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Learn how point of sale accounting software can streamline your financial processes, enhance accuracy, and support your business growth.
Want a clearer picture of your business's financial health? Point of sale (POS) accounting software offers real-time insights into your sales, inventory, and more. It's about making informed decisions that boost your bottom line. This article explores the core components of POS accounting, including choosing the right POS accounting system and best practices for setup. We'll also cover point of sale accounting software integration and ensuring your POS accounting stays compliant. Ready to streamline your financials?
Point of sale (POS) accounting refers to the financial processes tied to transactions made through a POS system. It's how businesses track sales, manage inventory, and gain insights into their financial performance based on data captured at the point of purchase. This approach streamlines accounting by automating data entry and providing real-time visibility into key financial metrics. For businesses looking to improve accuracy, efficiency, and decision-making, understanding POS accounting is essential.
A POS system is more than just a fancy cash register. Think of it as the central hub for sales and payment processing, whether you're running a brick-and-mortar store or selling online. It's the combination of hardware (like card readers and barcode scanners) and software that allows businesses to accept payments and track sales data. This data then feeds directly into your accounting system, eliminating manual data entry and reducing the risk of errors. POS systems also play a crucial role in inventory management, helping businesses track stock levels, predict demand, and avoid costly stockouts. By automating these tasks and providing valuable sales data, POS systems empower businesses to make informed decisions about pricing, promotions, and overall business strategy. For high-volume businesses, this level of automation and real-time data visibility is critical for efficient financial management. Consider scheduling a data consultation to explore how a tailored POS accounting solution can benefit your business.
Setting up your POS accounting involves understanding a few key components. Most systems use two main types of accounts: System Accounts and Category Accounts. System Accounts serve as temporary placeholders until you fully configure your Category Accounts, providing default accounting mappings for your POS system. For detailed tracking and reporting, you'll want to focus on Category Accounts. Each category typically requires four account mappings: Revenue, Cost of Goods Sold (COGS), Inventory, and Write-Offs. Each of these mappings needs to be linked to a specific account type (revenue, liability, asset, or COGS) within your accounting software. This ensures that every transaction is accurately categorized and reflected in your financial statements. By properly configuring these core components, you can leverage your POS system to simplify accounting processes and gain a clearer picture of your business's financial health. Learn more about how HubiFi streamlines these processes through seamless integrations with popular accounting software. You can also explore our pricing options to find the perfect fit for your business needs.
Choosing the right POS system is crucial for effective POS accounting. Several types of POS systems are available, each with its own features and benefits. Understanding these differences helps you select the system that best aligns with your business needs and goals. Let's explore some common types:
Legacy POS systems are the traditional, on-site systems you might picture in older retail stores. All your data is stored locally on a physical server at your business. This setup offers control over your data, but it can make remote access difficult. If you need to check sales figures from home or another location, you might be out of luck. Legacy systems can also be more vulnerable to data loss from a hardware failure or other on-site issues. They often require more manual updates and maintenance than newer cloud-based solutions.
Cloud-based POS systems offer a modern alternative to legacy systems. Your data is stored securely in the cloud, accessible from anywhere with an internet connection. This flexibility is excellent for business owners who need to monitor sales and manage their business on the go. Cloud-based systems also offer seamless software updates and often come with features like handheld devices for tableside ordering or mobile checkout, increasing efficiency and customer experience. Because your data is stored remotely, it's also better protected against on-site disasters. If you're looking for a scalable and accessible solution, a cloud-based POS system might be the right fit. Toast is one example of a robust cloud-based POS solution tailored for restaurants.
Mobile POS systems take the flexibility of cloud-based systems a step further. Using a smartphone or tablet as your POS terminal lets you process transactions from virtually anywhere. This is particularly useful for businesses that operate in pop-up shops, farmers' markets, or other mobile settings. Mobile POS systems often integrate with card readers and other peripherals, allowing you to accept various payment methods. They can also streamline processes like inventory management and sales tracking, all from a mobile device. For businesses that prioritize mobility and flexibility, a mobile POS system can be a powerful tool. Square is a popular example of a mobile POS system used by many small businesses.
