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Few things cause more stress for a finance team than an upcoming audit or the complexities of accounting standards like ASC 606. When your revenue data is scattered across different systems and spreadsheets, proving compliance becomes a frantic, time-consuming scramble. This is a significant business risk. Revenue management automation is designed to provide peace of mind by creating a clean, consistent, and auditable trail for every single transaction. The system automatically applies the correct recognition rules, ensuring your books are always accurate and compliant. When it’s time for an audit, everything is organized and accessible, making the process smoother and far less disruptive.
At its core, revenue management automation is about using technology to handle the complex, time-consuming tasks involved in managing your company’s income. Think of all the manual work your finance and sales teams do: pulling data from different sources, creating invoices, tracking payments, and trying to make sense of it all for financial reports. Revenue automation takes over these repetitive processes, using smart technology like Artificial Intelligence (AI) and Machine Learning to do the heavy lifting.
This isn't just about speeding things up; it's about making your entire revenue lifecycle more intelligent and accurate. Instead of spending hours reconciling spreadsheets, your team can focus on what really matters—strategy, growth, and making informed decisions. The system works by connecting all your financial data points, from sales contracts to payment gateways, creating a single source of truth. This allows you to predict demand, optimize pricing, and ensure every dollar is accounted for correctly and efficiently. It’s a shift from reactive data entry to proactive financial management.
So, what does a revenue automation platform actually do? It’s a system designed to manage your company’s financial processes from start to finish. It brings sales, finance, and marketing teams together by automating key tasks like generating invoices, processing payments, and handling revenue recognition according to standards like ASC 606. This ensures that you recognize revenue at the right time and in the right amount, which is crucial for compliance. The software also helps you create detailed financial reports without the manual headache, giving you a clear view of your business's health.
This is where revenue automation gets really powerful. AI and Machine Learning are the brains behind the operation, turning massive amounts of data into clear, actionable insights. These technologies can analyze historical sales data, market trends, and customer behavior to find patterns that would be impossible for a human to spot. This allows the system to predict future financial outcomes, flag potential issues before they become major problems, and suggest strategic adjustments. It’s like having a data scientist on your team, constantly working to help you make smarter decisions.
Many business owners think revenue management systems are just about automatically setting prices, but that’s only a small piece of the puzzle. A true automation platform supports your entire revenue strategy, from billing to compliance. Another common myth is that these systems are too expensive or complex for anyone but a massive corporation. The reality is that modern solutions are built to be scalable and accessible for growing businesses. Finally, there's the fear that automation will replace your finance team. In truth, it empowers them by simplifying complex decisions and freeing them from tedious tasks.
So, how does an automated system actually handle your revenue? It’s not a black box where numbers go in and money comes out. Instead, it’s a logical, step-by-step process that turns raw financial data into a clear, actionable strategy. The system works by first collecting and organizing all your financial information, then using that data to apply smart pricing rules, and finally presenting you with real-time reports that show you exactly what’s happening in your business.
Think of it as a highly efficient financial assistant that handles the tedious, error-prone tasks you used to do manually. It connects the dots between different departments—sales, finance, and operations—to create a single, unified view of your revenue streams. This process ensures that from the moment a contract is signed to the day the final payment is logged, every step is tracked, compliant, and optimized. By breaking it down, you can see how each stage builds on the last to create a powerful engine for financial clarity and growth. Let’s look at the three core phases of how it all comes together.
Everything starts with your data. An automated revenue management system acts as a central hub, pulling information from all the different places where your financial data lives. This includes your CRM, payment gateways, accounting software, and ERPs. The system’s first job is to create a single source of truth by collecting customer details, subscription terms, invoices, and payment records. This data gathering layer ensures that every part of your business is working with the same up-to-date information, which eliminates the discrepancies that often come from using siloed spreadsheets. With seamless integrations, the platform automatically syncs this information, laying a clean and reliable foundation for everything that follows.
Once your data is centralized and organized, the system can begin to apply logic to it. This is where revenue management gets really smart. The software analyzes historical sales data, customer behavior, and market trends to help you sell the right product to the right customer at the right price. For businesses with complex or variable pricing, this is a game-changer. The system can automatically apply the correct billing rules for different subscription tiers, usage-based charges, or one-time fees. It’s not about taking control away from you; it’s about providing the data-driven recommendations you need to develop overarching strategies that align with your company’s goals and support flexible pricing models.
