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Find the best Salesforce accounting software for your business. Compare top solutions, key features, and integration tips to streamline your financial workflow.
If you ask your sales leader for a revenue number and then ask your CFO for the same thing, do you get the same answer? For many businesses, the answer is no. When your CRM and your accounting platform don't talk to each other, you end up with multiple versions of the truth. This data chaos makes accurate reporting nearly impossible and undermines confident decision-making. The goal is to create a single source of truth where everyone, from sales reps to the executive team, works from the same up-to-date information. This is the power of connecting your financial system to your CRM with a robust Salesforce accounting software integration.
Let's start with a simple truth: Salesforce is a powerhouse for managing customer relationships and sales pipelines, but it isn't a full-service accounting system right out of the box. Think of it as the world's best address book and sales tracker. It knows everything about your customers—who they are, what they've bought, and every interaction they've had with your team. However, it wasn't built to handle the nitty-gritty of your company's finances, like tracking debits and credits or generating comprehensive financial statements. This separation often creates a frustrating gap where the sales team celebrates a closed deal, but the finance team is left chasing details to send an accurate invoice.
So, what do people mean by "Salesforce accounting"? It refers to the practice of connecting specialized accounting software directly with the Salesforce platform. This creates a single, unified system where your sales and financial data can finally talk to each other. Instead of your teams working in separate worlds, everyone gets a complete picture of the customer lifecycle, from the initial lead to the final payment. This is achieved either by installing an app built specifically for Salesforce or by connecting your existing accounting software through an integration. The goal is to create a seamless flow of information that automates tasks, eliminates guesswork, and gives you a true 360-degree view of your business health.
When you decide to bring accounting functions into Salesforce, you have two main paths: using a native app or a third-party integration. A native app, like Accounting Seed, is built directly on the Salesforce platform. This means it lives and breathes inside your Salesforce environment, offering a completely unified user experience. Your team never has to switch between applications to manage invoices or track revenue, which keeps workflows simple and consistent.
On the other hand, third-party integrations connect Salesforce to a separate, best-in-class accounting platform you might already use, like QuickBooks or Xero. This approach lets you keep your dedicated accounting software while syncing its data with your CRM. The key benefit here is leveraging the powerful, specialized features of a dedicated accounting tool while still giving your sales team visibility into financial data within Salesforce. The right choice really depends on whether you prefer an all-in-one environment or a best-of-breed approach.
Pairing Salesforce with an accounting solution does more than just balance your books; it connects your financial operations directly to your customer data. This allows you to see the full story behind every dollar. At its core, you can expect to handle essential tasks like creating invoices directly from sales orders, tracking payment statuses against customer records, and automating complex billing cycles.
Beyond the basics, this setup helps you provide a more personalized customer experience. Because your team has access to real-time financial data within the Salesforce CRM, they can understand what clients need and even anticipate future opportunities. You can also automate revenue recognition based on sales activities and generate detailed reports that combine sales performance with financial outcomes, giving you a much clearer view of your company's profitability.
The real magic happens when your systems are fully integrated. Integration is the bridge that eliminates the gap between your sales and finance departments, allowing information to flow freely and automatically. When your accounting software is connected to Salesforce, you can say goodbye to tedious, error-prone manual data entry. An order marked "Closed-Won" in Salesforce can instantly trigger an invoice in your accounting system without anyone lifting a finger.
This automation is a game-changer. It not only saves countless hours but also dramatically improves data accuracy. With a seamless integration, you create a single source of truth for all your customer and financial data. This unified view ensures that everyone from your sales reps to your CFO is working with the same up-to-date information, leading to smarter, faster decisions and a more streamlined operation from top to bottom.
Choosing the right accounting software to pair with Salesforce is about finding a solution that fits your unique business rhythm. It’s not just about crunching numbers; it’s about creating a seamless financial engine that supports your growth. As you evaluate your options, focus on these key areas to ensure you’re getting a tool that will simplify your work, not complicate it.
At its core, your accounting software needs to handle the fundamentals with ease. This includes creating and sending invoices, tracking expenses, managing accounts payable and receivable, and maintaining a clean general ledger. The best solutions go a step further, using real-time data to help you understand your customers' financial behavior and anticipate their needs. Look for a platform that gives you a clear, comprehensive view of your financial health, allowing you to manage day-to-day transactions without getting bogged down in manual processes. Strong financial management is the bedrock of a scalable business, so don't compromise on these core features.
