Sage Intacct

How Do You Manage Cash Flow and Collections in Volatile Times?

Sage Intacct

Cash management is critical in this downturn. Investors want a 12 to 18-month runway before you raise again. How can you leverage automation and prevent a cash crunch? Software/SaaS SWTL

Improve the Month-End Close in Your SaaS Business

Sage Intacct

Finance and accounting teams have had to quickly react, changing processes and procedures due to the pandemic. Nowhere has it felt more acute than during the month-end close. Software/SaaS SWTL

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The latest SaaS Metrics to Grow Your Business and Impress Investors

Sage Intacct

Managing your subscription business with SaaS Metrics. The most important SaaS Metrics and what you need to show investors to secure your next round of funding. Software/SaaS SWTL

Planning High ACV Automated Billing and Revenue Recognition Models

Sage Intacct

The ultimate success of high ACV SaaS startups is tied directly to the CFO building the right model and financial system. Software/SaaS SWTL

The SaaS Guide to Conversion Rate Optimization

Every SaaS business has a strategic responsibility to improve Conversion Rate Optimization across their product or site. Learn 7 detailed steps to infuse data into your process, surface customer drop-off points, and generate ideas to drive conversion.

MemberClicks Reforecasts for COVID-19 in Just 2.5 Weeks with Sage Intacct Budgeting and Planning

Sage Intacct

When the COVID-19 pandemic upended financial forecasts for 2020 and beyond, MemberClicks was ready. Software/SaaS SWTL #COVID-19

The Benefits of Integrated Financials with Budgeting and Planning

Sage Intacct

What does it take to successfully manage your business? How do you measure success? To answer these questions in the simplest form, you must have a plan, identify objectives to meet it, and identify metrics to measure progress toward your identified objectives.

Scenario Planning with Confidence - SaaS Finance Peers & VCs Share Tips

Sage Intacct

Sage Intacct and Next Series Club, a top SaaS finance community group, brought together Great Lakes finance experts to talk about what’s really working for them now. They shared their insights on “what-if” scenario planning and managing investors in uncertain times. Watch the panel session here.

Cloud Delivers Benefits - But SaaS Delivers More

Sage Intacct

Eight to ten years ago deployment options were hardly a consideration. Most accounting solutions were still licensed and deployed on your own premises, or perhaps licensed and hosted by a reputable third party.

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Preparing Your Company for Recovery: Six Steps for SaaS Finance Leaders

Sage Intacct

While the COVID-19 crisis continues to evolve, many SaaS and subscription finance leaders are looking ahead to the recovery phase and wondering what their peers are doing.

4 Approaches to Data Analytics

As the analytics landscape continues to evolve, application teams who need to embed dashboards, reports, and other analytics capabilities in their applications can choose from dozens of solutions. How do you differentiate one solution from the next?

SalesHood's CEO Uplevels his SaaS Finance Software & Heads Towards 100% Growth

Sage Intacct

Growth puts big demands on the finance team to prove out the revenue model, forecast the future, and manage cash and revenue. Are you able to stay ahead of it? Or is it all-nighters going through spreadsheets line-by-line and taking the whole weekend to do the board deck?

Managing Subscription Revenue Recognition through Uncertainty

Sage Intacct

Software/SaaS SWTL #COVID-19 #COVID-19 crisis

The Power of the Tech Finance Community

Sage Intacct

I recently sat down with Noah Barr, CFO of TrueAccord , and Amanda Kattan, Finance & Strategy Leader at 4 th & King , to talk about the vibrant finance and operations community in Silicon Valley.

Will Your Business Disrupt—Or Be Disrupted?

Sage Intacct

“Digital transformation” may sound like a buzzword, but the drivers behind it are very real. In an era where technology is reshaping businesses and industries, companies that harness technology can reap big advantages over those that don’t. Businesses must first determine how to adapt their businesses for the digital age and then put technology to work to bring these changes to life. Software/SaaS Thought leadership SWTL

SaaS Chart of Accounts

It’s no secret that general ledgers aren’t optimized for SaaS companies. Your QuickBooks or Xero Chart of Accounts is no different. The following Excel template is a sample Chart of Accounts that you can download and customize to fit your business needs.

