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Get clear, actionable steps for revenue recognition in NetSuite, including setup tips, compliance guidance, and best practices for accurate reporting.
As your business scales, the processes that once worked start to break. High transaction volumes and complex contracts can quickly turn manual revenue tracking into an impossible task. This is often the moment companies turn to a robust system like NetSuite to bring order to the chaos. But a successful implementation goes beyond just migrating your data. You need a strategy for configuring the system to support your growth, not hinder it. This post focuses on setting up scalable revenue recognition in NetSuite. We’ll show you how to automate schedules, handle multi-element arrangements, and create a financial foundation that’s ready for whatever comes next.
Let’s break it down. Revenue recognition is the accounting principle that determines how and when you record income. The core idea is to log revenue when you’ve earned it by delivering your goods or services, not necessarily when you get paid. This might sound like a small distinction, but it’s everything when it comes to understanding your company’s true financial health.
Think of it as the foundation of your financial reporting. When done right, it gives you a crystal-clear picture of your company's performance. This accuracy is crucial for building trust with investors, making informed business decisions, and staying on the right side of major accounting standards like ASC 606. Getting it right means your financial statements are reliable, consistent, and tell the real story of your business growth.
To standardize this process, accounting bodies introduced a five-step model, which is the core of modern revenue recognition. This framework was designed to clear up confusion and create a consistent approach for recognizing revenue across all industries. The main idea is to recognize revenue when you transfer control of goods or services to your customer.
The five steps are:
Following this model ensures you account for revenue consistently, especially for complex contracts with multiple deliverables.
Getting revenue recognition right directly affects your income statement and balance sheet. It ensures your financials reflect your true earnings in a given period, which is vital for accurate forecasting and budgeting. When your revenue is reported correctly, you can confidently assess profitability, manage cash flow, and plan for future growth without second-guessing the numbers.
Beyond internal reporting, proper revenue recognition is a must for compliance. Standards like ASC 606 and IFRS 15 aren't just suggestions—they're requirements that ensure transparency and comparability across companies. Following them helps you avoid penalties and pass audits with confidence. Using an automated system within NetSuite helps you maintain compliance while making your financial processes more efficient as you grow.
NetSuite isn’t just a general accounting tool; it comes equipped with powerful, specific features designed to manage revenue recognition. Instead of relying on manual spreadsheets and complex workarounds, you can use its built-in systems to automate and streamline the entire process. This helps you maintain accurate financial records and stay compliant without the usual headaches. Let’s break down the key components you’ll be working with.
At its core, NetSuite offers a dedicated revenue recognition module that helps you track where your revenue is coming from and when you can officially recognize it. Think of it as your command center for revenue. This module automates much of the process, which is a huge relief because it drastically cuts down on the risk of manual errors. By using these features, you can ensure your financial reporting is accurate and that you’re following accounting standards like ASC 606 without having to double-check every single entry. It’s all about creating a reliable, repeatable system for managing your earned revenue over time.
For businesses with more complex contracts, NetSuite offers the Advanced Revenue Management (ARM) module. This tool is specifically designed to handle the detailed requirements of modern standards like ASC 606 and IFRS 15. The ARM module automates how you create revenue schedules and allocate funds across different performance obligations within a single contract. It dynamically manages your contracts, so if terms change, your revenue plans can adjust accordingly. This makes it much easier to allocate revenue accurately, even when dealing with multi-element arrangements or evolving customer agreements.
One thing NetSuite does really well is separate the act of billing from the process of revenue recognition. Sending an invoice to a customer (billing) doesn’t mean you’ve earned that money yet. Revenue recognition is the formal process of recording that income in the correct accounting period, which might be later. This distinction is crucial for accurate financial reporting. To make this work smoothly, you can use specialized solutions that synchronize your data across billing, payments, and accounting systems. This ensures all your financial information is consistent and correctly timed within the NetSuite environment.
NetSuite isn’t a one-size-fits-all platform, and that’s a good thing. It offers several methods for recognizing revenue, allowing you to choose the approach that best matches your business model and contracts. Whether you sell products in a single transaction or manage complex, long-term projects, there’s a method that fits your needs.
Understanding these options is the first step toward setting up a system that not only works but also keeps you compliant and gives you clear financial insights. Let’s look at the three primary methods you can use in NetSuite.