Tablet POS systems offer a user-friendly and visually appealing interface, often running on familiar tablet hardware like iPads. This makes training and onboarding new employees easier. Tablet POS systems can be either cloud-based or locally installed, offering some flexibility in terms of data storage and accessibility. They often come with features like touchscreen interfaces, customizable menus, and integrated payment processing. For businesses looking for a modern and intuitive POS solution, a tablet-based system can be a great option. Shopify POS is a popular choice for businesses that also operate online stores, offering seamless integration between online and offline sales channels.
Connecting your point of sale (POS) system with your accounting software transforms how you manage your business finances. This integration creates a powerful synergy, providing a clear, real-time snapshot of your financial data.
Imagine having instant access to sales figures, expenses, and other key transactions. Integrating your POS system with your accounting software makes this a reality. This streamlined approach eliminates manual data entry, saving you time and reducing the risk of errors. This integration offers a dynamic, up-to-the-minute view of your financial health, giving you the insights you need to stay agile and competitive. A well-integrated system provides a single source of truth for your financial data, improving accuracy and efficiency across your operations. Learn more about the advantages of integrating these systems in this informative post. Instead of spending hours reconciling data, you can focus on more strategic tasks like analyzing sales trends and making informed business decisions with HubiFi.
While the benefits of POS system integration are clear, there can be hurdles. One common challenge is ensuring compatibility between your POS system and your existing accounting software. Choosing a POS provider with a history of seamless integrations, like HubiFi, can simplify this process. Another potential issue is managing the integration process itself. Careful planning and a phased rollout can minimize disruptions to your daily operations. Addressing potential data migration issues early on ensures a smooth transition. This article offers practical solutions for a successful integration. By proactively addressing these challenges, you can unlock the full potential of a seamlessly integrated POS and accounting system.
Modern POS systems offer a range of features that can significantly improve your accounting processes. Here's how the right system can streamline your financials and contribute to business growth:
Integrating your POS system with your accounting software transforms how you manage financial data. This integration provides real-time insights into your financial performance, offering a current view of sales, expenses, and other key transactions. Instead of waiting for end-of-day or end-of-week reports, you have access to dynamic, up-to-the-minute data. This allows you to make informed decisions based on the most current information. For example, you can quickly identify top-selling items, monitor sales trends, and adjust your strategies accordingly. This real-time reporting empowers you to react quickly to market changes and optimize your operations for maximum profitability.
Manual data entry is time-consuming and prone to errors. POS systems automate this process, streamlining access to your sales data. With built-in and customizable reporting, your finance team can quickly access the information they need. This eliminates the need to manually sort through receipts, reducing the risk of human error and freeing up your team to focus on higher-level tasks. Accurate data is crucial for making sound business decisions, and a POS system ensures that your financial records are always up to date and reliable.
Effective inventory management is essential for any business. A robust POS system includes features that help you log product inventory and automatically update it with each sale. This real-time tracking allows you to avoid stockouts, minimize waste, and optimize your purchasing decisions. Knowing exactly what you have on hand helps you make informed decisions about pricing, promotions, and future orders. Accurate inventory tracking not only improves your accounting accuracy but also contributes to a smoother, more efficient operation overall.
Sales tax calculation can be complex and time-consuming, especially for businesses operating in multiple jurisdictions. Advanced POS systems automate this process, ensuring accurate calculations and reducing the risk of errors. This automation saves you time and helps you stay compliant with tax regulations. By automatically calculating sales tax, your POS system simplifies your accounting processes and gives you peace of mind knowing that your tax obligations are handled correctly.
Understanding your point-of-sale (POS) system expenses is crucial for accurate financial reporting and informed decision-making. Let's break down the key expense categories.
POS system costs are business expenses, but the specific category depends on what you're buying. Hardware like terminals and receipt printers is typically categorized as equipment expenses. These are often capitalized and depreciated over time, spreading the cost over the useful life of the equipment. Software, including your POS software and any inventory management add-ons, is usually classified as a software expense and is also capitalized and amortized over time. Accurately categorizing these costs is important for managing your business's assets and understanding your profitability.
Beyond the initial setup, ongoing costs are associated with maintaining your POS system. Expenses for installation and initial setup fall under professional services and are typically expensed immediately. Ongoing maintenance and support contracts are also categorized as professional services expenses and are expensed as they occur. Keeping track of these expenses helps you budget effectively for the total cost of ownership of your POS system.
