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Accrual Accounting

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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

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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

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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

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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.

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 invest their capital efficiently to drive growth. 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 Setup)

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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

FP&A Team, Structure, Roles, and Responsibilities

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.

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 should 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

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. 

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 Guide

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. 

Revenue Bridge

How to Build a Revenue Bridge Chart

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Profit and Loss Waterfall

Income Statement (Profit and Loss) Waterfall Chart Guide

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Sales Pipeline Waterfall

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.

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