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Find the best controller workflow optimization tool for your finance team with our top 10 picks, designed to streamline processes and enhance efficiency.
What if your finance team could close the books in days, not weeks? What if you had the bandwidth to move beyond reporting historical numbers and become a true strategic partner to the business? This isn't just wishful thinking; it's the reality for teams that embrace modern financial technology. The key is a controller workflow optimization tool, a platform designed to automate repetitive processes and streamline complex operations. By handling the tedious work of data entry, reconciliations, and compliance checks, these tools free your team to focus on higher-value activities like financial analysis, forecasting, and strategic planning, ultimately shaping the company's future.
If you’re a controller or part of a finance team, you know the routine all too well. Month-end close is a scramble of spreadsheets, manual data entry, and chasing down information. You’re stuck managing repetitive tasks like invoice processing and compliance checks, which leaves little time for the strategic analysis that actually moves the business forward. This is where a controller workflow optimization tool comes in.
Think of it as a central hub designed specifically to streamline and automate the financial processes that often cause bottlenecks. Instead of relying on a patchwork of emails, spreadsheets, and manual checklists, these tools provide a clear, organized path for getting work done. The core purpose is to take the manual, tedious parts of your job and put them on a smarter, more automated track. This helps you save time, reduce the risk of human error, and give your team the structure it needs to work efficiently.
These platforms help you map out your existing financial workflows, from accounts payable to revenue recognition. By visualizing the entire process, you can easily spot inefficiencies and identify which tasks can be automated. Good workflow automation software handles the repetitive work, freeing your team to focus on higher-value activities. It’s about creating a system for continuous improvement, where you’re always refining how work gets done.
Ultimately, adopting a workflow tool is about transforming your finance department’s role. When you’re not bogged down by manual operations, you have the bandwidth to analyze data, provide critical insights, and become a strategic partner in the business. It’s about shifting from simply reporting the numbers to shaping the story they tell.
Choosing a workflow optimization tool can feel overwhelming. For finance teams, the stakes are particularly high. You aren’t just looking for a task manager; you need a system that handles sensitive data with precision, ensures compliance, and delivers the insights required to guide the business. The right tool can transform your team from a back-office function into a strategic partner for the entire organization, moving you beyond endless spreadsheets and manual data entry.
A great controller workflow tool streamlines the processes that are traditionally tedious and prone to error, like the month-end close or revenue recognition. By automating these repetitive tasks, you and your team can reclaim valuable time to focus on what really matters: analysis, strategy, and growth. Think of it as building a reliable engine for your financial operations. Before you invest in any platform, make sure it has the core components to run smoothly and power your team's success. You can even schedule a demo to see how a specialized tool puts these features into practice.
At its core, a great workflow tool is built on automation. For finance teams, this means streamlining the manual, time-consuming tasks that fill your days, giving you back precious hours. Imagine automating data entry, invoice processing, or the complex steps of revenue recognition. This not only accelerates your processes but also dramatically reduces the risk of human error that can easily find its way into spreadsheets. By letting the software handle the repetitive work, your team can shift its focus from tedious data management to high-value activities like financial analysis and strategic planning. It’s all about working smarter, not just harder.
Your finance department doesn't operate in a silo. It depends on data from your CRM, ERP, and other critical business systems. That's why seamless integrations are absolutely essential. A powerful workflow tool should connect effortlessly with the software you already use, whether it's NetSuite, QuickBooks, or Salesforce. This creates a single, reliable source of truth for your financial data, eliminating the need to manually export and import information between systems. When your tools communicate with each other, you break down data silos, improve accuracy, and get a complete picture of your company's financial health without the extra work.
Every business has its own unique financial processes and reporting needs. A rigid, one-size-fits-all workflow tool just won’t work. You need a system that is flexible enough to adapt to your specific requirements, whether you have a multi-step approval process for expenses or a custom structure for revenue reports. The ideal platform allows you to design and modify workflows without needing to write a single line of code. This level of customization ensures the tool supports your existing processes rather than forcing you to change the way you work, making it powerful enough for complex operations but intuitive enough for your entire team.
In finance, timing is everything. Waiting until the end of the month to understand your company’s performance is a thing of the past. Modern workflow tools offer real-time analytics and reporting dashboards that give you an up-to-the-minute view of your key financial metrics. You can track progress against goals, spot bottlenecks in your workflows, and identify trends as they emerge. This immediate access to data empowers you to make proactive, informed decisions instead of reactive ones based on outdated information. For more on using data effectively, you can find helpful articles and insights on the HubiFi blog.
