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Streamline your finances with the Stripe NetSuite Connector. Learn how to automate data sync, improve accuracy, and simplify reconciliation for your team.
If your finance team is manually moving data between Stripe and NetSuite, you already know the drill. It’s a tedious cycle of exporting CSV files, reformatting spreadsheets, and carefully importing every line item, all while hoping a small error doesn't throw off your entire month-end close. This process isn’t just slow; it’s a major source of costly mistakes that can undermine your financial reporting. The Stripe NetSuite connector is designed to eliminate this manual work entirely. It acts as a secure bridge between your payment processor and your ERP, automating the flow of transactions, refunds, and fees. This guide will walk you through how it works, the benefits for your business, and how to get started.
If you’re using Stripe for payments and NetSuite for your accounting, you know how tedious it can be to move financial data between them. The Stripe Connector for NetSuite is an application designed to solve this exact problem. Think of it as a bridge that connects your Stripe account directly to your NetSuite system, allowing financial information to flow between them automatically.
This connection eliminates the need for manual data entry, which is often a source of errors and a major time sink for finance teams. Instead of spending hours exporting reports from Stripe and importing them into NetSuite, the connector handles the heavy lifting for you. It’s a ready-to-use solution that helps high-volume businesses keep their financial records accurate and up-to-date without requiring complex, custom-coded setups. By automating this workflow, you can close your books faster and with more confidence.
The connector’s main job is to automate the transfer of your Stripe data into NetSuite. This isn't just about payments; it includes a whole range of information like customer details, invoices, refunds, disputes, and bank deposits. By moving all this data automatically, it saves your team from hours of manual work.
One of its most valuable features is how it simplifies reconciliation. The connector helps you match your Stripe payouts with your bank records inside NetSuite, ensuring everything lines up perfectly. This means you can spend less time tracking down discrepancies and more time on strategic financial planning. It’s a powerful tool for any business looking to streamline its financial operations and maintain a clear, accurate picture of its revenue.
The Stripe NetSuite Connector creates a direct link between the two platforms, letting them talk to each other seamlessly. Once it’s set up, the connector automatically pulls key financial information from Stripe and pushes it into the correct places within NetSuite. This includes creating records for new customers, posting payments against invoices, and logging any refunds or chargebacks.
For the full version of the connector, Stripe recommends working with an official partner to manage the implementation. This ensures that everything is configured correctly based on your specific business needs and accounting practices. An expert can help you map your data fields properly and make sure the integration runs smoothly from day one, preventing data sync issues down the road.
The connector is designed to automate several key financial tasks, with a major focus on your bank deposits. It handles the entire cash reconciliation process within NetSuite on its own. This means you no longer have to manually match individual transaction records or build complicated workarounds to connect the two systems. The connector automatically syncs payout reports from Stripe and creates corresponding deposit records in NetSuite.
This level of automation ensures that your financial data is not only accurate but also available in near real-time. Having timely data is crucial for making informed business decisions, from managing cash flow to forecasting revenue. You can find more insights on how to leverage real-time data on our blog.
Connecting Stripe and NetSuite is more than just a technical task; it’s a strategic move that can fundamentally change how your business operates. By bridging the gap between your payment processing and your accounting system, you create a single source of truth for your financial data. This eliminates the tedious, error-prone manual work that bogs down finance teams and opens the door to faster, smarter decision-making. Instead of spending hours reconciling spreadsheets, your team can focus on analyzing trends, optimizing cash flow, and planning for growth. Let’s walk through the specific advantages you can expect.
At its core, the Stripe NetSuite Connector is an automation engine. It works by creating a direct line of communication between your Stripe account and your NetSuite ERP, automatically transferring critical financial data. Think about all the information you currently move by hand: customer details, invoices, payments, refunds, and even disputes. The connector handles all of it for you. This means no more exporting CSV files from Stripe and manually importing them into NetSuite. This level of automation not only streamlines your day-to-day operations but also ensures your systems are always in sync. It’s the foundation for building more efficient and scalable financial processes, supported by seamless integrations that keep your entire tech stack connected.
In business, timing is everything. Waiting until the end of the month to understand your financial position is no longer a viable option. The integration gives you access to real-time data, allowing you to see transactions as they happen. When a payment is processed in Stripe, it’s reflected in NetSuite almost instantly. This immediate visibility means you can monitor cash flow, track sales performance, and identify potential issues before they become major problems. With up-to-the-minute information at your fingertips, you can make strategic decisions with confidence, responding quickly to market changes and operational challenges instead of reacting to outdated reports.
