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


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The SaaS Metrics 101 Ebook

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

The Professional Services Metrics Cheat Sheet

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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

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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

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

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.

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

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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.



Venture Debt Financing: A Strategic Option for SaaS Businesses

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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?

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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

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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

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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

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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

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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

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

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FP&A Calendar

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FP&A Calendar Examples & Considerations

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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

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

What is Revenue Leakage? SaaS Guide + Solutions

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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

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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)

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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)

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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

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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

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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

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Learn how to create variance reports in minutes using Mosaic.

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

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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

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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

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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

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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?

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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)

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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

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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

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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

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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

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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.

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AI Accounting

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How to Use AI to Optimize Accounting Processes

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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.

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How Using AI Can Streamline Your Budgeting Process

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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

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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.

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AI Financial Modeling and Forecasting

How to Use AI for Financial Modeling and Forecasting

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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.

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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.

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