Know Where Your Company Stands – a Session with Sage Intacct & KeyBanc Capital Markets

Sage Intacct

As the newly designed virtual Modern SaaS Finance Summit moved into its second week, Marc Linden, GM & EVP, Medium Segment Native Cloud Solutions (MSNCS) at Sage , co-led a session with David Spitz, Managing Director at KeyBanc Capital Markets. They discussed how SaaS companies should measure their position in light of today’s volatile business environment. You can access the video and register for the summit here. Software/SaaS SWTL

How to Update Your Board in the Midst of the Coronavirus Crisis

Sage Intacct

Our software community requires new strategies to stay ahead of the curve in this rapidly changing business environment caused by Covid-19. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate managing cash, churn, expenses, and forecasting.

Managing Churn and Cash Flow in Your Subscription Model

Sage Intacct

Sage Intacct’s virtual Modern SaaS Finance Summit moved into its third week with a focus on managing churn and cash flow. This panel tackled issues that are especially critical right now around customer-by-customer account evaluations, automation efficiencies and billing model adjustments.

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The Potential for More Innovation Through SaaS

Sage Intacct

This is the 3 rd in our 5-part series on the benefits of Software as a Service (SaaS). Our initial post offered some definitions of cloud and SaaS. Our last post explored the value of SaaS in terms of cost savings. In this post we turn our attention to a different kind of value: innovation.

Guide to Data Consulting Success: What to Know & Ask Before Your Next Data Project

Whether you're starting a new data initiative or benchmarking a current effort, this guide breaks down how to develop a coherent data strategy, avoid common pitfalls, and work with data consultants to improve business visibility and drive growth.

3 Experts Advise on How to Integrate Salesforce CPQ with Cloud Financials

Sage Intacct

As firms purchase Salesforce CPQ to bring efficiency and controls to their quoting process, they look for ways to streamline entering order information into their financial system. Particularly with land-and-expand subscription business models, they need to track upsells and renewals against the performance obligations from the original sale, in order to track and increase CLTV.

Ready, Set, Grow: Future-Proof Your Business with Cloud-Based Financials

Sage Intacct

Technological change is accelerating at a frenetic pace—and with dramatic impact. It’s reshaping customer expectations, employee requirements and attitudes, and disrupting business practices, models and entire industries. Software/SaaS Thought leadership SWTL

Three Emerging Technologies Poised to Reshape Accounting and Financial Management

Sage Intacct

Software/SaaS Thought leadership AI/ML Technology Innovation SWTL

9 Steps to How “One Subscription System of Record’ Helped Create a Unicorn

Sage Intacct

“Billionaire Robert F. Smith’s Vista Equity Partners has agreed to acquire a majority stake in Acquia Inc. in a transaction valuing the enterprise software company at close to $1 billion, including debt, according to people with knowledge of the matter.”. Software/SaaS Thought leadership SWTL

5 Tips to Advance Your Career as a Technical Recruiter

This step-by-step guide is designed to provide technical recruiters with tips and tricks to achieve tangible results that accelerate their recruiting efforts—and career.

4 Tips on How Forecasting Cash Will Help Navigate Uncertainty

Sage Intacct

Our software community is facing uncertain times from the COVID-19 pandemic. So, we created a virtual Sage Intacct Modern SaaS Finance Summit to help you navigate cash management, churn, expenses, and forecasting. For our first session on April 2, we gathered a panel of experts to discuss how they are staying ahead of the curve in this rapidly changing business environment caused by the Coronavirus. You can access all content from the summit here. Software/SaaS SWTL

5 Tips on ASC 606 From a Fast-growth SaaS Peer

Sage Intacct

I recently led a best practices webinar on ASC 606. Our panel of ASC 606 experts shared fantastic insights that would benefit growing subscription and SaaS companies who haven’t yet tackled or are still struggling to comply with the accounting, financial reporting, and revenue recognition from ASC 606. Let me introduce the panelists and share a few of the fantastic insights from the discussion. Software/SaaS SWTL

