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Get clear on revenue recognition consulting. Learn how expert guidance can simplify complex revenue rules and keep your financial reporting accurate.
As your business grows, so does the complexity of your finances. You’re managing multiple income streams, contracts that change mid-stream, and data scattered across different systems. If your revenue reporting can’t keep up, you’re making strategic decisions with an incomplete picture of your company’s health. Getting this right is about more than just compliance; it’s about building a solid financial foundation for scalable growth. A clear, accurate view of your revenue allows you to forecast confidently and invest smartly. That’s the value of expert revenue recognition consulting—it transforms a complex accounting chore into a powerful strategic advantage for your business.
Revenue recognition is one of the trickiest parts of accounting. It’s a complex financial rule that greatly affects how you report profitability and the overall financial health of your company. It’s not as simple as just counting money when it hits your bank account. Getting it wrong can lead to compliance headaches, inaccurate financial statements, and poor business decisions.
That’s where revenue recognition consulting comes in. A consultant helps you make sense of these complex standards, like ASC 606, and applies them correctly to your business. They analyze your contracts, sales processes, and systems to build a framework that is both compliant and efficient. Think of them as a strategic partner who translates dense accounting principles into a clear, actionable plan for your team.
A revenue recognition consultant digs into your entire "order to cash" process to make it smoother and more automated. Their main job is to help your company manage how it recognizes revenue, especially with the complex ASC 606 accounting rule. They’ll review your customer contracts to identify distinct performance obligations—the specific promises you’ve made to your customers. From there, they help you determine the transaction price and allocate it correctly across those obligations. Ultimately, a consultant designs and helps implement a system that ensures you recognize revenue at the right time. We at HubiFi specialize in creating these automated solutions to reduce manual work and the risk of human error.
At its core, revenue recognition is about matching the revenue you record to the value you deliver. The main idea of ASC 606 is that companies should recognize revenue when they deliver goods or services to customers, for the amount they expect to get paid. If a customer pays you for a year-long software subscription upfront, you can't record all that cash as revenue in the first month. Instead, you have to recognize it in increments over the 12-month period as you provide the service. This principle ensures your financial statements accurately reflect the company's activity during a specific period, giving you a much clearer view of your actual performance. You can find more insights on the topic on our blog.
The rules for revenue recognition aren't one-size-fits-all; they affect companies differently across various industries. For a SaaS company, revenue is typically recognized over the life of a subscription. For a consulting firm, it might be tied to project milestones or hours worked. A retail business, on the other hand, usually recognizes revenue at the point of sale when the customer walks out with the product. Each industry has unique contract structures and delivery models that require a tailored approach. That’s why it’s so important to have a system that can handle your specific business model and seamlessly connect with your other tools through integrations.
If you’ve ever thought that recognizing revenue should be as simple as checking your bank account, you’re not alone. But as your business grows, so does the complexity. It’s not just about when the money comes in; it’s about when you’ve actually earned it according to accounting standards. This financial rule, known as revenue recognition, has a huge impact on your company’s perceived profitability and financial health.
The process gets complicated fast. You might be dealing with different income sources, contracts that change mid-stream, or various services bundled into one price. Each of these scenarios has its own set of rules for how and when to report revenue. Getting it wrong can lead to inaccurate financial statements, compliance issues, and bad business decisions. Let’s break down the four biggest hurdles that make revenue recognition a challenge for so many businesses.
Most businesses today don’t rely on a single source of income. You might have subscription models, one-time product sales, professional service fees, and usage-based billing—all running at the same time. Each of these streams follows different rules for recognition. For example, you recognize revenue from a subscription over the life of the contract, while a one-time sale is typically recognized at the point of delivery.
When you’re manually tracking this on spreadsheets, it’s easy to get tangled up. You need a system that can distinguish between these streams and apply the right rules automatically. Keeping everything straight is essential for an accurate picture of your company’s financial performance and for making smart, data-driven growth decisions.
Business is dynamic, and so are your contracts. Customers upgrade, downgrade, add new services, or renew their terms all the time. While these changes are great for business, they can be a nightmare for your books. Every time a contract is modified, you may need to reassess how you recognize the revenue associated with it. This isn't just a small tweak; it can mean recalculating the entire revenue schedule for that customer.