The final piece of the puzzle is visibility. Instead of waiting until the end of the month to run manual reports, an automated system gives you access to real-time financial dashboards. You can instantly see key metrics like monthly recurring revenue (MRR), cash flow, and customer lifetime value without touching a single spreadsheet. These up-to-the-minute financial reports are crucial for making informed decisions quickly. Whether you’re adjusting your marketing spend, forecasting future revenue, or preparing for an audit, having accurate, real-time data at your fingertips allows you to be proactive rather than reactive. This continuous insight is what empowers you to guide your business with confidence.
Switching from manual spreadsheets to an automated system is one of the most impactful decisions you can make for your business. Automation handles the repetitive, error-prone tasks, freeing up your team to focus on what really matters: growth and strategy. It’s about working smarter, not harder, and gaining a clear, real-time view of your financial health. Let’s break down the specific benefits you can expect.
Let’s be honest: manual data entry is a recipe for mistakes. A single misplaced decimal can throw off your entire financial picture. Revenue management automation takes human error out of the equation by handling repetitive tasks with precision. Instead of spending hours reconciling numbers, your team can trust that the information is reliable and up-to-date. This shift transforms your finance team from data crunchers into strategic advisors. You can find more insights on financial operations that drive this kind of efficiency.
What if you could anticipate future revenue trends instead of just reacting to them? Automated systems use predictive analytics to do just that. By analyzing historical data and market trends, the software can forecast demand and identify opportunities. It goes beyond telling you what happened; it offers prescriptive guidance on what actions to take next. This means you can make proactive, data-driven decisions about pricing and resource allocation, giving you a significant edge. An automated system turns your data into a clear roadmap for the future.
Consistent cash flow is the lifeblood of any business, and automation is key to keeping it healthy. An automated system streamlines the entire billing and collections process, ensuring invoices go out on time and payments are tracked accurately. This reduces delays and minimizes errors that can lead to missed payments. By creating a more predictable revenue cycle, you get paid faster and maintain a clearer picture of your financial standing. You can explore HubiFi’s pricing to see how an investment in automation pays for itself.
Meeting accounting standards like ASC 606 can be a complex process. Revenue automation is designed to make compliance straightforward. The system automatically applies the correct revenue recognition rules to every transaction, creating a clean, consistent, and auditable trail. When it’s time for an audit, you won’t have to scramble to pull records together. Everything is organized and accessible, making the process smoother and less disruptive. This built-in compliance helps you avoid penalties and gives you peace of mind.
The value of automation extends far beyond just saving time. By improving accuracy, you reduce costly errors. By strengthening cash flow, you improve financial stability. And by providing predictive insights, you uncover new revenue opportunities. When your team is freed from tedious manual work, they can focus on high-value strategic initiatives that drive long-term growth. The return on investment is clear: a more efficient and profitable business. If you’re ready to see what this looks like for your company, you can schedule a demo to explore the possibilities.
Choosing the right revenue management software is a major decision for your business. It’s not just about adopting a new tool; it’s about implementing a system that will serve as the central nervous system for your financial operations. The right platform can free up countless hours, eliminate costly human errors, and provide the clarity you need to scale confidently. The market is full of options, but the best solutions share a few fundamental characteristics.
When you start your search, think of it less like shopping and more like hiring for a critical role on your finance team. You need a system that is not only powerful but also reliable and adaptable. It should handle the repetitive, detail-oriented tasks flawlessly so your team can focus on strategy. It must also communicate effectively with your other business systems to create a unified data environment. A great platform gives you real-time visibility into your financial health and ensures you’re always audit-ready. Below, we’ll break down the essential features that separate the must-have platforms from the rest, ensuring you find a solution that truly supports your business goals.
This is the heart of any revenue management system. Your software should automate the entire billing lifecycle, from generating invoices and processing payments to recognizing revenue according to accounting standards. Manual processes are not only slow but also prone to errors that can misrepresent your financial health. By automating these tasks, you ensure that revenue is recorded accurately and at the right time, which is crucial for compliance with standards like ASC 606. This frees up your team from tedious data entry and reconciliation, allowing them to focus on higher-value financial analysis and strategic planning.