This is the most straightforward method. You recognize revenue at the single moment when you transfer control of a product or service to your customer. Think of a retail sale: once the customer pays and walks out with their item, the transaction is complete, and you can recognize the full revenue. It’s simple, clean, and perfect for businesses with clear-cut sales cycles.
NetSuite's revenue recognition feature gives businesses the tools to automate and manage this process, making sure revenue is recognized according to predefined rules and schedules. This is especially helpful for high-volume businesses, as it ensures every sale is recorded accurately without manual intervention, aligning revenue perfectly with the completion of the sale.
If your business involves subscriptions, long-term service contracts, or any offering delivered over a period, this method is for you. Instead of recognizing all the revenue at once, you recognize it incrementally as you fulfill your obligations. This gives a more accurate picture of your company’s financial performance over the life of the contract.
NetSuite Advanced Revenue Management (ARM) simplifies this process, ensuring compliance with ASC 606 and IFRS 15 while automating revenue schedules and allocations. This is ideal for SaaS companies or service-based businesses where revenue is earned progressively as work is performed, reflecting the ongoing value delivered to the customer.
For businesses in industries like consulting, construction, or custom manufacturing, revenue is often tied to project progress. Project-based recognition allows you to recognize revenue based on specific milestones, costs incurred, or a percentage of completion. This method provides a real-time view of a project's financial health.
When setting this up, the first critical decision is whether to use NetSuite's project-based revenue rules or have it trigger a revenue arrangement from a sales order. This choice depends on your project's complexity and billing structure. This approach is essential for accurately matching revenue with the work performed on projects that can span months or even years, giving you clear insights into your financials.
Getting your revenue recognition settings right in NetSuite is a foundational step toward clear and accurate financial reporting. While it might seem technical, think of it as building the framework that will support your financial operations as you grow. The process involves turning on the right features, defining the logic for how you recognize revenue, and making sure your accounts are set up correctly. By taking a methodical approach, you can create a system that not only keeps you compliant but also gives you a true picture of your company’s performance. Let’s walk through the key steps to get you started.
First things first, you need to activate the core revenue recognition features within NetSuite. This is like turning on the lights in a new room—it makes everything else possible. You’ll start by enabling ‘Accounting Periods,’ which is essential for organizing your financial data over time. Once that’s done, you can switch on the main ‘Revenue Recognition’ feature. When you do this, NetSuite automatically creates a ‘Deferred Revenue’ account in your Chart of Accounts. This account is crucial because it acts as a holding place for income you’ve billed for but haven’t yet earned according to your recognition schedule. You can find a detailed walkthrough in NetSuite's official guide to using revenue recognition.
Once the features are active, your next move is to create revenue recognition rules. These rules are the engine of the whole process; they tell NetSuite exactly how and when to move revenue from the deferred account to your income statement. You can customize these rules to match your specific business model, whether you recognize revenue all at once or over several months. For example, you can set the duration over which revenue should be recognized and define how the plan should adjust if a contract’s end date changes. This flexibility is key to ensuring your financial reporting accurately reflects your customer agreements and stays compliant with standards like ASC 606.
With your rules in place, it’s time to double-check your account configurations. As mentioned, NetSuite creates a default Deferred Revenue account for you, which is a great start. This liability account holds the cash you've received for services or products you still need to deliver. Properly managing this account is non-negotiable for accurate financial statements. Depending on your business, you might need to set up additional accounts to handle different types of revenue or more complex scenarios. Getting your accounts right ensures that every dollar is tracked correctly from the moment you invoice a customer to when you finally recognize it as earned income.
Implementing revenue recognition can be tricky, but following a few best practices will make the process much smoother. Start by mapping out your revenue streams and rules before you even touch the settings in NetSuite. Test your rules in a sandbox environment to catch any issues before they affect your live data. And most importantly, document your setup. This will be invaluable for training new team members and for audit purposes. If you’re dealing with high-volume transactions or complex contracts, don’t hesitate to seek expert guidance. A smooth implementation sets the stage for accurate reporting and confident decision-making. If you want to see how an automated solution can simplify this, you can always schedule a demo with our team.
If you’ve heard accountants talking about ASC 606 and IFRS 15, it’s because these standards fundamentally changed how businesses report revenue. They create a unified framework that applies across different industries and countries, ensuring that financial statements are more consistent and comparable. Getting these rules right isn’t just about checking a box for compliance; it’s about providing a clear and accurate picture of your company’s financial health to investors, stakeholders, and auditors.