Manually tracking these modifications for every single contract is not only time-consuming but also incredibly prone to error. For high-volume businesses, it’s nearly impossible to keep up without an automated system. These constant adjustments are a major reason why so many finance teams feel like they’re always playing catch-up.
A core principle of modern revenue recognition is identifying your "performance obligations." In simple terms, these are the specific promises you’ve made to your customer in a contract. It sounds straightforward, but in practice, it can be tricky. A single contract often contains multiple promises. For instance, if you sell a piece of equipment, your contract might include the hardware itself, a one-year software license, and an installation service.
Each of these components is a distinct performance obligation. You have to assign a portion of the total contract price to each one and then recognize that revenue as each promise is fulfilled. This requires careful analysis of your contracts to ensure nothing is missed and that revenue is allocated correctly.
Your business runs on data that lives in different places. You have customer information in your CRM, billing details in your payment processor, and financial records in your ERP. When these systems don't communicate, your finance team is left to bridge the gaps manually. They spend hours exporting data from one system and importing it into another, trying to piece together a complete view of revenue.
This manual work isn't just inefficient; it’s a recipe for errors. A simple copy-paste mistake can throw off your entire financial reporting. The solution is to connect your systems so data flows automatically. Having seamless integrations not only saves time and reduces mistakes but also gives you a real-time, accurate view of your company’s financial health.
If you’ve heard whispers of "ASC 606" in accounting meetings, you might think it’s just another complicated rule for the finance team to worry about. But this standard is a big deal for any business with customer contracts, and understanding it is key to accurate financial reporting. At its core, ASC 606 is simply a framework created by the Financial Accounting Standards Board (FASB) to make sure companies recognize revenue in a consistent and transparent way. It gets rid of industry-specific rules and replaces them with a universal, principle-based approach. This means everyone follows the same core logic, making financials easier to compare across different companies.
The best way to get a handle on ASC 606 is to walk through its core framework. The standard introduces a five-step model that guides you on when and how much revenue to record. Think of it as a checklist for every customer contract:
Getting started with ASC 606 requires a solid plan. The first step is to look at your current revenue processes to see where the gaps are. This isn't just about compliance; it's an opportunity to streamline your operations. You’ll want to create standardized practices for how your team handles data and contracts to ensure everyone is on the same page. For many businesses, this is also the point where they realize they need some help. Working with experts who understand both the accounting rules and the right technology can make the transition much smoother. A specialist can help you build a tailored plan that fits your budget and sets you up for success.
Adopting this new framework isn't just a paperwork exercise—it can have a real impact on your company’s financial statements. Because ASC 606 changes the timing of when you recognize revenue, you might see shifts in your reported profits and key financial ratios. These changes can influence everything from investor perceptions to how you structure your customer contracts. For example, you may need to adjust the language in your agreements to align with how performance obligations are defined. Being prepared for these shifts in financial reporting is crucial for maintaining an accurate picture of your company’s health.
Ultimately, getting ASC 606 right is about more than just following the rules; it’s about managing risk. The changes it introduces can cause significant shifts in your financial results, which affects everything from budgeting and forecasting to securing loans. Without a clear strategy, you risk inaccurate financial statements, which can lead to compliance issues and costly audit adjustments. Prioritizing a thoughtful implementation helps you mitigate these risks and ensures your financial data is a reliable foundation for making strategic business decisions. It’s a proactive step that protects your business and builds trust with stakeholders.
Trying to overhaul your revenue recognition process on your own can feel like trying to solve a puzzle with missing pieces. A consultant acts as your expert guide, bringing an outside perspective and specialized knowledge to the table. They help you see the full picture, identify the gaps you might have missed, and build a clear, actionable plan to get your revenue reporting on track. Instead of getting stuck in the weeds, you get a partner who can manage the complexities and lead you straight to a solution that works.
The first thing a great consultant does is listen. They start by thoroughly reviewing your current processes to understand your unique challenges, from how you structure contracts to how you collect data. This initial assessment is about more than just finding problems; it’s about creating a tailored plan that fits your specific business needs and budget. According to Deloitte, this step is crucial for developing effective revenue recognition services. By mapping out your current state, a consultant can build a strategic roadmap that addresses the root causes of your issues, ensuring the solution is built to last and designed specifically for you.
