Sage Intacct

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The Secret to Automation – Go Slow to Go Fast

Sage Intacct

Recently, I sat in on a financial-services session at our annual Sage Transform conference for Sage Intacct customers and partners.

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Warning Signs Your SaaS Company is Outgrowing QuickBooks: Manual and Inflexible Billing

Sage Intacct

In the beginning stages of many companies and accounting departments, in SaaS billing out of spreadsheets is often a sufficient–though far from perfect–method of handling the business's finances. It's better than nothing. Software/SaaS Thought leadership SWTL

Finance 97
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How SaaS Companies Should Prepare for an IPO

Sage Intacct

Wow, an IPO is a massive milestone! It signifies that your company is a clear forerunner in its market and that it’s run and managed effectively. Going public is something a company’s leadership can be incredibly proud of. Software/SaaS Thought leadership SWTL

SaaS 114
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Why Financial Planning is Important for SaaS CFOs During a Market Downturn

Sage Intacct

Financial planning can feel like spinning plates on sticks even during the best market conditions. There’s so much to keep up in the air, and if things fall, they certainly won’t fall gently.

SaaS 84
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How to Become a Payfac: 10 Crucial Steps

For many SaaS companies, becoming a Payfac is an opportunity to benefit from a new revenue stream and gain more control over the customer experience, so no hiding what’s behind the curtain here. We’ve outlined the journey from SaaS to full-blown Payfac.

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Tips to Boost Net Revenue Retention and Stop Churn in Its Tracks

Sage Intacct

If you’re a SaaS finance leader, your churn rate (the number of subscription cancellations you receive over a given period) is one of your most valuable performance SaaS metrics to track and improve. Software/SaaS Thought leadership SWTL

Churn 114
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Navigating the Complexities of Hybrid SaaS Billing Models

Sage Intacct

The SaaS industry and its various spin-off sectors have introduced a dizzying number of innovations into the business arena. One of the most important of these is pricing flexibility. Software/SaaS Thought leadership SWTL

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Financial Planning and Analysis (FP&A) Strategies for SaaS CFOs During a Recession

Sage Intacct

For SaaS CFOs, one set of letters eclipses almost all others in importance: FP&A. Financial planning and analysis is the bread and butter of any successful SaaS company. It's vital at all times, but it becomes even more so during a market correction like the one we're currently experiencing.

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What Makes a Successful IPO: Metrics You Need to Know

Sage Intacct

The most significant step for many SaaS companies is going public, and many financial leaders are wondering if they should, how they can, and why it's essential.

Metrics 113
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How to Build a SaaS Finance Team for the Future

Sage Intacct

The finance team of today looks incredibly different than its counterparts did five years ago. Modern CFOs and other finance leaders are expected to play a much more active strategic role in their companies than they once did. Software/SaaS Thought leadership SWTL

Finance 60
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Contact vs. Company Intent Signal Data

Intent signal data comes in two types: either companies or individuals signaling interest in products like yours. Which kind of data delivers more advantages to B2B marketers? It depends. Get this infographic to learn about the advantages of intent-based leads and how you can most effectively use both types of data.

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Financial Reporting and Forecasting in a Multidimensional World

Sage Intacct

Even for seasoned SaaS CFOs that have been in the subscription revenue sector for years, reporting and forecasting can be daunting processes. Not to mention the tight deadlines finance teams frequently operate under. Software/SaaS Thought leadership SWTL

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Give Your Executive Team the Metrics They Need to Succeed

Sage Intacct

CFOs should use metrics to intelligently shape and inform their strategies regardless of their industry. But when your industry moves at breakneck speeds as it does for SaaS companies, the metrics, and your visibility around them, become more than helpful.

Metrics 94
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3 Ways to Cut Your SaaS Close Cycle

Sage Intacct

How do the best SaaS CFOs help their companies win their market? By providing data for faster decision making: when to hire, how to invest, where to double down. For this reason, cutting close time should always be a top goal of SaaS companies.

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Fundraising Tips and Best Practices for SaaS CFOs

Sage Intacct

Reliably securing funding is an indispensable component of any SaaS CFO's job. And now that the SaaS market has begun to follow suit with the broader economic trouble brewing at the moment, this is more true than ever. Software/SaaS SWTL

SaaS 91
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3 Ways Innovators Can Capitalize on Embedded Payments

Software companies are looking, feeling, and acting more like merchant service providers. This can be sobering for financial institutions, but don't be fooled. FIs still have crucial roles to play. Learn how FIs are investing their resources to stay game.

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Financial Consolidation Guide for Multi-Entity SaaS Companies

Sage Intacct

External demands for a faster financial consolidation process are regularly placed on SaaS accounting departments.

Banking 52
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How SaaS CFOs Use Financial Data to Boost Profits

Sage Intacct

For many people, finance could be mistakenly viewed as playing a passive, historical role in the company. A common misconception thinks it is about number-crunching and accurately reporting past transactions and financial events. Software/SaaS SWTL

Finance 82
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3 Steps to Build Your Revenue Recognition Strategy

Sage Intacct

Revenue recognition is at the heart of accounting for SaaS and subscription companies. But it is complicated. However, you can quickly study and optimize your unique version of calculating deferred revenue. Software/SaaS Thought leadership SWTL

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How to Increase Net Dollar Retention (NDR) Using Automation

Sage Intacct

Net dollar retention (NDR) is one of SaaS companies' most critical revenue-based metrics. It is material because NDR is the KPI that tells you the percentage of revenue you either gained or lost from your existing customer base over a given period.

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Intent Signal Data 101

Intent signal data helps B2B marketers engage with buyers sooner in the sales cycle. But there are many confusing terms used to describe intent data. Read this infographic to better understand three common areas of confusion.

