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Explore the top 10 revenue recognition automation software solutions for 2024, designed to streamline financial processes and ensure compliance.
The manual processes that got your business off the ground will not be the ones that carry it to the next level. As your company grows, adding more customers, contracts, and revenue streams, those once-manageable spreadsheets quickly become unsustainable bottlenecks. This isn't a sign of failure; it's a sign of success that demands better infrastructure. To scale profitably without your financial operations buckling under the pressure, you need a system built for volume and complexity. Revenue recognition automation software provides this scalable foundation, handling the intricate work of compliance and reporting so you can focus on strategic growth, confident that your financial engine can keep up.
If you’ve ever found yourself tangled in spreadsheets trying to figure out how much revenue to report and when, you already know how complicated it can get. Revenue recognition automation software is designed to take that entire complex process off your plate. It’s a tool that automatically applies accounting rules to your sales data, ensuring your financial reports are accurate, compliant, and always up to date. For high-volume businesses or those with complex contracts, it’s less of a luxury and more of a necessity for sustainable growth. This software handles the tedious calculations and documentation, freeing up your finance team to focus on strategy instead of manual data entry.
At its core, revenue recognition is an accounting principle that determines exactly when and how your business can claim the money it earns. If you run a business with subscriptions, long-term contracts, or usage-based fees, you know it’s not as simple as just cashing a check. To standardize this, accounting bodies created guidelines like ASC 606, which sets a five-step framework for recognizing revenue from customer transactions. Following these rules is crucial for creating accurate financial statements, passing audits, and giving investors a clear picture of your company’s performance. It ensures that revenue is reported consistently and transparently across all industries.
Trying to manage revenue recognition manually with spreadsheets is a recipe for headaches and costly mistakes. Revenue recognition automation software takes over the heavy lifting. It streamlines the entire process, from tracking complex contract terms to calculating the correct revenue amounts for each reporting period. This not only saves countless hours but also dramatically reduces the risk of human error. By ensuring you consistently follow accounting standards, automation helps you stay compliant and avoid the steep fines that can come with misreporting your income. It transforms a high-risk, time-consuming task into a reliable, automated workflow, which is what we focus on at HubiFi.
So, what does one of these platforms actually do for you? Think of it as your financial command center. A good automation platform is built to make compliance with standards like ASC 606 and IFRS 15 feel almost effortless. It should also connect seamlessly with the other tools you rely on, like your ERP and CRM. HubiFi offers a range of integrations to ensure all your financial data talks to each other without manual intervention. This creates a single source of truth, providing real-time updates and clear reports that give you an accurate view of your company’s financial health at any moment.
When you're shopping for a revenue recognition platform, it’s easy to get lost in a long list of features. To cut through the noise, focus on the core capabilities that will actually make a difference in your day-to-day operations and long-term strategy. The right software should feel less like a complex tool and more like a reliable partner for your finance team. Here are the five non-negotiable features to look for.
Waiting until the end of the month to understand your revenue performance is a thing of the past. Modern revenue recognition software should give you access to your financial data in real time. Look for platforms with intuitive dashboards that visualize key metrics, allowing you to see revenue trends, deferred revenue balances, and cash flow as they happen. This immediate access empowers you to make proactive decisions based on current performance, not outdated reports. With the right financial insights, you can spot opportunities and address issues long before they become major problems.
Staying compliant with accounting standards like ASC 606 and IFRS 15 is one of the biggest challenges in revenue recognition. Manually applying these complex rules is not only time-consuming but also leaves you vulnerable to human error and audit risks. Your software should have compliance built into its DNA. This means it can automatically apply the five-step model to your contracts, handle contract modifications, and manage revenue allocation correctly. A platform that automates ASC 606 compliance acts as a safeguard, ensuring your financials are accurate, consistent, and defensible under scrutiny.
Your revenue recognition software doesn't operate in a vacuum. To be truly effective, it needs to communicate effortlessly with the other systems you rely on, including your CRM, ERP, and payment gateways. Strong integration capabilities eliminate the need for manual data transfers, which are a common source of errors and inefficiencies. By creating a single, unified data flow, you ensure that everyone from sales to finance is working with the same information. Before committing, verify that the software offers pre-built or custom integrations for the tools at the heart of your business operations.