Once you have a solid strategy, it’s time to put it into action. A consultant guides the implementation, helping you transition from manual, error-prone methods to streamlined, automated workflows. Automating your revenue recognition helps you close your books faster, reduce the risk of human error, and improve the accuracy of your financial reports. This shift also frees up your team to focus on analysis and strategy instead of tedious data entry. With the right systems in place, you can use your financial data to make smarter business decisions. If you're ready to see what automation can do for you, you can schedule a demo to explore your options.
Your financial data probably lives in several different places—your CRM, your ERP, and your billing platform, just to name a few. A consultant helps you break down these data silos by integrating your technology stack. Creating a seamless flow of information between systems gives you a single source of truth for your revenue data. This unified view is essential for getting real-time insights into your company’s performance. As experts at Planview note, having access to future revenue in real-time helps managers make quick decisions. With HubiFi’s extensive integration capabilities, you can connect all your essential tools for a complete financial picture.
A new process or software is only effective if your team knows how to use it properly. A key part of a consultant's job is to provide comprehensive training that empowers your staff. They work with your team to ensure everyone understands the new workflows, the principles behind ASC 606, and how to operate any new technology. As accounting firm Cherry Bekaert highlights, this includes offering staff training and helping manage changes to accounting processes and systems to ensure everyone is aligned. This focus on education ensures a smooth transition and gives your team the confidence to manage the new system effectively long after the initial implementation is complete.
Your business isn't static, and your revenue recognition framework shouldn't be either. A good consulting partner provides ongoing support to help you adapt to changing business needs and evolving compliance standards. This long-term partnership means you have an expert to turn to when you launch a new product, enter a new market, or face an audit. They can help you continuously refine your processes, further reduce manual work, and make sure your systems remain accurate and efficient. For more tips on maintaining a healthy financial framework, you can find regular insights on the HubiFi blog.
Having a great consultant is one piece of the puzzle, but the right technology is what brings your revenue recognition strategy to life. Manual spreadsheets and disconnected software can’t keep up with complex contracts and evolving accounting standards. The goal is to build a tech stack that automates the heavy lifting, connects your data, and gives you a clear view of your financial health. This isn’t about finding a single magic tool; it’s about creating a seamless system where your financial data flows exactly where it needs to, without constant manual intervention.
Manual revenue recognition is not only time-consuming but also full of opportunities for human error. The right technology can automate the entire "order to cash" process, from the moment a contract is signed to when the final payment is logged. This means the system can automatically apply complex rules, like those in ASC 606, to every transaction. Instead of spending weeks closing the books, you can do it in days. Automated systems handle deferrals, allocations, and adjustments consistently, giving you accurate financials you can trust. If you're ready to see how automation can transform your process, you can schedule a demo to see it in action.
Your company’s financial story is often scattered across different systems: your CRM holds customer contracts, your billing platform handles invoices, and your ERP manages the general ledger. When these systems don't communicate, you're left manually exporting and importing data, trying to piece everything together. A connected tech stack ensures that data from all sources flows into one central place. This creates a single source of truth for your revenue data, eliminating discrepancies and providing a complete picture of every transaction. You can explore a variety of integrations that make this kind of seamless data flow possible.
When your systems are connected and automated, you stop looking in the rearview mirror. Instead of waiting until the end of the month to understand your performance, you get access to real-time financial insights. This allows you to see revenue trends as they happen, forecast more accurately, and make strategic decisions with confidence. Are you on track to meet your quarterly goals? Which products are performing best? With a clear, up-to-the-minute dashboard, you can answer these questions instantly. This level of visibility is critical for any business focused on profitable growth. You can find more insights on using data for strategic decisions on our blog.
Staying compliant with standards like ASC 606 is non-negotiable, but it can feel like a moving target. The right technology has compliance built into its DNA. It enforces revenue rules consistently across all transactions and maintains a detailed audit trail, so you can always explain the "why" behind your numbers. This makes audits much smoother and reduces the risk of costly restatements. These tools are designed to adapt to changing regulations, ensuring your financial reporting remains accurate and defensible over the long term. It’s about embedding compliance into your daily operations, not treating it as a once-a-year fire drill.
