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Better Together: NetSuite + Mosaic

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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 Anatomy of a Strategic Finance Function

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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.

2022 B2B SaaS Benchmarks Report

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

The 2023 Financial Planning Blueprint

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Download this blueprint and complete guide to nailing the 2023 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

SaaS Metrics Cheat Sheet

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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

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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.

25 Days of SaaS Metrics — Email Course

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Gear up for the new year by joining us for 25 days of SaaS metrics. Every day, you'll get an email delivered to your inbox, helping you master the metrics that matter most to your SaaS business. Don't miss out on formulas, benchmark data, expert tips for analysis, and more.

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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

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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

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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.



The Modern Buyer’s Guide to Strategic Finance Software

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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

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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

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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

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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.



Simple Guide to Business Budget Analysis with Examples

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Budget analysis is the backbone of your financial management. With the information you glean from budget analysis, your company can avoid overspending, understanding, and problem-solve any budgetary concerns. Learn how to make budget analysis as seamless as possible by making sure your source systems are integrated so you can focus on finding insights in your analyses.

How to Structure Your SaaS P&L Statements

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A SaaS company’s P&L statement covers all the financial vital signs of the company. This article goes over the components of SaaS P&L, how to set one up, and provides tips to get the most impactful insight from your P&L statement. By the end, you’ll know everything you need to take your next steps toward superior P&L management.

18 Best Software and Tools for Finance Teams and Managers in 2023

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The world of finance software has grown so much bigger than spreadsheets. But we’re getting to a point where the market is so crowded that figuring out which tools will best support you and your team can be tough. The article also highlights the best 17 software tools that finance teams and managers can use to make finance more agile and data-driven.

A 13-Step NetSuite Implementation Guide

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Here, we highlight the challenges that SaaS companies face in managing their financial and operational processes, and how NetSuite (especially when paired with Mosaic) can help them overcome these challenges by providing a comprehensive and integrated solution.

The 5 Best Business Budgeting Software & Tools for SaaS Businesses in 2023

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While conventional budgeting software has its benefits, it's limited by siloed information and doesn't provide a full view of cash flow movement. Early-stage and mid-market SaaS companies will have more success with budgeting software like Mosaic, which makes all of the right financial information available to the right people at the right time.

P&L Management Explained: What Your Business Needs to Know About Profit and Loss

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Successful SaaS companies know how to leverage costs to produce bigger revenues. And your P&L statement is a gold mine of opportunities — if you know where to look. Learn how to turn your income statement into a strategic asset that helps you drive growth for your business.

The Annual Guide to SaaS Business Benchmarking

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SaaS benchmarking helps you track how your business is performing against similar companies in your field or against your own data to learn what is and isn't working for the company’s financial and operational efficiency. Both facilitate proactive, strategic decision-making for improved performance down the line.

Incremental Budgeting Explained: What It Is & When You Should Use It

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While it’s easy to implement, incremental budgeting isn’t necessarily the best approach for high-growth companies. That’s because incremental budgets are predominately geared toward large organizations in a steady state rather than ones trying to grow exponentially. Still, understanding how to use incremental budgets as a baseline tool can help you build a growth plan.

What Is the Difference Between Financial Forecasts vs. Projections?

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Differentiating between forecast vs. projection can be tricky since the terms seem similar at first glance. However, you prepare forecasts based on what you expect to happen in the future. On the other hand, you use projections for what-if scenario analysis, so estimates change under each scenario.

How to Get More Out of Your Salesforce QuickBooks Integration (and Steps for Set Up)

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Integrating your Quickbooks ERP with your Salesforce CRM is essential for helping you access all the data you need to track your company’s growth and success. But integrating these source systems with a strategic finance platform like Mosaic allows you to truly get the full picture of your business.

NetSuite Salesforce Integration Guide: How to & Best Practice

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NetSuite Salesforce integration helps you see how your company’s performing. But integrating these systems with Mosaic provides the full financial picture so you get strategic insights about the metrics that matter. Learn how the right access to more data supports proactive decision-making and forward-looking planning to take your business further.  

Netsuite Hubspot Integration (Requirements, Steps, and How to Simplify)

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Connecting NetSuite and HubSpot is a must for growing SaaS companies. But it’s easier said than done. This article covers the how and why of integrating them. Plus we cover additional tips to help you get more from your tools.

How To Create an Annual Operating Plan for Your SaaS Business

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Annual planning season can be rough for executives, finance leaders, and department leaders alike. But the companies that effectively generate a solid annual operating plan set themselves up to hit their goals. Learn how to build an AOP that checks all the boxes. 

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FP&A Team

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FP&A Team, Structure, Roles, and Responsibilities

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Companies often underinvest in FP&A because they view it as a function for back-office scorekeeping. But you have the potential to drive strategic value for the business if you assemble your FP&A team effectively. Learn how to build an FP&A team from first hire to IPO and how to set it up for success as a true partner to the business.

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FP&A Modeling

FP&A Modeling: 8 Models for Financial Forecasting

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You could spend a lifetime trying to master every niche FP&A modeling use case. But your ability to build beautiful models will only get you so far. What’s more important is matching your models to the strategic needs of the business. Learn how to build practical financial models and which ones are most common for high-growth SaaS companies.

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FP&A Best Practices

9 FP&A Best Practices & Tips from the Pros

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Don’t get stuck in the cycle of backward-looking reporting and drawn out planning cycles. We pulled insights from 9 finance leaders to assemble this list of FP&A best practices and tips that can elevate your role as a strategic finance leader. Find out how the best leaders set themselves apart from the norm.