If your financial data is locked away in spreadsheets and separate systems, you’re making decisions in the dark. Integrating your accounting with Salesforce puts all your data in one place, which is the fastest way to get clear answers about your company’s performance. This unified view helps prevent costly errors and gives you access to real-time insights. Look for software with customizable dashboards and robust reporting features that can generate everything from profit and loss statements to cash flow analyses on the fly. When you can visualize your data instantly, you can stop guessing and start making strategic moves based on what’s actually happening in your business.
In finance, trust is everything. Your accounting software must be built to protect sensitive customer and company data while ensuring you meet industry regulations. A reliable platform keeps client information safe and private, helping you adhere to standards like ASC 606 and GDPR. This isn’t just about avoiding fines; it’s about building a reputation for integrity and operational excellence. Prioritize solutions that offer enterprise-grade security features and a clear commitment to compliance. Your peace of mind—and your ability to pass audits cleanly—depends on having a system you can fully trust.
How much time does your team spend on repetitive manual tasks? The right software can give you those hours back. Automation is one of the most powerful features to look for, as it saves time, reduces human error, and frees your team to focus on more strategic work. Imagine a system that automatically sends invoice reminders, reconciles payments, and recognizes revenue according to complex rules without any manual input. These automation features transform your accounting department from a cost center into a strategic asset that actively supports business growth and efficiency.
If you serve customers in different countries or have plans to expand globally, multi-currency support is non-negotiable. This feature does more than just convert currencies; it simplifies the complexity of international commerce by automatically handling varying tax laws and fluctuating exchange rates. A great platform will allow you to invoice, accept payments, and run reports in multiple currencies without the headache of manual calculations. Many integrated apps let you connect a best-in-class accounting platform directly to Salesforce, ensuring your global operations run as smoothly as your domestic ones. Check a vendor's pricing tiers, as this is often included in packages designed for growing businesses.
Choosing the right accounting software for Salesforce is a big decision, and there’s no single "best" answer for everyone. The ideal solution depends entirely on your business model, company size, and what you need to accomplish. Are you a high-volume subscription business that needs ironclad revenue recognition? Or are you a smaller shop that just needs to sync invoices with your existing QuickBooks account? The good news is that the Salesforce ecosystem is incredibly flexible.
You can find everything from native applications built directly on the Salesforce platform to powerful third-party integrations that connect your favorite accounting tools to your CRM. Native apps offer a seamless user experience, as your financial data lives right alongside your customer data. On the other hand, integrating a separate, best-in-class platform gives you specialized accounting power while still sharing crucial data with your sales and service teams. Below, we’ll walk through some of the top solutions to help you find the perfect fit for your financial operations.
If your business deals with high transaction volumes or complex revenue streams, HubiFi is built for you. Instead of being a standalone accounting system, HubiFi acts as a powerful automation and integration layer. It connects your Salesforce data with best-in-class accounting platforms like QuickBooks or Xero, but its real strength lies in automating revenue recognition. It ensures you stay compliant with standards like ASC 606 and gives you real-time analytics on your financial data. This is the solution for businesses that need to close their books quickly and accurately without getting bogged down in manual spreadsheet work. Think of it as the expert translator between your sales operations and your financial reporting.
For businesses that want a comprehensive financial management suite that lives entirely within Salesforce, FinancialForce is a top contender. As a cloud-based ERP solution built on the Salesforce platform, it offers a unified experience where your accounting, billing, and revenue recognition processes are directly connected to your CRM data. This eliminates the need for clunky syncs or data silos. Because it’s an all-in-one system, it’s particularly well-suited for mid-sized to large enterprises that want a single source of truth for their financial and customer information, streamlining everything from the initial sale to the final financial statement.
Accounting Seed is another excellent native application built directly on the Salesforce platform. This design allows for a truly seamless flow of information between your sales and accounting teams. Because it’s native, any update in your CRM is instantly reflected in your financials, giving you a real-time view of your business health. Accounting Seed is known for its flexibility and can be customized to fit a wide range of industries and business models. It’s a great choice if you want the power of a robust accounting system without ever having to leave the Salesforce environment you already know.
