🌞🎉 We just wrapped up our first event of the NYC Rooftop Social Series this summer, where we hosted founders and operators building financial solutions for SMBs. Get a sneak peek into what we overheard/discussed. Key Topics Discussed: - Embedded finance product workflows - Customer pain points in the vertical SaaS space - Product prioritization framework Highlights and Insights: 🔗 Integration is Key: an FP&A co. product leader shared that his customers are eager for embedded accounting solutions to move away from QuickBooks. Similarly, an operator from a Vertical SaaS mentioned that 70% of customer requests are focused on improving their QuickBooks integration. 💡 User Experience Matters: A powerful tool with poor UX won't be used. An operator shared stories where contractors opted for more complicated routes because the UX wasn't user-friendly. Listening to customer pain points is crucial for innovation. It was a fun time connecting and learning from peers in the industry. And this is just the beginning! 🚀 Join us in future conversations. Sign up for our next event in the Summer Social Series and be a part of these conversations. Our upcoming event is July 17th, you can sign up here: https://lu.ma/cjg01ra0
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Dogfooding is the time-tested practice of making your product better, creating a user-first mindset and building UX that is pleasing and absolutely frictionless. For us: CRM: HubSpot Quoting: MonetizeNow Amendments and Renewals: MonetizeNow Automatic Renewals: MonetizeNow Metering: MonetizeNow Billing: MonetizeNow Accounts Payable: MonetizeNow Business Insights: MonetizeNow Accounting: Intuit QuickBooks Soon to come: Self-serve
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📊I help 9-figure Shopify businesses set up custom, fully automated business reporting
Last year my team at projectBI built and launched our first SaaS product, Project Echo - https://lnkd.in/dbdShhwQ. Here's why we built it. 👇 The idea behind Project Echo came after working with dozens of SaaS & eCom businesses, and noticing a recurring issue. After a business has centralized all their data, it has the means to start tracking its KPIs. This is a natural step on the way to become a data-driven business but often a business doesn't have enough resources to keep tabs on all these KPIs. As the business builds out more reports and centralizes more data, the problem grows. Project Echo is a platform that makes it easy for analysts to set up SQL-based tests that run on their business data. Once a test fails, a message can be sent over email or Slack to let everyone know that the KPI has deviated above or below a set threshold. If you decide to use Project Echo, send me a message so I can help you get all set up and leverage the platform to its fullest.
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Top 100 KPIs Collection of the 100 most valuable KPIs We can see all of the KPIs formulas and definition in the high-resolution PDF Download it for free and receive 5 other goodies from me https://lnkd.in/eAZHnxf5 Here's what's included: • 10 Accounting KPIs • 10 Cash KPIs • 10 CEO KPIs • 10 SaaS KPIs • 10 Investors KPIs • 10 Headcount KPIs • 10 CAPEX KPIs • 10 Balance Sheet KPIs • 10 Tax KPIs • 10 Inventory KPIs 👉 What would you add to this collection?
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I'm embarrassed to admit that it took us 3 years to actually start using Causal internally at Causal 😬 In the earlier days of Causal, our product was mostly tailored for mid-market finance use-cases, and our own company was very small — we didn't really have internal use-cases for it. Now that our product has evolved to support many more use-cases and our own company has grown to 20 people and 100s of customers, we use Causal constantly. Here's what we're using Causal for today: 🕒 Daily: ARR/MRR reporting (with Slack notifications — see pic below) 📅 Weekly: Team KPIs/metrics 🗓️ Monthly: P&L reporting 🔄 Quarterly: Target-setting (requires modelling + scenarios) ⏩ Yearly: Financial planning/forecasting Causal is the single source of truth for all of the numbers in our business, with data coming in from QuickBooks, Stripe, Snowflake, and HubSpot. Using our own product ("dogfooding") has been a game-changer: 1️⃣ More user empathy: using the product every day gives us first-hand experience of the issues that our customers run into 2️⃣ Better product development: this first-hand experience means that we have much better intuition for how new features should work and how to solve product problems best 3️⃣ Better prioritisation: it also calibrates our intuition for which problems need to be solved ASAP and which problems are manageable and can be addressed later I'm working on a proper "How Causal uses Causal" blog post, but as a sneak peek, here's our favourite new feature — our Causal MRR dashboard gives us real-time updates on MRR movements directly in Slack. (I wish the channel always looked as good as this screenshot!)
