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Revenue Planning

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Board Deck Template

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The only way to maximize value from board meetings is to come prepared each quarter with a clear, concise deck. But the process of making that board deck can be painful. So, we've taken our most requested asset and made it even better with added CFO insights, suggested metrics, and more! Use this clear and concise template to perfectly capture your company's story.

The ARR Bookings to Cash Collection Model Template

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This driver-based model will help you forecast ARR activity like new bookings, upsell, renewal, and churn by customer, build an ARR summary report, and analyze the impact of individual customer activity on overall ARR, billings, and collections.

P&L + Headcount Model

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Welcome to Mosaic's P&L + Headcount Model Template. A staple of every FP&A team, this template provides a connected P&L financial model to plan revenue, headcount, and operating expenses with precision.

Month-End Close Checklist

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Streamline your month-end financial close process with this comprehensive checklist. While there's no one-size-fits-all for closing the books, this template provides a strong foundation and the flexibility to customize it to your organization’s needs.

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

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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

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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

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The ERP Dashboard You Can't Afford Not To Have

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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)

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

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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

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Mosaic Recognized With Multiple Awards from Gartner in 2024

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<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

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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

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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

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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

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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

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A Guide to Foreign Currency Translation Adjustments in SaaS

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Three Statement Financial Model Guide

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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

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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

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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

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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

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What are Rate Cards? + How to Create Them

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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

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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

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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

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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AI Budgeting

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.

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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 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.

Templates

Types

Board Deck Template

The ARR Bookings to Cash Collection Model Template

P&L + Headcount Model

Month-End Close Checklist

The Department Budget Template

The Marketing KPI Model Template

The ARR Bookings to Cash Collection Model Template

Venture Debt Amortization Model Template

Professional Services P&L Model Template

The Top 30 SaaS Metrics Calculator

SaaS Financial Model Template

Mosaic ROI Template

Month-End Close Checklist

Chart of Accounts Template

Profit and Loss Waterfall Template

Own the
of your business.

Types

Board Deck Template

The ARR Bookings to Cash Collection Model Template

P&L + Headcount Model

Month-End Close Checklist

The Department Budget Template

The Marketing KPI Model Template

The ARR Bookings to Cash Collection Model Template

Venture Debt Amortization Model Template

Professional Services P&L Model Template

The Top 30 SaaS Metrics Calculator

SaaS Financial Model Template

Mosaic ROI Template

Month-End Close Checklist

Chart of Accounts Template

Profit and Loss Waterfall Template

Own the of your business.

Own the
of your business.