Financial data is one of your company's most sensitive assets, and protecting it is non-negotiable. Any workflow tool you consider must have enterprise-grade security features built into its foundation. This includes data encryption, robust user access controls to ensure only authorized team members can view or edit information, and regular security audits to maintain compliance. Look for tools that adhere to recognized standards like SOC 2. When you're entrusting a platform with your company's financial information, you need complete confidence that it’s secure, protected, and reliable.
The tool you choose today should be able to support your company as it grows. As your business expands, so will your transaction volume, team size, and the complexity of your financial operations. A scalable workflow tool is designed to handle this increased demand without slowing down or requiring a costly replacement. It should be built to accommodate growth, allowing you to easily add new users, workflows, and integrations as your needs evolve. Investing in a scalable solution means you’re choosing a long-term partner that can provide a stable foundation for your financial processes for years to come.
Finding the right tool can feel like searching for a needle in a haystack, but the perfect fit for your team is out there. These tools are designed to tackle specific challenges, from automating complex revenue data to managing team tasks. Here’s a look at ten of the best options to help you streamline your controller workflows.
If your business handles a high volume of transactions, you know how quickly financial data can become overwhelming. HubiFi is a finance intelligence platform built to automate the entire order-to-cash accounting cycle. It’s designed to reduce the manual work that bogs down your team, helping you close the books faster and more accurately. By streamlining complex data management, it also helps you spot and fix revenue leakage. If you’re looking to move beyond manual processes and get a clearer view of your financials, you can schedule a demo to see how it works.
Think of Asana as your team’s central command center for projects and deadlines. For finance teams, it’s fantastic for managing the month-end close process. You can create a template for all your closing tasks, assign each one to a team member, and set clear deadlines. This ensures everyone knows what they’re responsible for and that no critical steps are missed. Asana brings clarity and accountability to your workflows, helping you keep complex processes organized and on track so you can close the books with confidence every single time.
If your team thrives on visual organization, Trello is an excellent choice. It uses a simple, card-based system on digital boards, which works like a virtual whiteboard for your tasks. You can create columns for different stages of a process—like "To Do," "In Progress," and "Done"—and move task cards between them. This makes it incredibly easy for everyone to see the status of projects at a glance. Trello is perfect for managing tasks like invoice approvals or audit requests in a flexible, collaborative, and highly visual way.
Monday.com calls itself a "Work OS," and it’s a powerful platform for teams that want to build their processes from the ground up. It’s highly customizable, allowing you to design workflows that perfectly match your team’s needs, whether for budgeting, financial reporting, or compliance tracking. Its automation features are a huge plus, helping you eliminate repetitive tasks so your team can focus on more strategic work. For finance departments looking for a flexible and robust system to manage projects and workflows, Monday.com is a top contender.
For finance professionals who live and breathe spreadsheets, Smartsheet offers the best of both worlds. It combines the familiar, grid-like interface of a spreadsheet with powerful project management features. You can use it to manage budgets, track project progress, and collaborate with your team in real-time, all within a single platform. It’s a major step up from static spreadsheets, allowing for dynamic updates and automated workflows. Smartsheet is ideal for teams that want more control and collaboration without giving up the structure they’re used to.
Zapier isn't a standalone workflow tool but rather the "glue" that connects all your other apps. It lets you create automated workflows—or "Zaps"—between the different software your team uses every day. For example, you could set up a Zap to automatically create a task in Asana whenever a new invoice is generated in your accounting software. By connecting your tech stack, Zapier eliminates tedious data entry, saves a massive amount of time, and reduces the risk of human error, freeing up your team for higher-value activities.
For businesses that need a comprehensive, all-in-one solution, Oracle NetSuite is a leading cloud-based ERP (Enterprise Resource Planning) system. It goes beyond simple task management to integrate financial management, CRM, and even e-commerce into a single platform. This provides a unified view of your entire business operation, giving you real-time insights into financial performance. Oracle NetSuite is a powerful choice for growing companies looking to streamline their core processes and operate from a single source of truth.
