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Get clear, actionable tips on Stripe Connect reporting. Learn how to track payments, manage data, and simplify compliance for your platform or marketplace.
Your platform generates a massive amount of financial data with every single transaction. But raw data on its own doesn't help you make better decisions. To truly guide your business, you need to turn those numbers into actionable insights. Are your fee structures profitable? Who are your most valuable users? Where are the financial bottlenecks in your system? Answering these questions starts with Stripe Connect reporting. By learning how to access, interpret, and analyze this information, you can move beyond basic bookkeeping and start using your financial data as a strategic asset to fuel sustainable and intelligent growth.
Stripe Connect reporting gives you the tools to understand the flow of money through your platform. When you're managing payments for multiple sellers or users, these reports bring clarity to complex transactions, helping you track everything from individual payments to payouts and fees. Think of it as your financial command center, providing the data you need to manage operations, ensure everyone gets paid correctly, and maintain accurate records. Mastering these reports is the first step toward building a more transparent and scalable business.
Before diving into the reports, let's quickly cover what Stripe Connect is. It’s a payment solution built for platforms and marketplaces. If your business facilitates transactions between buyers and sellers—like an e-commerce marketplace or a booking service—Stripe Connect is designed for you. It handles the tricky parts of multi-party payments, like routing funds to different accounts and managing payouts. It simplifies the entire process so you can focus on growing your platform instead of getting tangled in payment logistics. For more tips on financial operations, check out the HubiFi Blog.
Stripe Connect offers a suite of reports to cover your financial activity. You’ll find essential ones like the Balance Change Report, which details every transaction affecting your balance, and Payout Reports that track funds sent to connected accounts. There are also reports for reconciliation, failed payouts, and tax transactions. While these are great for tracking payment data, they often provide limited customer information. This can make it challenging to get a complete picture when you need to make strategic decisions based on combined financial and customer data.
To get the most out of your financial data, Stripe Connect needs to work with your other business tools. It offers integrations with common accounting software for basic tracking, but high-volume businesses often need a deeper connection. This is where a dedicated data solution comes in. By using a platform that offers seamless integrations with HubiFi, you can connect Stripe with your ERP and CRM. This creates a single source of truth, automates complex processes like revenue recognition, and gives you the real-time analytics needed to grow your business confidently.
Stripe Connect is packed with a variety of reports designed to give you a clear view of your platform's financial health. Think of these reports as your financial command center, helping you track everything from individual transactions to overall cash flow. Whether you need a high-level summary for a weekly meeting or a detailed breakdown for your accounting team, there’s a report for that. Understanding these key reports is the first step to getting a real handle on your data and making smarter business decisions. Let's walk through the most important ones you'll be using.
These are your go-to reports for day-to-day financial tracking. Balance reports show you exactly how and why the funds in your connected accounts have changed over a specific period. You can see every payment, refund, and transfer that impacts the balance. Stripe offers two views: a summary version for a quick overview and an itemized version that lists every single transaction. This level of detail is essential for accurate bookkeeping and for answering any questions about specific financial movements within your platform. You can find more details on each Connect report type in Stripe's documentation.
Ever spent hours trying to match your bank statement to your platform's activity? Payout reports are designed to solve that exact problem. They provide a clear record of all the money paid out from your connected accounts to their external bank accounts. Just like with balance reports, you can pull a high-level summary or a detailed, itemized list of every payout. These reports are crucial for reconciliation, ensuring that the funds you see in Stripe are the same funds that land in the bank. They create a clear paper trail that keeps your financial records clean and audit-ready.
Tax season doesn't have to be a scramble. Stripe helps with tax compliance by generating 1099-K forms for your connected accounts, but there's a key detail you need to know. Stripe handles the forms if they control the pricing or if your connected accounts pay fees directly to them. However, if your platform sets the prices and transaction terms, the responsibility for issuing 1099s usually falls on you. Understanding your platform's US tax reporting obligations is critical for staying compliant and avoiding any year-end surprises for you and your users.
Think of settlement reports as a daily financial snapshot. They give you a concise summary of a connected account's activity, showing the starting balance, all the transactions that occurred during the period, and the final payout amount. This report is perfect for getting a quick, at-a-glance understanding of an account's cash flow without getting lost in the weeds of individual transaction lines. It’s an efficient way to monitor financial health and spot any unusual activity before it becomes a larger issue.
