corporateperformancemanagementcpm_leader_leader

CorporatePerformanceManagement(CPM)_Leader_Leader

budgetingandforecasting_momentumleader_leader

BudgetingandForecasting_MomentumLeader_Leader

g2-badge-top-50-2

G2-Badge-top-50 (2)

budgetingandforecasting_leader_mid-market_leader

BudgetingandForecasting_Leader_Mid-Market_Leader

budgetingandforecasting_leader_small-business_leader

BudgetingandForecasting_Leader_Small-Business_Leader

Sign in

Learn more

Register Now

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

mosaic-footer

Blog

Videos

Podcast

Templates

Webinars

Ebooks

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


Financial Reporting & Analysis

Investor & Board Reporting

Financial Close & Consolidation

Revenue Planning

Expense Planning

Headcount Planning

Cashflow Forecasting

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

professional-services-metrics-cheat-sheet

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

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-plan-for-new-finance-leader

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

The 2025 Financial Planning Blueprint

2025_planning_ebook_promo (1)

Download this blueprint and complete guide to nailing the 2025 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

The 2024 B2B SaaS Benchmarks Report

report section

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

The 2024 Interactive B2B SaaS Benchmarks Portal

interactive_report

2023 B2B SaaS Benchmarks Report

2023-b2b-saas-benchmarks-report

The Investor Due Diligence Checklist

investor-due-diligence-checklist

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

10-saas-metrics-you-didnt-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-netsuite-mosaic

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

playbook-for-board-and-investor-communications

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-a-strategic-finance-function

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

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

finances-complete-guide-to-crm-hygiene

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

Weathering the Storm

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

how-to-grow-strategic

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

2022-saas-performance-reporting-benchmarks

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

mosaic-roi

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

modern-buyers-guide-to-strategic-finance

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

outcome-based-reporting

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

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

startups-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.



Mosaic Named a Top Finance & Accounting Software in G2’s 2025 Best Software Awards

Blog_Main

At Mosaic, our mission has always been clear—empower finance teams with the tools they need to move faster, collaborate smarter, and drive strategic growth. Today, we’re honored to share that our hard work is paying off in a big way: Mosaic has been ranked #28 on G2’s 2025 Best Finance & Accounting Software list!

Mosaic joins HiBob: A new chapter in the future of FP&A

hibob-mosaic-blog-archive

Today, Mosaic is joining HiBob (subject to closing conditions). This is a huge moment for us, for our customers, and for the future of FP&A. Together, we’re building the first fully integrated FP&A and HR solution for mid-market companies, with a shared commitment to innovation and people-first finance.

Cash vs. Accrual Accounting: A Comprehensive Guide for Businesses

Blog Main 1284x1220

The ERP Dashboard You Can't Afford Not To Have

erp_dashbaord_blog_main

What makes a great enterprise resource planning (ERP) dashboard? For many companies, the answer isn’t as straightforward as it should be.

How AI is Transforming FP&A (and How Your Team Can Leverage It)

ai_fpa_blog_main

Mosaic Ranks #97 on the 2024 Deloitte Technology Fast 500™

fast_500_image

San Diego, California, November 21st, 2024 — Mosaic today announced it ranked #97 on the Deloitte Technology Fast 500™, a ranking of the 500 fastest-growing technology, media, telecommunications, life sciences, fintech, and energy tech companies in North America, now in its 30th year.


Revenue Planning Guide for Professional Service Businesses

Frame 1

Mosaic Recognized With Multiple Awards from Gartner in 2024

Gartner_2024_Blog

<p>As we wrap up another year, we are excited to share that <a href="https://www.capterra.com/p/219079/Mosaic/">Mosaic</a> has been recognized with multiple accolades from the Gartner Digital Markets brands – <a href="https://www.capterra.com/">Capterra</a>, <a href="https://www.softwareadvice.com/">Software Advice</a>, and <a href="https://www.getapp.com/">GetApp</a>. Our product has been featured across various flagship reports released in 2024, a testament to the value we continue to deliver to our users.</p>

The Business Guide to Liquidity Ratios

The Business Guide to Liquidity Ratios03

Managing liquidity is vital for companies of every size. Pre-revenue startups need to carefully manage their burn rate to ensure they don’t run out of cash. More established businesses need to ensure they balance their revenue and expenses to achieve sustainable growth.

