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Essays on best practices and operations.

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Budget vs Actual Demo

In this video, we'll walk you through a summary of our Budget vs Actual dashboard feature, which allows budget owners to have full visibility into their financial performance.

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How early-stage companies can record prepaid amortizations [Free model included]

As your business scales, you’ll likely find yourself entering into new types of contracts that often require annual up-front payment. Here’s why it matters, and how to handle it.

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Revamp the Way You Track & Manage Software Subscriptions

Stop wasting money on unused subscriptions and auto-renewals. Take control of your company's growing list of subscriptions.

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How To Benchmark Your Company's Financial Plans

Nice, you've put together a financial plan for your company. The next step is to identify how those plans and metrics measure up to your competitors.

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Modernize the Way You Forecast Headcount & Payroll Expenses

Stop forecasting your payroll expense using shortcut methods. Utilize the readily available data to project a more accurate payroll expense schedule.

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Benchmarking FAQs

We're here to answer those granular questions about benchmarking your company and the metrics involved.

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The Complete Catalog of SaaS Benchmarks

A comprehensive list of must-see SaaS benchmarks for business operators. From financial metrics to measure company-wide performance, to sales efficiency metrics to gauge your sales team operations.

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The Finance Calendar, an operating playbook for Corporate Finance

Read the Finance Calendar to learn the operating playbook inspired by Facebook, Zenefits, GE, and interviews with hundreds of growth-stage and enterprise finance executives.

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Trace, the first service desk for finance, provides collaborative workflows and analytics for companies to better manage financial services like budgeting, spending, and hiring. High-growth companies like Fivetran and Lattice trust Trace as their one-stop-shop for collaborating with business partners on the financial decisions that matter most to the health of the business. When teams work better with finance, finance works better for teams.

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