g2-badge-top-50-2

G2-Badge-top-50 (2)

1-corporateperformancemanagementcpm_leader_leader-4

1 - CorporatePerformanceManagement(CPM)_Leader_Leader

2-corporateperformancemanagementcpm_momentumleader_leader

2 - CorporatePerformanceManagement(CPM)_MomentumLeader_Leader

3-corporateperformancemanagementcpm_easiesttouse_small-business_easeofuse

3 - CorporatePerformanceManagement(CPM)_EasiestToUse_Small-Business_EaseOfUse

5-budgetingandforecasting_bestrelationship_mid-market_total

5 - BudgetingandForecasting_BestRelationship_Mid-Market_Total

Sign in

Request a demo

Register Now

Join our panel of experts as they answer your most challenging questions for 2023 planning.

mosaic-footer

Blog

Videos

Podcasts

Templates

Webinars

Ebooks

<p>Subscribe to keep up with the latest strategic finance content.</p>


Financial Analysis

Financial Modeling

Top-Line Planning

Collaborative Budgeting

Cross-Functional Insights

Close & Consolidation

Investor & Board Reporting

Resources_Ebooks

The SaaS Metrics 101 Ebook

SaaS_Metrics_101

Download this Ebook to get a crash course on the most important metrics for your business.

The Professional Services Metrics Cheat Sheet

proserv-inline-2

Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 20 of the most important Professional Services metrics.

SaaS Metric Hot Takes

Ebook_SaaS_Metric_Hot_Takes

Download our newest Ebook for spicy takes on your favorite SaaS metrics. Experts like Ben Murray, CJ Gustafson, Ray Rike, Brian Weisberg, and more will help you think about the metrics that matter most to your business in a whole new way.

The 30-60-90 Plan for New Finance Leaders

30_60_90

Use this breakdown of your first 90 days to put yourself on the path of strategic finance success.

The 2024 Financial Planning Blueprint

2024_planning_header_image

Download this blueprint and complete guide to nailing the 2024 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

2023 B2B SaaS Benchmarks Report

2023 B2B SaaS Benchmark Report Ebook_1

Learn how your financial and operational metrics stack up against other B2B SaaS companies. Get personalized, cohorted benchmarks according to your company profile.

The Investor Due Diligence Checklist

Due Diligence Checklist Landing Page Image

Set yourself up for fundraising success. Get your copy of the due diligence checklist that helped us raise our own Series C.

The 10 SaaS Metrics You Didn’t Know You Needed

The 10 SaaS Metrics You Didn't Know You Needed

The library of metrics finance leaders need to manage is always growing. Check out these 10 SaaS metrics you didn’t know you needed.

Better Together: NetSuite + Mosaic

better-together-lp

You have more options than ever before to build out your finance tech stack. But with so much overlap between tools, it can be tough to understand the differences between them — and the value of bringing them together. Here, we dive into why NetSuite and Mosaic, in particular, are better together. 

The Playbook for Board and Investor Communications

investor-playbook-lp

In times of economic uncertainty, the strategic bond between business leaders and investors should be stronger than ever. We tapped into the expertise of 7 finance-leaders-turned-founders to build a playbook for making that happen.

The Anatomy of a Strategic Finance Function

anatomy-of-finance-2023-lp

Finance is expected to be a partner in strategic decision making. But it’s hard to break the mold of backward-looking reporting. Learn how to propel your business forward with the CFO's Guide to Creating a Forward-Looking Operation.

SaaS Metrics Cheat Sheet

SaaS Metrics Cheat Sheet landing page inline

Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 24 of the most important SaaS metrics. 

Finance's Complete Guide to CRM Hygiene

crm_ebook

Download this guide to learn where CRM setup can go wrong, the five universal rules of CRM hygiene, and how clean revenue data unlocks strategic insights.

Ebook Template

Weathering the Storm Digital Ebook

Weathering the Storm

Finance has an opportunity to be the compass that guides companies through this economic storm. Learn how to uncover strategic insights and make actionable recommendations to leadership about what to do next in this market downturn.

Weathering the Storm: How Finance Can Guide Companies Through a Down Market

Scaling Your Finance Team: How to Grow Strategic Finance from Zero to IPO

Scaling Your Finance Team_Ebook_Thumb

Most companies wait far too long to invest resources in the finance function. Learn how to grow your team effectively from the very first hire all the way to IPO and turn finance into the strategic powerhouse it should be.

2022 SaaS Performance Reporting Benchmarks

Ebook_2022-SaaS-Performance-Reporting

Ensure you’re focused on the metrics that matter most to your company’s success and know how to effectively analyze them. Learn how to improve your reporting processes and be a more strategic partner to the rest of the business.



Mosaic ROI

Landing page inline image

So you’ve evaluated a few FP&A software solutions and you’ve shortlisted Mosaic as your favorite. But, you’re not quite done yet. You still need to make the business case internally to justify the investment. The following guide will help build an ROI proposal that makes Mosaic a no brainer.