Sage Intacct is a powerhouse financial management platform that’s a favorite among accountants for its advanced capabilities. While it’s a standalone product, it offers a robust, pre-built integration with Salesforce. This setup is ideal for companies that need sophisticated, best-in-class accounting features—like multi-entity consolidation and project accounting—but also want to provide their sales team with visibility into billing and payments. The integration between Sage Intacct and Salesforce bridges the gap between your front and back offices, ensuring both teams are working with consistent, up-to-date information.
QuickBooks is one of the most popular accounting platforms in the world, especially for small and mid-sized businesses. If you’re already using it, you don’t have to switch. Instead, you can easily integrate QuickBooks with Salesforce to connect your accounting and CRM data. This is typically done using a third-party connector app from the AppExchange. An integration allows you to sync customer information, invoices, and payment data automatically, saving you hours of manual data entry and reducing the risk of errors. It’s a practical way to get more value from the tools you already use.
Much like QuickBooks, Xero is a user-friendly accounting platform popular with small and medium-sized businesses. It can also be integrated with Salesforce to streamline your financial workflows. By connecting Xero to your CRM, you can automate the creation of invoices from closed-won opportunities and sync payment statuses back to Salesforce. This gives your sales team a complete picture of the customer relationship, from lead to payment, without having to switch between systems. It’s a fantastic option for businesses looking for an intuitive accounting solution that plays well with their sales process.
If your business handles payments, events, or subscriptions, Blackthorn is a name you should know. It provides a suite of applications built specifically for Salesforce, including a comprehensive billing and payment processing solution. Blackthorn makes it easy to manage one-time and recurring payments directly within Salesforce, connecting your transactions to customer records automatically. This is less of a full accounting system and more of a specialized tool that solves the critical payment piece of the puzzle, making it a powerful addition to your financial tech stack.
ZBilling is another robust billing solution designed to integrate with Salesforce. Its focus is on helping you efficiently manage your entire billing lifecycle, from creating quotes and invoices to managing subscriptions and collecting payments. For businesses with complex or high-volume billing needs, a dedicated solution like ZBilling can be a lifesaver. By automating these processes within Salesforce, you can reduce manual errors, improve cash flow, and give your team a clear, real-time view of all billing-related activities tied directly to customer accounts.
While not an accounting application itself, DocuSign is an essential integration for any business’s financial workflow. It streamlines the process of getting contracts, sales orders, and invoices signed electronically. By integrating DocuSign with Salesforce, you can automate the entire quote-to-cash cycle. Sales reps can send contracts for signature directly from an opportunity record, and the signed document is automatically saved back to Salesforce. This speeds up deal closures, improves compliance, and creates a clean, digital paper trail for your finance team.
For any business that accepts payments online, Stripe is a critical piece of the financial puzzle. Integrating Stripe with Salesforce allows you to manage payments and transactions without ever leaving your CRM. You can process payments for invoices, set up recurring subscriptions, and handle refunds, with all transaction data automatically linked to the correct customer record in Salesforce. This provides a seamless experience for both your customers and your internal teams, connecting your sales activities directly to your revenue stream for a complete financial picture.
EBizCharge is a payment processing solution that shines when it comes to integration. It’s designed to sync payment data, invoices, and transaction records across Salesforce and your accounting or ERP software automatically. This deep synchronization helps eliminate manual data entry and reduces the risk of costly errors. By integrating EBizCharge, you can create a more efficient workflow where payment information flows seamlessly between your systems. This ensures that your sales, service, and finance teams are all looking at the same accurate, real-time data.
Connecting your accounting software to Salesforce is one of the most impactful moves you can make for your business operations. Think of it as building a bridge between your sales and finance teams. Instead of operating in separate worlds with separate data, they get a unified view of the entire customer lifecycle, from the first sales call to the final payment. This integration creates a single source of truth, which is the foundation for smarter decisions, faster financial closes, and a more efficient team. When your systems talk to each other, you eliminate the guesswork and manual work that slow you down, allowing you to focus on strategic growth.
Your sales team lives in Salesforce, and your finance team relies on your accounting software. Without an integration, you’re stuck with a manual handoff process that’s slow and prone to error. Integrating the two systems streamlines your entire financial workflow. When a sales rep closes a deal in Salesforce, the information can automatically generate an invoice in your accounting system, create a sales order, and kick off the revenue recognition process. This seamless flow of information from quote to cash means less time spent on data entry and more time focused on what matters. It ensures that everyone is on the same page, making your financial management smoother and more predictable.