Accurate reporting depends on clean, reliable data. When you automate the flow of information from Stripe to NetSuite, you eliminate the risk of human error that comes with manual entry. This clean data feeds directly into NetSuite’s powerful reporting and analytics tools. You can generate customized financial reports, track key performance indicators (KPIs) like daily sales or refund rates, and get a clear, accurate picture of your company’s health. This improved visibility allows you to dig deeper into your financial performance, understand revenue trends, and forecast with greater precision. It transforms your financial data from a simple record-keeping tool into a strategic asset for growth.
Manual data reconciliation is not just time-consuming; it’s a major source of costly errors. A single misplaced decimal or transposed number can throw off your entire financial statement, leading to compliance issues and flawed business decisions. The Stripe NetSuite Connector drastically reduces these risks by ensuring every piece of data—from individual transactions to complex fee structures—is transferred accurately. This precision is critical for maintaining compliant books and gives you confidence that your financial records are always audit-ready. When you can trust your numbers, you can confidently pass audits and build a solid financial foundation for your business.
The most immediate and tangible benefit of this integration is the time it gives back to your team. Some companies have reported saving over six hours every day by automating their payment workflows. Imagine what your finance team could accomplish with that extra time. Instead of being stuck in routine data entry, they can focus on higher-value activities like financial analysis, strategic planning, and process improvement. This efficiency gain translates directly into cost savings by reducing the need for manual labor and minimizing the expense of correcting errors. Ultimately, the investment in integration pays for itself through increased productivity and smarter resource allocation.
Jumping into a new integration can feel like a big step, but a little preparation goes a long way. Before you connect Stripe and NetSuite, it’s important to get your accounts in order and understand the key pieces of the puzzle. Think of it as gathering your ingredients before you start cooking—it makes the whole process smoother and ensures a much better result. By planning ahead, you can avoid common hiccups and set your team up for a successful launch. Let's walk through what you'll need to have ready.
First things first, let's cover the basics. The Stripe Connector for NetSuite is an application designed to bridge your Stripe payment data with your NetSuite accounting system. To get started, you’ll need active and properly configured accounts for both platforms. This means ensuring your Stripe account is fully verified and your NetSuite instance is set up to reflect your company’s financial structure, including your chart of accounts and any subsidiaries. Having these foundational elements in place is the essential first step before any data can start flowing between the two systems.
Connecting financial systems means handling sensitive information, so security is paramount. The connector is built to automate tasks securely, reducing the manual errors that can compromise data. However, you still play a key role. It’s crucial to review and configure user permissions in both Stripe and NetSuite to ensure that only authorized personnel can access or modify financial data. A well-planned integration not only streamlines your workflow but also reinforces your data security protocols. At HubiFi, we build our integrations with security as a top priority, ensuring your financial data remains protected.
Data mapping is the process of telling the connector where to place your Stripe data within NetSuite. For example, you’ll need to map transaction types, fees, refunds, and deposits from Stripe to the correct general ledger accounts in NetSuite. This step is critical for maintaining accurate financial records and generating reliable reports. You’ll also need to consider how to handle custom fields and specific data points unique to your business. Getting your data mapping right from the start prevents reconciliation headaches down the road and ensures your financial reporting is always spot-on.
For the full version of the Stripe Connector, implementation isn't a solo project—you'll need to work with an official partner. This means you should plan for the time and budget required to bring in an expert. An implementation partner will handle the technical setup, configure the connector, map your accounts, and test the entire workflow to make sure everything runs smoothly. Investing in professional setup ensures the integration is tailored to your specific business needs and helps you get the most value from your tools. If you need guidance, you can always schedule a demo with our team to discuss your project.
Once you have the Stripe NetSuite Connector up and running, your day-to-day financial management will look a lot different—in a good way. The real magic happens when you move beyond the initial setup and start using the integration to make your core financial tasks simpler, faster, and more accurate. Instead of spending hours toggling between platforms and manually entering data, you can manage everything from one central hub.
