A resource center for corporate finance professionals. Get valuable data and tools, learn about operational excellence, and hear from experienced operators.

Learn something new.

Explore our library to find finance tools, benchmark data, articles, and more.

Latest Guides

Essays on best practices, organization design, and operations.

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.

Access the Model

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.

Read the Guide

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.

Read the Guide

Latest Templates

Resources for creating policies and procedures, reports, and organization design.

Finance Playbook [Free Presentation Template]

Download the free presentation to socialize your finance strategy and operations with your team, leadership team, and board of directors. The 20+ slides include everything you need to improve finance execution.

Download Resource

Supplier Risk Management Policy

This policy defines a framework for managing supplier relationships. It describes expectations for classifying suppliers based on risk; establishes appropriate measures to mitigate risks; and outlines processes and associated controls.

Access the Template

RFP Questions for Assessing Modern Procurement Operations

This resource outlines the critical functions and processes of modern purchase operations. It was created specifically for Procurement, FP&A and Accounting leaders at companies with a dedicated procurement function.

Access the RFP Questionnaire

Latest Takes

Thoughts on market and technology trends.

Trace raises $8M seed funding as the first service desk for finance

Trace has raised $8.3M from Greylock and Uncork Capital, with support from Redpoint Ventures and Nyca Partners.

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.

Building harmony between Procurement and FP&A

A harmonious relationship between Procurement and FP&A can be a superpower for Finance teams. Unfortunately, most Procurement and FP&A teams don’t work well together. Learn why and what we can do to change this.

Read the Take

Latest Resources

Materials about Trace’s product and solutions.

Trace partners with Sage Intacct

Trace integrates with Sage Intacct to streamline purchase operations and dramatically improve financial analysis. By connecting Trace and Sage Intacct, FP&A, Procurement, and Accounting teams can put purchase operations on autopilot, get deeper, faster analytics, and be better business partners.

Read the Press Release

Introducing the Finance Ace Community

Beyond giving our customers the tools they need, we also want to share the insights and learnings they can use to drive success. To that end, we’ve created Finance Ace, a community hub for Finance teams – and made it available to anyone, customer or not.

Read the Memo

Introducing Trace & The Finance Dream

August 5, 2020 – Today, we're excited to announce the Trace platform is available to the public! Trace helps Finance teams simplify by providing a smart and collaborative way to manage budgets, make purchases, and analyze financial performance.

Read the Memo

Want more exclusive resources? Join the Finance Ace Community.

Finance Ace is a community hub for Finance professionals. Our members have access to a network of peers and high-quality tools, benchmark data, operating guides, and discussions.

Learn More Apply to Join

FINANCE ACE, the community hub for Finance teams