The Modern Buyer’s Guide to Strategic Finance Software

Ebook_Modern-Buyers-Guide

Finance is finally gaining access to tools that address the core challenges of supporting a modern business. But which one is right for your org? Get this software comparison deep-dive to make the best buying decision possible.

The CFO’s Path to a Strategic Seat at the Table

Ebook_ (2)

Stop spending weeks putting together backward-looking reports only for the rest of the business to push them aside. Learn how to adopt an agile planning process to help earn you a more strategic seat at the table.

The Modern Financial Planning Blueprint

Ebook_Modern-Financial-Planning-Blueprint

Don’t spend weeks building your annual plan just for it to go stale on day 1. Learn how to take a more agile approach to planning and be the strategic partner that your business needs.



The Startup’s Guide to Finance Fundamentals

Ebook_Startup-Guide-to-Finance-Fundamentals

So much responsibility rests on the shoulders of finance, yet in the early days, it can feel like there is no getting ahead. Learn how you can go from small and lean to a strategic finance machine.



Venture Debt Financing: A Strategic Option for SaaS Businesses

Venture Debt Main

For startups, the journey between funding rounds is a bit like traveling from island to island. Your cash runway builds a bridge from Series A to Series B, from Series B to Series C, until finally, you reach the fabled land of IPO (or acquisition). 

The problem is equity funding rounds aren't always enough to bridge the gap, especially if things don't go according to plan.

What is a Sweep Account? And Does Your SaaS Business Need One?

Sweep Account Blog Main

Where do you stash your extra cash? Some SaaS businesses struggle with this question. With the overwhelming variety of bank accounts and features now available, startups might not know where to turn to make their cash work harder for them. In this guide, we break down the pros and cons of sweep accounts and give you the steps to set one up yourself.

Mastering Value-Proposition Budgeting: A Comprehensive Guide for SaaS Businesses

Value Proposition Budgeting Blog Main

If you could build the ideal budget for your SaaS startup, what would it look like? For one, you'd probably want to make sure each line item contributed to growth. You'd probably want flexibility and the ability to reallocate resources based on a shifting market.

The CFO’s Guide to Financial Risk Assessment

Financial Risk Assessment Blog Main

The business world is fraught with risk. Changing market conditions, liquidity shortfalls, and currency fluctuations are just a few of the many threats business leaders face. One of your first priorities as a CFO should be identifying the most pressing risks to your company's financial position.

A Guide To Revenue Operations (RevOps) for SaaS Companies

RevOps Blog Main

Learn how RevOps can unlock more accurate forecasting and help your SaaS business bring in more consistent revenue.

Customer Health Score: A Strategic Guide for Customer Success & Finance Teams

Blog Main 1284x1220 (12)

Whether you want to increase upsells or reduce churn, the best place to start is by assessing your customer health scores. Learn how to create a customer health score formula optimized for your unique business and why this metric matters not just for customer success teams but also for finance teams.

How To Conduct a Profitability Analysis for Your SaaS Business

Profitability Analysis Blog Main

In this article, we break down each step of the profitability analysis process and outline key metrics SaaS businesses should pay close attention to.

Centralize Planning Icon

FP&A Calendar

Hub and Spoke Frame: Left Cells Yellow

FP&A Calendar Examples & Considerations

FP&A calendar Blog Main

Hub and Spoke Frame: Right Cells Yellow

The objective of the FP&A team is to create accurate forecasts and reports for every aspect of a company. There are a lot of moving parts to manage, and getting the right data to go into those forecasts requires close collaboration with every individual department.

CFO Resources for Mastering Finance in 2024

CFO Resources Blog Main

Below you’ll find a list of 11 of the best resources for CFOs in 2024.

What is Revenue Leakage? SaaS Guide + Solutions

Revenue Leakage Blog Main

Revenue leakage is a common problem for SaaS businesses. This guide breaks down causes and solutions, so you can minimize your risk and solve leakage quickly when it occurs. 

6 Top Revenue Metrics & How to Track Them

Revenue Metrics Blog Main

Assessing the right revenue metrics can help you make better, more informed business decisions. This article breaks down the most important revenue metrics for SaaS businesses and shows you how to easily view them in real-time using Mosaic.

How To Create Financial Projections For a Startup (with Template)

Financial Projections Main Image

SaaS startups need realistic financial projections based on accurate and up-to-date data. In this article, we cover how to create financial projects, the most important metrics to look at, and provide a template to get you started.

Operational Planning Guide for SaaS Companies (With Examples)

Operational Planning Main Blog Image

This guide breaks down the operational planning process, outlines common pitfalls to avoid, and shows you how Mosaic can support a more streamlined planning process.

The Continuous Planning Process Guide for SaaS Businesses

Blog Main 1284x1220

Continuous planning is essential for SaaS businesses, especially early on. In this guide, we break down the benefits, risks, and steps of the continuous planning process.