ASC 606 (for the U.S.) and IFRS 15 (for international companies) replaced a patchwork of industry-specific revenue guidance. The new rules aim to fix inconsistencies, requiring companies to recognize revenue when they transfer goods or services to customers in an amount that reflects what they expect to be paid. The core principle is that you book revenue when you fulfill your promise to the customer. To apply this, the standards introduced a five-step model that guides you through identifying the contract, pinpointing performance obligations, determining the transaction price, allocating that price, and finally, recognizing revenue as you complete each obligation.
This is where a powerful system like NetSuite really shines. Instead of wrestling with spreadsheets, you can use NetSuite’s Advanced Revenue Management (ARM) module to handle the complexities of ASC 606 and IFRS 15. The ARM module is built to simplify revenue recognition by automating revenue schedules and allocations according to the five-step model. This automation is a game-changer because it significantly reduces manual effort and the risk of human error. By setting up rules within NetSuite, you can ensure revenue is recognized correctly and consistently. For even more power, you can use specialized integrations to connect all your data sources, ensuring your revenue recognition is always based on a complete picture of your business.
Passing an audit is all about having your ducks in a row, and ASC 606 and IFRS 15 have high expectations for documentation. You need to be able to show auditors exactly how you arrived at your revenue figures, from contract inception to final payment. NetSuite helps by creating a centralized, transparent record of all your revenue-related activities. Every entry, adjustment, and schedule is tracked, giving you a solid audit trail. However, getting the most out of the system often requires a bit of expertise. Utilizing specialists ensures that your financial processes are optimized for compliance. For businesses with high transaction volumes, layering in a solution that enhances data visibility can make audits even smoother. If you want to see how you can get audit-ready reports, you can always schedule a demo with our team.
One of the biggest reasons finance teams turn to NetSuite is to get away from the manual grind of revenue recognition. If you’re still wrestling with complex spreadsheets, you know how time-consuming and error-prone that process can be. NetSuite’s automation features are designed to take that burden off your shoulders, ensuring revenue is recognized accurately and on time, every time. It gives you the tools to manage this complex process by setting up predefined rules and schedules that run in the background, taking the guesswork out of your monthly close.
This isn't just about saving time; it's about building a more reliable and compliant financial foundation for your business to grow on. By automating revenue schedules, allocations, and adjustments for contract changes, NetSuite helps you adhere to standards like ASC 606 and IFRS 15 without constant manual oversight. This frees up your team to focus on more strategic work, like analyzing financial data instead of just compiling it. The system’s ability to connect billing with revenue recognition means your entire order-to-revenue cycle is streamlined, giving you a clearer picture of your company’s financial health. For a deeper look at how this works, you can explore HubiFi's insights on our blog.
At the heart of NetSuite’s automation are its revenue recognition schedules. Think of these as the "set it and forget it" rules for your contracts. Instead of manually calculating and posting journal entries each month for every single customer, you can create a template that tells NetSuite exactly how and when to recognize the revenue. For a standard 12-month software subscription, you can set up a schedule to recognize one-twelfth of the total contract value each month. Once the sales order is approved, NetSuite automatically applies this schedule, creating all future revenue entries for you. This ensures consistency and dramatically reduces the chance of human error, making your month-end close much smoother.
Modern contracts often bundle multiple products and services together, which is where revenue recognition gets tricky under ASC 606. NetSuite’s Advanced Revenue Management (ARM) module is built to handle these complexities with ease. It simplifies revenue recognition by automatically allocating the total transaction price across different performance obligations based on their standalone selling prices. For example, if you sell a software license with training and support, ARM will split the total contract value appropriately between those three items and apply a unique revenue schedule to each one. This level of automation is key to maintaining ASC 606 compliance and providing an accurate view of your earnings.
Business is dynamic, and so are your customer contracts. Customers might upgrade their plan, add new services, or change the terms of their agreement mid-cycle. Manually recalculating revenue for these modifications is a nightmare. NetSuite ARM allows you to manage these changes seamlessly. When a contract is modified, the system can automatically adjust the revenue plan going forward. It prospectively reallocates revenue, updates the recognition schedules, and generates the necessary journal entries to reflect the change. This ensures your financial records are always up-to-date without requiring your team to untangle and rebuild complex revenue schedules by hand.
