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The 2024 Financial Planning Blueprint

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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

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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 Investor Due Diligence Checklist

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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

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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 Playbook for Board and Investor Communications

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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

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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.

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.



Mosaic ROI

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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

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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.



The SaaS Guide to General and Administrative Expenses in 2023

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It’s essential for SaaS businesses to properly categorize and track G&A expenses. These costs affect your bottom line and monitoring them as your business grows is key for business success. In this article we cover the basics of G&A expenses, which costs qualify under G&A, and show you how to easily track them in real-time.

TTM (Trailing Twelve Months) Explained: What It Is & How It Is Used

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Trailing twelve months (TTM) sets aside the fiscal calendar and measures a company’s financial performance data over the last 12 months, which makes it a powerful measurement tool for key metrics and even deeper insights. Learn more about how accounting for TTM provides a different perspective that can lead to more actionable and strategic decision-making.

What Are Revenue Drivers? 2023 Guide for Startups

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For SaaS businesses, success lies in understanding key revenue drivers. Implementing a driver-based approach in planning, forecasting, and budgeting can improve team agility and performance, provided the models integrate drivers and assumptions cohesively. In this article, we dig into the details of the main drivers in your business: marketing and sales.

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Recurring Billing

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Recurring Billing Guide for SaaS Companies in 2023

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Recurring billing is a foundational element of SaaS. While the concept seems simple, implementing a recurring billing workflow is easier said than done. Here's what you need to know about the benefits (and challenges) of setting up your billing processes for recurring subscriptions.

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SaaS Billing Software

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The Battle of SaaS Billing Platforms: Top Choices and the Missing Piece

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Finance and accounting teams have to move far too quickly to keep pace with business demands for a home-grown billing system to work well. But the market for SaaS billing software is crowded and can be difficult to navigate. Here's everything you need to know about the top options.

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SaaS Billing Guide

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SaaS Billing Process, Best Practices, & Solutions for 2023

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The best SaaS companies in the world have rock-solid billing processes that make revenue and cash flow predictable. But the nuances of a recurring billing architecture can be complicated — especially if you're a high-volume PLG company using your billing system as a revenue source of truth. Learn the ins and outs of SaaS billing with this guide.

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Pre-Seed and Seed Funding

What Are Pre-Seed and Seed Funding? A Guide for Startups

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The earliest stages of funding for a startup are pre-seed and seed rounds. At these stages, you're getting investors to bet on you as a founder and your vision. This is what you need to know to secure funding and start growing your business.

SaaS IPO Guide and Expert Advice in 2023

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Is your company ready to go public? It's a difficult question to answer with many different variables coming into play. But once you get beyond your Series C, you should be evaluating the path to an exit regularly. Here's what you should know about the IPO process and current state of public offerings in 2023.

Series C Funding

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A Guide to Series C Funding for Late-Stage Startups: Everything You Need to Know

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Traditionally, Series C has marked the exit phase of a startup's lifecycle. It's when you start down the path to profitability and begin to plan a potential IPO. For many, it will be the last round of funding they go through. Here's what to know about raising a Series C successfully.

Series B Funding

A Complete Guide to Series B Funding: How to Pitch Investors + Secure Funding

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Your Series B marks the transition from early-stage startup toward growth stage. This is the money you'll use to pour fuel on the fire of your high-growth business — if you can close the round. Here's what you need to know to successfully raise your Series B.

Series A Funding

A Complete Guide to Series A Funding: How Much You Need + How to Get It

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Series A is where the rubber meets the road for venture-backed startups. This is your first major round of funding, taking you beyond the early stages of seed capital. It's what will set you down the path to hypergrowth if used wisely. Here's what you need to know to secure your Series A.

SaaS Startup Funding Guide

Complete SaaS Funding and Financing Guide: How to Impress Investors from New Startup to IPO

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The SaaS funding process isn't for the faint of heart. But if you've committed to the venture-backed path to building a high-growth company, you have to get comfortable with fundraising. This guide gives you everything you need to know — from the absolute basics to expert tips from people who have been through each stage before — to successfully raise money and put your company on the path to success.

Mosaic Raises $26M Series C to Expand the Vision of Strategic Finance

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This latest round of funding will help us expand our vision for strategic finance to a wider audience, including upmarket SaaS companies and new verticals. While the core vision remains the same, expect to see a much more robust set of planning and analytics features in the coming months as well as more powerful automation thanks to our investments in AI.

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A Guide to the Accrual Accounting Method: Tips and Examples for SaaS Companies

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Accrual accounting is the GAAP-compliant way to maintain your books. If you don't have the basics of accrual accounting down pat, you risk building a shaky foundation for decision-making across the business. Here's how to make that foundation rock solid.