No two businesses recognize revenue in exactly the same way. You might have a mix of subscription models, usage-based billing, and one-time sales, each with its own set of performance obligations. A one-size-fits-all approach simply won’t work. That’s why a customizable rules engine is essential. This feature gives you the flexibility to configure the software to match your specific pricing structures and contract terms. It allows the platform to adapt to your business as you introduce new products or change your sales strategy, ensuring accurate revenue recognition no matter how complex your offerings become.
Facing an audit can be stressful, but the right software can make the process significantly smoother. A key feature to look for is the ability to generate clear, comprehensive audit trails. The platform should automatically log every action, from initial contract entry to subsequent modifications and revenue postings. This creates a transparent, traceable record that shows auditors exactly how and why revenue was recognized. Having audit-ready reports and documentation at your fingertips not only saves countless hours of preparation but also builds confidence and trust with auditors, investors, and other stakeholders.
If your team is still wrestling with spreadsheets to manage revenue, you know how time-consuming and fragile the process can be. A single formula error or a missed contract detail can throw everything off. Automating your revenue recognition isn't just about getting a fancy new tool; it's about fundamentally improving how your business operates. By moving to an automated system, you can reclaim your team's time, solidify your financial reporting, and gain the clarity needed to make smarter strategic moves. Let's break down the specific advantages you can expect.
Manual data entry is prone to human error—it’s just a fact of life. When you’re dealing with complex subscription models, multi-element arrangements, or high transaction volumes, the risk of mistakes multiplies. Revenue recognition automation removes this vulnerability by systematically capturing sales data, applying the correct accounting rules, and tracking every contract and payment automatically. This ensures your revenue is recognized consistently and correctly every time. It’s about more than just clean books; it’s about building a trustworthy financial foundation that reflects the true performance of your business and gives stakeholders confidence.
Think about the hours your finance team spends manually reconciling accounts, updating spreadsheets, and preparing for the month-end close. It’s a significant drain on resources that could be better spent on strategic analysis. Automation can slash the time it takes to close your books by handling the repetitive, labor-intensive tasks for you. Some businesses have seen a 60% reduction in manual steps and a 75% shorter processing time. This efficiency translates directly into cost savings, reducing the need for overtime and allowing your team to focus on high-value activities that drive growth, not just report on it. You can explore HubiFi's pricing to see how the investment pays for itself.
Meeting accounting standards like ASC 606 and IFRS 15 is non-negotiable, but it’s also incredibly complex. These rules require specific, consistent treatment of revenue that can be difficult to maintain manually, especially as regulations evolve. Automation software is designed with these standards built-in, ensuring every transaction is handled according to the latest requirements. This significantly reduces the risk of non-compliance and makes audit preparation much smoother. Instead of scrambling to produce documentation, you’ll have a clear, defensible audit trail ready to go, giving you and your auditors peace of mind. For more on this topic, you can find helpful insights in the HubiFi Blog.
When you rely on manual reporting, you’re always looking in the rearview mirror. By the time you get the data, it’s already old news. Automation changes the game by providing real-time dashboards and analytics. You can instantly see recognized revenue, deferred revenue balances, and cash flow without waiting for the month-end close. This immediate visibility allows you to be proactive instead of reactive. You can spot trends as they emerge, test the impact of pricing changes, and make informed, data-driven decisions that guide your business forward. If you want to see what this looks like in action, you can schedule a demo with HubiFi.
The manual processes that worked when you had a handful of customers will quickly buckle under the pressure of growth. As your transaction volume increases and your offerings become more complex, spreadsheets become unsustainable. An automated revenue recognition system is built to scale with you. It can handle a massive increase in workload without requiring you to hire more people just for data entry. This allows your financial operations to grow seamlessly alongside your business, ensuring you’re always prepared for the next stage. By implementing a scalable solution, you’re not just solving today’s problems—you’re future-proofing your finance department.
Choosing the right software is a big decision, and the best platform for your business depends on your specific needs, from company size to your revenue model. To help you get started, here’s a look at ten of the top revenue recognition automation tools available. We’ll break down what makes each one stand out so you can find the perfect match for your finance team.
HubiFi is built to handle the complexities of revenue recognition with a powerful, automated solution. It’s designed to ensure your business stays compliant with accounting standards like ASC 606 and IFRS 15, streamlining the entire process for your finance team. The platform excels at integrating data from different sources, giving you a clear, accurate picture of your financials. If you’re a high-volume business looking for a tool that can provide real-time analytics and dynamic segmentation, you can schedule a demo to see how HubiFi can simplify your workflow and help you close your books faster.