While Stripe's standard reports cover most needs, sometimes you need to dig deeper. That's where Stripe Sigma comes in. Using the SQL database language, Sigma lets you write your own queries to build completely custom reports tailored to your specific questions. You can schedule these reports to run automatically—daily, weekly, or monthly—and export them in formats like CSV or PDF. If you find yourself needing more advanced data analysis or help integrating this information with other systems, it might be time to schedule a demo to see how a dedicated data solution can streamline your entire process.
Getting your Stripe Connect reporting set up correctly from the beginning is one of the best things you can do for your business. It’s like building a house—you need a solid foundation before you can start decorating. A proper setup ensures your financial data is accurate, secure, and easy to access when you need it most, whether you're closing the books for the month or preparing for an audit. It saves you from the headache of untangling messy data down the road.
The process involves a few key steps. First, you’ll configure your account to make sure transactions are handled correctly from the start. Then, you’ll get familiar with the different reports Stripe offers and decide how you want to manage them. You'll also need to set up access controls to keep your sensitive financial information secure. Finally, you’ll choose how to integrate Stripe with your other business tools, like your accounting software or ERP. Let's walk through how to handle each of these steps to create a reporting system that works for you, not against you.
Think of your account configuration as the blueprint for your entire reporting structure. Getting this right is the first step toward clean, reliable data. Stripe Connect is designed to simplify complex payments, but it relies on you to define the rules. This means setting up how you handle different types of transactions, fees, and payouts for your connected accounts. Taking the time to configure these settings properly ensures that every transaction is categorized correctly from day one. This initial effort pays off by making your financial reports much easier to generate and understand later on.
Once your account is configured, you can start managing your data flow. Stripe offers a variety of standard reports right out of the box, including Balance Reports, Payout Reports, and Reconciliation Reports. You can access these directly from your dashboard or automate the process. For more control, you can use the API to pull data and set up reports to run on a schedule that fits your needs—daily, weekly, or monthly. This flexibility allows you to create a reporting rhythm that keeps you informed without adding manual work to your plate. Familiarize yourself with the different Connect report types to see which ones will be most valuable for your business.
Your financial data is sensitive, so controlling who sees it is critical. Stripe allows you to set up specific user roles and permissions, ensuring that team members only have access to the information they need to do their jobs. This isn't just good for security; it's also important for compliance. For example, your platform's setup affects tax responsibilities. If your platform is set up to pay the processing fees, Stripe won't issue a 1099-K to your connected accounts, simplifying your tax process. Carefully managing these settings helps you maintain a clear audit trail and protects your business and your users. You can learn more about US tax reporting for Connect platforms directly from Stripe.
While Stripe’s built-in reporting is powerful, its true strength comes from its ability to connect with other tools. You can use developer tools to build custom analytics dashboards or integrate with third-party software to streamline your workflows. For instance, connecting Stripe to your accounting software can automate the tedious process of reconciliation. The right integrations can handle the complexities of bringing transaction data into your other systems, automating revenue recognition, and giving you a complete picture of your financial health. This is where you can really tailor your reporting stack to fit your specific business needs.
Stripe Connect gives you a powerful engine to run your platform, but managing the financial data it produces is where the real work begins. To make smart, strategic decisions, you need a clear and accurate picture of what’s happening across your entire ecosystem—from your platform’s revenue to the individual transactions of your connected accounts. This means going beyond the default dashboard views and establishing a solid process for reporting and analysis.
A well-managed data strategy helps you do more than just keep your books clean. It allows you to understand your platform’s financial health in real time, track profitability down to the last transaction, and ensure you’re meeting complex compliance standards like ASC 606. Whether you’re monitoring fee structures, handling multiple currencies, or preparing for an audit, having a handle on your financial data is non-negotiable. The following steps will help you build a framework for managing your data effectively, so you can spend less time wrestling with spreadsheets and more time growing your business. For businesses with high transaction volumes, automating this process with the right integrations can be a game-changer.
One of the first things to understand about Stripe Connect reporting is the difference between your platform account and your connected accounts. When you pull a standard report through the API, it typically shows data for your own platform. To see the financial activity of your users or vendors, you need to use Connect-specific report types. This is a crucial distinction for getting an accurate view of your entire marketplace. Make sure you’re generating reports for connected accounts to properly track their balances, transactions, and payouts. This level of detail is essential for reconciliation, support, and platform-wide financial analysis.