What is Capital Structure? A Guide for High-Growth SaaS

What is Capital Structure_ A Guide for High-Growth SaaS01

Mistakes and failures are valuable opportunities for learning. High-growth SaaS companies should expect plenty of mistakes along their path to success, knowing that each one is a stepping stone to a stronger business.

But there’s one specific area of a business where early mistakes can be difficult, if not impossible, to fix. The cap table.

Finding the right debt-to-equity ratio is hugely important for any early stage company. Understanding the implications of decisions that impact the capital structure of a company is one of SaaS finance teams and founders’ most important roles.

Mosaic Ranks #1 in Momentum Leader for CPM Software Report

g2_header_image_

Mosaic is proud to announce its remarkable achievements in G2’s Summer 2024 reports. Our continued dedication to providing cutting-edge financial solutions has earned us the #1 rank in the Momentum Leader category for Corporate Performance Management (CPM) Software.

The Difference Between Financial Planning & Forecasting and How To Excel at Both

planing_vs_forecasting_1

SaaS companies are pioneers, always pushing the limits of software architecture to deliver the best product possible to customers. And you can't get there without research and development expenses.

A SaaS Guide to Tracking and Managing R&D Expenses

Group 10316

A Guide to Foreign Currency Translation Adjustments in SaaS

foreign_transaction_hero

Three Statement Financial Model Guide

Blog Main 1284x1220 (5)

The three statement financial model is the cornerstone of every company’s financial health and forecast. Building an accurate and timely three statement model can help companies gain a clear understanding of their current financial position, as well as serving as a baseline for forward looking projections and scenario planning.


The Essential Unit Economics Guide For SaaS Businesses

Blog Main 1284x1220 (4)

A Strategic Guide to R&D Capitalization for SaaS Companies

The question of whether to capitalize or expense your R&D costs is a SaaS accounting riddle for the ages. While recent changes to IRS section 174 mean you must capitalize and amortize R&D spending for tax purposes, it’s still theoretically optional for financial reporting purposes.

How to Choose Between Debt vs. Equity Financing as a SaaS Company

Blog Main 1284x1220 (2)

Before a SaaS company can build a product, hire a sales team, or implement a marketing strategy, it needs cash to pay for it all. Whether you’re a brand-new startup or have progressed to later funding rounds, the need for new money is a key component for many business operations.


A Guide to the Dunning Process for SaaS Companies

Blog Main 1284x1220 (3)

At its simplest, dunning means communicating with customers to collect overdue payments. This might conjure up images of debt collectors making incessant phone calls and letters threatening legal action, but the meaning of dunning is more specific — and a lot more tame.

SaaS Due Diligence Checklist For Finance Teams & Founders

Blog Main 1284x1220 (1)

What are Rate Cards? + How to Create Them

rate-card-1

Mosaic Awarded with Multiple Badges from Gartner Digital Markets

Mosaic is thrilled to announce its placement among the top software solutions in multiple flagship reports released by Gartner Digital Markets sites - <a href="https://www.capterra.com/" target="_blank" rel="noopener">Capterra</a>, <a href="https://www.softwareadvice.com/" target="_blank" rel="noopener">Software Advice</a>, and <a href="https://www.getapp.com/" target="_blank" rel="noopener">GetApp</a>.

The 7 Essential Cash Flow Metrics Businesses Should Track

Cash Flow Metrics Main

If your business doesn’t have a consistently positive cash flow, it’s impossible to build value for your shareholders or scale in a meaningful way. Cash flow is an indispensable benchmark to understand your finances — particularly when you dig deeper into cash flow metrics like investments, debts, and business operation costs.

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.

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