Managing travel and expenses can be a major headache for any finance team. SAP Concur is a specialized tool designed to automate and simplify this entire process. It allows employees to easily submit expense reports from anywhere, while finance teams can efficiently review, approve, and process them. The platform also helps ensure compliance with company policies, reducing the risk of out-of-policy spending. By taking the friction out of expense management, SAP Concur saves everyone time and keeps your financial data clean.
When it comes to strategic finance, Workday Adaptive Planning is a game-changer. This cloud-based platform is built for financial planning, budgeting, and forecasting. It helps your team move beyond clunky, error-prone spreadsheets and create dynamic, collaborative financial models. You can easily run different scenarios, adjust forecasts on the fly, and make more informed, data-driven decisions. For controllers who want to play a more strategic role in the business, Workday Adaptive Planning provides the tools to look forward with confidence.
The financial close is often the most stressful time for an accounting team. BlackLine is a financial automation platform specifically designed to streamline and control the entire close process. It provides tools for automating account reconciliations, managing closing tasks, and ensuring compliance every step of the way. By centralizing these activities and automating repetitive work, BlackLine helps teams close faster, with greater accuracy and less stress. It’s a must-have for any organization looking to modernize its month-end close.
With so many workflow tools on the market, picking the right one can feel overwhelming. The best approach is to step back and create a clear evaluation plan before you even look at a demo. A tool that works wonders for one finance team might be a poor fit for another. By focusing on your team’s specific challenges, budget, and existing software, you can confidently select a platform that not only solves your problems but also sets you up for future growth. Think of it as creating a scorecard to measure each option against what truly matters for your business.
Before you start comparing features, take a close look at your current processes. Where are the bottlenecks? Which tasks consume the most time and are prone to human error? Workflow optimization is all about figuring out which steps are most critical for success and which ones can be automated or even eliminated. Map out your team’s daily, weekly, and monthly financial close processes from start to finish. This exercise will give you a clear picture of your must-have features versus nice-to-haves. Having this clarity ensures you’re solving the right problems and not just buying a tool with impressive but irrelevant functions. For more ideas, you can find great insights in the HubiFi Blog.
A powerful tool is useless if your team finds it too complicated to use. The best systems offer advanced capabilities for complex financial operations while remaining straightforward enough for everyone to adopt. Look for a clean, intuitive interface and logical navigation. Can you easily find what you need without clicking through endless menus? The goal is to reduce friction, not add another layer of complexity. When you’re evaluating options, ask for a live demo or a free trial. This allows you and your team to get a feel for the user experience and schedule a demo with HubiFi to see how an intuitive design can make a difference.
Let’s talk numbers. Workflow tool pricing varies widely, from free versions with basic features to sophisticated enterprise solutions that cost thousands per month. Start by establishing a realistic budget, but don’t let the sticker price be your only guide. Consider the total cost of ownership, including any implementation fees, training costs, or charges for additional users. The goal is to find the best value, not just the lowest price. A slightly more expensive tool that saves your team 10 hours a week will deliver a much higher return on investment than a cheaper one that only solves part of the problem. Check out different pricing information to understand what you can expect at various tiers.
Your new workflow tool shouldn’t operate in a silo. It needs to connect seamlessly with the other applications your team relies on every day, like your ERP, CRM, and accounting software. Strong integration capabilities are essential for creating a single source of truth for your financial data and eliminating redundant manual data entry. Make a list of your essential software and confirm that any tool you’re considering offers robust, pre-built integrations with HubiFi or other platforms. This ensures a smooth flow of information across your entire tech stack, which is fundamental for accurate reporting and efficient operations. Without it, you’re just creating more work for your team.
Choosing the right workflow optimization tool is a huge step, but it’s only the beginning. To truly transform your finance team’s operations, you need to actively leverage its features. Think of it like getting a new gym membership—you won’t see results unless you actually use the equipment. The real magic happens when you integrate the tool into your daily routines to streamline processes, foster better teamwork, and make more informed decisions. By focusing on these three areas, you can ensure you’re getting a real return on your investment and setting your team up for success. Let’s break down how you can make that happen.
One of the biggest wins you’ll get from a workflow tool is the ability to automate repetitive tasks. Your finance team is packed with strategic thinkers, but they often get bogged down by manual work like data entry and reconciliations. Workflow automation software helps you streamline these tedious tasks, which saves time and reduces the risk of human error.