Data silos are a recipe for disaster. When your sales and finance data live in separate systems, you’re constantly trying to reconcile two different versions of the truth. This often leads to reporting errors, compliance headaches, and poor business decisions based on faulty information. Integrating your accounting software with Salesforce solves this by creating a single, reliable data source. Having all your information in one place helps prevent errors and gives you faster, more accurate answers about your company’s financial health. This level of accuracy is essential for everything from daily operations to passing audits with confidence.
In a fast-moving business, you can’t afford to wait for month-end reports to understand your performance. An integrated system gives you a real-time view of your most important metrics. Because data is shared directly between Salesforce and your accounting platform, you can see up-to-the-minute information on sales, revenue, and cash flow. This immediate visibility allows you to be proactive instead of reactive. You can spot trends as they emerge, address potential issues before they become major problems, and make strategic decisions with current, reliable data. If you're ready to see what real-time data can do for you, you can schedule a demo to explore the possibilities.
Integrating your systems doesn’t just benefit your internal teams; it helps you create a better customer experience. When you combine financial data with sales and service information in Salesforce, you get a complete 360-degree view of each customer. You can see their entire history, from their initial interest to their purchase patterns and payment status. This unified view allows your teams to provide more personalized and informed service. Sales can identify upsell opportunities based on past purchases, and support can resolve issues more quickly with full context. This approach helps you build stronger, more profitable customer relationships by using real-time data and AI.
Your business has unique processes, and your software should adapt to you—not the other way around. A key benefit of integrating your accounting software with Salesforce is the ability to create a customized setup that fits your specific needs. You aren’t locked into a rigid, one-size-fits-all solution. Instead, you can tailor the integration to match your complex billing schedules, unique revenue recognition rules, and specific sales workflows. This flexibility ensures that the system supports your business model perfectly, whether you're a subscription-based service or have a complex, multi-stage sales process. This is where a partner with deep expertise in custom data solutions can make all the difference.
How much time does your finance team spend on manual, repetitive tasks? Automating these workflows is one of the biggest wins of an integrated system. Tasks like creating invoices from closed opportunities, sending payment reminders, and logging expenses can all be put on autopilot. This not only reduces the risk of human error but also frees up your team from administrative busywork. Instead of chasing down data or manually entering numbers, they can focus on higher-value activities like financial analysis, strategic planning, and forecasting. By automating accounting tasks, you make your entire organization more efficient and productive.
Investing in new software is a big decision, and the price tag is often the first thing we look at. But the total cost of ownership goes beyond the monthly subscription fee. To make a smart choice, you need to consider the initial setup expenses, potential add-ons, and, most importantly, the return you'll get on that investment. Thinking about cost and ROI together helps you frame the purchase not as an expense, but as a strategic move that will pay for itself through greater efficiency and smarter growth. Let's break down what you need to budget for and how to measure the value you'll get back.
When you start exploring accounting software, you'll notice most operate on a subscription basis. The most common model is a per-user, per-month fee, which makes costs predictable and easy to scale as your team grows. For instance, Salesforce pricing for its main platforms starts at around $25 per user, per month. This model is great for budgeting, but it’s important to look closely at what each pricing tier includes. Core features can vary significantly between plans, so make sure the one you choose has the tools you need without forcing you to pay for extras you won't use.
Beyond the monthly fee, you need to budget for the initial setup. Implementation is more than just activating a license; it involves migrating your historical financial data, configuring the software to fit your specific workflows, and sometimes customizing reports or dashboards. Some apps on the Salesforce AppExchange have their own implementation fees, which can range from a few hundred to several thousand dollars. If your setup is complex, you might also need a consultant. It’s best to think of this as a one-time investment to ensure your system is set up correctly from the start.
The sticker price doesn't always tell the whole story. Many accounting solutions offer a standard package with the option to purchase add-ons for more advanced capabilities. These can include things like multi-entity accounting, project-based billing, or specialized compliance tools. Pricing models for new features can also evolve, with some companies introducing conversation-based pricing or other consumption models instead of traditional licenses. When evaluating vendors, always ask for a complete list of available add-ons and their costs so you can anticipate your total expenses and avoid surprises down the road.