For any business that bills customers upfront for services delivered over time, managing deferred revenue is a critical accounting task. NetSuite automates the entire deferred revenue waterfall. When an invoice is paid, the funds are initially booked to a deferred revenue liability account. Then, based on the revenue schedules you’ve set up, NetSuite automatically creates journal entries each period to move the earned portion from the liability account to a recognized revenue account. This provides a clear, accurate, and real-time balance of what you’ve earned versus what you still owe in services, which is essential for passing audits and making informed business decisions. HubiFi offers seamless integrations to ensure this data flows perfectly with your other financial systems.
Switching to an automated system like NetSuite is a smart move, but it’s not without its hurdles. Being prepared for potential challenges is the best way to ensure a smooth transition. Let’s walk through some of the common obstacles you might face and how you can get ahead of them.
Revenue recognition standards like ASC 606 are intricate. Translating these complex accounting principles into NetSuite’s automated rules requires precision and a deep understanding of both the guidelines and the software. It’s more than just flipping a switch; you need to configure the system to handle your specific revenue scenarios correctly. A misstep here can lead to compliance issues down the road. Following best practices from the start is key to getting it right and maintaining accurate financial reporting.
Your revenue data needs a clean slate when moving into NetSuite. Migrating historical data from old spreadsheets or different systems can be a major headache if not handled carefully. Inaccurate or incomplete data will throw off your automated schedules and reports. Similarly, ensuring NetSuite communicates seamlessly with your other tools, like your CRM, is crucial for a single source of truth. A solid integration strategy is essential for preventing data silos and manual workarounds that defeat the purpose of automation.
If you sell products and services together in a single contract—like software with an added support package—you’re dealing with multi-element arrangements. The main challenge is allocating the transaction price to each separate performance obligation correctly. NetSuite’s Advanced Revenue Management (ARM) module is built for these complex scenarios, but it needs to be configured properly. Getting this right is critical for compliance, especially for subscription-based businesses where contracts often evolve. Properly setting up these complex scenarios is where expert guidance can make a huge difference.
The most sophisticated software is only effective if your team knows how to use it. Without proper training, your finance team might struggle to manage the new system, leading to errors or a return to old, manual processes. Investing in comprehensive training and creating clear internal documentation is non-negotiable. It ensures everyone understands their role in the new workflow and can use NetSuite’s features confidently. Having a team of NetSuite specialists to support your staff can make all the difference.
NetSuite is a powerful platform, and it comes equipped with several features designed to take the headache out of revenue recognition. These tools help you move away from manual spreadsheets and toward a more automated, accurate, and compliant process. Think of them as your built-in support system for managing complex revenue streams. When you know how to use them, you can centralize your data, streamline workflows, and gain a much clearer view of your company's financial health.
The goal of these features isn't just to check a box for compliance; it's to give you the visibility and control you need to make smarter business decisions. From a central dashboard that shows you exactly what needs your attention to reporting tools that provide instant insights, NetSuite gives you the foundation for a solid revenue management strategy. Let's look at four key features that make this possible: the Revenue Recognition Dashboard, real-time reporting, customizable templates, and the SuiteBilling integration. Each one plays a specific role in simplifying your day-to-day financial operations.
Imagine having a command center specifically for your revenue operations. That’s exactly what the Revenue Recognition Dashboard is. It’s a dedicated space within NetSuite that gives revenue managers a high-level overview of everything they need to monitor. Instead of digging through different reports, you can see your most important tasks, key performance indicators, and revenue trends all in one place. The best part is that these numbers update in real time, so you’re always looking at the most current data. This immediate visibility helps you spot issues quickly and keep your revenue processes on track without getting lost in the details.
Guesswork has no place in financial reporting. NetSuite’s reporting and analytics tools are designed to give you a clear, accurate picture of your financial performance whenever you need it. These features allow you to generate detailed reports that break down revenue streams, track deferred revenue, and monitor compliance with accounting standards. By using NetSuite’s automated revenue recognition tools, you significantly reduce the risk of manual errors that can creep in with spreadsheet-based methods. This not only ensures your financials are accurate but also makes audit preparation much smoother, giving you confidence in your numbers.
