Resources for SaaS finance leaders

Future-proofing

Your business tax stack is talking to your finance stack. Are you listening?

Learn why unified tax and finance technology is essential for modern businesses. Explore key integrations, real-world use cases, and step-by-step implementation.

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Future-proofing
Guides

A practical framework for building financial controls that scale

Build a financial controls framework that scales with your business. Learn how to leverage technology, avoid common pitfalls, and measure effectiveness without slowing growth.

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Future-proofing
Guides

Financial controls 101: Establishing a foundation to fuel growth

Financial controls safeguard your business as you scale. Explore preventive, detective, and corrective controls that reduce risk while supporting efficient growth.

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Future-proofing
Guides

SaaS billing: How to build an effective process + best practices

Learn what's included in the SaaS billing process and how you can build one to support your organization in 2025

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Future-proofing
Guides

How fast-growing companies can build a consistent and scalable month-end close process

To guide the business well, decision-makers need an accurate view of the organization’s financial state. To help, here's guide on how fast-growing companies can build a month-end close process that scales with you.

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Future-proofing

The $1M opportunity finance leaders can’t ignore in 2025

As tech companies navigate 2025 market conditions, most finance leaders are missing a seven-figure opportunity hiding in plain sight. I know because I missed it myself for years as Treasurer and Head of Tax at Dropbox, even as we scaled to billions in revenue.

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