Every time a customer uses a credit or debit card, your business incurs transaction fees. These fees, charged by payment processors, are operational expenses and should be tracked carefully. Other operational expenses might include paper for receipts, credit card reader maintenance, or subscription fees for specific POS features. A modern POS system simplifies the accounting process, providing streamlined access to sales data and reporting for your finance team. This reduces manual data entry and allows for more efficient reconciliation.
Selecting the right POS system is crucial for any business. It's an investment that can significantly impact your operations, efficiency, and bottom line. Making the right choice involves careful consideration of your specific needs and priorities.
Before diving into specific POS systems, let's explore the key factors that should guide your decision-making process.
Your business type and size significantly impact your ideal POS system. A small retail store has different needs than a large restaurant chain. Consider features like inventory management, payment processing, reporting capabilities, and customer relationship management (CRM) functionalities. A simpler system might suffice for a small business. Larger businesses, or those with complex inventory needs, might require a more robust solution. Think about your future growth plans, too. Choosing a scalable system can prevent future headaches.
Modern POS systems offer various features beyond basic transaction processing. Prioritize features aligning with your business goals. Do you need detailed sales reports? Is real-time financial reporting essential? How important is inventory management? Consider features like employee management, loyalty programs, and integrations with other software you use, like your accounting platform. For example, HubiFi offers seamless integrations with popular accounting software, streamlining your financial processes. This can be especially helpful for high-volume businesses needing to maintain accurate financial records.
Before committing to a POS system, take advantage of free trials or demos. This hands-on experience lets you test the system's functionality and user-friendliness. Also, research the provider's customer support options. Is phone support available? Do they offer email or chat support? A responsive, helpful support team can be invaluable, especially during the initial setup and implementation. Check for training resources, too. Proper training ensures your team uses the system effectively.
Now that we've covered the key factors, let's look at some specific POS software options. Remember, the best choice depends on your individual business needs. Exploring different options and considering factors like pricing and scalability will help you make an informed decision.
Square is a popular choice, particularly for small businesses. It's known for its user-friendly interface and offers various features, including inventory management, customer loyalty programs, and reporting tools. It's a good option for businesses looking for a simple, yet effective, POS solution.
Loyverse is another option for small businesses. This free POS system offers basic features like inventory management and sales analytics, making it a good starting point for businesses on a budget. Keep in mind that while the software is free, transaction fees still apply.
Helcim provides a flexible POS system suitable for businesses of all sizes. Its features include payment processing and inventory management, making it a versatile option for various business types.
For restaurants, Toast is a popular choice. It offers specialized features like online ordering, delivery management, and menu management, catering specifically to the needs of the restaurant industry.
SpotOn offers a comprehensive POS solution tailored for various industries, including retail and hospitality. Its adaptability makes it a good choice for businesses with specific industry requirements.
Odoo provides a suite of business applications, including a robust POS system that integrates with other business functions. This integrated approach can be beneficial for businesses looking for a comprehensive solution.
AccuPOS caters to both retail and restaurant businesses, offering features like inventory tracking and customer management. Its versatility makes it suitable for businesses operating in both sectors.
BSS offers customizable POS solutions tailored to specific industry needs. This makes it a good option for businesses requiring a highly customized solution.
Clover is a versatile POS system with various hardware and software options, making it suitable for businesses of all sizes. Its flexibility allows it to adapt to different business needs and budgets.
While some POS systems are advertised as "free," it's important to understand the associated costs. Most free systems charge transaction fees. Carefully evaluate these fees to determine the true cost and choose the system that best aligns with your transaction volume and budget. Don't let the "free" label mislead you; factor in transaction fees to make an informed decision.
You can use your laptop as a POS system with the right software and hardware. You'll need POS software compatible with your laptop's operating system and any necessary hardware, such as a card reader and receipt printer. This can be a cost-effective solution for small businesses or startups looking to minimize initial investment.
Solid accounting practices are the backbone of any successful business. When it comes to point of sale (POS) systems, accurate account mapping is crucial for gaining clear financial insights. Let's explore some best practices to make sure your POS accounting is working for you, not against you.