The SaaS Guide to Agile Financial Planning

Agile Main Blog

Agility is more important than ever for SaaS businesses, but not all financial planning methods give you the flexibility to adapt in order to survive. In this guide we break down what agile planning is, why it’s essential for startups, and how to get started.

How To Create and Analyze Variance Reports

Variance Report Header Image

Learn how to create variance reports in minutes using Mosaic.

Reforecasting Budgets: When & How To Reforecast For Your SaaS Business

Reforecasting Blog main

Reforecasting is vital if you want your SaaS business to remain agile in an ever-changing business landscape. This guide covers when and how to reforecast and common pain points that can be avoided.

Accounts Payable Metrics

Accounts Payable Metrics Blog Main

Accounts payable metrics, or AP metrics, give insights into how a company manages its payables, i.e., the money owed to vendors for services or products received but not yet paid for. Specifically, AP metrics tell you whether your company has good vendor relationships, is operationally efficient, and holds a healthy balance between liquidity and creditworthiness.

A Guide to Outcome-Based Reporting for CFOs

outcome-based reporting main blog image

This guide explores how to transition from reactive reporting to more agile planning processes that help stakeholders at your organization make profitable decisions.

Finance’s Guide to CRM Hygiene

CRM Hygiene Main Blog Image

Learn everything you need to know about CRM hygiene for finance teams, including why it's important, common pitfalls to avoid, and how to make sure your company's CRM setup works for you. 

Budget Forecast: What Is It & Why Use It?

Blog Main 1284x1220 (19)

Your budget forecast is the roadmap for your business — what you're going to spend to hit your growth goals. Without it, you're flying blind while trying to navigate the risky waters of life as a high-growth startup. Here's what you need to know to nail down your budget.

The Complete Guide to OpEx Planning & Budgeting in 2024 (+ Software Solutions)

Blog Main 1284x1220 (18)

Operating expenses are the fuel that drive your business. But every dollar is precious when you're balancing growth goals and runway. How do you know where to invest that money to get the most return? Here's how to think through your OpEx planning.

A Guide to Expansion Revenue for SaaS Businesses

Blog Main 1284x1220 (17)

Expansion revenue — perhaps the ninth wonder of the world after compound interest. This is your ability to get existing customers to spend more with you year after year, creating a compounding effect for your business growth. Here's what you need to know.

Sales Quotas: Types, Setting Yours, & How to Exceed Them in 2024

Group 10268 (1)

There's a delicate balance to setting sales quotas. You want to be aggressive and set a high bar— but not so high that it's impossible to hit and demotivating for the sales reps. Here's how to think through your quotas and strike that balance.

Sales and Marketing Expenses + Forecasting Guide

Blog Main 1284x1220 (15)

If you want to be a high-growth startup, you need to constantly pour fuel on the product-market fit fire. And that means investing in your go-to-market function. But if you don't have a handle on your sales and marketing expenses, you could be lighting money on fire. Here's how to make sure those dollars don't go to waste.

Zero-Based Budgeting for SaaS Startups: A Comprehensive Guide With Mosaic

Blog Main 1284x1220 (14)

In times when financial efficiency is the name of the game, zero-based budgeting emerges. While it's not the simplest approach to budget planning, it will certainly help you meet your capital efficiency goals. Here's what you need to know about zero-based budgeting.

Better Insight - Icon

AI Accounting

Hub and Spoke Frame - Blue Left

How to Use AI to Optimize Accounting Processes

Blog Main 1284x1220 (7)

Hub and Spoke Frame - Blue Right

AI's role in strategic finance is indispensable for modern CFOs and finance executives. As it evolves, its use cases for CFOs and finance teams will become increasingly vital to stay competitive. And one of the most practical applications right now? Accounting processes. Here's why.

chess-icon

AI Budgeting

How Using AI Can Streamline Your Budgeting Process

Blog Main 1284x1220 (8)

The power of AI isn't reserved for mundane, repetitive processes. As AI-powered finance tools get stronger, they're going to start transforming your planning cycles, too. Here's what you can expect from AI budgeting.

AI Financial Planning

How to Use AI for Business Financial Planning

Blog Main 1284x1220 (9)

Financial planning processes are never going to be one-size-fits-all for any business. But that doesn't mean it can't benefit from AI — especially as finance software gets better and better at leveraging the technology. Here's where AI-powered financial planning will go in the months and years ahead.

Save Time - Icon

AI Financial Modeling and Forecasting

How to Use AI for Financial Modeling and Forecasting

Blog Main 1284x1220 (10)

Financial models often resemble a house of cards — a delicate balancing act of assumptions working to prop up the business. You wouldn't expect modeling to be a prime use case for AI. But we're closer to the reality of AI financial modeling and forecasting than many would think. Here's what to expect.

Adapt in real-time Icon

AI Tools for Business

Everything AI: Tools for Finance, Productivity, and Startups

There are a dizzying number of AI tools for business — even if you just limit yourself to finance-related software. Some are worth checking out and others are just noise in an endless sea of new software. Here are some AI tools we recommend checking out.

Types