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Check out this insightful article from Lindsey Martens on the 8 lessons learned from implementing OneStream. Dive into Lindsey's experience and learn some key takeaways from the perspective of a OneStream customer. https://ow.ly/6vgL50TJnEE #FutureOfFinance #CustomerSuccess
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Top 100 KPIs Collection of the 100 most valuable KPIs We can see all of the KPIs formulas and definition in the high-resolution PDF Download it for free and receive 5 other goodies from me https://lnkd.in/eAZHnxf5 Here's what's included: • 10 Accounting KPIs • 10 Cash KPIs • 10 CEO KPIs • 10 SaaS KPIs • 10 Investors KPIs • 10 Headcount KPIs • 10 CAPEX KPIs • 10 Balance Sheet KPIs • 10 Tax KPIs • 10 Inventory KPIs
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I’m excited to share what I’ve been working on for the past few months in collaboration with a large local upholstery business—meet Toolsmith! This custom-built application replaces multiple SaaS platforms (like Fresha and Asana) with a single, tailored solution designed to: - Automate invoicing, customer onboarding, sales processing, and enquiry management. - Provide an interactive Kanban board for real-time job tracking. - Streamline workflows without the clutter of extra features. On the tech side, Toolsmith’s polished and intuitive interface was built with React and ShadCN UI, powered by Prisma (ORM), Supabase (database management), and SWR (data fetching). I'm excited to see the tangible impact on their day-to-day operations, and I’m looking forward to further refining the platform. If you’re curious about how a custom workflow management tool could simplify operations in your own business, feel free to reach out. Toolsmith is intended for traditional businesses where paperwork or bureaucracy is hindering the workflow but existing tools are excessively complex or overbearing. If you know anyone that might benefit from a tool like this then please put them in touch.
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'Just build a data pipeline and add Stripe' - that's how most engineering teams initially think about usage-based billing. I know I did. But here's what's interesting: some of the world's most sophisticated engineering organizations, from Vercel to Pinecone to Perplexity, chose to buy rather than build their billing infrastructure. These teams could absolutely build it themselves. So why didn't they? We've spent *years* exploring this exact question with engineering leaders. Just published an in-depth analysis on the real technical and organizational tradeoffs of building vs buying billing infrastructure. Check out our findings 👇
Too many product launches get delayed due to billing bottlenecks. But what’s the right way to fix it? Should you build in-house or buy a solution? Our new guide, Build vs. Buy: Your Guide to Finding Scalable, Sustainable Billing Solutions, offers a clear framework to help with the decision many SaaS companies must make when scaling their product or experimenting with new pricing models. Inside, you’ll find: ✔️ Trade-offs in the build vs. buy decision, specifically for usage-based billing ✔️ Actionable recommendations to align your solution with your goals ✔️ A practical checklist to help you make the best choice for your business Ready to save your roadmap from billing delays? Find the link to the guide in the comments 🔗
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Top 100 KPIs Collection of the 100 most valuable KPIs We can see all of the KPIs formulas and definition in the high-resolution PDF Download it for free and receive 5 other goodies from me https://lnkd.in/eAZHnxf5 Here's what's included: • 10 Accounting KPIs • 10 Cash KPIs • 10 CEO KPIs • 10 SaaS KPIs • 10 Investors KPIs • 10 Headcount KPIs • 10 CAPEX KPIs • 10 Balance Sheet KPIs • 10 Tax KPIs • 10 Inventory KPIs
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Top 100 KPIs Collection of the 100 most valuable KPIs We can see all of the KPIs formulas and definition in the high-resolution PDF Download it for free and receive 5 other goodies from me https://lnkd.in/eAZHnxf5 Here's what's included: • 10 Accounting KPIs • 10 Cash KPIs • 10 CEO KPIs • 10 SaaS KPIs • 10 Investors KPIs • 10 Headcount KPIs • 10 CAPEX KPIs • 10 Balance Sheet KPIs • 10 Tax KPIs • 10 Inventory KPIs
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Join our future conversations here: https://lu.ma/cjg01ra0