Think of your Chart of Accounts as the organized filing cabinet of your business finances. While system accounts offer a basic overview, using category accounts provides a much richer, more granular understanding of your financial performance. For example, instead of lumping all sales into a single "revenue" account, categorize sales by department, product type, or even location. This detailed view allows you to pinpoint what's driving profits, identify areas for improvement, and make smarter, data-driven decisions. This granular approach is similar to how HubiFi helps businesses segment their data for deeper analysis.
For every category you establish, ensure you've mapped the four essential components: Revenue, Cost of Goods Sold (COGS), Inventory, and Write-Offs. Each of these requires a specific account type (revenue, liability, asset, or COGS) to maintain accurate financial tracking. This structured approach ensures your financial statements are clear, concise, and reflect the true state of your business. Think of it as the foundation for sound financial reporting. For more complex businesses, automating these mappings through integrations with your accounting software, ERP, and CRM can be a game-changer.
Just like any system in your business, your POS account mappings require regular review and updates. As your business evolves, so too should your accounting practices. Set a schedule—perhaps quarterly or annually—to review your mappings and ensure they align with your current operations and reporting needs. This proactive approach helps identify any discrepancies early on and keeps your financial data accurate. Regular reviews also help you adapt to changes in your product offerings, pricing, or even tax regulations. This ongoing maintenance ensures your financial reporting remains a reliable source of truth for your business decisions. For more information on optimizing your financial processes, explore our insights. Consider scheduling a demo to see how HubiFi can transform your revenue recognition process.
Modern POS systems offer a powerful way to automate core financial processes, saving you time and improving accuracy. By integrating your POS system with your accounting software, you can streamline everything from transaction recording to data analysis. This creates a single source of truth for your financial data, eliminating manual data entry and reducing the risk of errors. Let's explore how this automation can transform your financial operations.
Think about how much time your team spends manually entering sales data from receipts into your accounting system. A POS system transforms this process. Instead of sorting through stacks of paper, your sales data flows directly into your accounting software, providing real-time insights into your financial performance. This streamlined access to sales data empowers your finance team with built-in, customizable reports, giving them more time for analysis and strategic planning. This automated transaction recording eliminates discrepancies and makes reconciliation much easier. You'll close your books faster and with greater confidence, knowing your financial data is accurate and up-to-date. For more information on POS and accounting integration, check out this helpful resource.
Beyond basic bookkeeping, a POS system provides valuable sales data that can drive better business decisions. By integrating your POS and accounting systems, you gain a comprehensive view of your financial landscape. This offers a dynamic, up-to-the-minute perspective on key metrics, allowing you to identify trends, understand customer behavior, and optimize your pricing strategies. With this level of data visibility, you can make informed decisions about inventory management, marketing campaigns, and overall business strategy. A well-implemented POS system empowers you to move beyond simply recording transactions and start using your financial data to drive growth and profitability. Learn more about how HubiFi can help you leverage your data with our automated revenue recognition solutions.
While both POS and accounting software play crucial roles in managing your business finances, they have distinct purposes. Understanding these differences helps you choose the right tools and maximize their effectiveness.
POS software focuses on the daily mechanics of sales transactions. Think of it as your frontline system for managing sales, processing payments, and tracking inventory in real-time. This minimizes errors and simplifies tasks for your sales team. Accounting software, conversely, provides a broader overview of your financial health. It handles everything from tracking income and expenses to calculating taxes and generating key financial reports. It's your essential resource for understanding your overall financial performance.
POS software excels at managing the practical elements of sales. Features like inventory management, processing customer orders, and handling various payment methods are central to its design. This makes it perfect for both managers setting up the system and employees processing daily transactions. Accounting software, on the other hand, emphasizes features like budget management, payroll, and invoice management. These tools are indispensable for business owners and accounting teams to maintain financial control and inform strategic decisions. For a more in-depth look at the differences between these software types, check out this informative article.
Several providers specialize in either POS or accounting software, each designed for different business needs. For POS systems, you'll find options like Alice POS for retail businesses, Toast Inc. for restaurants, and POSitouch for hotels. These platforms offer industry-specific features to optimize operations. For accounting needs, providers like QuickBooks, Acomba, and Sage offer robust tools for managing finances across various industries. Choosing the right provider depends on your specific requirements and the complexity of your business. For complex businesses with high-volume transactions, consider exploring HubiFi's integrations to streamline your financial processes.
