Learn something new.
Explore our library to find finance tools, benchmark data, articles and more.
Search
Filter
All Resource Types
|
June 8, 2021
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.
|
March 3, 2021
What is Finance Service Management (and why you should care)
Finance Service Management is the scope of work performed by people, processes, and systems to satisfy the financial needs and requests coming from the business. It drives efficiency in operations, promotes collaboration between finance and business partners, and delivers insights and automation across systems.
|
July 24, 2020
Public Company Benchmark Analysis Tool
The benchmarking tool helps growth-stage and public businesses benchmark key financial metrics with their public comps. We normalize the businesses by using horizontal axes with revenue, periods from IPO, and periods from founding.
|
July 24, 2020
Benchmarking FAQs
We're here to answer those granular questions about benchmarking your company and the metrics involved.
|
July 24, 2020
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.
|
July 14, 2020
Tips for Managing a Budget
With the right planning and processes in place, financial management will be a breeze. Department performance will improve and you'll build trust with your team and the rest of leadership. Be dependable and crush your next board meeting when targets are reviewed.
|
June 23, 2020
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.
|
May 30, 2020
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.
|
March 30, 2020
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.
|
March 23, 2020
Headcount Planning & Payroll Forecasting Model
Accurately forecast your headcount and payroll expenses by diving into the details of Federal & State taxes, insurance, 401k contributions, employer matching and more.
|
February 3, 2020
Risk Assessment Matrix
A risk-based approach to control prioritization and implementation. This document should be used to evaluate risks based on the likelihood of occurrence and the potential Impact to the organization.
|
June 24, 2021
What's New In Trace | June 24, 2021
Empower your budget owners with role-based budgets. Lighten their load with project requests. And help them understand budget-to-actuals variances with G/L drill-down.