NetSuite offers a comprehensive, cloud-based ERP system that includes advanced revenue recognition as part of its financial management suite. Because it’s an all-in-one solution, it’s a strong choice for businesses that want to manage their core financial processes and revenue compliance within a single platform. NetSuite’s revenue management capabilities are robust, helping you adhere to standards while managing everything from billing to financial planning. It’s a well-rounded tool for companies looking for a single source of truth for their financial data.
If your business runs on subscriptions, Zuora is a name you’ll likely come across. This platform is specifically designed for the subscription economy, with automated revenue recognition features tailored to ASC 606 compliance. Zuora simplifies the entire quote-to-revenue process for recurring revenue models, making it a favorite among SaaS and other subscription-based companies. It helps you manage billing, collections, and revenue recognition in one place, which is essential for a business model where contracts and customer relationships evolve over time.
RecVue provides a flexible revenue management platform that’s particularly good at handling complex, high-volume billing and revenue scenarios. It automates revenue recognition while giving you real-time insights into your financial performance. This makes it a great fit if your company has intricate revenue models, like those involving multiple performance obligations or usage-based pricing. RecVue’s ability to adapt to unique business rules and order-to-cash processes makes it a powerful tool for enterprises looking to manage their complex revenue streams more effectively.
Chargebee is another leading platform focused on subscription management and billing. It automates revenue recognition to ensure you stay compliant and maintain accurate financial records. It’s well-suited for businesses that need to streamline their entire subscription lifecycle, from sign-up to renewal. Chargebee integrates with various payment gateways and accounting systems, helping you create a smooth workflow for your revenue operations. Its focus on subscription billing makes it a strong contender for SaaS and ecommerce businesses looking to scale.
Sage Intacct is a cloud-based accounting software that provides strong financial management tools, including automated revenue recognition. It’s known for its powerful reporting and dashboard capabilities, which help finance teams get a clear view of their performance. Sage Intacct is designed to automate complex financial processes, helping you save time and reduce errors while ensuring compliance. With its strong integration capabilities, it can connect with other business systems like your CRM to create a more unified financial ecosystem.
For businesses already invested in the Salesforce ecosystem, the Salesforce Revenue Cloud is a natural fit. It combines CPQ (Configure, Price, Quote), billing, and revenue recognition into a single platform that works seamlessly with Salesforce CRM. This integration allows you to manage your entire sales and revenue process from lead to collection without leaving the platform. It helps automate revenue recognition based on sales data, ensuring that your financial reporting is always aligned with your sales activities. This makes it an excellent choice for companies that want to bridge the gap between their sales and finance teams.
Workday Financial Management is a comprehensive solution built for larger enterprises. It offers robust revenue recognition capabilities designed to handle complex global operations and high transaction volumes. Workday ensures compliance with accounting standards while providing the scalability and security that large organizations require. It’s more than just a revrec tool; it’s a full financial management system that includes accounting, consolidation, planning, and analytics. If you’re a large enterprise in need of a platform that can manage complex workflows and a large user base, Workday is a top-tier option.
Maxio is a revenue management platform that helps B2B SaaS companies optimize their financial operations. It automates revenue recognition and provides detailed financial reporting and analytics. Formerly two separate companies (SaaSOptics and Chargify), Maxio combines subscription management with financial operations to give you a complete picture of your business health. It’s particularly useful for companies with subscription-based models that need to manage billing, expenses, and revenue recognition in a unified way, helping you make more strategic decisions.
While best known as a payment processing giant, Stripe also offers a suite of tools that includes revenue recognition features. Stripe Revenue Recognition automates the process of generating compliant financial reports directly from your payment data. This is an incredibly convenient option for businesses that already use Stripe for payment processing. It simplifies compliance by automatically creating audit trails and deferring revenue according to ASC 606 rules. For businesses looking for an integrated solution to handle both payments and revenue reporting, Stripe offers a streamlined and efficient choice.
Figuring out the cost of revenue recognition software isn't always straightforward. The price tag can vary widely based on the provider's pricing model, the features you need, and your company's size and complexity. Most providers use one of a few common pricing structures. Understanding these models will help you compare your options and find a solution that fits your budget and business goals. Let's walk through the most common ones you'll encounter.
