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<p>Subscribe to keep up with the latest strategic finance content.</p>


Financial Reporting & Analysis

Investor & Board Reporting

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Custom Metrics

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Revenue Planning

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The SaaS Metrics 101 Ebook

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Download this Ebook to get a crash course on the most important metrics for your business.

The Professional Services Metrics Cheat Sheet

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Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 20 of the most important Professional Services metrics.

SaaS Metric Hot Takes

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Download our newest Ebook for spicy takes on your favorite SaaS metrics. Experts like Ben Murray, CJ Gustafson, Ray Rike, Brian Weisberg, and more will help you think about the metrics that matter most to your business in a whole new way.

The 30-60-90 Plan for New Finance Leaders

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Use this breakdown of your first 90 days to put yourself on the path of strategic finance success.

The 2025 Financial Planning Blueprint

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Download this blueprint and complete guide to nailing the 2025 annual planning process. (Plus, get tips for keeping your plan fresh throughout the year.)

The 2024 B2B SaaS Benchmarks Report

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Learn how your financial and operational metrics stack up against other B2B SaaS companies. Get personalized, cohorted benchmarks according to your company profile.

The 2024 Interactive B2B SaaS Benchmarks Portal

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2023 B2B SaaS Benchmarks Report

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The Investor Due Diligence Checklist

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Set yourself up for fundraising success. Get your copy of the due diligence checklist that helped us raise our own Series C.

The 10 SaaS Metrics You Didn’t Know You Needed

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The library of metrics finance leaders need to manage is always growing. Check out these 10 SaaS metrics you didn’t know you needed.

Better Together: NetSuite + Mosaic

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You have more options than ever before to build out your finance tech stack. But with so much overlap between tools, it can be tough to understand the differences between them — and the value of bringing them together. Here, we dive into why NetSuite and Mosaic, in particular, are better together. 

The Playbook for Board and Investor Communications

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In times of economic uncertainty, the strategic bond between business leaders and investors should be stronger than ever. We tapped into the expertise of 7 finance-leaders-turned-founders to build a playbook for making that happen.

The Anatomy of a Strategic Finance Function

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Finance is expected to be a partner in strategic decision making. But it’s hard to break the mold of backward-looking reporting. Learn how to propel your business forward with the CFO's Guide to Creating a Forward-Looking Operation.

SaaS Metrics Cheat Sheet

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Download this cheat sheet for easy access to definitions, calculation formulas, and quick tips for 24 of the most important SaaS metrics. 

Finance's Complete Guide to CRM Hygiene

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Download this guide to learn where CRM setup can go wrong, the five universal rules of CRM hygiene, and how clean revenue data unlocks strategic insights.

Ebook Template

Weathering the Storm Digital Ebook

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Finance has an opportunity to be the compass that guides companies through this economic storm. Learn how to uncover strategic insights and make actionable recommendations to leadership about what to do next in this market downturn.

Weathering the Storm: How Finance Can Guide Companies Through a Down Market

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Scaling Your Finance Team: How to Grow Strategic Finance from Zero to IPO

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Most companies wait far too long to invest resources in the finance function. Learn how to grow your team effectively from the very first hire all the way to IPO and turn finance into the strategic powerhouse it should be.

2022 SaaS Performance Reporting Benchmarks

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Ensure you’re focused on the metrics that matter most to your company’s success and know how to effectively analyze them. Learn how to improve your reporting processes and be a more strategic partner to the rest of the business.



Mosaic ROI

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So you’ve evaluated a few FP&A software solutions and you’ve shortlisted Mosaic as your favorite. But, you’re not quite done yet. You still need to make the business case internally to justify the investment. The following guide will help build an ROI proposal that makes Mosaic a no brainer.

The Modern Buyer’s Guide to Strategic Finance Software

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Finance is finally gaining access to tools that address the core challenges of supporting a modern business. But which one is right for your org? Get this software comparison deep-dive to make the best buying decision possible.

The CFO’s Path to a Strategic Seat at the Table

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Stop spending weeks putting together backward-looking reports only for the rest of the business to push them aside. Learn how to adopt an agile planning process to help earn you a more strategic seat at the table.

The Modern Financial Planning Blueprint

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Don’t spend weeks building your annual plan just for it to go stale on day 1. Learn how to take a more agile approach to planning and be the strategic partner that your business needs.



The Startup’s Guide to Finance Fundamentals

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So much responsibility rests on the shoulders of finance, yet in the early days, it can feel like there is no getting ahead. Learn how you can go from small and lean to a strategic finance machine.



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

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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.

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