Modern businesses rarely stick to a single pricing structure. Whether you offer tiered subscriptions, usage-based billing, or one-time purchases, your software needs to handle that complexity without missing a beat. A rigid system can seriously limit your ability to innovate and adapt to market demands. Look for a platform that supports a variety of pricing models and allows you to experiment with different strategies easily. This flexibility ensures you can meet customer expectations and optimize your revenue streams as your business evolves, without being locked into an outdated billing process that holds you back.
Your revenue management software doesn't operate in a vacuum. It needs to connect effortlessly with the other tools you rely on every day, like your CRM, ERP, and payment gateways. Without smooth integrations, you end up with data silos, manual data transfers, and a fragmented view of your business. A key feature to look for is a robust API and pre-built connectors for popular platforms. This ensures that data flows automatically between systems, creating a single source of truth for your customer and financial information. HubiFi, for example, offers seamless integrations to keep your entire tech stack in sync.
You can't manage what you can't measure. The best revenue management platforms provide powerful, real-time analytics and reporting tools that turn raw data into actionable insights. Instead of waiting for month-end reports, you should have access to customizable dashboards that track key metrics like Monthly Recurring Revenue (MRR), churn rate, and customer lifetime value. These tools help you spot trends, forecast future revenue, and make data-driven decisions on the fly. When you can clearly see how your business is performing, you’re better equipped to identify opportunities and address potential issues before they become major problems. You can schedule a demo to see how these tools work in practice.
Handling financial data comes with immense responsibility. Your chosen software must prioritize security with features like data encryption, access controls, and regular security audits. Beyond protecting data, the platform should also have compliance built into its core. This means it should help you adhere to financial regulations like ASC 606 and simplify the audit process. The system should automatically generate clear, traceable records that make it easy to demonstrate compliance to auditors. This not only reduces risk but also builds trust with your investors, partners, and customers, showing that you manage your finances with integrity.
Bringing a new automation system into your workflow is more than just a technical upgrade—it's a strategic business move. A successful rollout doesn't happen by accident. It requires a clear plan that covers everything from your initial assessment to how you’ll measure success long after you go live. By breaking the process down into manageable steps, you can ensure a smooth transition and start seeing the benefits of automation much faster. Let's walk through the key phases of a successful implementation.
Before you even look at software options, you need to understand exactly what you’re trying to fix. Take a close look at how you currently handle revenue. Where are the bottlenecks? What tasks are slow, repetitive, or prone to human error? This is the time to map out your entire revenue lifecycle and pinpoint the specific areas where automation would deliver the biggest impact. Get your team involved in this process. Talk to the people in finance, sales, and operations who live and breathe these workflows every day. They’ll have invaluable insights into what’s working and what’s not. Once you’ve identified your pain points, you can define clear goals for your new system. Are you aiming to close your books faster, reduce compliance risks, or get more accurate forecasting? Setting these objectives upfront will guide your entire implementation.
Your revenue management software won't exist in a vacuum. It needs to communicate seamlessly with the other tools you rely on, like your CRM, ERP, and accounting software. A solid integration strategy is essential for creating a single source of truth for your financial data. Without it, you’ll just be trading one set of manual tasks for another. Work with your provider to map out how data will flow between your systems. The goal is to ensure that information like new sales contracts, billing schedules, and payment statuses are updated automatically across all platforms. This is where a solution with robust, pre-built integrations can save you a lot of time and headaches. A smooth setup process ensures your systems are perfectly synced from day one, preventing data silos and keeping your operations running efficiently.
A new system is only as good as the people who use it. Change can be challenging, so it’s crucial to invest time in training your team and getting their buy-in. Don’t just schedule a single one-hour demo and call it a day. Develop a comprehensive training plan that walks everyone through the new workflows and highlights how the software will make their jobs easier. Start with a small group of power users who can become champions for the new system. Once they’re comfortable, they can help train their colleagues. It’s also important to create a space for feedback. Listen to your team’s questions and concerns, and work with your software provider to address them. Ongoing support and a willingness to refine processes will ensure everyone feels confident and empowered by the new technology.