This is one of the most common models you'll see, especially for B2B SaaS companies. With a subscription, you pay a flat, recurring fee—usually monthly or annually—for access to the software. This model offers predictability, making it easier to budget for. The fee typically includes standard support and any software updates the provider rolls out. Before you commit, make sure you understand what’s included in the base subscription and what might count as an add-on. Some platforms, for example, might charge extra for premium support or specific integrations. Always read the fine print to see what you’re getting.
With a usage-based model, your cost is directly tied to how much you use the software. This could be based on the number of transactions you process, the volume of revenue you recognize, or the number of invoices you generate. This can be a great option if your revenue fluctuates, as you’ll pay less during slower periods. However, it can also make your costs less predictable, which can be a challenge for forecasting expenses. This model is often favored by companies that want to ensure the cost scales directly with their activity, like those with complex usage-based billing for their own customers.
Tiered pricing is another popular structure where providers offer several packages at different price points. For example, you might see a "Basic," "Pro," and "Enterprise" plan. Each tier comes with a specific set of features, transaction limits, and levels of support. This allows you to choose the plan that best matches your current needs and complexity. As your business grows, you can move to a higher tier. When evaluating tiers, think about both your immediate requirements and where you see your business in a few years to avoid outgrowing your plan too quickly.
If your business is large, has unique revenue streams, or requires highly specific features, you’ll likely encounter custom enterprise pricing. In this scenario, there’s no set price list. Instead, you’ll work directly with the software provider to create a tailored package that fits your exact needs. The provider will consider your transaction volume, integration requirements, and compliance complexities to build a custom quote. This process usually starts with a detailed discovery call or demo where you can discuss your specific challenges and goals. You can schedule a consultation to see how a custom solution could work for you.
The sticker price is just one piece of the puzzle. To understand the true cost, you need to look at the total cost of ownership (TCO). This includes the subscription or license fee plus any other expenses, like one-time implementation and data migration fees, costs for employee training, and charges for ongoing support or maintenance. At the same time, think about the return on investment (ROI). Automating revenue recognition frees up your finance team for more strategic work and provides critical data for better decision-making. By reducing manual errors and saving time, the right software often pays for itself. For more insights on financial operations, check out our blog.
Choosing the right revenue recognition software goes beyond comparing features and pricing; it’s about trusting a platform with your most sensitive financial data. The best tools don't just make your life easier—they act as a safeguard for your business. They help you stick to complex accounting rules, follow industry-specific laws, and keep your data locked down. When you’re evaluating your options, think of compliance and security as non-negotiables. Getting this right from the start protects you from costly fines, stressful audits, and data breaches that can damage your reputation.
A solid platform gives you the confidence to focus on growth, knowing your financial operations are built on a secure and compliant foundation. It’s more than just software; it’s a partnership that provides the structure you need to scale responsibly. Instead of spending your time worrying about regulatory changes or the integrity of your numbers, you can focus on strategic decisions. The goal is to find a solution that works behind the scenes to keep you protected, so you can stay focused on the big picture.
If you’ve spent any time in the world of accounting, you know that ASC 606 and IFRS 15 are a big deal. These standards dictate how and when you can recognize revenue, and getting it wrong can have serious consequences. The right software makes compliance with ASC 606 & IFRS 15 a seamless part of your workflow instead of a constant headache. Automation ensures your revenue is recognized faster and more accurately, keeping you aligned with these critical accounting standards. It’s not just about checking a box; it’s about producing financials that are accurate, defensible, and ready for any audit that comes your way.
Beyond the universal standards, many industries have their own set of rules to follow. Whether you’re in SaaS, telecommunications, or another high-volume sector, you likely have specific compliance challenges to manage. Specialized software is designed to handle these complexities, significantly reducing your risk of errors and the audits that often follow. Automating your revenue recognition helps you avoid costly fines that can come from breaking these rules. Think of it as a built-in compliance officer that works around the clock to protect your business from regulatory missteps, letting you operate with greater peace of mind.