It’s easy to get caught off guard by unexpected fees if you don't read the fine print. Some platforms charge extra for data storage once you exceed a certain limit or for API calls if your integrations are highly active. Customer support is another area to watch; a basic plan might only include email support, while premium phone or priority support comes at an additional cost. Since pricing structures can sometimes be confusing, it’s a good idea to ask for a detailed quote that breaks down every potential charge. This helps you create a realistic budget with no surprises.
Calculating your return on investment is what turns a cost into a strategic advantage. Start by quantifying the time your team currently spends on manual accounting tasks that the new software will automate. Multiply those hours by their wages to get a clear cost-saving figure. Then, consider the value of faster, more accurate financial closes and the benefit of having real-time data for decision-making. The right software for your business will depend on your unique needs and budget. By weighing these benefits against the total cost, you can see how the investment pays for itself. To get a clear idea of what automation can do for your financials, you can schedule a demo with HubiFi.
Connecting your accounting software with Salesforce is more than just a technical task—it's a strategic move that can reshape your financial operations. A successful integration doesn't happen by accident; it requires a clear plan and a bit of foresight. By thinking through the process step-by-step, you can avoid common pitfalls and create a seamless system that gives you accurate, real-time data. Let’s walk through the key stages to ensure your integration is a success from day one.
Before you connect anything, you need a solid data migration plan. Think of this as creating a blueprint for how information will flow between your systems. Start by identifying which data is critical. You'll want to sync key financial records like invoices, payment statuses, and customer transaction histories. Decide what information needs to live in Salesforce and what belongs in your accounting platform. It's also wise to determine a cut-off point—will you migrate all historical data or only start from a specific date? A clear map prevents confusion and ensures your team has the right information where they need it, without creating unnecessary data clutter.
When you're dealing with sensitive financial data, security is paramount. Integrating two powerful platforms means you need to be deliberate about who can see and do what. Take the time to review and configure user permissions in both Salesforce and your accounting software. The goal is to ensure that all your integrated applications maintain strict data security and compliance standards. Define roles and profiles carefully so that team members only have access to the information necessary for their jobs. This not only protects your data but also simplifies the user experience by removing unnecessary clutter and reducing the risk of human error.
A new, integrated system is only as good as the team using it. Proper training is essential for a smooth transition and to make sure you get the most out of your investment. Don't just assume everyone will figure it out on their own. Schedule dedicated training sessions to walk your team through the new workflows. Show them how the connection between sales and accounting makes their jobs easier, whether it's by eliminating manual data entry or providing instant access to customer payment history. When your team understands the "why" behind the change and sees how it enhances their efficiency, they'll be much more likely to embrace it.
Never go live without thorough testing. Create a sandbox environment—a safe, separate space where you can test the integration without affecting your live data. Run through your most common business scenarios. For example, create a new customer in Salesforce and see if it syncs correctly to your accounting software. Process a payment, generate an invoice, and issue a refund. Involve a few key team members in this process to get their feedback. Testing the integration's performance helps you catch and fix any issues before they impact your customers or your financial reporting, ensuring a smooth launch.
Even with the best planning, you might encounter a few challenges. Two of the most common are data discrepancies and slow user adoption. To handle data issues, establish a single "source of truth" for different types of information. For instance, Salesforce might be the source for customer contact details, while your accounting software is the source for financial transactions. If user adoption is slow, seek feedback to understand the roadblocks. Often, a little extra training or a few workflow adjustments can make all the difference. Having a clear strategy for these common integration challenges will help you resolve them quickly.
Picking the right accounting software for Salesforce is a major decision that will shape your financial operations for years to come. With so many options available, it’s easy to feel overwhelmed. The key is to approach it methodically, focusing on what your business truly needs to thrive. Instead of getting distracted by flashy features you’ll never use, ground your search in your specific operational requirements, your existing tech stack, and your plans for future growth.
Think of this as building a custom toolkit for your finance team. The goal is to find a solution that not only solves today’s problems—like automating revenue recognition or streamlining compliance—but also adapts as your company evolves. A great choice will feel like a natural extension of your Salesforce environment, providing clear data and saving your team valuable time. By breaking the selection process down into a few key steps, you can move forward with confidence and find a platform that genuinely supports your business goals. This isn't just about buying software; it's about making a strategic investment in your company's financial health and efficiency.
