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

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

Blog Main 1284x1220 (11)

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.

Investor Communication in 2024: Strategies for Startups

Blog-Main-1284x1220-33

The importance of investor communication goes beyond pumping in cash to keep the business running. When leveraged smartly, investors can be more than just financial backers for your seed funding — they are potential strategic allies, guiding your company toward profitability and success.

Investor Documents: A Comprehensive Guide for Startups Seeking Funding

Blog header: Investor Docs

If you’re preparing for a funding round, this guide will cover the essential investor documents you need to prepare and the metrics you’ll want to highlight.

chart-icon

AI in Finance

Mosaic’s AI Manifesto: Unlocking the Next Era of Strategic Finance

Blog Main 1284x1220 (6)

Artificial intelligence just got real in the world of finance. It's more accessible, affordable, and scalable than ever. And it's opening the door for finance teams to move faster, more efficiently, and more strategically. Here's how we're approaching the revolution at Mosaic.

dollar-clock-icon

Expense Forecasting

Hub and Spoke Frame: Purple Left

Step-by-Step Expense Forecasting: A Guide For SaaS

Expense forecasting preview

Hub and Spoke Frame: Purple Right

How long is your cash going to last? It's a critical question for any finance leader to answer for the business. But you don't just need an answer that's a snapshot in time — you need to project forward based on your plans. Here's how to forecast expenses effectively to better understand your cash burn.

Headcount Modeling

Headcount Modeling: Template Must-Haves and the Best Tool

headcount modeling header

Headcount makes up anywhere from 70% to 80% of a SaaS startup's total expenses. Even a slight mistake in headcount modeling for your business can drastically reduce the accuracy of your overall forecasts — and set you up for poor decision-making. Here's what you need to know to get headcount modeling right.

Switch - Icon

SaaS Financial Model

Hub and Spoke Frame: Green Left

The Dangers of One-Size-Fits-All SaaS Financial Modeling Templates (and How to Create the Best One For Your Business)

SaaS financial model preview

Hub and Spoke Frame: Green Right

SaaS financial models are some of the most difficult to create because of the nuances associated with recurring revenue models. Templates can help give you a head start. But you can't rely on them entirely. Here's what you need to know to go from a template starting point to a fully custom SaaS financial model that guides your business to strong growth.

puzzle-icon

Financial Modeling Guide

The Complete Guide to Financial Modeling: Best Practices, Examples, and More

Financial Model Hub Preview

The perfect financial model can help you see into the future of your business. It can help you apply past trends to understand future performance, see what impact new assumptions would have on your outcomes, and outline quantitative for strategic initiatives. But building a financial model is no easy task. Here's everything you need to know about effective financial modeling.

MRR Source of Truth

The MRR Source of Truth: Standardizing Revenue Data from Your Billing System

Illustration (4)

Are you sure you're reporting your MRR correctly? If your billing system is the revenue source of truth, you may have some hidden reporting issues hurting your financial reports and analyses. But there's a way to fix it. Here's everything you need to know about cleaning up billing data to be an MRR source of truth.

The Annual Budgeting Process Explained for SaaS Businesses

Annual Budgeting

Annual budgeting is essential for most businesses, including SaaS companies. In this step-by-step guide to the annual budgeting process, you’ll learn how to create a strong annual budget and tips to avoid common challenges.

The SaaS Guide to General and Administrative Expenses in 2024

G&A Costs Blog Header

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

TTM Blog Header

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? 2024 Guide for Startups

Blog_Financial-Insights_Measure-Financial-Efficiency-8-Ratios_v2

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.

Recurring Billing

Recurring Billing Guide for SaaS Companies in 2024

Recurring Billing Thumb

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.

SaaS Billing Software

The Battle of SaaS Billing Platforms: Top 4 Choices + the Missing Piece

Billing Software Thumb

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.

airplaneIcon

SaaS Billing Guide

SaaS Billing Process, Best Practices, & Solutions for 2024

SaaS Billing Hub Thumb

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.

Vendor Forecasting and BVA Reporting

Build more accurate forecasts by planning your big expenses by vendor. Then instantly compare actual results against plans to track performance over time.

Vendor Forecasting and BVA Reporting

More in Minutes

Create New AE Cohort Waterfall in 3 Minutes

Build LTV:CAC in 5 Minutes

Vendor Forecasting and BVA Reporting

The latest Mosaic Insights, straight to your inbox

More in Minutes

Create New AE Cohort Waterfall in 3 Minutes

Build LTV:CAC in 5 Minutes