Stripe provides built-in reporting tools that can help with revenue recognition, which is great for getting started. Its system is designed to help you align with accounting standards like ASC 606. However, as your platform grows and your revenue streams become more complex, you may find you need a more robust solution. High-volume businesses often require automated systems that can handle nuanced scenarios, deferred revenue, and detailed disclosures without manual intervention. If you find yourself spending hours trying to reconcile reports, it might be time to schedule a demo to see how a dedicated revenue recognition solution can streamline your entire process.
Your platform’s profitability depends on a clear understanding of your fee structure. Stripe’s transaction reports, often exported as CSV files, contain granular details about every charge, including the fees Stripe applied. It’s vital to have a process for regularly reviewing this data. By tracking fees at the transaction level, you can analyze your margins, ensure your pricing is structured correctly, and identify any discrepancies. This detailed oversight helps you protect your bottom line and make informed adjustments to your fee strategy as your platform evolves. Don’t let these small amounts slip through the cracks—they add up quickly.
If your platform operates globally, you’re likely dealing with multiple currencies. Stripe Connect makes it easy to accept payments from customers around the world, but this adds a layer of complexity to your financial reporting. You’ll need to manage currency conversions, track exchange rate fluctuations, and reconcile payouts in different currencies. Your reporting system should be able to consolidate this data into a single, coherent view of your finances. This ensures you have an accurate understanding of your global revenue and can manage your international operations effectively without getting lost in conversion calculations.
In a fast-moving business, you can’t afford to wait for month-end reports to understand your performance. Stripe offers real-time analytics and allows you to export transaction, payment, and payout information directly from your dashboard for a quick snapshot. This is perfect for day-to-day monitoring. For deeper insights, you can use this data to analyze trends, track key performance indicators, and monitor the financial health of your platform as it happens. Combining this real-time data with other business intelligence tools gives you a comprehensive view, helping you react quickly to opportunities and challenges.
Tax season doesn't have to be a scramble. When you're managing payments for multiple connected accounts, staying on top of tax reporting and compliance is essential for keeping your business healthy and avoiding costly penalties. Stripe Connect is designed to help you manage these obligations by automating parts of the process and giving you the data you need to handle the rest. It provides tools to generate tax forms, collect taxpayer information, and maintain clear records for audits, which is a huge weight off your shoulders.
However, it's important to remember that compliance is a shared responsibility. While Stripe provides the infrastructure, you are ultimately responsible for understanding and fulfilling your platform's specific tax obligations. This means knowing which forms you need to file, for whom, and by when. Getting this wrong can lead to significant issues down the line. By using Stripe Connect’s reporting features effectively, you can build a clear, repeatable process that makes tax time less stressful and more predictable. For more tips on streamlining your financial operations, you can find helpful insights in the HubiFi blog.
One of the most common questions platforms have is about generating 1099 forms. Stripe Connect can handle this for you, but who is responsible depends on your business model. Stripe automatically sends 1099-K forms to your connected accounts if Stripe controls the product pricing or if your connected accounts pay their fees directly to Stripe. If your platform sets the prices and collects the fees, the responsibility for filing 1099s usually falls on you. Understanding this distinction is the first step to ensuring everyone gets the right forms without any duplicates or omissions. You can find more details in Stripe's guide to US tax reporting for Connect platforms.
Beyond generating forms, you need to ensure you have all the necessary documentation to support your filings. This includes collecting and verifying taxpayer information (like W-9s for US-based payees) from your connected accounts. Stripe Connect includes features to help you collect this information during onboarding, which simplifies the process significantly. It’s your job to make sure this information is complete and accurate before tax season rolls around. Taking the time to set up these collection processes correctly from the start will save you a lot of headaches later.
Regulations around payments and taxes are constantly changing, and keeping up can feel like a full-time job. Stripe Connect offers a suite of built-in tools designed to help you manage these complex requirements. From identity verification to sanctions screening, these features are built directly into the platform to help you stay compliant with global regulations. These tools work in the background to give you peace of mind, allowing you to focus on growing your business instead of worrying about every new rule change.