In a world driven by information, your financial data is one of your most valuable assets. Relying on spreadsheets and manual processes is not only inefficient but also incredibly risky. A single formula error or an unauthorized change can compromise your data integrity. Modern revenue recognition software protects you by automating the entire process. It integrates data from various sources, like your CRM and billing systems, to create a single, secure source of truth. By eliminating manual data entry, you drastically reduce the chance of human error and strengthen your data security from the ground up.
Making the switch to automated revenue recognition is a big step, but it doesn't have to be a complicated one. The key is to approach it with a clear plan. By breaking the process down into manageable stages, you can ensure a smooth transition that sets your finance team up for success from day one. Here’s how to get started and a few common pitfalls to keep in mind.
Before you even look at a single software demo, take a good look at your own backyard. How are you handling revenue recognition right now? Document the entire process, from the moment a contract is signed to when revenue is reported. Pinpoint the biggest headaches—is it the sheer number of hours spent on spreadsheets, the constant worry about human error, or the struggle to close the books on time? You should also take stock of your current tech stack. Understanding what you’re already working with will help you find a solution that fits into your ecosystem, not one that complicates it.
Once you know what you need, you can start shopping for the right tool. Look for software that aligns with your business's complexity. Do you have straightforward subscription models or intricate, multi-element contracts? The right platform should handle your specific needs without being overly complicated. Most importantly, ensure the software is designed for compliance with standards like ASC 606 and IFRS 15, as this is a primary reason for making the switch. Don’t just look at features; consider if the provider can be a true partner in your growth.
Your revenue data doesn't live in a vacuum. It’s connected to your CRM, billing systems, and ERP. A successful implementation hinges on how well your new software can communicate with these existing platforms. Map out a clear data migration plan before you begin. This involves cleaning up your historical data (a must-do step!) and deciding how it will flow into the new system. Look for a solution with robust, pre-built integrations to make this process as seamless as possible and give you a single, comprehensive view of your revenue.
A new tool is only effective if your team knows how to use it. Put together a small, dedicated team to lead the implementation and become your in-house experts. Provide them with thorough training and clear documentation they can reference later. Consider a phased rollout, starting with one department or a specific contract type, to work out any kinks before going live across the entire organization. This approach helps build confidence and ensures everyone feels supported as they adapt to a new, more efficient way of working.
Even with the best plan, you might run into a few bumps. The most common hurdles are often related to data—specifically, inaccurate or incomplete historical data that needs to be cleaned up before migration. Another challenge can be internal resistance to change. By involving your team early and clearly communicating the benefits (less manual work, more accurate data), you can get everyone on board. The goal of automation is to minimize errors and free up your team for more strategic work. If you feel stuck, don't hesitate to schedule a consultation with experts who can guide you through these challenges.
Deciding to automate a core financial process is a big step. It’s not just about buying new software; it’s about changing how your team works and how you see your business's financial health. If you're on the fence, let's walk through how to determine if automation is the right move for your company right now. The answer often comes down to your specific needs, the potential return on investment, and your readiness to take the first few steps.
First, take a hard look at your current process. Are your finance professionals spending days, or even weeks, buried in spreadsheets at the end of each month? If you're a B2B SaaS business or deal with complex contracts, subscriptions, or varied pricing models, manual methods can quickly become a bottleneck. Traditional accounting simply wasn't built for this level of complexity. When you find that tracking revenue obligations across different timelines is causing headaches and potential compliance risks, that’s a clear sign. Automation is designed to handle these intricate scenarios, ensuring every dollar is recognized correctly and on time, which is a core part of what we do at HubiFi.
The return on investment for automation goes beyond just the software subscription cost. Think about the hours your team will get back. Manual data entry is not only slow but also prone to human error, which can lead to costly restatements and audit issues. Automation frees up your skilled team to focus on strategic analysis rather than tedious data reconciliation. Some businesses have seen a reduction in manual steps by over 60% and cut their processing time by more than half. To calculate your potential ROI, estimate the time saved, the cost of errors avoided, and the value of faster, more accurate financial insights. Compare that to the cost of a solution to see just how quickly it can pay for itself.
Ready to explore further? Your first step isn't to buy software—it's to plan. Start by thoroughly understanding your existing contracts and how revenue is currently tracked. Identify where the biggest challenges and time sinks are. Next, think about a phased rollout. You don't have to automate everything at once. Starting with one product line or business unit can make the transition smoother and help your team adapt with minimal disruption. Planning for thorough testing is also key to ensuring everything works seamlessly before you go live. The best way to get a feel for how this works in practice is to see it in action and ask questions specific to your business, which you can do by scheduling a demo.