This integration isn't just about moving data; it's about transforming your workflows. From processing payments and handling refunds to reconciling accounts and monitoring performance, the connector automates the tedious work so you can focus on what really matters: making strategic decisions. Let’s walk through how you can use this powerful tool to take control of your financial operations and get back valuable time in your day.
One of the biggest immediate benefits you'll see is how smoothly your payment processing runs. The connector acts as a bridge, bringing all your critical Stripe financial data directly into your NetSuite system. This means every time a customer makes a purchase, the transaction details—including customer information, invoices, and payment amounts—are automatically created and logged in NetSuite. You no longer need to manually export reports from Stripe and import them into your accounting software. This direct line of communication ensures your records are always up-to-date and eliminates the risk of human error that comes with manual data entry, giving you a clean, reliable payment processing workflow.
Managing refunds and chargebacks can be a real headache, often requiring you to update records in multiple systems to keep everything balanced. The Stripe NetSuite Connector simplifies this entire process. When you issue a refund or receive a dispute in Stripe, the connector automatically syncs this information with NetSuite. It creates the necessary credit memos and journal entries, ensuring your financial statements accurately reflect the change without any manual intervention. This automation not only saves time but also helps your team manage disputes more efficiently, providing a clear audit trail and ensuring your revenue is recognized correctly.
Bank reconciliation is a critical but often time-consuming task. The connector automates the entire cash reconciliation process within NetSuite. It matches the deposits from Stripe with the corresponding transactions recorded in your accounting system, flagging any discrepancies for you to review. By handling the heavy lifting of matching thousands of transactions, the connector drastically reduces the hours your team spends on reconciliation each month. This frees them up to focus on more strategic financial analysis. With automated revenue recognition, you can close your books faster and with greater confidence in the accuracy of your numbers.
With all your Stripe transaction data flowing directly into NetSuite, you gain a powerful, unified view of your financial performance. You can leverage NetSuite’s robust reporting and analytics tools to build custom dashboards and reports that track the metrics most important to your business. Monitor sales trends, track key performance indicators (KPIs) like customer lifetime value, and get a real-time pulse on your cash flow. This level of visibility allows you to spot opportunities, identify potential issues early, and make data-driven decisions with confidence. You can find more ways to use your data in our HubiFi Blog.
Every business is unique, and your data fields should reflect that. A quality integration solution understands that a one-size-fits-all approach doesn’t work. Instead of forcing a rigid data structure, a flexible connector allows you to map and configure custom fields between Stripe and NetSuite. This ensures that all the specific data points you rely on—like subscription IDs, marketing campaign tags, or unique product identifiers—are captured and synced correctly. This customization is key to maintaining data integrity and making sure your financial reporting aligns perfectly with your operational needs, creating a truly seamless system integration.
Once you’ve decided to connect Stripe and NetSuite, the next step is figuring out how you’ll do it. An integration provider acts as the bridge between your two systems, handling the technical work of making them talk to each other. The right partner can make this process smooth and effective, while the wrong one can lead to headaches. Each provider offers a different approach, from user-friendly platforms for non-technical teams to highly customizable solutions for complex needs. Let's look at some of the top options available so you can find the best fit for your business.
HubiFi provides a native NetSuite Stripe integration built to automate your entire order-to-cash (O2C) and revenue recognition workflow. This isn't just about moving data; it's about creating a unified financial process that saves time and ensures compliance. By focusing on the complete accounting flow, HubiFi helps high-volume businesses streamline their operations from payment to reporting. If your goal is to close your books faster, pass audits with confidence, and get a clear, accurate picture of your revenue, this solution is designed specifically for those challenges. It’s a strong choice for teams that need a robust, automated system to manage complex financial data without the manual work.
Celigo offers a powerful integration platform as a service (iPaaS) called integrator.io, which connects Stripe and NetSuite through a user-friendly interface. This approach is great for businesses of all sizes because it supports a wide range of use cases without requiring deep technical expertise. You can achieve seamless data synchronization between your payment gateway and ERP, ensuring that customer information, sales orders, and payment details are always up to date. If you're looking for a flexible and accessible solution that can grow with you, Celigo's platform provides the tools to build and manage your Stripe and NetSuite integration effectively.