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How to Close 80% Faster: What Every SaaS Controller Should Know

Sage Intacct

Can you guess three of the most essential words in any SaaS Controller's vocabulary? If you guessed "monthly close cycle," you were right on track. Staying on top of your monthly close is one of the most important aspects of keeping your department running like a well-oiled machine.

SaaS 87
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Sage Intacct SaaS Customer Success Award Winner, Springbuk, Scales 4x, Speeds Close 73%, and Gains Insights for Data-Driven Decisions

Sage Intacct

Yesterday, at Sage Transform, Sage's annual customer conference for Sage Intacct, we announced our SaaS Industry Customer Success Award winner, Springbuk.

Scaling 83
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6 Ways to Build a More Effective SaaS Finance Team

Sage Intacct

If they're being honest with themselves, any successful SaaS company will probably admit that their CFO had a large hand in their good fortune. Software/SaaS SWTL

Finance 87
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Financial Dashboards and Metrics for Software Companies

Sage Intacct

If you’re the CFO of a subscription billing company, you want to bring clarity to decisions, understand where to invest, and track cash-flow and SaaS metrics, in the chaos of dynamic, competitive markets.

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Connected Commerce & Payments Trends: Everything You Need to Know

Speaker: Diana Mehochko

Our guest, Diana Mehochko, COO of NCR Payments, joins us to talk about payment trends – including connected commerce, embedded payments, and embedded finance – and how they fit together.

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How to Increase Forecast Accuracy with Automated Forecasting

Sage Intacct

Forecasting accurately across long periods is an indispensable skill for SaaS finance and RevOps departments. The further you can reliably forecast, the clearer your picture of your company's financial health will be. Software/SaaS SWTL

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The Secret Sauce to Building a Cash Flow Positive SaaS Startup

Sage Intacct

Becoming (and remaining) cash flow positive is no trivial task, especially for SaaS startups in a flagging market like we’re seeing now. To stay afloat – let alone see strong revenue –finance and RevOps teams must be streamlined, effective, and incredibly efficient in their workflows.

Finance 56
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Unlocking Digital Transformation in SaaS Organizations

Sage Intacct

SaaS companies are benefiting from digital transformation initiatives as catalysts to improve business performance, achieve scale and continually innovate to grow. More than most, finance leaders at these companies know the value of cloud-native platforms as both a supplier and consumer.

Finance 106
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Building and Forecasting a Usage Billing Business

Sage Intacct

Usage-based billing is becoming an increasingly common way for recurring revenue companies to do business with their customers. Software/SaaS Thought leadership SWTL

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How Software Companies Fit into the Payments Revenue Food Chain

As software companies become a larger part of the payments world, they need to decide how far up the payments revenue food chain they want to go. How much can software companies earn from payments? Find out more in this eBook!

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How to Build Your SaaS Billing Model

Sage Intacct

One of the make-or-break factors in the success of any recurring billing company is the way it selects and implements its product billing model. There are several factors that contribute to the importance of SaaS billing. Software/SaaS Thought leadership SWTL

SaaS 97
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5 Reporting and SaaS Metrics Must-Haves for SaaS Finance

Sage Intacct

When it comes to being an effective and efficient SaaS CFO, a fintech automation tool can be one of your best friends. Your company probably uses a communication tool like Slack or Microsoft Teams, right? It enables people to stay organized and accomplish more in smaller increments of time.

Finance 96
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Customer Success Metrics for SaaS Startups (How to Measure)

Sage Intacct

In a down market, there is greater risk of customers not getting value from the product. So, how can finance teams help stay in front of customer churn? Software/SaaS Thought leadership SWTL

Finance 52
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How SaaS Companies Can Tell Their Story to Investors

Sage Intacct

All the more now, Investors want the data that proves you can make your plan. For context, the struggle for investment capital among SaaS companies is always competitive, even under the best economic and investment conditions.

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How Becoming a Payment Facilitator Improves Your Merchant’s Experience

Many business-to-business software companies were founded for a single, fundamental purpose: to improve the business solutions. How does becoming a payment facilitator help them achieve this? Find out in this guide!

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Establishing a Single Source of Truth for Smart Recurring Revenue Management

Sage Intacct

One of the biggest roadblocks encountered by SaaS companies involves a lack of data centralization. An approach that puts all your company’s data in one centralized location across employees and departments is known as a single source of truth (SSOT). Software/SaaS Thought leadership SWTL

Revenue 91
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Accounting Compliance and Reporting: Best Practices for SaaS

Sage Intacct

For even the most thorough of SaaS CFOs, there's a nagging question that's always risky to ignore: "How are we doing on our accounting compliance?" With new accounting laws and regulations emerging every year, it’s a question SaaS finance leaders are increasingly fretting over.

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How to Build a SaaS Financial Model You'll Actually Use

Sage Intacct

The CFO has become the business model architect for designing their company’s SaaS financial model. However, if you’re relying on manual SaaS financial modeling to accomplish this, you’re going to have a much more difficult time proving business value. Software/SaaS Thought leadership SWTL

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8 Key Findings from the First Annual FinOps Tech Stack Efficiency Survey Results

Sage Intacct

Companies are continually striving to improve their performance and it is important to know how you stack up to your peers. As FinOps takes a bigger role in charting the growth of a SaaS company, what are the benchmarks for what to do, and when?

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7 Ways to Supercharge Your ABM Strategy with Real-Time Intent

Streaming real-time intent is a homerun for marketing and sales’ account-based marketing (ABM) strategies. With real-time buyer insights, you can be first-in-line to provide solutions and lead better, hyper-personalized conversations.