SaaStr

NOVEMBER 28, 2022

What is the secret to aligning go-to-market teams and finance teams? These two departments are a SaaS company’s most important; without their alignment, there is no growth or scale. The evolution of SaaS business. Before we get into the dynamics of alignment, let’s briefly review the evolution of SaaS. Era 2, SaaS 2.0:

Scale 246

Scale Finance Sales Hiring Scaling 246

SaaStr

OCTOBER 23, 2024

Jason starts with the meta-question we’ve been asking a lot of SaaS leaders lately ( Klaviyo , ZoomInfo ) — ‘are we in a downturn?’ Going Long We’ve written before on the power of going long in SaaS. in revenue. Are We In a Downturn? How do you do it in practicality? You have to know your why.

SMB 307

SMB Payment Services Payments Payment Methods 307

USIO

JULY 1, 2025

If you’re a SaaS founder, product leader, or engineer, you’ve probably stared down the barrel of a tangled payment integration wondering, “Why does something so essential feel so unnecessarily complicated?” From Frustration to Flow: The Usio Way At Usio, we’ve helped hundreds of SaaS platforms move from payment frustration to financial flow.

Payments 130

Payments Embedded Payments Payment Services SaaS Payments 130

TechEmpower SaaS

MARCH 4, 2024

In corporate finance , generative AI is a transformative force, enhancing decision-making and operational efficiency. Moreover, it automates routine tasks such as transaction processing and report generation, freeing finance professionals to focus on higher-level strategy and analysis.

Generative AI 443

Generative AI CTO Hire AI Sales Recruiting 443

SaaStr

AUGUST 8, 2023

The role of finance in SaaS is changing. No longer are finance teams the traditional “bean counters” of ages past. IVP Partner Michael Miao explains, “The role and the scope of the modern finance team has changed dramatically in the last decade. SaaStr Workshop Wednesdays are LIVE every Wednesday. Sign up for free.

Scale 239

Scale Finance Outsourcing Services Sales Recruiting 239

SaaStr

JUNE 9, 2025

After years of drought, 2025 has delivered a scorching hot public market for tech companies so far, with some eye-popping returns that should have every SaaS founder and investor paying attention. What This Means for Your SaaS Company If You’re Series C+ and Growing Fast The window is open, but it won’t stay open forever.

B2B 184

B2B Marketing Scale Benchmarks 184

SaaStr

MARCH 18, 2025

Laiva Becoming the platform of choice for life science companies and research institutions by creating a two-sided marketplace with significant SaaS components. SaaS vs. AI: A Misleading Analogy Unlike SaaS, AI isn’t necessarily disruptive to the existing tech stack.

Technical Review 181

Technical Review Artificial Intelligence AI Marketplace as a Service 181

Blulogix

NOVEMBER 18, 2024

By BluLogix Team Revenue Recognition: Ensuring Compliance and Accuracy What is RevRec and how does it impact accurate reporting for compliance and financial integrity? Regulatory Compliance : Compliance with accounting standards is crucial to avoid legal issues and penalties.

Payment Services 52

Payment Services Payments compliance SaaS Payments 52

USIO

JUNE 6, 2025

The embedded finance market—including Payfac-as-a-Service—is projected to exceed $7 trillion in global transaction volume by 2030. I f you’re running a SaaS platform, marketplace, or digital-first business, you’ve probably already bumped into the complexities of payment processing. The compliance. The onboarding headaches.

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PayFac as a Service Merchant Services Payment Services Payments 130

Payrix

DECEMBER 18, 2024

Takeaway #2: Inflation and surcharging compliance Ella highlighted the rising importance of surcharging as a response to inflation and escalating operational costs. Ensuring compliance in surcharging practices is critical, as violations can lead to substantial fines.

Payments 130

Payments Embedded Payments Merchant Services Payment Services 130

SaaStr

JUNE 6, 2025

Lead with integration capabilities and security compliance, not just business outcomes 5. When buyers do engage, they’re much more qualified but need faster, more technical conversations Bottom Line : The SaaS buying journey has been completely rewired by AI.

AI Search 143

AI Search AI Technical Review Software Review 143

Payrix

FEBRUARY 4, 2025

With the rise of Embedded Payments, payment processors have a new role as a powerful sales tool for software companies that strive to become the everything platform empowering them with essential digital finance tools to manage and grow their business as well as generate new revenue streams. Learn more about Embedded Finance.