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SaaS Revenue Recognition

Revenue Recognition Guide for SaaS Businesses in 2023

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The FASB introduced new standards for revenue recognition to make the process more standardized across industries and offer more cohesive guidelines. But that doesn't mean it made SaaS revenue recognition easier. Learn the ins and outs of recognizing revenue from your contracts under ASC 606 accounting principles.

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SaaS Accounting Software

11 Software Solutions to Improve Your SaaS Accounting Processes

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For years, finance and accounting teams were left behind the tech revolution that swept through businesses of all sizes. But times have changed. Don't stay bogged down in manual processes and tedious tasks. Implement new SaaS accounting software to elevate the strategic value of your work.

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GAAP Financial Statements & Generally Accepted Accounting Principles for SaaS

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If you're running accounting for a high-growth SaaS business, you need to know the ins and outs of generally accepted accounting principles (GAAP). Read this overview of all things GAAP so you can ensure your companies numbers are always accurate and compliant.

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SaaS Accounting Guide

SaaS Accounting Guide: Best Practices & Principles

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Accountants can be so much more than back-office number crunchers bogged down by compliance structure and data aggregation. But traditional workflows have to change if you want to elevate your role in the business. Read through this guide to learn how to balance compliance with strategic SaaS accounting to add more value to your business.

7 Tips for Connecting with SaaS Investors

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Building a strong network of knowledgeable investors helps your SaaS business raise the funds necessary to grow the business. Learn how to connect with the right investors and show them your business is worth their investment. 

Static Budgets Explained: What They Are, When to Use Them and How to Make One

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A static or fixed budget stays the same throughout the accounting period and acts as a benchmark for business performance. And while static budgets provide a foundation for a company’s budgeting process, they’re not always appropriate for every SaaS company. Learn how you can push static budgets to the next level with strategic insights that enable sustainable growth across the organization. 

New to Mosaic: Snowflake Integration to Unite All Your Data

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As of today, there's now a direct integration between Mosaic and Snowflake. Mosaic users can now automatically sync operational business data directly from the data warehouse to analyze it and plan around it in Mosaic metrics, canvases, and models. 

Mosaic Named to 2023 SMBTech 50 by GGV Capital

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GGV Capital, along with Crunchbase and 27 venture capital firms, recognize companies supporting the growth of small and medium-sized businesses each year in the SMBTech 50. Mosaic was named to the 2023 list alongside companies like Ramp, Merge, Gusto, Drata, and Carta. 

Mosaic’s Guide to Creating Metrics and Custom Dashboards with Metric Builder

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Every business is unique — and your metrics should be, too. Finance teams need to be able to quickly and easily build the custom metrics that matter most to them to uncover insights and answers that drive performance. But it's easier said than done. Learn how to create metrics the modern way.

Meet Metric Builder: Unlocking Infinite Possibilities with Your Data

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Today, we’re announcing our biggest product release since we first launched Mosaic. Meet Metric Builder, a new way to build and customize metrics for the nuances that make your business special. Get a demo today and learn how to unlock the full potential of your financial and operational data.

A Guide to the Strategic Budgeting Process in SaaS

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When it comes to budgeting and financial planning, today’s SaaS companies can benefit from greater flexibility and improved cost control. Traditional processes won’t get you there. Learn more about strategic budgeting, and how it helps high-growth companies continue making proactive, strategic decisions.

Flexible Budgeting Explained: Definition and Tips for SaaS

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Flexible budgeting is a dynamic budgeting model that allows you to adjust to changes in costs and revenue in real time. But don’t get caught up in comparing this type of budget to other types. What’s more  important is to apply the principles to certain parts of your budget.

Guide to Rolling Budgets: How To, Pros & Cons, Examples

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Traditional budgeting is far too rigid (and limited) for modern SaaS businesses. These companies need a budgeting method that can keep up with trends and fluctuations in the larger market — which is exactly what rolling budgets offer. And embracing software and automation can make them easier to adopt at any growth stage.

Financial Close Management Software: The Best for 2023 and How They Drive Efficiency

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The month-end close process can be unnecessarily long and complex without the help of automation to simplify data collection and make the entire process easier. With the right month-end close software, you get the dependable, real-time information you need to proactively make the strategic financial decisions that move your business forward.

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 18 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.

5 Benefits of Business Budgeting Software + Top Tools in 2023

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.

Finance's Complete Guide to CRM Hygiene

Finance's Complete Guide to CRM Hygiene

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The 2024 Financial Planning Blueprint

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