The Future of SaaS Finance: Machine Learning and AI

Machine learning and AI will help SaaS CFOs tremendously.  How and where?  Let’s start with the FP&A function in SaaS organizations that relies on detailed data visualization and financial storytelling. CFO automation tools make those two tasks much simpler and more intuitive for finance teams, among many other benefits.  In this post, we’ll explore the […]

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The Role of Finance in Customer Experience

Too often the role of finance in customer experience is undervalued or misunderstood, but the finance team has a critical role in customer success. It’s not just limited to the buying stage of customer transactions but starts long before a customer engages. Consider this: It costs companies six to seven times less to retain a […]

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Quickbooks’ shortcomings are holding you back

Over the past few weeks, I’ve published several blogs about some of the shortcomings of QuickBooks. In this post, I’m summarizing some of these and offering you convenient links if you want to dig into any of these topics. QuickBooks: What Its User Say Two recent surveys of current QuickBooks users help define some of […]

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Customer success metrics for SaaS startups & how to measure

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? Customer success metrics for SaaS startups objectively measure how your customers feel about your brand and how they relate to your company. These metrics offer an important […]

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Quickbooks automation? You can do better.

Business-process automation reduces errors and improves accuracy. More accuracy helps cut costs and saves time. Business-process automation in QuickBooks is a struggle, according to former users of this bookkeeping tool. A single connected system that integrates easily with other cloud-based systems helps eliminate time-consuming manual processes and takes full advantage of the connectivity and digital […]

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How to build a winning revenue operations strategy

For SaaS finance organizations, it’s not enough to make the sale and call it a day. The complex and ever-evolving nature of SaaS recurring revenue means that finance teams must build an intelligent, comprehensive system to optimize revenue cycles and workflows. In other words, a revenue operations strategy needs to be created and implemented.  SaaS […]

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Improve sales effectiveness with better financial management

If your company has a sales team, its leaders constantly ask themselves “what can we do to improve effectiveness and capture more business?” Highly effective sales teams drive more sales and revenue while building better customer relationships. A more effective sales team can help a company gain a larger market share and battle more effectively […]

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