The B2B SaaS Financial Model Template
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Cross-Functional Insights

Automate the facts, align your teams

Connect stakeholders to real-time business performance and drive decisions at the speed required in today’s rapidly evolving landscape.
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performance reporting

Bring clarity to conversations with actuals, not instincts

Financial reporting is a critical monthly activity for every company. The executive team, board of directors, and department leaders rely on these packages to understand current performance and take action to hit future goals.
Stop spending countless hours on repetitive analysis built with error-prone tools. Connect the business with automated, real-time performance insights everyone can understand and trust.


Shift to real-time, self-serve reporting

Give cross-functional teams access to ad hoc or structured reporting packages so everyone can understand what’s driving the business.


Create leadership summaries, department-level budgets, or custom reports in minutes.


Keep everyone up to speed with detailed permissions, shareable PDFs, and notifications.


Drive cross-functional performance based on accurate, aligned metric benchmarks.


Deliver answers to leadership on time, every time

Use a library of pre-loaded reports, or create custom ones to fit your business. Combine commentary, metrics, and charts to create management reports that provide a live pulse of business performance.

Executive summaries

Custom SaaS scorecard

Real-time financial statements


Increase visibility across departments

Align teams with clear goals and straightforward assumptions. Empower them to understand the levers that lead to future growth and success — then jointly model the outcomes of investing in different initiatives.

Department dashboards

Sales & marketing reports

Live performance against plan

Headcount reports


Create best-in-class reporting packages

Impress your stakeholders with clear, visually stunning reports designed to tell the story behind the numbers using financial and non-financial metrics.

Everything you need, all in one place, for all your business partners.

Ryan KohlerDirector of Finance

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of your business