If your business deals with similar types of contracts or sales orders, customizable revenue templates are a game-changer. These templates allow you to pre-define revenue recognition rules for specific items or services. Once a template is set up, NetSuite automatically applies the correct rule whenever that item is sold, ensuring consistency and saving you a ton of manual effort. This is especially helpful for companies looking to scale. As your transaction volume grows, you can trust that revenue is being recognized correctly every time, without needing to configure each contract individually. It’s a simple way to build efficiency and accuracy directly into your financial processes.
Revenue recognition doesn't happen in a vacuum—it’s directly tied to your billing process. NetSuite’s SuiteBilling module integrates directly with its revenue recognition features to create a seamless flow from invoicing to reporting. This is particularly powerful for businesses with subscription or recurring revenue models. SuiteBilling automates complex billing schedules, preventing manual errors and ensuring customers are billed correctly. Because it works hand-in-hand with the revenue management module, you get a complete, real-time view of your entire customer lifecycle. These kinds of seamless integrations are key to maintaining data integrity and getting a holistic view of your financial operations.
Setting up revenue recognition in NetSuite is a significant step, but it's also where things can get tricky. While the platform is incredibly powerful, a few common missteps can lead to inaccurate reporting, compliance headaches, and a lot of manual clean-up work down the line. Think of it like building a house—if the foundation has cracks, the whole structure is at risk. Getting your revenue recognition rules and processes right from the beginning is essential for creating a reliable financial system that can scale with your business. By being aware of these potential pitfalls from the start, you can build a solid, trustworthy system that supports your growth instead of holding it back. Let's walk through the most frequent mistakes and, more importantly, how you can steer clear of them.
The effectiveness of your automated revenue recognition process hinges entirely on the rules you create. Vague or improperly configured rules are one of the quickest ways to end up with misstated revenue. Implementing NetSuite's revenue recognition features can be a complex process, and a "set it and forget it" mindset simply won't work. Each rule needs to precisely reflect your company's contracts and performance obligations. For example, if a rule doesn't correctly account for multi-element arrangements or specific delivery milestones, you could be recognizing revenue too early or too late. Getting this right requires a deep understanding of both accounting principles and NetSuite's capabilities to automate revenue recognition accurately.
Compliance with standards like ASC 606 and IFRS 15 isn't optional. These regulations dictate exactly how and when you can recognize revenue, and failing to adhere to them can result in serious consequences, including failed audits and financial penalties. While NetSuite's Advanced Revenue Management (ARM) module is designed to simplify compliance, it doesn't guarantee it automatically. You still need to ensure your setup aligns with the five-step model and that your team understands the requirements. Simply turning on the feature isn't enough; you must actively manage your processes to meet the rigorous ASC 606 guidelines and maintain a clear audit trail for every transaction.
Before you go live with your new revenue recognition process, you absolutely must test it. Skipping this step is like launching a rocket without a single pre-flight check. Use NetSuite's sandbox environment to run a wide range of transaction scenarios that mirror your actual business operations. What happens with a contract modification? How does the system handle an early cancellation or a refund? Test every possible variation you can think of. This allows you to catch configuration errors and unexpected behaviors in a safe environment, before they can affect your live financial data. Thorough testing ensures that your predefined rules and schedules work exactly as you intend them to, preventing major reporting issues later on.
Your business isn't static, and your revenue recognition setup shouldn't be either. As you introduce new products, change your pricing models, or enter new markets, your revenue streams will evolve. A common mistake is to perform the initial setup and then never revisit it. It's crucial to schedule periodic reviews—quarterly or annually—to ensure your NetSuite configuration still aligns with your current business practices and compliance standards. These check-ins help you maintain accuracy and operational efficiency over the long term. If you find your processes are becoming too complex to manage internally, it might be time to schedule a demo with an expert to review your setup and ensure it's still serving you well.
NetSuite provides a solid foundation for revenue recognition, but high-volume businesses often run into its limitations. When you’re dealing with thousands of transactions from multiple sources, complex contracts, and the need for instant financial insights, the standard features can start to feel restrictive. This is where manual workarounds and spreadsheets begin to creep back in, creating data silos and increasing the risk of errors. That’s where HubiFi steps in. We don’t replace NetSuite; we enhance it, creating a fully automated and unified system that gives you complete control over your revenue data. Our approach is to build a bridge between all your financial tools—from your payment processor to your CRM—and centralize that data. HubiFi ensures your NetSuite instance is always working with clean, accurate, and real-time information. This allows you to close your books faster, pass audits with confidence, and get the clear visibility you need to make smart, strategic decisions and grow your business profitably. We're a team of data experts dedicated to solving these complex financial challenges, and you can learn more about HubiFi and our mission.