How will you know if your new system is actually working? You need to define your key performance indicators (KPIs) before you launch. These metrics will help you measure the impact of automation and demonstrate a clear return on investment. Your KPIs should tie directly back to the goals you set during the planning phase. For example, you might track the time it takes to close your monthly financials, the percentage reduction in billing errors, or the improvement in cash flow. Other valuable metrics could include faster audit preparation times or more accurate revenue forecasts. By tracking these KPIs, you can move beyond anecdotal evidence and use hard data to show how automation is strengthening your business. If you're unsure where to start, a data consultation can help you identify the most meaningful metrics for your company.
While revenue management automation offers advantages to nearly any business, some industries feel its impact more profoundly due to their complex transaction models, high volume of sales, or strict regulatory requirements. If your business operates in one of these sectors, you’re likely leaving money on the table by sticking with manual processes. Let's look at a few key industries where automation is not just a nice-to-have, but a fundamental tool for growth and stability.
If you run a subscription-based business, you know that revenue isn't as simple as a one-time sale. You're juggling recurring payments, prorated charges for upgrades or downgrades, and complex revenue recognition rules under ASC 606. Automation is practically a necessity here. It handles the heavy lifting of tracking monthly recurring revenue (MRR) and customer lifetime value (CLV). As one case study noted, with the right tools, a company can "automate previously manual processes and institute new key performance indicators (KPIs) to power their subscription recurring revenue business model." This frees up your team to focus on strategy instead of spreadsheets, all while ensuring your financial data is compliant and accurate.
The hospitality and travel industries live and die by dynamic pricing. The price of a hotel room or an airline ticket can change multiple times a day based on demand, seasonality, local events, and competitor pricing. Manually managing this is impossible at scale. An automated revenue management system (RMS) can execute pricing rules automatically. For example, a hotel’s system can be set to "push a $25 rate increase... when the hotel picks up more than 10 rooms over a 24-hour period for a specific day." This allows businesses to maximize occupancy and revenue without constant human intervention, ensuring they capture the highest possible profit for their perishable inventory.
For e-commerce and retail businesses, success often comes down to managing a high volume of transactions and a large inventory of products. Revenue management automation helps retailers optimize pricing strategies across thousands of SKUs, manage promotions, and forecast demand to avoid stockouts or overstock situations. These systems offer tools to optimize pricing strategies, manage inventory, and maximize profits, especially when dealing with multiple sales channels. By automating these processes, you can react to market trends faster, run more effective sales campaigns, and get a clearer picture of your product performance and profitability.
The healthcare revenue cycle is notoriously complex, involving patients, providers, and insurance payers. Errors in billing and coding can lead to rejected claims, delayed payments, and a poor patient experience. This is where revenue cycle management (RCM) automation becomes a game-changer. It streamlines everything from patient registration and insurance verification to claims submission and payment posting. By using technology to "optimize and streamline processes across the financial operations of healthcare providers," organizations can reduce administrative costs, accelerate cash flow, and improve overall financial health. This allows providers to focus more on patient care and less on chasing payments.
Switching to an automated revenue management system is a big step, and let's be honest, big steps can come with a few stumbling blocks. It’s completely normal to face challenges when you’re changing a core part of your financial operations. The good news is that these hurdles are well-known, and with a bit of foresight, you can clear them easily. The key is to anticipate potential issues before they become major problems. From messy data and disconnected systems to getting your team excited about a new way of working, a proactive approach makes all the difference.
Think of this as your game plan for a smooth and successful transition. This isn't just about installing software; it's about setting your business up for smarter, more efficient growth. By tackling these common challenges head-on—like ensuring data quality, managing the change for your team, and avoiding common missteps—you can ensure your new system delivers on its promise without causing unnecessary headaches. A successful implementation isn't about having zero problems; it's about having the right strategies to solve them quickly and effectively, turning potential roadblocks into stepping stones for success.
One of the first hurdles many businesses face is data. If your data is scattered across different spreadsheets and platforms, it can feel like a huge task to get it ready for a new system. The truth is, your automation software is only as good as the data it receives. That’s why the first step is often a data cleanup. Before you implement anything, take the time to consolidate and standardize your financial information.
A great revenue management platform should also make integration simple. You don’t want a tool that operates in a vacuum; you need one that connects seamlessly with your existing stack, like your CRM and ERP. Having a system with robust integration capabilities is non-negotiable, as it automates the flow of information and ensures your data stays clean and consistent across the board.