In the event of an audit, you’ll need a clear and detailed record of every transaction. Stripe Connect makes it easy to maintain a comprehensive audit trail. You can export historical transaction data, payment details, and payout records directly from your dashboard at any time. For a more detailed, accounting-grade view, Stripe’s Financial Reports provide the granular data you need to reconcile your books and answer any questions that may come up. If you need even greater data visibility to close your books faster, you can schedule a demo with HubiFi to see how we can help.
While Stripe’s standard reports are incredibly useful for a day-to-day overview, sometimes you need to dig deeper to find specific answers about your business. This is where advanced analytics and reporting tools come into play. By using custom queries, integrating with other platforms, and visualizing your data, you can get a much clearer picture of your financial performance and make more strategic decisions. These tools help you move beyond basic reporting to uncover insights that can truly shape your growth.
If you're comfortable with data analysis, Stripe Sigma is a powerful tool that lets you directly query your Stripe data using SQL. Think of it as having a direct conversation with your financial data, where you can ask very specific questions. Instead of being limited to pre-built reports, you can create your own from scratch. For example, you could write a query to identify your top-performing connected accounts by transaction volume or analyze churn rates over a specific period. This gives you the flexibility to build completely custom reports tailored to your unique business needs, providing insights you simply can’t get from a standard dashboard.
Your Stripe data becomes even more powerful when you combine it with information from your other business systems. By integrating Stripe Connect with third-party analytics and accounting tools, you can create a single source of truth for your finances. For instance, connecting to software like QuickBooks or Xero helps automate your bookkeeping and simplifies reconciliation. For more complex needs, data consultation services can help you build a robust financial data infrastructure. These integrations ensure that your payment data flows seamlessly into the platforms you use to manage your overall business health, from accounting to customer relationship management.
Staring at spreadsheets full of numbers can make it difficult to spot trends. Visualizing your financial data turns those numbers into easy-to-understand charts and graphs. Tools like Tableau or Looker Studio can connect to your Stripe data and create interactive dashboards that highlight key performance indicators at a glance. You can track revenue growth month-over-month, see which products are selling best, or monitor transaction fees in real time. This visual approach makes it much easier to interpret complex data, share insights with your team, and make quick, informed decisions without getting lost in the raw numbers.
Reconciliation—the process of matching your internal sales records with the payouts you receive from Stripe—can be a time-consuming headache, especially for platforms with high transaction volumes. Stripe Connect’s detailed transaction and payout reports are the foundation for an efficient reconciliation process. By using these reports, you can trace every single transaction from the initial charge to the final payout. For even greater efficiency, you can automate this process by integrating Stripe with an accounting system or a specialized revenue recognition solution. This not only saves countless hours of manual work but also dramatically reduces the risk of human error, ensuring your books are always accurate.
Manually pulling reports is a time-consuming task that’s prone to human error, especially when you’re dealing with a high volume of transactions. Automating your reporting process frees up your team to focus on strategy instead of data entry. It ensures you have consistent, timely, and accurate information right when you need it. By setting up automated workflows, you can create a reliable system for financial oversight that scales with your business. This isn't just about saving time; it's about building a more resilient and data-driven operation. Let's walk through a few practical ways to put your Stripe Connect reporting on autopilot.
One of the most straightforward ways to automate is by using Stripe’s built-in scheduling feature. Instead of remembering to download your balance or transaction reports each month, you can have them sent to you automatically. According to Stripe's own documentation, you can set up reports to run automatically on a daily, weekly, or monthly basis. Think about your business's rhythm. Do you need daily cash flow updates? Or is a weekly summary of payouts sufficient for your reconciliation process? Setting a schedule that matches your operational needs ensures you get the right data without ever having to log in and click "download."
For a more customized approach, you can use the Stripe API. If you're not a developer, an API is simply a way for different software programs to communicate with each other. Stripe’s documentation explains that you can get reports using an API, which allows your developers to pull financial data directly into your own internal dashboards, accounting software, or custom-built applications. This method gives you complete control over how and where your Stripe data appears, making it perfect for businesses that need to combine Stripe information with data from other sources for a more holistic view of their finances.