Keeping your software current, whether it's your POS system or your accounting software, is vital for both security and functionality. Regular updates protect your system from vulnerabilities and ensure you have access to the latest features and improvements. Think of it as regular maintenance for your financial tools, ensuring they operate smoothly and efficiently. Staying updated also ensures compatibility between your POS and accounting systems, enabling seamless data flow and accurate reporting. For additional insights on optimizing your financial processes, explore the HubiFi blog and consider scheduling a data consultation to discuss your specific needs.
When it comes to point of sale (POS) systems, security and compliance are essential for protecting your business and your customers. A robust POS system should offer features that safeguard sensitive data and maintain accurate records for audits and financial reporting. This section covers key steps to ensure your POS accounting practices are both secure and compliant.
Data security and privacy are paramount, especially when implementing POS systems in larger organizations. A layered approach is crucial. Start with strong password policies and access controls. Restricting system access to authorized personnel limits the risk of data breaches and internal fraud. Regularly updating your POS software is also critical, as these updates often include security patches. Consider implementing end-to-end encryption for all transactions to protect customer payment information. Finally, ensure your POS system complies with industry regulations like PCI DSS to minimize the risk of penalties and maintain customer trust. Choosing the right POS provider can significantly ease the integration process and minimize disruptions.
Maintaining accurate audit trails is fundamental for financial transparency and compliance. Your POS system should automatically log every transaction, including sales, refunds, and voids. This detailed transaction history provides a clear record for internal reviews, tax reporting, and potential audits. Integrating your POS system with your accounting software creates a seamless flow of data, reducing manual entry and the potential for errors. A well-maintained audit trail also helps identify discrepancies and potential fraud. Look for POS systems that offer robust reporting features, allowing you to generate detailed reports on sales, inventory, and other key metrics. Addressing common POS integration challenges proactively will ensure your systems work together harmoniously, keeping your audit trails accurate. Regularly troubleshooting common POS issues, such as hardware malfunctions and software glitches, is also crucial for maintaining data integrity.
Picking the right point-of-sale (POS) system is a big decision. It's not just about processing transactions; your POS system plays a crucial role in your accounting processes. A well-chosen system streamlines operations, improves accuracy, and contributes to better financial health. Making the wrong choice, however, can lead to headaches. This section will guide you through the essential features and how to evaluate integration capabilities and scalability.
When choosing a POS system with accounting in mind, certain features are non-negotiable. Robust reporting capabilities are essential. You'll want access to real-time sales data, inventory levels, and other key metrics. This information is crucial for making informed business decisions and monitoring your financial performance. Look for features like customizable reports, sales summaries, and the ability to track key performance indicators (KPIs).
Accurate inventory tracking is essential for cost control and understanding profitability. A good POS system should automate inventory updates with each sale, provide low-stock alerts, and offer tools for managing purchase orders. This simplifies the process and reduces the risk of manual errors. Finally, look for a system that simplifies sales tax calculation and reporting. Automatic calculation based on location and product type can save you time and ensure compliance.
Seamless integration with your existing accounting software is paramount. Manually transferring data is time-consuming and prone to errors. Look for a POS system that integrates directly with your accounting software, such as QuickBooks Online, or offers open APIs for custom integrations. This allows for automatic data transfer, eliminating manual entry and ensuring accuracy. KORONA POS emphasizes the importance of open APIs or pre-built integrations for maximum flexibility.
Scalability is another critical factor. As your business grows, your POS system needs to keep up. Choose a system that can handle increasing transaction volumes, expanding product lines, and additional registers or locations. Consider cloud-based POS systems, which offer greater flexibility and scalability compared to traditional on-premise solutions. Integrating multiple applications is common practice, and ensuring your new POS system integrates seamlessly with existing systems is a top priority, as highlighted by Ability Business. Taking the time to carefully evaluate these factors will ensure your POS system supports your accounting needs now and in the future.
Connecting your point of sale (POS) system with your accounting software transforms how you manage your business finances. This integration creates a powerful synergy, providing a clear, real-time snapshot of your financial data, much like the insights discussed in this Retail Control Systems article. But what if you could take that integration further? HubiFi is designed to do just that, offering advanced automation and data analysis capabilities that supercharge your POS accounting.