Implementing new software is more than a technical project—it’s a people project. Your team is used to doing things a certain way, and change can be disruptive if it’s not managed well. A solid change management strategy is all about communication and collaboration. Success depends on cross-functional collaboration across departments, so get everyone involved from the start.
Explain the "why" behind the change. How will this new system make their jobs easier? How will it help the company grow? Host meetings, ask for feedback, and address concerns openly. When your team understands the vision and feels like part of the process, they’re far more likely to embrace the new tool and help make the implementation a success.
Once you have a change management plan, it’s time to focus on training. Even the most intuitive software has a learning curve. Your goal is to empower your team to use the new system confidently. Don't just hand them a login and a manual; provide hands-on training sessions tailored to their specific roles. Consider a mix of group workshops for general overviews and one-on-one support for more complex tasks.
Many businesses worry that new systems are too complex, but proper training can quickly show your team how much easier their work will become. In fact, a good system often simplifies complex decisions and frees up time for more strategic work. Appoint a few internal "champions" who can become go-to experts for their colleagues. This creates a supportive environment and helps drive long-term adoption.
Knowing what not to do is just as important as knowing what to do. Many businesses stumble by falling into a few common traps. One of the biggest is thinking your manual processes are good enough. It’s easy to stick with what’s familiar, but this mindset often underestimates the benefits of automation, like improved accuracy and strategic insights.
Another major pitfall is assuming all revenue management systems are the same. A one-size-fits-all solution rarely works because every business has unique needs. Don’t just pick the first option you see; take the time to find a platform that aligns with your specific industry, business model, and growth goals. Avoiding these misconceptions will help you choose a system that truly fits your business and delivers a real return on your investment.
The world of revenue management is anything but static. As technology moves forward, so do the strategies and tools we use to manage and grow revenue. The automation we see today is just the beginning. The next wave of innovation is focused on making systems not just faster, but smarter, more predictive, and more deeply connected to every part of your business. Staying on top of these trends isn't about chasing the latest shiny object; it's about understanding where the industry is headed so you can make strategic decisions that set you up for long-term success.
Looking ahead, we can see a few key areas where revenue management is set to make major leaps. Artificial intelligence and machine learning are moving from buzzwords to essential components, offering insights we could only dream of a few years ago. Predictive analytics is becoming more nuanced, empowering finance teams to act as strategic advisors. At the same time, new technologies are creating opportunities for greater transparency and better customer experiences. And perhaps most importantly, the future is integrated, with revenue management systems becoming the central hub that connects all of your financial data. Let's explore what these changes mean for your business.
The role of artificial intelligence in revenue management is getting a major upgrade. We're moving beyond simple automation to truly intelligent systems. Think of it this way: current automation is great at doing the tasks you tell it to do, but future AI will help you figure out what you should be doing next. Revenue automation will continue to get smarter by using technologies like AI and Machine Learning (ML) to predict financial outcomes and identify potential issues before they escalate. This means your system won't just process transactions; it will analyze patterns to forecast revenue with greater accuracy, flag at-risk accounts, and even suggest strategic pivots to improve your financial health.
Predictive analytics is also becoming more sophisticated, shifting from providing simple recommendations to enabling complex strategic planning. While a modern revenue management system can offer powerful suggestions, the expertise of a revenue manager remains essential for shaping a strategy that aligns with your brand and long-term goals. The future of analytics is about empowering your team with better tools. Instead of just seeing what happened last quarter, you’ll be able to model various scenarios, test pricing strategies in a simulated environment, and understand the potential impact of business decisions before you make them. This turns your finance team from number-crunchers into strategic partners in growth.
Beyond AI, other technologies are poised to reshape revenue management. One of the most significant shifts is toward greater price transparency. Automation is making it easier to integrate real-time pricing tools and automate customer estimates, which is especially critical in industries like healthcare and SaaS. This helps customers understand costs upfront, building trust and reducing friction. We're also seeing the potential for technologies like the Internet of Things (IoT) to influence usage-based billing models, allowing for more accurate and dynamic revenue recognition based on actual consumption. Keeping an eye on these developments will help you adapt and meet changing customer expectations.
If there's one trend that ties everything together, it's integration. The future of revenue management is a fully connected ecosystem. Your revenue platform will no longer be a standalone tool but the central nervous system of your financial operations, seamlessly connecting with your CRM, ERP, and billing software. This creates a single source of truth for all your revenue data, eliminating silos and manual reconciliation. With deeper integrations, you can automate processes from quote to cash and track sophisticated KPIs that give you a complete picture of your business's performance, especially if you're running a subscription model.
