integration is driven by a demand for better, faster information. The future isn't just about recording transactions; it's about turning that financial data into actionable financial insights in real time. Expect to see more apps leveraging the rich data already inside Salesforce to provide predictive analytics and dynamic reports. This means you can make strategic decisions based on up-to-the-minute information, rather than waiting for month-end reports. The goal is to move from reactive bookkeeping to proactive financial management.
Finally, user experience will be king. As these platforms become more powerful, there's a growing emphasis on making them intuitive and easy to use. The trend is toward seamless user experiences where your team doesn't feel like they're jumping between separate applications. Native apps will likely continue to innovate, offering robust features that feel like a natural extension of Salesforce. At the same time, integrated solutions will get even better at syncing data smoothly. This means more choices for you, but also a greater need to understand exactly what your business requires to integrate seamlessly and scale effectively.
Let's be real: juggling spreadsheets, manually reconciling accounts, and chasing down sales data can feel like a full-time job on its own. When your sales and accounting systems don't talk to each other, you're left with data silos, a high risk of human error, and a finance team that's constantly playing catch-up. These are the everyday headaches that slow down your month-end close and make it tough to get a clear picture of your company's financial health. It’s frustrating, inefficient, and frankly, a waste of your team's valuable time and talent.
This is where choosing the right Salesforce accounting app changes the game. Imagine a world where your billing, revenue, and customer data flow effortlessly from your CRM into your accounting system. A truly integrated solution creates a single source of truth, giving both your sales and finance teams access to the same accurate, real-time information. Native apps, for example, are built directly on the Salesforce platform, which means they offer a completely seamless user experience. This deep connection helps eliminate duplicate data entry and streamlines everything from project accounting to inventory tracking.
When you find the right fit, you're not just buying software; you're solving core business problems. Strong automation capabilities can handle repetitive tasks, freeing up your team to focus on more strategic work. A user-friendly dashboard means less time spent on training and more time spent gaining insights. By connecting your CRM and ERP functions, you create a cohesive workflow that supports your entire business, from lead to ledger. The goal is to make your financial operations smoother, your data more reliable, and your decision-making sharper.
Is a native app always the better choice? Not necessarily. A native app is fantastic if your top priority is a perfectly seamless user experience within Salesforce. Because it's built on the same foundation, the data flows instantly and the interface feels familiar. However, if your finance team requires highly specialized features found only in a robust, standalone system like NetSuite or a tool your team already loves like Xero, an integrated app is often the smarter path. The best choice is the one that solves your specific business problems without forcing your team into a workflow that doesn't fit.
My team already uses and loves QuickBooks. Do we really need to switch to a native app? Absolutely not! If QuickBooks is working well for your finance team, there's no reason to abandon it. The goal is to connect the systems you already have, not start from scratch. A solid integration can bridge the gap between Salesforce and QuickBooks, allowing sales and financial data to sync automatically. This gives you the best of both worlds: your sales team stays in their CRM, your finance team stays in their preferred accounting software, and everyone works from the same accurate information.
What's the biggest mistake to avoid when connecting an accounting app to Salesforce? The most common mistake is assuming that any app with an "integration" label will work perfectly out of the box. The quality of the connection is everything. A weak integration can lead to data sync delays, errors, and manual workarounds, which defeats the whole purpose. Before you commit, you need to understand exactly how the data syncs—is it truly in real-time? A poor connection can create more headaches than it solves, so it's critical to vet the quality of the integration itself, not just the features of the app.
How much customization should I expect to do during setup? You should plan for some level of customization. Every business has unique processes, and it's rare for any software to be a perfect fit right away. Whether you choose a native or integrated app, you'll likely need to configure settings, map custom fields, and tailor workflows to match how your team operates. Thinking of it as a "plug-and-play" solution can lead to frustration. It's better to go in with the realistic expectation that you'll need to invest some time and effort to get the setup just right for your business.
Beyond syncing invoices, what other benefits can I expect from a good integration? A great integration goes far beyond just automating invoices. It creates a single, reliable source of truth for your entire customer lifecycle. This means your sales team can see a customer's payment history right in Salesforce before a sales call, and your finance team gets instant visibility into the sales pipeline to forecast cash flow more accurately. It unlocks powerful, real-time reporting that combines sales activities with financial results, giving you the clear insights you need to make smarter, faster strategic decisions for the business.
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.