6 Takeaways from The G2 Crowd Grid for Revenue Management

Sage Intacct

When it comes to revenue recognition and ASC606, finance executives at SaaS and subscription companies face many challenges. There are complexities regarding revenue and billing models, how well aligned sales and finance are on deal terms, and the changing rules from ASC 605 to ASC 606. Software/SaaS Thought leadership SWTL

Top 5 SaaS Metrics Investors Want To See – By Venture Stage

Sage Intacct

If you don’t prepare ahead of time, you could get stuck not producing the key SaaS metrics that investors want to see when they’re considering whether to invest in your next round. Not preparing the right SaaS metrics by venture stage for your VCs can ultimately reduce valuation, or even kill your fund raise. Software/SaaS Thought leadership SWTL

Onboarding Projects and Clients? Here are 5 Tips for Success

As a company that has onboarded thousands of clients, users, and projects over the past decade, Aysling has learned a handful of tips to streamline processes. With its award-winning support, they wanted to share their successful onboarding tips with all.

4 Key Takeaways from the Modern SaaS Finance Summit

Sage Intacct

“I have a board meeting next week and this event is materially changing how I think about and how I am going to present on the model and the direction of the business.”. Software/SaaS Thought leadership SWTL

Scaling the Land-and-Expand Subscription Management Model

Sage Intacct

Many growth-stage SaaS companies have embraced the “land-and-expand” subscription business model to win an initial customer and then add value over time that allows for upselling additional products and features. But that creates a strong need to balance both volume and repeatability in automating their processes. Here’s how one company has achieved 100-percent growth using that model. Software/SaaS SWTL

How SaaS CFOs Automate Finance

Sage Intacct

Bowery Capital’s annual Finance and Ops Summit draws hundreds of finance leaders from fast-growth SaaS companies, many of which are seeking to upgrade their financial foundation to deliver a higher level of reporting and forecasting. Software/SaaS CFO Focus SWTL

Key Bank SaaS Survey: Four Takeaways for Finance Teams

Sage Intacct

At fast-growing SaaS companies, CFOs and finance leaders are increasingly viewed as the business-model architects who analyze and guide the organization to successful outcomes. While product teams determine product/market fit, sales leaders maximize high-margin revenue, and customer success teams deliver meaningful and measurable value for clients, it’s finance that leads the way in crafting the successful subscription economics, capital efficiency, and cash flow that drive the business forward.

Get More Help With Merchant Onboarding and Get Payments Going Your Way

Software companies are increasingly looking to move up in the payments food chain and play a bigger role. This whitepaper discusses where you'll fit in the chain, your cut of the revenue, and the benefits of becoming a payment facilitator.

How SaaS Finance Teams Prove out Business Models

Sage Intacct

In the 14th century, a cathedral builder was hustling down the dirt road in medieval France and passed three people stacking bricks. Software/SaaS Customer Story SWTL

Selecting an ERP System for SaaS Companies - What to Consider

Sage Intacct

Obviously, the goal of any SaaS organization is to run a successful, profitable business. But having a great service is only half the battle…it’s equally important to implement systems that maximize efficiency. And SaaS companies face even more challenges, as they construct their metrics reports with data pulled from disparate applications, and then aggregate that information and perform calculation within spreadsheets. Software/SaaS Thought leadership SWTL

HubSpot’s Growth Accelerates to 41% at $1.1B in ARR. And New Customers Grew Even Faster.

SaaStr

Hubspot didn't just grow an incredible 41% in Q1'21 to $1.1B in ARR. It accelerated. Revenue growth accelerated from 32% to 41% * And new customer growth accelerated to a crazy 45% YoY * All while keeping ACVs constant at ~10k. They did it the hard way, with SMBs.

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How to Avoid Being Replaced as CEO by Your VCs

SaaStr

Worried about a bunch of VCs replacing you? You should be a little worried, probably. A ways back, a CEO that I know fairly well was fired by a VC. Strange thing was, the VC didn’t talk to the rest of the board. Who didn’t agree. So he got un-fired. Awkward.

Realizing the Benefits of Automated Machine Learning

How are organizations using machine learning and artificial intelligence (AI) to derive business value? Renowned author and professor Tom Davenport explains the rise of automated machine learning, its benefits, and success stories from businesses that are already using it.