Automation is only as good as the data it’s built on. While Stripe provides excellent transaction data, it’s important to understand its limitations. For instance, Stripe reports contain very little information about customers, and you can't add information from third-party sources directly within Stripe's reporting tools. This means you need a process to validate and enrich this data elsewhere. For accurate revenue recognition and detailed analytics, you’ll need to cross-reference Stripe data with information from your CRM or other systems. This validation step is critical for ensuring your financial statements are accurate and compliant.
To truly streamline your process, look beyond Stripe’s native tools and consider how it connects with your broader financial tech stack. The whole point of Stripe Connect is to simplify complex payments and make managing transactions more efficient. You can extend that efficiency by using tools that integrate directly with Stripe. For example, connecting Stripe to software like QuickBooks can help with basic bookkeeping. For more complex needs like ASC 606 compliance and real-time analytics, a platform like HubiFi can pull all your data together, providing a single source of truth and fully automating your revenue recognition process.
Stripe Connect is a fantastic tool, but like any powerful platform, it can come with its own set of reporting puzzles. From wrangling data across different systems to ensuring every number is spot-on, you might run into a few common hurdles. The good news is that these challenges are entirely solvable with the right approach and tools. Think of this section as your troubleshooting guide for turning reporting headaches into streamlined, actionable insights.
Getting your reporting right isn't just about clean spreadsheets; it's about having a clear, accurate view of your business's financial health. When you can trust your data, you can make smarter decisions, pass audits with confidence, and focus on growth. Let's walk through some of the most frequent reporting issues and discuss practical ways to handle them, so you can spend less time fixing problems and more time building your business.
Your business doesn't run on Stripe alone. You likely have customer data in a CRM, operational data in an ERP, and marketing data in other platforms. The challenge arises when you need to see the full picture, but your information is scattered. Relying solely on Stripe’s data gives you an incomplete story, making it difficult to track the entire customer journey or calculate comprehensive metrics. Manually combining spreadsheets is time-consuming and a recipe for errors.
The key is to create a single source of truth. By using a platform that centralizes your financial data, you can automatically pull information from all your systems into one place. This allows you to build reports that reflect your entire business, not just your payment processing. Having seamless integrations is crucial for connecting these disparate data points and creating a unified view of your revenue and operations.
While Stripe provides solid transaction data, its reports often lack detailed customer information. This can make it tough to accurately calculate key business metrics like customer acquisition cost (CAC) or lifetime value (LTV). When you can't easily tie a transaction back to a specific marketing campaign or customer segment, you're flying blind. Decisions based on incomplete or inaccurate data can lead to wasted resources and missed opportunities.
To get truly accurate reports, you need to enrich your Stripe data with information from other sources. This means augmenting transaction details with customer profiles from your CRM or subscription data from your billing platform. An automated revenue recognition solution can help you combine these datasets, ensuring every transaction is correctly attributed and every metric is calculated precisely. You can find more insights on how to achieve this level of financial clarity.
Connecting Stripe to your accounting software or ERP seems like a straightforward solution, but it can sometimes create more problems than it solves. Off-the-shelf connectors can have technical limitations, leading to data sync errors, mismatched fields, or incomplete information. You might find that transaction fees aren't recorded correctly or that refunds and chargebacks create reconciliation nightmares. These small issues can quickly snowball into major accounting headaches.
Before committing to an integration, it's important to understand its capabilities and limitations. A robust solution should handle the complexities of your business, including different payment types, currencies, and fee structures. If you're constantly battling integration errors, it might be time to work with a partner who understands the nuances of financial data. Learning more about HubiFi can show you what a dedicated data consultation team can do to solve these issues.
Once your basic reporting is in place, the next step is to optimize it for better performance. Are your reports giving you actionable insights, or are they just a collection of numbers? To truly drive your business forward, you need reporting that helps you spot trends, identify opportunities, and make strategic decisions. This often means going beyond Stripe’s standard dashboards and using more advanced analytics tools to dig deeper into your data.
Leveraging tools like Stripe Sigma to write custom SQL queries or connecting your data to a business intelligence (BI) platform can reveal powerful insights. You can analyze revenue by cohort, track subscription churn with greater precision, or build predictive models. If you're not sure where to start, you can always schedule a demo with a data expert to explore how to turn your financial data into a strategic asset.