Once you’ve put a new revenue recognition framework in place, how do you know if it’s actually working? Measuring success is about more than just looking at your final revenue numbers. It’s about evaluating whether your new processes are making your business more accurate, efficient, and compliant. A successful implementation should simplify your financial operations, not complicate them. You’ll want to look at a mix of performance indicators, accuracy metrics, and efficiency gains to get a full picture of the impact on your financial statements, policies, and even your team's day-to-day work.
Think of it as a report card for your revenue recognition strategy. Are you getting an A+ in accuracy? Is your team closing the books faster than ever? Are you confident heading into an audit? Answering these questions requires tracking the right things from the start. By setting clear benchmarks and monitoring key metrics, you can see the real return on your investment and make sure your financial foundation is solid enough to support future growth. You can find more insights on building a strong financial framework and making sense of your data.
To understand your overall business performance, you need to track KPIs that show how your revenue recognition changes are affecting your financial statements and policies. These aren’t just vanity metrics; they’re the vital signs of your company’s financial health. Start by monitoring your Days to Close—the number of days it takes your team to close the books each month. A significant decrease here is a clear win. Also, keep an eye on your revenue forecast accuracy. If your new system helps you predict revenue more reliably, you can make better strategic decisions. Finally, track the ratio of deferred to recognized revenue to ensure it aligns with your performance obligations and contract terms.
A new revenue recognition framework can impact everything from your internal controls to your financial ratios. The goal is to improve accuracy and reduce errors, so you need metrics that prove you’re doing just that. A great place to start is by tracking the number of manual journal entries or adjustments your team has to make each month. A lower number means your automated system is working correctly. You should also monitor the number of discrepancies found during internal or external audits. Fewer audit adjustments mean your financial reporting is more reliable. Having the right integrations in place is key to pulling clean data and minimizing these kinds of errors from the get-go.
Beyond the numbers, it’s important to measure how your new processes are affecting your team’s workload and productivity. A successful implementation should free up your finance team from tedious manual tasks, allowing them to focus on more strategic work. You can gauge this by tracking the amount of time spent on revenue-related activities, like reconciliation and reporting. Survey your team to get qualitative feedback on the new workflows. Are they less stressed during month-end close? Do they feel more confident in the data? A streamlined process not only saves time but also improves team morale and reduces the risk of burnout. This is a vital part of any significant planning and implementation process.
Staying compliant with standards like ASC 606 is non-negotiable. Setting internal benchmarks is the best way to ensure you’re consistently meeting regulatory requirements. A key benchmark is recognizing revenue only when control of goods or services is transferred to the customer. You can measure this by tracking the percentage of contracts that have been reviewed and aligned with the five-step model. Another critical benchmark is documentation completeness. Aim for 100% of your revenue transactions to be supported by clear, accessible, and audit-proof documentation. These benchmarks create a standard of excellence and make it easier to demonstrate compliance when auditors come knocking. You can schedule a demo to see how automated tools can help you maintain these standards effortlessly.
Building a solid revenue framework is about creating a reliable, repeatable system that ensures your financial reporting is accurate and compliant. Think of it as the blueprint for how your company handles money from customer contracts. A strong framework doesn't just keep you out of trouble with auditors; it gives you a clear picture of your financial health, helping you make smarter business decisions. It’s built on four key pillars: clear documentation, strong internal controls, efficient processes, and consistent performance monitoring.
Getting these elements right means you can close your books faster, reduce the risk of errors, and scale your operations without creating a financial mess. The goal is to create a system that works for you, not against you, providing clarity and confidence in your numbers. Whether you’re dealing with simple transactions or complex, multi-year contracts, a well-defined framework is essential for sustainable growth. It turns revenue recognition from a complex chore into a strategic advantage.
Your documentation is the foundation of your revenue framework. It’s the official record of how and why you recognize revenue the way you do. With standards like ASC 606 introducing a more principles-based approach, having clear, internal guidelines is more important than ever. This means documenting your policies for identifying performance obligations, determining transaction prices, and allocating that price to each obligation.
Consistent documentation ensures everyone on your team follows the same rules, which reduces errors and makes onboarding new hires much easier. It also creates a clear audit trail, so when questions arise, you have the answers ready. This isn't just about compliance; it's about creating a single source of truth for your company's revenue.
If documentation is your foundation, internal controls are the guardrails that keep your revenue recognition process on track. Since the new standards removed many old, industry-specific rules, the responsibility is now on companies to establish their own robust controls. These are the checks and balances that prevent errors and ensure the integrity of your financial data.