Dell Boomi is a cloud-based platform known for its comprehensive integration capabilities. It’s designed to handle complex connections between applications like Stripe and NetSuite, making it a solid option for growing businesses with increasing data demands. The platform supports real-time data synchronization, which means your financial information is always current across your systems. This scalability is a key feature, ensuring that as your transaction volume grows, your integration can keep up without a hitch. For companies planning for future expansion, Boomi provides a robust foundation for various Stripe accounting integrations and financial management.
Jitterbit focuses on providing an efficient and highly customizable integration between Stripe and NetSuite. Their platform is centered around API integration, giving you the tools to transform and map data to fit your exact business requirements. This is particularly useful if you have unique workflows or need to connect custom fields between the two systems. Jitterbit empowers you to build a tailored connection that ensures data flows exactly how you need it to. If your business requires a high degree of control and customization over your integration, Jitterbit offers the flexibility to meet those specific needs for your Stripe accounting software.
FarApp, now part of NetSuite, specializes in eCommerce integrations, making it a go-to choice for online merchants. Their solution is specifically tailored to connect storefronts and payment gateways like Stripe with NetSuite. This focus means they excel at synchronizing the data that matters most to an eCommerce business: customers, invoices, and payment statuses. By automating these critical data flows, FarApp helps online sellers maintain accurate records and streamline their order-to-cash process. If your business is primarily driven by online sales, FarApp’s expertise in the eCommerce space makes their Stripe-NetSuite connector a highly relevant option.
Workato is an integration and automation platform designed with business users in mind. It allows you to connect Stripe and NetSuite and create automated workflows without needing to write any code. This ease of use is a major advantage for teams that want to automate processes quickly without relying on developers. You can set up "recipes" to handle tasks like creating NetSuite sales orders from new Stripe charges or syncing customer data automatically. For teams looking for a fast, user-friendly way to build powerful Stripe accounting integrations, Workato provides an accessible and powerful solution.
Nova Module offers a dedicated app specifically for integrating Stripe and NetSuite, with a strong focus on the needs of online merchants. Their solution is designed to help you synchronize critical financial data, particularly around invoice management and payment processing. This makes it a practical choice for eCommerce businesses that need to ensure every transaction in Stripe is accurately reflected as an invoice or sales order in NetSuite. By focusing on these core eCommerce functions, Nova Module provides a straightforward and effective Stripe-NetSuite integration app that helps keep your financial records clean and your reconciliation process simple.
Making any change to your financial tech stack can feel a little daunting. You might be wondering if the integration will be too complicated, if your data will be secure, or if the system can keep up as your business grows. These are all completely valid questions. The good news is that the Stripe NetSuite connector is designed to solve more problems than it creates.
Let's walk through some of the most common concerns we hear from business owners and finance teams. We'll break down why these issues come up and, more importantly, give you clear, actionable steps to solve them. With the right approach and a solid plan, you can sidestep these potential hurdles and get straight to the benefits of a streamlined financial workflow. Think of this as your cheat sheet for a smooth and successful integration.
One of the biggest myths holding people back is the idea that connecting two powerful platforms like Stripe and NetSuite must be a massive, complicated undertaking. While it’s true that any integration requires careful planning, modern connectors are built to make the process as straightforward as possible. In fact, the entire point of the integration is to simplify your operations, not add another layer of complexity.
The key is working with an integration provider that handles the technical heavy lifting. Instead of getting lost in code, you can focus on defining your business rules and mapping your data. A good partner will guide you through the setup, ensuring everything is configured correctly from the start.
This is a legitimate concern. Data syncing errors can happen, often due to small discrepancies between the two systems. For example, Stripe might handle bulk payouts differently than NetSuite expects, or customer data fields might not match up perfectly. These are some of the most common accounting pitfalls that can lead to reconciliation headaches if they aren't addressed upfront.
The solution is a thorough data mapping process before you go live. This involves defining exactly how data from Stripe (like payments, refunds, and fees) should appear in NetSuite. By creating a clear plan for how information flows between the two platforms, you can ensure your data stays clean, accurate, and consistent.
It’s natural to worry that adding another process will put a strain on your systems. However, the Stripe NetSuite connector is designed to do the opposite. By automating tasks that you’re currently handling manually—like entering sales data or reconciling payments—you’re actually freeing up resources. This automation is key to streamlining your financial operations, not slowing them down.
Modern integrations run efficiently in the background using APIs, so they have a minimal impact on system performance. The time you save on manual data entry and error correction will far outweigh any resources the connector uses, making your entire financial process faster and more efficient.