The key is to optimize your workflows by identifying which tasks are critical, which can be improved, and which can be fully automated. This frees up your controller and their team to focus on higher-value activities like financial analysis and strategic planning. For more ideas on what to automate, you can find some great examples in the HubiFi blog.
Say goodbye to scattered email threads and endless status meetings. A great workflow tool acts as a central hub where your entire team can track tasks, share files, and communicate in real time. These platforms help you organize and track projects, giving everyone clear visibility into who is doing what and when it’s due.
Features like automated notifications are a game-changer for keeping everyone in the loop without extra effort. When a task is completed or a deadline is approaching, the right people are automatically alerted. This creates a more transparent and accountable environment, ensuring that critical processes like month-end close run smoothly. A tool with strong integrations can further enhance collaboration by connecting with the other software your team already uses.
Beyond just getting work done, the best workflow tools provide powerful reporting and analytics that give you a clear view of your team’s performance. Instead of guessing where bottlenecks are, you can use data to pinpoint inefficiencies and track progress toward your goals. This allows you to make informed, data-driven decisions about resource allocation and process improvements.
These tools offer deeper business insights that help you move from reactive problem-solving to proactive strategy. With real-time data at your fingertips, you can spot trends, forecast more accurately, and confidently guide your company’s financial health. If you want to see how powerful these analytics can be, you can schedule a demo to see how HubiFi turns complex data into clear, actionable insights.
Introducing a new tool, even one that promises to make life easier, can come with a few bumps in the road. The key is to anticipate these challenges so you can manage them smoothly. Getting your team on board and ensuring the tool works for them is just as important as choosing the right software. By planning for the human side of this transition, you set everyone up for success from day one.
A successful rollout isn't just about the technology; it's about the people who use it every day. Let's walk through some of the most common hurdles and how you can clear them with confidence.
Let's be real: change can be tough. When you introduce a new workflow tool, some team members might worry it will be too complicated or, even worse, that it could make their role redundant. The best way to handle this is to address it head-on with open communication. Start by explaining the "why" behind the change, focusing on how the new tool will eliminate tedious tasks and free them up for more strategic work.
Involve your team in the selection and implementation process. Ask for their input on which repetitive processes are the most frustrating—these are often the best candidates for automation. When people feel heard and see the direct benefits to their daily work, they are far more likely to embrace the new system. This approach helps you overcome resistance to change and builds a sense of shared ownership.
One of the biggest mistakes businesses make is investing in a powerful tool without investing in the training to use it properly. Don't just hand your team a new login and expect them to figure it out. A thorough onboarding process is essential for smooth adoption. Your training should be tailored to different roles, showing each person exactly how the tool will fit into their specific workflow and make their tasks more efficient.
Set clear goals for what you want to achieve with the tool and make sure your training aligns with them. It’s also critical to ensure the new software has seamless integrations with the systems your team already uses, like your ERP or accounting software. A tool that fits well within your existing tech stack is much easier for everyone to adopt, reducing friction and speeding up the learning curve.
Implementation isn't a one-and-done task. Once your team is up and running, you need to keep a finger on the pulse of how things are going. Use the tool's built-in analytics to monitor workflows, track progress against your goals, and identify any bottlenecks. Without this oversight, it's impossible to know if the tool is truly delivering on its promise or where you can make improvements.
Regularly check in with your team to gather feedback on their experience. They are on the front lines and can offer the best insights into what’s working and what isn’t. Use this feedback to make adjustments and refine your processes over time. This continuous improvement loop ensures you get the maximum value from your investment and that the tool evolves with your team's needs. You can even use monitoring tools to help track progress and gather data for better decision-making.
If you're hesitant to adopt a new workflow tool, you're not alone. There are plenty of misconceptions floating around that can make any finance leader pause. But many of these ideas are based on outdated technology or a simple misunderstanding of what modern tools can do. Let's clear the air and look at some of the most common myths so you can make a decision based on facts, not fear.
This is one of the most persistent but outdated ideas about workflow automation. Years ago, these systems might have been expensive and clunky, but that’s no longer the case. Today’s tools are built to be scalable. Whether you're a small team trying to get organized or a large enterprise managing complex financial operations, there's a solution for you. Many platforms offer flexible pricing information that grows with your business, so you only pay for what you need. The efficiency you gain from automation isn't a luxury reserved for corporations; it's a critical advantage for any business aiming for profitable growth and operational excellence.
