Bookings vs Revenue: A Finance Leader’s Guide to Closing Technology Gaps in SaaS
TLDR; Bookings show what’s been sold. Revenue shows what’s been earned. When bookings, billing, and revenue systems don’t connect, finance teams face audit risk, unreliable forecasts, and slow closes. The solution: a unified, automated quote-to-cash process that gives finance real-time control, compliance, and confidence in the numbers. Why Finance Leaders Need a Unified System For […]
AI Applications in Finance: How to Automate, Predict, and Monetize Growth
Key Takeaways Lay the foundation first: AI only delivers value when finance operates on clean, automated order-to-cash data—turning noisy transactions into actionable intelligence. Elevate finance with intelligence: From forecasting and anomaly detection to pricing optimization, AI empowers finance teams to move from manual processing to strategic decision-making. Monetize innovation: Pairing AI with flexible usage-based, recurring, […]
AI in Accounting: Why a Unified Order-to-Cash Foundation Must Come First
Key takeaways AI in accounting only drives results when built on a unified, automated order-to-cash system. Without clean, connected data, AI simply magnifies inefficiencies instead of solving them. Modernize O2C first to unlock meaningful AI use cases, from contract review to forecasting, without overwhelming your team. Many organizations invest in AI in accounting to […]
Monetizing Agentic AI: Why CFOs and CIOs Must Lead Together
Agentic AI is redefining value creation—and making monetization more complex than ever. Traditional pricing models are no match for dynamic, asynchronous, outcome-driven AI behavior. To keep up, CFOs and CIOs must unite to modernize the quote-to-revenue engine with infrastructure built for usage-based pricing, audit-ready revenue recognition, and extreme flexibility. Companies that win won’t just build […]
How Vimeo’s CFO Tapped into a Back Office Goldmine and Turned Finance into Strategy Central
At many companies, finance has long been seen as nothing more than the boring back office bean counters — the team responsible for closing the books, processing transactions, and keeping the business compliant. But for Gillian Munson, Chief Financial Officer at Vimeo, that perspective misses the real opportunity. “When you set the price for an […]
The CFO’s Guide to Building a Usage-Ready Quote-to-Revenue Engine
New research shows that usage-based pricing introduces significant operational and financial complexity for SaaS companies, especially when usage data, billing, and revenue processes are fragmented across systems. Finance leaders can overcome these risks by owning the full quote-to-revenue lifecycle and unifying it on a single, purpose-built platform. If you’re a finance leader in SaaS, you’ve […]
The Complete Guide to Revenue Management for Modern Finance And RevOps Teams
Key Takeaways Revenue management is a strategic process for pricing, forecasting, and maximizing revenue. This strategy supports a range of models, but it needs to be customized to the nuances of your industry. Proper revenue management requires creating a documented plan, tracking the right metrics, and using the best tools. Revenue is the lifeblood […]
The Saas CFO’s Complete Guide to Modernizing Revenue Recognition
Key Takeaways ASC 606 compliance is difficult to do manually for SaaS businesses. Saas models come with challenges that legacy revenue recognition processes can’t handle. CFOs and their teams need to automate and centralize revenue recognition to keep up. Growth is a positive indicator for any software as a service (SaaS) business, but it also […]
9 Benefits of Revenue Automation for Your Business
STRATEGIC GUIDANCE Are unknowns holding you back from pursuing revenue automation? 9 benefits of end-to-end revenue automation When we talk to CAOs, controllers, and revenue accounting leaders, they often say, “Our revenue process is automated.” However, when we investigate, we discover a web of spreadsheets combined with a customized ERP revenue recognition module. This is […]
A Guide to Disclosure Requirements Under IFRS 15
9 Keys To Successful OTT Video Subscriptions
How to detect and prevent revenue leakage in your SaaS business
Recurring revenue is the lifeblood of any SaaS business. While predictable income is essential for projecting business health and planning for the future, not all anticipated revenue makes it into your bank account. This revenue leakage results from many potential problems, such as billing errors, underpriced contracts, and missed renewals. These and other issues can lead […]