When you’re dealing with sensitive financial information, security is non-negotiable. Fortunately, both Stripe and NetSuite are industry leaders with robust security measures in place. The Stripe Connector for NetSuite uses secure, encrypted channels to transfer data, ensuring your information is protected every step of the way.
The integration syncs critical data like customer details, invoices, payments, and refunds, but it does so by following strict security protocols established by both platforms. When you work with a reputable integration provider, you can be confident that your financial data is being handled with the highest level of security and compliance.
You’re not just looking for a solution for today; you need a system that can grow with you. The Stripe and NetSuite integration is built for scalability. As your transaction volume increases, the automated workflows become even more valuable, saving you from the impossible task of keeping up with manual data entry.
This integration ensures you maintain real-time visibility into your cash flow, which is critical for making strategic decisions as you scale. Instead of becoming a bottleneck, the connector becomes a core part of your growth engine, allowing your financial operations to expand seamlessly alongside the rest of your business.
Getting your Stripe NetSuite Connector up and running is a huge step, but the work doesn’t stop there. To get the most out of your integration for years to come, you need a plan for maintaining it. Think of it like a car—it needs regular check-ups to perform its best. A well-maintained connector ensures your financial data remains accurate, your workflows stay efficient, and your systems are secure. By adopting a few key practices, you can avoid common pitfalls and make sure your integration continues to support your business as it grows. These habits will help you save time on troubleshooting and keep your focus on the bigger picture.
The best way to handle integration issues is to prevent them from happening in the first place. Make it a habit to regularly monitor your connector’s performance. Check the sync logs for any errors or delays and address them quickly. It’s also smart to stay on top of updates from both Stripe and NetSuite. When one platform updates its API, it can affect how your data syncs. Keeping your connector on the latest version ensures compatibility and gives you access to new features and security patches. Treating your integration as a vital piece of your financial tech stack, rather than a background utility, is key to its long-term health and reliability.
Automating data transfer between Stripe and NetSuite is a massive time-saver, but it doesn’t automate compliance. Your business is still responsible for meeting financial regulations like ASC 606 and protecting sensitive customer data. Regularly review your integration’s security settings and user permissions to ensure only authorized personnel have access. It’s also a good idea to conduct periodic audits of your data handling processes to confirm they align with industry standards. Building a strong compliance framework around your automated workflows will help you pass audits with confidence and maintain your customers’ trust. For more on this, check out some of our insights on financial compliance.
Tiny data discrepancies can quickly snowball into major reconciliation headaches. Many errors come from simple things, like mismatched customer email formats or differences in how Stripe groups payouts versus how NetSuite expects to see individual transactions. The best defense is a good offense. Establish clear data mapping rules from the start and document them for your team. Create a standard procedure for reviewing and correcting sync errors as they pop up. This proactive approach ensures your data stays clean and your financial reports remain accurate, saving you from tedious manual corrections down the line.
Just like any software, your integration needs occasional maintenance to run efficiently. Both Stripe and NetSuite have scheduled maintenance windows, so it’s important to be aware of their calendars to anticipate any temporary downtime. Beyond that, you should plan your own maintenance activities. This could include archiving old transaction logs, cleaning up duplicate customer records, or refining your data mapping rules as your business evolves. Scheduling these tasks proactively, rather than waiting for a problem to arise, minimizes disruption and ensures your connector continues to operate at peak performance. A well-maintained system is the foundation for precise financial data.
Even the most reliable systems can face unexpected issues. That’s why a solid data backup strategy is non-negotiable. Regularly backing up your Stripe and NetSuite data protects you from data loss and provides a safety net if you ever need to restore your systems. Your backups are also incredibly useful for testing. Before you roll out a major change to your integration or update the connector, you can test it in a safe, sandboxed environment using your backed-up data. This allows you to catch any potential issues without risking your live financial records. If you’re looking to build a more robust data strategy, you can always schedule a demo to see how we can help.
Even the most straightforward integrations can hit a snag or raise questions. Knowing where to turn for help is key to keeping your financial operations running without interruption. When you connect two powerful platforms like Stripe and NetSuite, you want to be sure you have a solid support system in place for every stage of the journey. The good news is, you’re not on your own. A robust ecosystem of resources exists to guide you, whether you’re a self-starter who loves digging into a good knowledge base or someone who prefers expert, hands-on assistance. From the official documentation that serves as your foundational manual to the specialized partners who can configure the integration for your unique needs, help is always within reach. This support structure is designed to help you with everything from the initial setup to long-term maintenance and optimization. Let's walk through where you can find the answers and assistance you need to feel confident every step of the way.