Payment Services 130

Payment Services Payments Merchant Services Payment Methods 130

Payrix

FEBRUARY 4, 2025

The master merchant establishes a relationship with a payment processor or acquiring bank and is responsible for ensuring compliance with payment regulations, handling transaction processing, and managing risks associated with payments on behalf of the sub-merchants. 3 things you should know about a master merchant 1.

Merchant Services 130

Merchant Services Payment Services Payments SaaS Payments 130

SaaStr

NOVEMBER 24, 2022

Today, Cledara brings visibility and control to all your software subscriptions, helping you reduce software costs by 30% and save +20h a month on finance admin. Insight Assurance is a professional services firm providing cybersecurity compliance, risk management, and tax services. ISO 27001 compliance services. vCISO services.

Merchant Services 258

Merchant Services Cybersecurity compliance Finance 258

SaaStr

JULY 20, 2021

Emerging Insurance Disruptors: Are they Really SaaS? Now with digital finance, innovation is occurring at lightning speed. In this session, Eric Sager, COO of Plaid will make clear what digital finance has enabled thus far, and what else is to come. 3 Ways Payments Drive Growth for SaaS Companies with Adyen’s SVP.

Payments 274

Payments Payment Services SaaS Payments Banking 274

USIO

JUNE 24, 2025

Embedded payments have become the financial backbone of modern SaaS, fintech, and marketplace platforms. Built for Compliance : PCI Level 1, SOC II, Nacha certified — backed by in-house regulatory teams. Their focus is on card acceptance, with some embedded financing tools. based support, and access to real humans.

Payments 100

Payments Payment Services Embedded Payments Merchant Services 100

Blulogix

MAY 13, 2025

By BluLogix Team ERP Monetization: Why Your Finance Stack Needs an Upgrade Lets get one thing straight: your ERP system is not your monetization strategy. Yes, it handles financial reporting, general ledger entries, and compliance. Its the backbone of many enterprise finance operations. Its great at what its built for.

Finance 52

Finance Payment Features Pricing compliance 52

SaaStr

APRIL 15, 2022

Drata is the world’s most advanced security and compliance automation platform with the mission to help companies earn and keep the trust of their users, customers, partners, and prospects. We’ll see 10,000 of the best SaaS founders, execs and VCs Sep 13-15 at 2022 SaaStrAnnual.com ! Grab tickets here.

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Travel compliance Finance Engagement 259

SaaStr

DECEMBER 6, 2022

When scaling a SaaS company, striking a balance between hypergrowth and risk is essential. Brex is a company that provides credit cards for startups, and Alloy provides financing for small businesses. Brex is a company that provides credit cards for startups, and Alloy provides financing for small businesses.

Scale 274

Scale Scaling compliance Forecasting 274

SaaStr

APRIL 28, 2022

Pleo offers smart company cards that enable employees to buy the things they need for work, all while keeping a company’s finance team in control of spending. Think of us as your automated security and compliance expert. We’ll see 2,500+ of the best SaaS founders, execs, and VCs June 7-8 at 2022 SaaStr Europa !

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Forecasting compliance Finance Cloud 273

SaaStr

SEPTEMBER 8, 2022

Capchase is your founder-friendly financing solution. Our suite of financial tools makes it easy to turn recurring revenue into flexible growth financing. Share security advisories, compliance updates, and more in various channels using Trust Center Updates. Join these incredible companies to experience all the value of SaaStr!

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SaaS Payments Payment Services PayFac as a Service Marketplace as a Service 246

SaaStr

DECEMBER 14, 2023

“Doubling Down” is a new series where we hear from top B2B SaaS investors on their most recent activities and takes on the current market. What’s the #1 bit of advice you’d give to SaaS founders today? We had a great one last week with Jay Levy, Managing Partner at Zelkova Ventures. Check that out here.

Venture Capital 282

Venture Capital Benchmarks Cloud compliance 282

SaaStr

FEBRUARY 23, 2023

Over the years, BrainStorm has evolved from a training services company to a world-class SaaS platform. By embedding payments into software companies’ products, Infinicept is enabling customers to exponentially amplify growth by tapping into the $585 billion embedded finance marketplace.

Payment Services 274

Payment Services Merchant Services Payments Embedded Payments 274

Scytale

DECEMBER 3, 2024

When it comes to keeping your business secure and meeting regulatory requirements, two big concepts often pop up: penetration testing and compliance audits. Beyond compliance, it simply makes good business sense. What are Compliance Audits? Both are essential, but they’re not the same thing. Sounds intimidating, right?

compliance 52

compliance CTO Hire Technical Review Software Review 52

Subscription Flow

OCTOBER 22, 2024

But when it comes to Software-as-a-Service (SaaS) businesses, this statement stands even truer. So why is SaaS sales tax so challenging? The reason is, there doesn’t exist any single standardized system internationally to preside over SaaS sales tax. What is SaaS Sales Tax? Is SaaS taxable? What is Sales Tax?