Finding the right revenue management software can feel like a huge task, but it doesn’t have to be. The key is to focus on what your business truly needs, not just what looks impressive on a features list. Think of it as a matching game: you’re looking for the solution that fits your unique operational puzzle. By breaking the process down into a few clear steps, you can confidently select a partner that will help you streamline operations and grow your business. This isn't about finding a one-size-fits-all tool; it's about finding the right-size-for-you tool that will make your life easier and your financial data more powerful.
Before you even look at a single vendor website, take a moment to define what you’re looking for. The first big question to answer is whether you need a stand-alone system or an integrated one. Stand-alone systems are often robust, dedicated platforms built for large companies with highly complex pricing structures. On the other hand, integrated systems are designed to add powerful revenue management features to the software you already use, which is often a more direct and affordable path for many businesses. Consider your company’s size, the complexity of your revenue streams, and your budget to decide which approach makes the most sense for you.
With your basic criteria set, it’s time to create your non-negotiable features list. While every business is different, a few capabilities are essential for modern revenue management. First, look for flexible pricing models. Your software should be able to handle whatever you throw at it, whether that’s subscriptions, usage-based billing, or one-time sales. Second, prioritize real-time analytics. You need instant visibility into your sales performance and revenue trends to make smart, timely decisions. Finally, seamless integrations are a must. Your revenue management tool should act as the connective tissue for your financial data, not another silo.
Let’s dig a little deeper into integrations because this is where automation truly shines. A great revenue management system should connect effortlessly with your other core business software, especially your ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems. The goal is to create a smooth, automated flow of information. When a new deal is marked "closed" in your CRM, for example, the revenue recognition schedule should be generated automatically in your financial system. To prepare, map out your current tech stack and identify every platform that your new solution needs to communicate with.
Now you’re ready to start looking at specific providers. With your criteria and requirements in hand, you can research different vendors and compare their features, integration capabilities, and pricing. Don’t just rely on their marketing materials. The most important step is to ask for a demo that uses your own business scenarios. This is your chance to see exactly how the software would handle your specific contracts and revenue streams. A good partner will be happy to show you how their solution can be tailored to your needs and help you understand the real-world impact it will have on your business.
Will this kind of automation replace my finance team? Not at all. The goal of automation is to empower your team, not replace them. It handles the repetitive, time-consuming tasks like manual data entry and reconciling spreadsheets. This frees up your finance professionals to focus on more valuable, strategic work like financial analysis, forecasting, and planning for future growth. Think of it as giving your team a powerful assistant that handles the tedious work so they can focus on the big picture.
Is revenue automation only for large corporations? This is a common myth, but the reality is that modern revenue management solutions are built for businesses of all sizes. Many platforms are designed to be scalable, meaning they can grow with you. You can start with the features you need now and add more capabilities as your company expands. The key is to find a solution that fits your current business model and budget without locking you into a system that's too complex or costly.
What's the difference between revenue management and revenue recognition automation? It's helpful to think of revenue management as the broad strategy and revenue recognition as a specific, crucial part of it. Revenue management involves optimizing your pricing and sales to maximize income. Revenue recognition is the accounting process of recording that income according to specific rules, like ASC 606. A comprehensive automation platform does both, helping you develop smart pricing strategies while ensuring every dollar is accounted for correctly and compliantly.
How much work is involved in getting our data ready for a new system? The upfront effort depends on the current state of your data. If your financial information is already well-organized, the transition can be quite smooth. If it's scattered across different disconnected systems and spreadsheets, you will need to invest some time in cleaning and consolidating it. A good software provider will act as a partner in this process, guiding you on how to best prepare your data to ensure the new system runs on clean, reliable information from the start.
What's the single most important feature to look for in a revenue management platform? If I had to choose just one, it would be seamless integration capabilities. Your revenue platform must be able to communicate effortlessly with the other core tools you use every day, especially your CRM and ERP. Without solid integrations, you risk creating data silos and falling back on manual workarounds, which defeats the purpose of automation. A well-connected system ensures information flows automatically, creating a single, accurate view of your business's financial health.
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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