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FP&A Guide

What Is FP&A? The Complete Guide to Financial Planning and Analysis

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Financial planning and analysis (FP&A) is supposed to be the forward-looking side of the finance function. But these teams aren’t always given the appreciation they deserve. Learn the value of an effective FP&A team, the challenges for clearing that bar, and how to elevate your position as a strategic partner in the business.

The Complete Guide to the QuickBooks HubSpot Integration

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The QuickBooks HubSpot integration can be confusing for someone who’s never set it up — not to mention, certain data points remain unclear even after the software is integrated. Fortunately, Mosaic bridges the gap between QuickBooks and HubSpot to streamline all your financial data and provide a full picture of your business.

How to Write an Investor Update — Important Tips and Examples

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Investors can offer a wealth of strategic value to your business beyond cash — and to get the most out of them, you need to communicate the business’s growth narrative efficiently. Read more on how to provide regular investor updates with key information that allows investors to offer the right expertise at optimal times.

The Best Dashboards for SaaS Businesses (with Examples)

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SaaS dashboards foster strategic growth so long as they’re set up effectively. This article shows you what they are, what makes them so powerful, and how to use them. Plus, we walk you through four example dashboards so you can see what sets a great SaaS dashboard apart.

The Best Sales Dashboards for Tracking Performance

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A great sales dashboard provides sales managers with the data they need to monitor performance, adjust sales strategy, and drive revenue growth. We cover what finance and sales managers need to know to build and use an effective sales dashboard — plus three examples to help you get started.

Operational Finance: Blending the Operational CFO and Strategic CFO

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There are two sides of the finance function coin — the operational side and the strategic one. When you're looking for a leader, is one specialty better than the other? The truth is that the best finance leaders strike the perfect balance between both (especially now). Learn what that means and how to blend the two sides more effectively.

The Best Executive Dashboards for Business Leaders and CEOs

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The perfect executive dashboard is tailored to the user's needs and makes data functional, meaningful, and actionable. Read more about what an executive dashboard should look like, what KPIs it should include, and how it should function — plus three examples of effective dashboards to get you started.

Everything You Need for a CFO Dashboard: Examples, Key Metrics + Templates

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Dashboards are only as good as the insights they help you get about the business. That’s why your CFO dashboards shouldn’t just show you “what” the numbers are — they should also help you understand the “why” behind them. Learn how to build effective CFO dashboards that solidify your role as strategic business partner.

How to Run a Board Meeting: A Guide for Business Leaders

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Learning how to run a board meeting effectively starts with the right preparation. Finance needs to embrace a strategic approach, focusing on proactively measuring the metrics that matter to the business and aligning with departments to focus on your company’s financial and growth narratives. 

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Scenario Planning Tools

The 4 Best Scenario Planning & Analysis Software Tools for 2023

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Sensitivity Analysis vs. Scenario Analysis

Sensitivity Analysis vs. Scenario Analysis: What’s the Difference?

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What-If Scenario Analysis

How to Get the Most Out of What-If Scenario Analysis

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Scenario Planning Explained: Definition, Process & Best Practices

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The Key Steps to Recession-Proof Your Business

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Ensure your business is recession-proof by planning ahead so you’re ready to adjust for any economic scenario. Proactive measures include a strong financial tech stack that allows you to easily collaborate with business partners and identify forward-looking insights that help weather the economic storm. 

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Revenue Bridge

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How to Build a Revenue Bridge Chart

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Profit and Loss Waterfall

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Income Statement (Profit and Loss) Waterfall Chart Guide

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Sales Pipeline Waterfall

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How to Create a Sales Pipeline Waterfall Chart

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Bookings to Cash Waterfall Model

How to Build a Bookings to Cash Waterfall

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Financial Waterfall Chart Guide

Financial Waterfall Chart Guide: How to Create Different Waterfall Charts and Models

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SaaS Revenue Waterfall

How to Create a SaaS Revenue Waterfall Model with Cohorts

What Is Financial Reporting and How Can You Use It to Tell the Right Narrative

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Your financial statements set the foundation for strong financial reporting, as they account for every dollar in and out of the business. Yet strong financial reporting means knowing how to make the reports come alive for your audience. Learn how your business benefits from deeper financial reporting and analysis.

What Is Budget Allocation and How to Allocate Budget Correctly

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If you want to pave a path toward sustainable growth, you need to embrace agility and proactivity — and one way to do that is by improving budget allocation processes. Learn how more effective budget allocation creates a path for agile, strategic spend management decisions.

How to Build (and Improve Upon) Salesforce Reports and Dashboards

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Salesforce should be your source of truth for go-to-market and ARR data, but it can’t satisfy all reporting needs. Taking Salesforce reports and dashboards to another level requires context from your other source systems. Let’s explore what Salesforce offers with reports and dashboards tutorial and dig into areas where you can go deeper.  

8 Customer Success Metrics Every SaaS Company Needs to Track

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The best customer success teams don’t just retain customers — they find ways to drive revenue growth through upsells and cross-sells. Learn how to proactively measure customer engagement and revenue retention with the 8 essential customer success metrics for SaaS companies. 

Finance's Complete Guide to CRM Hygiene

Finance's Complete Guide to CRM Hygiene

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Better Together: NetSuite + Mosaic

The Anatomy of a Strategic Finance Function