Revenue recognition automation isn't standing still. As technology evolves, these platforms are becoming even more powerful, moving beyond simple compliance to become strategic tools for growth. The future is focused on making financial processes smarter, more secure, and more predictive. If you're thinking about where this software is headed, three key trends are leading the charge: artificial intelligence, blockchain technology, and predictive analytics. These advancements are changing the game, offering businesses unprecedented insight and efficiency. Let's look at what you can expect to see in the next generation of revenue recognition tools.
Think of artificial intelligence (AI) and machine learning (ML) as an incredibly smart assistant for your finance team. These technologies are being built directly into revenue recognition platforms to handle complex tasks that once required manual review. Instead of just following rules, AI can learn from your data to identify patterns, flag anomalies, and even suggest the correct accounting treatments. As you can imagine, having AI and machine learning integrated into these solutions helps to improve accuracy and efficiency. This means fewer human errors, stronger compliance, and a finance team that can spend less time on tedious data entry and more time on strategic analysis.
When you hear "blockchain," you might think of cryptocurrency, but its potential in financial technology is much broader. In revenue recognition, blockchain offers a way to create a secure, transparent, and unchangeable record of every transaction. Each step of a contract's lifecycle—from signing to payment to revenue recognition—can be recorded on a distributed ledger that can’t be altered. This creates a crystal-clear audit trail that is incredibly difficult to tamper with. While automation already minimizes costly errors, blockchain adds another layer of trust and security, giving you, your auditors, and your stakeholders complete confidence in your financial data.
Perhaps the most exciting development is the shift from simply recording what happened to predicting what will happen next. Modern revenue recognition platforms are using predictive analytics to analyze your historical data and forecast future revenue streams with remarkable accuracy. By using AI to automate data consolidation and analysis, these tools deliver faster and more accurate reporting. This gives you a clear view of your financial future, allowing you to make smarter decisions about budgeting, hiring, and expansion. The efficiency gains are significant—some platforms report a major reduction in manual steps and processing time, freeing your team to focus on growth.
My business has really unique contracts. Can automation software actually handle our specific rules? That’s a very common concern, and the short answer is yes. Modern revenue recognition platforms are built for complexity. A key feature to look for is a customizable rules engine, which allows you to configure the software to match your specific contract terms and pricing structures. Whether you deal with usage-based fees, multi-year subscriptions, or one-off projects, the system can be tailored to apply the correct accounting rules automatically, ensuring accuracy no matter how unique your business model is.
We're a small but growing company. At what point should we start thinking about automating revenue recognition? There isn't a magic number, but a good time to consider automation is when your manual process starts to feel fragile. If you find your team spending excessive hours in spreadsheets during the month-end close, or if you're worried that a single error could throw off your financials, you're likely ready. The systems that work for a handful of clients often break under the pressure of growth. Adopting an automated solution early can set a strong foundation, allowing your financial operations to scale smoothly with the rest of your business.
How difficult is the transition from spreadsheets to an automated platform? The idea of migrating all your financial data can feel daunting, but it's more manageable than you might think. The key is a solid plan. The process typically starts with cleaning up your historical data and then working with the software provider to map out how it will flow into the new system. A good provider will guide you through this and offer robust training for your team. By starting with a clear implementation strategy, you can make the transition a smooth and organized process that sets you up for long-term success.
Will this software integrate with the other tools we already use, like our CRM and billing system? Absolutely. A good revenue recognition platform is designed to be the central hub for your financial data, not another isolated silo. Strong integration capabilities are a must-have feature. The software should connect seamlessly with your existing ERP, CRM, and payment systems to create a single, unified data flow. This eliminates manual data entry between systems, which reduces errors and ensures everyone from sales to finance is working from the same accurate information.
Besides compliance, what's the biggest day-to-day improvement we can expect to see? While compliance is a huge benefit, the most immediate change you'll likely notice is the time your team gets back. Automating the tedious, repetitive tasks of revenue calculation and reporting frees up your finance professionals to focus on more strategic work. Instead of just closing the books, they can analyze trends, forecast performance, and provide the insights needed to make smarter business decisions. You also gain access to real-time financial data, which means you're no longer waiting until the end of the month to understand your company's performance.
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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