SaaS Payments 52

SaaS Payments Payment Services Payment Solutions SaaS 52

Payrix

APRIL 17, 2025

A payment facilitator manages compliance with payment network rules and other financial regulations. This includes verifying the identities of sub-merchants through Know Your Customer (KYC) checks, ensuring PCI compliance for secure handling of payment data , and mitigating risks through fraud or chargebacks.

Payment Services 100

Payment Services SaaS Payments Merchant Services Payment Facilitation 100

BetterCloud

JUNE 16, 2025

Fast forward to today, and your organization is probably using more SaaS applications than you have fingers and toes – each with its own login, its own billing cycle, and its own potential security headache. Compliance issues can arise when you don’t know where sensitive data resides. Ah, simpler times. You’re not alone.

Management 52

Management Software Review SaaS Technical Review 52

BetterCloud

JUNE 9, 2025

Today organizations run on SaaS – and coffee, although coffee is probably a close second. But let’s get back to SaaS. SaaS tools offer flexibility and scalability for every department in your organization, but this convenience comes at a cost (both literally and figuratively). The same principle applies to SaaS.

SaaS 52

SaaS Software Review Technical Review Finance 52

BetterCloud

JANUARY 15, 2025

With both high complexity and large volume, data within SaaS apps can be difficult to protect. This is why security teams require SaaS security assessments. Get answers to these 7 key InfoSec questions when buying your next SaaS app. Here are 6 common threats that could lead to a SaaS apps sensitive data exposure or loss: 1.

Payment Solutions 52

Payment Solutions Payment Services SaaS Payments Payment Methods 52

Stax

AUGUST 20, 2024

And it’s all thanks to embedded finance and embedded fintech. Embedded finance isn’t entirely a new concept. Airline credit cards, payment plans for costly items, and car rental insurance are forms of embedded finance that have been around for a while. Everything is done under one platform.

Payments 88

Payments Payment Methods Merchant Services Finance 88

BetterCloud

DECEMBER 16, 2024

If youre like most organizations today, your employees use a mysterious number of SaaS apps. As something all IT organizations grapple with, here we discuss some of the hidden risks of shadow IT in the SaaS stack , why IT shouldnt dismiss them, and how to mitigate them. Sometimes an app is approved by IT. And other times, its not.

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

Chart Mogul

JUNE 6, 2019

With only 2 people on our Finance & Operations team, we have to be smart about how we use our resources. Finance & Operations. The first thing that comes to mind when you think of a SaaS business? The Finance & Operations Team at ChartMogul. These are the tools that help us scale our work. Exciting, right?

Payment Services 20

Payment Services Finance Payment Solutions SaaS Payments 20

BetterCloud

DECEMBER 2, 2024

When it comes to your SaaS tech stack, there’s a lot to keep track of. To stay informed regarding all of your SaaS applications, it’s in your best interest to give yourself some peace of mind that your organization is utilizing a SaaS management platform to do the heavy lifting for you.

Outsourced Development 52

Outsourced Development Technical Review SaaS Software Review 52

SaaStr

APRIL 15, 2019

One really important driver for us at SaaStr is to help build the SaaS community and foster connections. With some of the brightest minds in SaaS and VC all in one place, foster a new connection, you never know where it could go. When you purchase your ticket there will be an option to opt in for the program.

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compliance Finance Scaling SaaS 207

BetterCloud

MARCH 24, 2025

With just about every company now running on SaaS, managing software applications has evolved from simple license tracking to a complex orchestration of integrations, performance monitoring, security, and cost optimization. This guide is designed to cut through the noise and provide you with actionable strategies to tame the SaaS chaos.

Management 52

Management Technical Review SaaS Cost optimization & reporting 52

Stax

DECEMBER 4, 2023

The US, therefore, requires financial institutions as well as financial services firms to have anti-money laundering (or AML) compliance programs in place. In this article, we’ll discuss everything you need to know about ensuring AML compliance as a payment facilitator (or PayFac). Non-compliance can have major implications.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

BetterCloud

FEBRUARY 10, 2025

Understanding your SaaS spend The first step to managing your SaaS spend is to actually know where your money is going. To get started, you need to take inventory of all the SaaS applications your company is using and track the associated spend. It’s about turning just buying stuff into a real strategic advantage.

Technical Review 52

Technical Review Management Strategy SaaS 52