01-corporateperformancemanagementcpm_leader_leader

01 - CorporatePerformanceManagement(CPM)_Leader_Leader

03-corporateperformancemanagementcpm_momentumleader_leader

03 - CorporatePerformanceManagement(CPM)_MomentumLeader_Leader

05-corporateperformancemanagementcpm_easiesttouse_small-business_easeofuse

05 - CorporatePerformanceManagement(CPM)_EasiestToUse_Small-Business_EaseOfUse

04-corporateperformancemanagementcpm_bestsupport_small-business_qualityofsupport

04 - CorporatePerformanceManagement(CPM)_BestSupport_Small-Business_QualityOfSupport

02-corporateperformancemanagementcpm_bestrelationship_total

02 - CorporatePerformanceManagement(CPM)_BestRelationship_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

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

AI Manifesto header

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.

chess-icon

Headcount Modeling

Hub and Spoke Frame - Blue Left

Headcount Modeling: Template Must-Haves and the Best Tool

headcount modeling header

Hub and Spoke Frame - Blue Right

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 2023

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? 2023 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 2023

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

Hub and Spoke Frame: Left Cells Yellow

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

Billing Software Thumb

Hub and Spoke Frame: Right Cells Yellow

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 2023

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.

Pre-Seed and Seed Funding

What Are Pre-Seed and Seed Funding? A Guide for Startups

Hub Preview: Pre-Seed Seed Funding

The earliest stages of funding for a startup are pre-seed and seed rounds. At these stages, you're getting investors to bet on you as a founder and your vision. This is what you need to know to secure funding and start growing your business.

SaaS IPO Guide and Expert Advice in 2023

Blog Preview: IPO

Is your company ready to go public? It's a difficult question to answer with many different variables coming into play. But once you get beyond your Series C, you should be evaluating the path to an exit regularly. Here's what you should know about the IPO process and current state of public offerings in 2023.

Series C Funding

A Guide to Series C Funding for Late-Stage Startups: Everything You Need to Know

Blog Preview: Series C

Traditionally, Series C has marked the exit phase of a startup's lifecycle. It's when you start down the path to profitability and begin to plan a potential IPO. For many, it will be the last round of funding they go through. Here's what to know about raising a Series C successfully.

Series B Funding

A Complete Guide to Series B Funding: How to Pitch Investors + Secure Funding

Blog Preview: Series B

Your Series B marks the transition from early-stage startup toward growth stage. This is the money you'll use to pour fuel on the fire of your high-growth business — if you can close the round. Here's what you need to know to successfully raise your Series B.

Series A Funding

A Complete Guide to Series A Funding: How Much You Need + How to Get It

Blog Preview: Series A

Series A is where the rubber meets the road for venture-backed startups. This is your first major round of funding, taking you beyond the early stages of seed capital. It's what will set you down the path to hypergrowth if used wisely. Here's what you need to know to secure your Series A.

SaaS Startup Funding Guide

Complete SaaS Funding and Financing Guide: How to Impress Investors from New Startup to IPO

Blog Preview: Startup Funding Hub

The SaaS funding process isn't for the faint of heart. But if you've committed to the venture-backed path to building a high-growth company, you have to get comfortable with fundraising. This guide gives you everything you need to know — from the absolute basics to expert tips from people who have been through each stage before — to successfully raise money and put your company on the path to success.

Mosaic Raises $26M Series C to Expand the Vision of Strategic Finance

Blog Header: Series C Redo

This latest round of funding will help us expand our vision for strategic finance to a wider audience, including upmarket SaaS companies and new verticals. While the core vision remains the same, expect to see a much more robust set of planning and analytics features in the coming months as well as more powerful automation thanks to our investments in AI.

Accrual Accounting

A Guide to the Accrual Accounting Method: Tips and Examples for SaaS Companies

Blog Thumb: Accrual Accounting

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.

Save Time - Icon

SaaS Revenue Recognition

Revenue Recognition Guide for SaaS Businesses in 2023

Blog Thumb: SaaS Revenue Recognition

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.

Speedometer icon

SaaS Accounting Software

11 Software Solutions to Improve Your SaaS Accounting Processes

Blog Thumb: SaaS Accounting Software

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.

GAAP Financial Statements

GAAP Financial Statements & Generally Accepted Accounting Principles for SaaS

Blog Thumb: GAAP

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.

Centralize Planning Icon

SaaS Accounting Guide

SaaS Accounting Guide: Best Practices & Principles

Blog Thumb: SaaS Accounting Hub

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

Blog Header: How to Run a Board Meeting

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

Blog Header: Static Budget

A static or fixed budget stays the same throughout the accounting period and acts as a benchmark for a company’s 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

Blog Main 1284x1220

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

Blog Header: SMBTech 50 Announcement

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

Blog Header: Create Custom Metrics

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

Blog Header: Metric Builder Announcement

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

Blog Header: Strategic Budgeting

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

flexible budgeting header update

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

Blog Header: Rolling Budget

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

Blog Header: Financial Close Software

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

Blog Header: Budget Analysis

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

Blog Header: SaaS P&L

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

Blog Header: Software for Finance

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

Blog Header: NetSuite Implementation

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.

5 Benefits of Business Budgeting Software + Top Tools in 2023

Blog Header: Business Budgeting Software

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 Management

Blog Header: P&L Management

Successful SaaS companies know how to invest their capital efficiently to drive business 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

Blog Header: SaaS Benchmarking

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

Blog Header: Incremental Budgeting

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?

Blog Header: Forecasts vs Projections

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)

Blog Header: Salesforce Quickbooks Integration

Data integration, such as connecting your Quickbooks ERP with your Salesforce CRM, is essential for ensuring you have access to all the necessary data for tracking 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

Blog Header: NetSuite Salesforce Integration

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.  

Meet Mosaic in 2 minutes

The first platform designed for agile planning, real-time reporting, and better decision making.

Meet Mosaic in 2 minutes

Meet Mosaic in 2 minutes

Never miss new content

More in Minutes

Create New AE Cohort Waterfall in 3 Minutes

Build LTV:CAC in 5 Minutes

Meet Mosaic in 2 minutes

Meet Mosaic in 2 minutes

Never miss new content

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