The thought of a long, complicated implementation process is enough to give anyone anxiety. But modern workflow tools are designed for the people who actually use them—not just IT wizards. Many platforms now feature intuitive, no-code interfaces that allow your team to build and manage workflows without writing a single line of code. The goal is to empower your finance professionals, not create another technical hurdle. You can often schedule a demo to see firsthand how user-friendly a tool is and get a feel for the onboarding process before you commit. Implementation is more about clear communication and training than it is about complex technical work.
A workflow tool that doesn't play well with your other software is more of a headache than a help. The good news is that robust integration is a core feature of any worthwhile platform today. These tools are designed to be the central hub that connects your entire software stack. The best ones offer seamless integrations with HubiFi and other popular accounting software, ERPs, and CRMs. Instead of creating another data silo, a good workflow tool breaks them down, ensuring that information flows freely between the systems you already rely on. This creates a single source of truth for your financial data, which is essential for accurate reporting and strategic planning.
No two finance teams operate in exactly the same way, so why should their software be rigid? The idea that a workflow tool will force you into a generic, inflexible process is a common fear, but it's largely unfounded. The purpose of automation is to enhance your team's capabilities, not replace their judgment. The best tools are highly customizable, allowing you to tailor workflows to your specific needs, from revenue recognition rules to your month-end close checklist. You can build processes that reflect how your team works best, ensuring the tool adapts to you, not the other way around. For more insights in the HubiFi blog, you can explore how tailored solutions drive success.
Okay, you’ve seen the top contenders. Now, let’s put them side-by-side to make your decision a little easier. Choosing the right workflow tool isn’t about finding a single “best” option—it’s about finding the one that fits your team’s size, complexity, and specific financial challenges like a glove. Some tools are fantastic for visual project tracking, while others are built to handle complex, enterprise-level accounting. The key is to match the tool’s strengths to your team’s needs. This comparison will help you weigh the features, pricing models, and user feedback that matter most to a finance team.
When you line these tools up, you’ll notice they fall into a few different categories. Tools like Asana, Trello, and Monday.com excel at visual task and project management. They are incredibly flexible and great for tracking who is doing what by when. Then you have powerful automation engines like Zapier, which act as the connective tissue between your existing apps. On the other end of the spectrum are comprehensive ERPs like Oracle NetSuite and specialized expense tools like SAP Concur, which offer robust, built-in workflows for nearly every financial process imaginable. HubiFi carves out its own niche by focusing on automated revenue recognition and data consolidation, solving a very specific and critical pain point for high-volume businesses through its seamless integrations.
Pricing can feel all over the map, but most tools follow one of a few common structures. Many platforms, especially project management tools, use a per-user, per-month model that scales as your team grows. They typically offer tiered plans (e.g., Free, Pro, Enterprise) that add more advanced features at each level. For more complex, specialized solutions like HubiFi or large-scale ERPs, you’ll often see custom pricing. This approach allows the solution to be tailored to your company’s specific transaction volume, integration needs, and compliance requirements. When you see custom pricing, don’t be intimidated—it just means you’ll get a quote that reflects exactly what you need. You can explore HubiFi’s pricing philosophy to get a better sense of how this works.
Reading user reviews is essential, but it helps to look for themes. Reviews for general workflow tools often praise their user-friendliness and flexibility. However, finance teams sometimes note that these tools lack the security, audit trails, and specialized features needed for accounting. On the other hand, reviews for large enterprise systems often highlight their power but may mention a steep learning curve and a lengthy implementation process. The most helpful feedback will come from users in a similar industry and at a similar scale to your own. As Atlassian’s guide points out, the best tool is one that fits your company’s unique context. For specialized tools like HubiFi, reviews often focus on the team’s expertise and ability to solve complex data challenges that generic tools simply can’t handle.
Jumping into a free trial is the best way to see if a workflow tool is the right fit for your finance team. Think of it as a test drive before you commit. But to get real value from it, you need a plan. A focused approach helps you look past the flashy features and figure out if the software will actually solve your problems and make your team’s life easier.
Before you even enter your email address, take a moment to outline what you need the tool to do. What are the biggest bottlenecks in your current financial close or reporting process? Are you trying to reduce manual data entry, improve approval workflows, or get faster access to analytics? Write down three to five key challenges you want to solve. This list will be your guide, helping you stay focused on testing the features that matter most to your team.