HubiFi integrates seamlessly with leading POS systems, ensuring a smooth and efficient flow of data between your sales and accounting operations. This eliminates the need for manual data entry, reducing errors and saving valuable time. Whether you're using a cloud-based, mobile, or traditional POS system, HubiFi's flexible integration options ensure compatibility and maximize data accuracy.
For high-volume businesses, managing revenue recognition can be complex and time-consuming. HubiFi simplifies this process with automated revenue recognition solutions tailored to ASC 606 and 944 compliance. This automation not only saves time but also ensures accuracy and reduces the risk of compliance issues. By automating complex calculations and allocations, HubiFi empowers high-volume businesses to close financials quickly and accurately, freeing up resources for strategic initiatives. For more on how automation helps high-volume businesses, see our blog post on revenue operations software.
HubiFi goes beyond basic reporting, providing real-time analytics and dynamic segmentation capabilities that unlock valuable insights from your POS data. Imagine having instant access to key performance indicators (KPIs), sales trends, and customer behavior patterns. With HubiFi, you can identify your most profitable products, understand customer preferences, and make data-driven decisions to optimize your sales and marketing strategies. This level of data visibility empowers businesses to stay agile and competitive. Schedule a demo to explore how HubiFi can enhance your financial performance.
Your point-of-sale (POS) system is a powerful tool. To get the most from your investment, commit to continuous improvement and training. A well-trained team and a finely tuned system can significantly impact your bottom line.
Software glitches and integration hiccups are common in POS systems, especially when connecting with other business tools like inventory management, CRM, and accounting software. Regular training ensures your team can troubleshoot common POS issues and use the system efficiently. This reduces errors, speeds up transactions, and improves customer service. Beyond basic training, explore advanced features and reporting capabilities. Look for opportunities to customize your POS system to fit your specific workflow. This might include setting up automated discounts, creating custom reports, or integrating with new software. Addressing these common POS issues proactively with comprehensive training and support strengthens your system’s effectiveness and reliability.
As your business grows and evolves, so too should your POS system. Regularly assess your current setup and identify areas for improvement. Perhaps you're expanding product lines, exploring new sales channels, or experiencing a surge in transaction volume. These changes may require adjustments to your POS system, like integrating new hardware or adopting new software features. Integrating a new POS system can be complex, so choose the right provider and manage the integration carefully to minimize disruptions. Selecting a POS system with application programming interfaces (APIs) allows connections with existing software without needing a developer. By proactively adapting your POS system, you ensure it continues to support your business goals and provides the insights you need to make informed decisions. Consider scheduling a data consultation to discuss how optimizing your systems can support your growth.
How does POS accounting differ from traditional accounting?
Traditional accounting often relies on manual data entry and periodic reconciliation, while POS accounting automates data capture at the point of sale. This real-time data entry streamlines the accounting process, reduces errors, and provides immediate insights into financial performance. It essentially brings your sales and accounting functions closer together for a more dynamic view of your business.
What are the key benefits of integrating my POS system with my accounting software?
Integrating your POS and accounting systems eliminates manual data entry, saving you time and reducing errors. It provides a real-time view of your financial data, enabling faster and more informed decision-making. This integration also improves accuracy, streamlines reconciliation, and gives you a single source of truth for all your financial information. It's about working smarter, not harder.
How do I choose the right POS system for my business?
Consider your specific business needs, including sales volume, inventory management requirements, and reporting needs. Look for a system that offers robust reporting features, seamless integration with your accounting software, and the ability to scale as your business grows. Don't forget to factor in ease of use and the availability of training and support.
What are the main expense categories associated with a POS system?
The primary expense categories include hardware costs (like terminals and scanners), software costs (including licensing and updates), transaction fees charged by payment processors, and ongoing maintenance and support expenses. Understanding these costs helps you budget effectively and assess the total cost of ownership.
How can I ensure the security and compliance of my POS accounting data?
Implement strong password policies, restrict system access to authorized personnel, and regularly update your POS software. Ensure your system complies with industry regulations like PCI DSS. Maintaining detailed audit trails of all transactions is also crucial for compliance and identifying potential discrepancies. Protecting your data is protecting your business.
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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