This could include things like requiring a manager to review and approve all new contracts, separating the duties of the person who creates an invoice from the person who recognizes the revenue, or performing regular reconciliations. Strong controls are your best defense against misstatements and fraud. They provide assurance that your financial reports are accurate and that you’re consistently following your own documented policies.
A solid framework isn’t just about rules; it’s about efficiency. Optimizing your processes means finding the smartest, most streamlined way to get from a signed contract to recognized revenue. This often involves connecting different systems and encouraging teamwork between sales, legal, and finance departments to ensure everyone is on the same page. A well-designed process saves a tremendous amount of time and money.
Automating manual tasks is a huge part of this. Instead of spending hours manually entering data or creating spreadsheets, you can use technology to handle the repetitive work. This frees up your team to focus on more strategic analysis and decision-making. With the right system integrations, you can create a seamless flow of information that reduces bottlenecks and improves accuracy.
A revenue framework is a living system, not a one-time project. You need to monitor its performance continuously to make sure it’s still working as your business evolves. Every customer contract can be different, and your framework needs to be flexible enough to handle those variations without breaking. Regular monitoring helps you spot issues before they become major problems.
This means tracking key metrics like the accuracy of your revenue forecasts, the time it takes to close your books each month, and any discrepancies found during internal reviews. By keeping a close eye on performance, you can adapt to new contract types, changing business models, and updated regulations. If you need help getting this visibility, you can always schedule a demo to see how the right tools can help.
Putting a solid revenue recognition framework into practice requires a clear, step-by-step plan. Think of this as your go-to checklist for turning strategy into action. By focusing on these four key areas, you can build a system that’s not only compliant but also efficient and reliable. It’s all about creating repeatable processes that support your team and protect your business from costly errors. Let’s walk through what you need to do.
First things first: get your paperwork in order. Thorough documentation is the foundation of compliant revenue recognition. This means clearly recording every step of your process, from identifying contracts to recognizing revenue when performance obligations are met. Following the five-step approach of ASC 606 is non-negotiable, and documenting how you apply it is crucial for audits and internal clarity. Think of it as creating a detailed map of your revenue journey. When everything is written down, it’s easier to train new team members, answer stakeholder questions, and prove your compliance if an auditor comes knocking.
Revenue recognition isn’t a one-and-done task; it requires ongoing oversight. Establishing a robust review process ensures that your financial results remain accurate over time. This involves setting up regular checkpoints where key team members review contracts, performance obligations, and revenue entries. This process helps you catch potential issues before they become major problems and ensures everyone is aligned on how revenue is being handled. A consistent review cadence is vital for maintaining financial integrity, especially as your business grows and contracts become more complex. It’s a critical step in planning and budgeting for the future with confidence.
Your team is your greatest asset, so make sure they’re equipped for success. Effective training goes beyond just explaining the rules of ASC 606. It should focus on how your specific systems and tools work together to streamline the process. The goal is to reduce manual work and improve accuracy by showing your team how to leverage automation. When people understand both the "why" behind the rules and the "how" of the technology, they can work more efficiently. Investing in training that connects your systems, like through seamless integrations, empowers your team to manage revenue recognition with precision and confidence.
Mistakes in revenue reporting can be incredibly damaging, leading to restated financials and a loss of investor trust. That’s why implementing quality checks is essential. These are the safety nets that catch errors before your reports are finalized. Quality checks can be a mix of automated alerts within your software and manual reviews at critical stages. For example, an automated system can flag a contract that deviates from standard terms, prompting a manual review. By building these checks into your workflow, you can maintain the accuracy and reliability of your financial reporting and protect your company’s reputation. You can schedule a demo to see how automation can help build these checks into your process.
Picking a consulting partner for revenue recognition is a major decision. You’re not just hiring a vendor; you’re bringing in a team that will work closely with your financial core. The right partner acts as an extension of your own team, bringing specialized knowledge and tools to the table that you might not have in-house. They should simplify complexity, not add to it. A great consultant will have a firm grasp of accounting principles, the right technology to automate your processes, a solid support structure, and a clear, transparent implementation plan.