Before you even look at a single product, start by looking inward. What specific challenges are you trying to solve? Make a list of your absolute must-have functions. This could include automated revenue recognition under ASC 606, real-time analytics, or tools for managing subscriptions. Then, create a "nice-to-have" list with features that would be beneficial but aren't deal-breakers. Consider your entire workflow, from sales and marketing to customer service. A holistic view helps you find a solution that connects disparate data points, giving you a complete picture of your business's financial health and performance.
Your new accounting software can’t operate in a silo. It needs to communicate flawlessly with the tools you already use every day. Ask yourself: Does this platform work well with my current software? A lack of compatibility can lead to manual data entry, frustrating workarounds, and inaccurate reporting—the very problems you’re trying to solve. Look for solutions that offer robust, seamless integrations with your existing ERP, CRM, and payment processing systems. This ensures a smooth flow of information across your entire organization, creating a single source of truth for your financial data and saving you countless headaches down the line.
The solution that fits your business perfectly today might hold you back tomorrow. It's essential to choose a platform that can grow alongside your company. Think about where you see your business in the next three to five years. Will you be expanding into new markets, launching new product lines, or handling a much higher volume of transactions? Your accounting software needs to be able to handle that increased complexity without a hitch. Ask potential vendors how their platform supports growth and what happens when you hit certain user or transaction thresholds. A truly scalable solution provides a solid foundation for your future success.
Of course, cost is a major factor. When evaluating your options, look beyond the initial price tag. Most Salesforce apps operate on a subscription model, often priced per user per month, but you also need to account for implementation fees, data migration costs, and any necessary training. Be sure to ask about potential hidden costs for add-on features or premium support. You can find detailed pricing information on most vendor websites to get a clear idea of the total investment required. This will help you create a realistic budget and calculate an accurate return on your investment.
Once you have a shortlist of contenders, it’s time to see them in action. Don't just rely on marketing materials. Read user reviews and compare accounting apps on platforms like the Salesforce AppExchange to see how they stack up. The most critical step is to see the software in action with a live demo. This is your opportunity to ask specific questions and see how the platform handles your unique business scenarios. A personalized demo allows you to assess not only the product's capabilities but also the vendor's expertise. When you're ready, schedule a demo with your top contenders to make a final, informed decision.
Why can't I just use Salesforce by itself for my company's accounting? Think of Salesforce as the master of your customer relationships—it knows everything about your sales pipeline and client interactions. However, it wasn't designed to be a true accounting system. It doesn't have a general ledger to manage debits and credits or the built-in tools to generate the comprehensive financial statements your business relies on. Integrating a dedicated accounting solution bridges this gap, allowing your sales data to flow directly into your financial system for a complete and accurate picture.
Should I choose an accounting app that's built inside Salesforce or connect the software I already use? This really comes down to whether you prefer an all-in-one environment or a best-of-breed approach. A native app, which is built on the Salesforce platform, offers a completely unified experience where your team never has to leave Salesforce to manage financial tasks. On the other hand, integrating your existing software, like QuickBooks or Xero, lets you keep the specialized accounting tools you already know while giving your sales team visibility into financial data. The right choice depends on your team's workflow and whether you prioritize a single interface or specialized features.
With so many options, how do I narrow down the right accounting solution for my business? Start by looking inward and defining your absolute must-haves. Are you a high-volume business that needs ironclad compliance with rules like ASC 606, or do you simply need to automate invoicing? Once you have your list of non-negotiables, confirm that any potential solution is compatible with the other software you rely on. Finally, always ask for a live demo to see how the platform handles your specific business scenarios. Seeing it in action is the best way to know if it’s the right fit.
What's the most important first step to ensure a successful integration? Before you connect any software, the most critical step is to create a clear data migration plan. You need to decide exactly what information needs to flow between your systems. For example, will customer records created in Salesforce automatically create new clients in your accounting software? Will you migrate all your historical financial data or start fresh from a specific date? Mapping this out beforehand prevents data clutter and ensures everyone has the right information in the right place from day one.
Is connecting my accounting software to Salesforce really worth the cost? Absolutely, if you think of it as an investment in efficiency rather than just an expense. Calculate the hours your team currently spends on manual data entry, reconciling reports, and chasing down information—automating that work provides a direct return. The real value, however, comes from having accurate, real-time data at your fingertips. This allows you to make smarter strategic decisions, close your books faster, and pass audits with confidence, which pays for itself many times over.
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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