Your first stop for any question should be the official documentation. Think of it as the instruction manual that came with your connector. Stripe provides comprehensive documentation and guides that explain exactly how the app connects your Stripe and NetSuite accounts. These resources break down everything from initial setup to daily operations. They are clearly written and designed to give you a solid understanding of the connector’s features and functionality. Whenever you have a question about how something is supposed to work, start here for the most accurate information.
This is one area where you don’t have to go it alone. In fact, for the full version of the connector, Stripe requires you to work with an official partner for the initial setup. This isn't a hurdle; it's a safety net. This requirement ensures that your integration is configured correctly from the very beginning by someone who has deep expertise. An implementation partner will handle the technical details, helping you prepare your Stripe and NetSuite accounts and ensuring a smooth launch. This expert-led approach minimizes errors and sets you up for long-term success.
While you won't find formal, scheduled training classes for the connector, the available resources are designed for effective self-paced learning. The "Getting Started" guide is your primary training tool. It walks you and your team through the essential steps and features, making the onboarding process much more manageable. By following the guide, your team can learn how to use the connector for daily tasks and understand its core capabilities. It’s a practical way to get everyone comfortable with the new workflow without needing to schedule dedicated training sessions.
What happens when you run into an error? Before you panic, know that there’s a dedicated resource for that. Stripe offers a specific troubleshooting guide designed to help you solve common problems quickly. This guide covers frequently asked questions and provides step-by-step instructions for resolving issues you might encounter. It’s your first line of defense when a sync fails or a transaction looks off. Consulting this guide can often save you the time and stress of submitting a support ticket.
Sometimes, the standard connector might not cover all your unique business needs, especially as you scale. You might find you need more advanced automation for your accounts receivable process or more sophisticated revenue recognition workflows. This is where a data consultation partner comes in. Instead of trying to force the connector to do something it wasn't built for, a service like HubiFi can act as an intelligent layer on top of your integration. We help automate complex financial processes and ensure your data flows exactly where it needs to, giving you the clarity to make smarter business decisions. If you're ready to enhance your integration, you can schedule a demo to see how we can help.
Do I really need a partner to set this up, or can I do it myself? While it might be tempting to try a DIY approach, Stripe recommends working with an official partner for the full connector implementation, and for good reason. An expert partner handles the technical setup, ensures your data maps correctly from Stripe to the right accounts in NetSuite, and helps you avoid common pitfalls. This initial investment saves you from future headaches and ensures the integration is tailored to your specific financial workflows from day one.
How is this different from just manually exporting and importing files? Manually moving data with CSV files is not only slow but also incredibly prone to human error. A single mistake can throw off your books for the month. The connector automates this entire process, creating a direct and continuous link between Stripe and NetSuite. This means your data is transferred accurately and in near real-time, giving you a constantly up-to-date view of your financials without the tedious, risky manual work.
What happens if a data sync fails? How do I fix it? Sync errors can happen, but they are usually easy to resolve. Most integration platforms include logs that pinpoint the exact cause of the failure, such as a mismatched data field or a formatting issue. The first step is to consult the troubleshooting guide provided by your integration provider, which often has solutions for common problems. If that doesn't work, your implementation partner or the provider's support team can help you diagnose and fix the issue quickly.
Can the connector handle more complex scenarios like subscriptions or different currencies? Yes, a robust integration is designed to manage the complexities of modern business. It can handle recurring revenue from subscriptions, automatically creating and updating records in NetSuite as payments occur. It also manages multi-currency transactions by converting them to your base currency and recording any associated gains or losses. This ensures that even your most complex revenue streams are accounted for accurately.
How does this integration actually help with financial compliance? Financial compliance, especially with standards like ASC 606, hinges on accurate and timely revenue recognition. By automating the flow of data from Stripe to NetSuite, the connector ensures that every transaction, refund, and fee is recorded consistently and correctly. This creates a clean, auditable trail of your revenue from the point of sale to your financial statements, making it much simpler to prove compliance and pass audits with confidence.
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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