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It’s easy to say that AI will help teams close faster and get reconciliable numbers. Actually leveraging AI to get accurate and defensible predictive SaaS metrics like ARR and MRR is much more difficult. The truth is: you need to have verifiable, reconciliable numbers in place to get metrics that allow you to predict churn, expansion, and cash collection using AI.
Join Ben Murray, The SaaS CFO, and Jason Berwanger, CEO at HubiFi, on January 21, 2025 at 1 pm EST / 10 am PST as they discuss the steps teams need to take in order to bring AI to the back-office.
Learn why daily or continuous revenue close is the prerequisite for AI implementation—not an afterthought. We'll cover how clean data impacts everything from ARR/MRR accuracy to the insights AI can actually deliver, especially for companies dealing with usage-based billing complexities.
By establishing this clean data foundation, finance teams can move from historical reporting to predictive analysis, dramatically improving crucial down-funnel metrics and proving the strategic value of the function.
The four core processes and systems your team must have in place before bringing on AI to the back office.
How to get clean, consistent data for ARR/MRR and other metrics that your board cares about and how to know what good looks like.
How to differentiate between solutions when looking to bring on AI to the back-office without compromising integral internal and external controls.
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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.
Jonathan Ashton is a seasoned finance and accounting professional, currently serving as Revenue Accounting Manager at Healthie, an all-in-one practice management platform and EHR provider. In this role, he oversees the full revenue recognition lifecycle—configuring subledger policies, ensuring ASC 606 compliance, and automating the reconciliation of high-volume Stripe transactions into the general ledger.
Jon earned his bachelor’s degree in accounting from Drexel University.
Sarah Honeycutt has over 20 years of experience in accounting and finance. She is a seasoned professional who leds the accounting function at 6sense, a rapidly growing SaaS company.
As Vice President of Accounting, she oversaw the full cycle of accounting and financial reporting—ensuring compliance, accuracy, and timeliness—while also providing strategic guidance grounded in deep analytical expertise and industry knowledge.
Peggy Wang is the Head of Finance at Vitally, where she leads the finance organization in building comprehensive dashboards and reporting frameworks that bring real-time visibility to key metrics—including Annual Recurring Revenue (ARR), Gross & Net Revenue Retention, and Churn & Risk—empowering cross-functional teams to make data-driven decision.
Peggy holds a degree from the University of Texas at Austin’s Red McCombs School of Business, and has cultivated a deep expertise in financial forecasting, planning, and analytics.
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