NetSuite’s flexible methods let you tailor revenue recognition to your specific contracts, which is a great starting point. However, this standard automation often struggles when your data lives in different places—like a separate payment processor, CRM, and billing system. This is where manual reconciliations and spreadsheets start to creep back in, creating room for error and slowing down your close. HubiFi goes beyond standard automation by first integrating all your disparate data sources. We pull information from your entire tech stack, clean it up, and structure it correctly before it ever gets to NetSuite. This creates a single source of truth, allowing for true end-to-end automation that handles even the most complex scenarios without manual intervention. You can find more insights on financial automation on our blog.
While NetSuite has robust reporting tools, their value depends on the timeliness and accuracy of the underlying data. If you’re waiting for manual data entry or batch uploads from other systems, your reports will always be a step behind, showing you what happened last week or last month. HubiFi solves this by feeding clean, real-time data directly into NetSuite. This means your financial reports are always current, giving you an accurate picture of your performance at any moment. With HubiFi, you can access dynamic segmentation and real-time analytics that help you make faster, more informed strategic decisions. Instead of looking at stale numbers, you can see what’s happening right now and act on it. If you want to see how this works, you can schedule a demo with our team.
NetSuite’s Advanced Revenue Management (ARM) module is powerful for ensuring compliance with standards like ASC 606. But to work its magic, it needs complete and accurate data from all your revenue-generating activities. If your sales data is in Salesforce and your payment data is in Stripe, getting that information into ARM correctly can be a huge challenge. HubiFi acts as the central data hub that makes this possible. We build seamless integrations with your tools, from payment gateways to CRMs. Our platform automatically pulls, normalizes, and reconciles transaction-level data, ensuring that NetSuite ARM has everything it needs to allocate and schedule revenue correctly. This eliminates the need for fragile custom connectors or tedious manual uploads, giving you a reliable, scalable system that keeps you compliant and your financials accurate.
Beyond compliance, why should I care so much about getting revenue recognition right? Think of it as the true measure of your company's pulse. Proper revenue recognition gives you an honest look at your financial performance, showing you exactly what you've earned in a given period. This clarity is essential for making smart decisions about budgeting, hiring, and growth. It builds trust with investors and gives you the confidence that your strategic plans are based on solid ground, not just cash in the bank.
My business has a mix of simple one-time sales and complex subscriptions. Can NetSuite handle both? Absolutely, and this is one of its core strengths. NetSuite is designed to be flexible. You can use point-in-time recognition for your straightforward sales, logging the revenue as soon as the product is delivered. For your subscriptions or long-term contracts, you can use the over-time recognition methods within the Advanced Revenue Management (ARM) module to spread the revenue out correctly over the life of the agreement. You can apply different rules to different items, so your system perfectly mirrors your business model.
What's the single biggest mistake you see companies make when setting up revenue recognition in NetSuite? The most common pitfall is treating the setup as a one-time task. Many teams do the hard work of configuring the rules and then never revisit them. Your business is always evolving—you launch new products, change pricing, and update contract terms. Your revenue recognition rules need to evolve, too. Without regular reviews, your automated system can quickly fall out of sync with your actual operations, leading to inaccurate financial reports.
If NetSuite can automate revenue recognition, why would I need a solution like HubiFi? NetSuite is fantastic at executing the rules you give it, but its power depends on the quality of the data it receives. If your transaction data is scattered across different systems—like a payment processor, a CRM, and a separate billing platform—you're still stuck with manual reconciliation to get a complete picture. HubiFi solves this by acting as a central data hub. We integrate all those sources, clean and structure the data, and then feed it to NetSuite, ensuring its automation is running on perfect, real-time information.
How does automating revenue recognition actually help my business scale? As your transaction volume grows, manual processes become a major bottleneck. They don't just slow you down; they introduce more opportunities for costly errors. Automation removes that bottleneck. It allows you to handle thousands of contracts with the same accuracy and efficiency as a hundred, ensuring your financial operations can keep pace with your sales growth. This frees up your finance team from tedious data entry so they can focus on strategic analysis that fuels further growth.
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.