For platforms and marketplaces, maintaining compliance is a top priority. Stripe Connect helps by automating processes like generating 1099s for your connected accounts, but compliance is an ongoing responsibility. Tax laws and financial reporting standards like ASC 606 are constantly evolving, and it's crucial to ensure your reporting processes keep up. Falling out of compliance can lead to hefty fines and damage your reputation.
A reliable reporting system is your best defense. It should provide a clear audit trail for every transaction, from the initial payment to the final payout. Automating revenue recognition and tax reporting ensures that your financials are always accurate and compliant, no matter how complex your business gets. Investing in a solution with built-in compliance tools gives you peace of mind and lets you focus on serving your customers.
Once your reports are set up, the real work begins: turning that data into a powerful tool for your business. It’s not just about generating reports; it’s about using them effectively to maintain financial health and drive growth. By adopting a few key habits, you can ensure your reporting process is secure, accurate, and always aligned with your business goals. Here are four practices to help you make the most of your Stripe Connect data.
Handling financial data is a huge responsibility. With issues like payment disputes and fraud being common challenges, protecting your information is non-negotiable. Start by using Stripe’s built-in security features, like two-factor authentication and user roles with specific permissions, to control who can access sensitive data. Regularly review these access levels, especially as your team changes. By creating a secure environment for your financial reporting, you not only protect your business but also build trust with your customers and partners. At HubiFi, we believe a strong security foundation is the first step to sound financial management.
Your financial reports shouldn't just be something you look at during tax season. Making a habit of checking them regularly is one of the best ways to keep a pulse on your business's health. Set aside time each week to review key reports like your balance summary and transaction history. This allows you to spot irregularities, understand cash flow patterns, and catch potential issues before they become major problems. Consistent monitoring turns your reports from a historical record into a real-time decision-making tool. For more tips on financial best practices, check out the latest insights on our blog.
Think of your reporting system like any other critical piece of business equipment—it needs regular maintenance to run smoothly. This is especially true if you’ve connected Stripe to other tools like your accounting software or ERP. Periodically check that your integrations are functioning correctly and that data is syncing without errors. Technical glitches or outdated connections can lead to inaccurate reports and wasted time. A quick, routine check-up can prevent the kind of data headaches that disrupt your financial close and create unnecessary stress for your team.
Your business isn’t static, and your reporting strategy shouldn’t be either. As you grow, your financial needs will evolve. What worked a year ago might not provide the insights you need today. Make it a point to periodically review your reporting workflow. Are there custom reports you could build to track new KPIs? Could you be using advanced tools like Stripe Sigma to ask deeper questions of your data? Continuously refining your approach ensures your reporting scales with you. If you want to explore a custom data strategy, you can always schedule a demo with our team to discuss your goals.
How is Stripe Connect reporting different from regular Stripe reporting? Think of it this way: regular Stripe reporting is focused on a single business—yours. Stripe Connect reporting is designed for platforms or marketplaces that manage payments for many different users or sellers. It gives you a two-level view, allowing you to see the financial activity for your own platform as well as the individual transactions, balances, and payouts for each of your connected accounts.
My business is growing fast. Are Stripe's built-in reports enough? Stripe’s standard reports are excellent for getting started and managing day-to-day operations. However, as your transaction volume and business complexity increase, you might find them limiting. They often lack detailed customer information needed for deeper analysis and can require a lot of manual work for complex revenue recognition or reconciliation, which is when a more automated, integrated solution becomes necessary.
What's the biggest mistake platforms make with their reporting? One of the most common pitfalls is treating Stripe data as a standalone source of information. Your payment data is most powerful when it's combined with customer data from your CRM or operational data from your ERP. Relying only on Stripe reports can lead to an incomplete picture of your business health and make it difficult to accurately track key metrics like customer lifetime value.
Does Stripe handle all my tax reporting obligations for me? Not necessarily. While Stripe can automatically generate and file 1099 forms, your responsibility depends on your business model. If your platform sets the prices and transaction terms for your users, the obligation to issue those tax forms typically falls on you. It's crucial to understand your specific setup to ensure you remain compliant and avoid any surprises at year-end.
When should I look for a solution beyond Stripe's native tools? You should start exploring a more advanced solution when you find your team spending too much time manually reconciling data or struggling to close the books each month. Other key signs include difficulty with ASC 606 compliance, needing to combine data from multiple systems for a single report, or feeling like you lack the real-time financial visibility needed to make strategic decisions confidently.
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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