When you’re vetting potential partners, think beyond the sales pitch. Ask for case studies, talk to their current clients, and make sure they understand the specific challenges of your industry and business model. The goal is to find a firm that can build a revenue recognition framework that’s not only compliant today but also scalable for tomorrow. This choice will directly impact your financial accuracy, operational efficiency, and ability to make strategic decisions with confidence.
First things first: your partner needs to know their stuff, inside and out. Revenue recognition, especially under standards like ASC 606, is filled with nuances that require deep accounting knowledge. Look for a firm with a documented track record of helping businesses like yours. They should be able to speak fluently about identifying performance obligations, handling contract modifications, and managing various revenue streams. True expertise isn't just about knowing the rules; it's about knowing how to apply them to your specific situation. A partner with proven experience can anticipate challenges before they become problems, ensuring a smoother and more accurate process. Find out more about the team at HubiFi and their background in solving these complex issues.
In modern finance, the right technology is non-negotiable. Manual spreadsheets and disconnected systems are recipes for errors and wasted time. A top-tier consulting partner will have a strong technology platform that can automate revenue recognition and provide real-time insights. Ask them about their software’s ability to connect with your existing tools, like your CRM, ERP, and accounting software. The goal is to create a seamless flow of data that eliminates manual entry and gives you a single source of truth for your revenue. Strong integrations are key to building an efficient, scalable, and error-free financial operation that supports your company’s growth.
Implementation is just the first step. What happens when you have a question a month later, or when a new, complex contract comes in? A great partner provides ongoing support to ensure your team feels confident and your systems run smoothly. Before signing on, get a clear picture of their support model. Do they offer training for your team? Is there a dedicated contact person for your account? A flexible firm will tailor its services to fit your needs, whether you require a full-service package or occasional guidance. The best way to get a feel for this is to schedule a demo and see how they approach your specific questions and challenges from the very first conversation.
A clear, well-defined implementation process is a sign of an experienced and organized partner. Ask potential consultants to walk you through their plan, from initial assessment to final rollout. They should have a structured approach, like the five-step model outlined in ASC 606, but also be able to customize it for your business. A good process includes thorough documentation, a clear timeline, and defined roles for both their team and yours. This transparency helps ensure a smooth transition and minimizes disruption to your daily operations. For more on what a solid process looks like, you can find helpful insights on the HubiFi blog that cover best practices in financial operations.
My business is growing, but we're not a huge corporation. Is revenue recognition consulting something I need to worry about now? That's a great question, and the answer is almost always yes. The best time to build a solid revenue framework is before your processes get too complicated. As you add new products, services, or subscription models, the complexity grows exponentially. Putting a scalable system in place now prevents major headaches down the road, ensures your financials are accurate from the start, and sets you up to make smarter growth decisions.
What's the biggest mistake companies make when trying to handle revenue recognition on their own? The most common pitfall is underestimating the complexity and trying to manage everything with spreadsheets. While spreadsheets are useful, they aren't built to handle the nuances of ASC 606, especially with contract changes or multiple performance obligations. This manual approach often leads to hidden errors, wasted time, and a financial picture that isn't entirely accurate, which can cause serious problems during an audit or when seeking investment.
How does a consultant work with my existing team? Will this disrupt our daily operations? A good consultant works as a partner to your team, not a disruption. Their goal is to make your team's life easier. The process typically starts with them learning your current workflows to understand the pain points. From there, they manage the project, handle the technical implementation, and provide thorough training. The aim is to streamline your team's workload by automating manual tasks, not to add another project to their plate.
Is the main goal of this just to be compliant, or are there other business benefits? Compliance is definitely a critical piece, but it's really just the starting point. The true benefit is gaining a crystal-clear, real-time view of your company's financial health. When your revenue data is accurate and accessible, you can forecast more reliably, understand which products are most profitable, and make strategic decisions with confidence. It transforms your finance function from a reporting necessity into a strategic asset.
My business uses a mix of different software for sales, billing, and accounting. How does a new system fit in with what we already have? This is a common setup, and it's exactly why system integration is so important. A skilled consulting partner will ensure their technology connects seamlessly with the tools you already use, like your CRM and ERP. The objective is to create a single source of truth by allowing data to flow automatically between systems. This eliminates manual data entry, reduces errors, and ensures everyone is working from the same, up-to-date information.
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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