Once you’re in, resist the urge to just click around aimlessly. Pull out your list of challenges and try to build a small, real-world workflow. For example, can you automate a piece of your revenue recognition process or set up a workflow for expense approvals? Pay close attention to how customizable the tool is. Your processes are unique, and a good tool should adapt to you, not the other way around. This is also the perfect time to see how well it connects with your essential systems. Check if it offers seamless integrations with the accounting software, ERP, and CRM you already use.
Finally, don’t go it alone. A tool is only successful if your team actually uses it. Invite one or two colleagues to participate in the trial with you. Ask them to perform a few tasks and give you their honest feedback on the user experience. Is it intuitive? Can they find what they need without extensive training? Their perspective is invaluable. If you run into questions, use it as an opportunity to test the company’s support. A quick response during a trial is a good sign of the service you’ll receive as a customer. If you want to get your specific questions answered by an expert, this is a great time to schedule a demo and walk through your use case.
As you get comfortable with workflow optimization, it’s natural to wonder what the next step is. The answer is already here: artificial intelligence (AI) and machine learning (ML). These technologies are transforming workflow tools from simple task-doers into strategic partners. Instead of just following the rules you set, AI-powered systems can analyze complex data patterns to predict outcomes and automate decisions that once required human judgment. This means your workflows can adapt and respond to business changes in real time.
For finance teams, this has huge practical implications. Imagine a system that uses intelligent document processing to read, understand, and route invoices without any manual entry, virtually eliminating human error. AI can also analyze your financial close process to identify subtle bottlenecks that slow your team down, suggesting improvements you might not have noticed. It’s about creating systems that don’t just execute tasks but actively contribute to making your processes more efficient.
The most exciting part is that these systems learn. Machine learning enables your tools to get smarter with every financial cycle, refining their accuracy and improving their performance based on past data. This creates a loop of continuous improvement where your workflows become more streamlined over time without constant manual adjustments. This evolution is all about turning your financial data into an active asset that drives smarter, faster operations. You can explore more forward-thinking topics like this in our HubiFi blog.
How is a controller workflow tool different from a general project management tool? That’s a great question because many teams start with project management tools like Asana or Trello. While those are fantastic for organizing tasks and deadlines, a dedicated controller workflow tool is built with the specific needs of a finance team in mind. It goes beyond task tracking to handle things like ASC 606 compliance, secure data integrations with your ERP, and automated account reconciliations. Think of it as the difference between a general-purpose hammer and a specialized surgical instrument—both are tools, but one is designed with the precision and security your financial operations demand.
My finance team is small. Is investing in a workflow tool really worth it? Absolutely. In fact, for a small team, the impact can be even more significant. When you have fewer people, every hour saved from manual data entry or chasing down approvals is an hour that can be spent on strategic analysis that actually grows the business. These tools aren't just for large corporations; many are scalable and designed to help smaller teams operate with the efficiency and accuracy of a much larger department. It’s less about your team's size and more about the value you place on their time and the accuracy of your financials.
Will automating our workflows mean we have to completely change how we work? Not at all. The goal of a good workflow tool is to support and improve your processes, not force you into a rigid, unfamiliar system. The best platforms are highly flexible, allowing you to map out your existing workflows and then identify the specific steps that can be automated. You’re in control. It’s about taking the tedious, repetitive parts of your current process—the parts no one enjoys—and letting the software handle them, so your team can focus on the parts that require their expertise.
How do I get my team on board with using a new system? The key is to make them part of the process from the very beginning. Resistance to change often comes from a fear of the unknown or a feeling that a new system is being forced upon them. Start by having an open conversation about the challenges the team is facing, like the stress of month-end close. Frame the new tool as a solution to those specific problems. When people see how it will directly make their day-to-day work less tedious and more impactful, they are much more likely to embrace it.
What's the most important feature to look for if we handle a lot of complex transaction data? If you’re dealing with high volumes of data, your top priority should be a tool with powerful, seamless integrations and robust automation capabilities. You need a system that can connect directly to all your data sources—your payment processor, CRM, and ERP—to create a single, reliable source of truth. This eliminates the manual work of exporting and combining spreadsheets, which is where errors creep in. Look for a platform specifically designed to automate complex processes like revenue recognition, as this will ensure accuracy and compliance as you scale.
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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