Rutter’s Post

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

The other day, a VP of Finance at one of my customers said, "I got an idea for a OneStream APP." He is as seasoned and based as they come so I listened intently as he walked through his use case and market-opportunity, "Everyone must be doing the same thing, it's excel-hell, every year...", he ended. I marveled at the clarity by which he communicated the problem and his confidence in OneStream’s unique position to solve it for Office of Finance teams. I said, "You should retire, BUILD IT, publish it on the Solution Exchange". "Hah! Well, maybe I should...", he replied. That moment, my thoughts flashed 5-10-15yrs forward imagining where the market will take OneStream. This conversation was organic in its’ coming, the seeds planted a year ago when his #finance team successfully partnered with the business to build a new app in OneStream, avoiding the costs and complexity of buying, integrating, and managing another single-purpose, off-the-shelf solution. What resulted was more than just a successful app. It became UNIQUELY UNIFIED, AI-ENABLED, and INFINITELY EXTENSIBLE— seamless within OneStream with everything else their #CFO team uses to manage, report, plan, forecast, and steer the #business. This unlocks unique benefits: reduced technical debt, improved efficiency through automation, deeper collaboration and insights, and lower risk through stronger governance and transparency. The experience sparked a thought that is still burning, "How else can we extend these benefits to the business?"  ---------------- An increasing number of Founders/Inventors/Developers at software companies, as well OneStream Software customers and partners, are developing innovative solutions or replatforming old applications using #OneStreams Development Platform. They are building software on our software that customers experience as uniquely unified, #AI-enabled, and infinitely extensible, which is so good for business. OneStream Wave is the annual #Onestream Solution Developers Conference where inventors go to level-up, exchange ideas, network, and partner. This year’s destination is Florida @ Hilton Lake Buena Vista Palace. Visit event page here 👉 https://lnkd.in/gqDUvsSE , and consider joining to learn more about what's possible with OneStream, the operating system for modern Finance. #business #analytics #gartnerfinance #takefinancefurther

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.

🚀 Exciting news from Approveit! 🚀 Hey everyone, Dmitry here, Co-Founder of Approveit. I'm thrilled to announce some major updates and features we’ve been working on. As of today, August 15th, Approved is officially launching on Product Hunt! Here’s what’s new: 🛠️Task management: Seamlessly manage projects and track workloads directly in Slack and Microsoft Teams. 🔗Improved integrations: Effortlessly sync all records with Xero and QuickBooks for streamlined accounting. 📊Updated dashboard: Enjoy a cooler, more intuitive user experience with customizable widgets. 💼Affordable plans: Introducing our Free Plan and Easy-peasy Plan at just $89/month, making workflow automation accessible for all companies, regardless of size. We’re committed to making business process automation affordable and efficient. Join us on this exciting journey, and let’s grow together. Your support on Product Hunt means the world to us. Check out our latest features and spread the word! #ProductLaunch #BusinessAutomation #TaskManagement #StartupNews #Approved

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?

🏆 SaaSCFO’s 5th annual Finance & Ops SaaS Tech Stack report is out, and we’re pleased to be at the top of the Cash Collections Automation category in its inaugural year. Ben Murray, the brains and muscle behind the SaaSCFO blog, surveys hundreds of SaaS Finance and Ops leaders every year to find out what tools they’re using. While spreadsheets remain prevalent, is the CFO's grip on Excel loosening? Find out more 👉 trytesorio.co/47VdXVZ #SaaS #cashflow #collections #automation

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!)

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!)

Click Allow to let Zaggle become your trusted partner in financial management. We simplify spend management and help you make informed decisions for your business’s future. Our advanced analytics help you gain comprehensive insights into business spending patterns, revenue streams, and financial health. Visit : www.zaggle.in . . . #Zaggle #SaaS #fintech #financialoperations #financialoperation #financialhealth #financialmanagement #spendmanagement #BusinessInsights #BusinessSpending

It's the question hot on almost everyone's lips... "How will my business make money with embedded finance?" Weavr.io got a bumper guide for you "How embedded finance boosts revenue for SaaS products" Some of the insights into how embedded finance makes money are covered in the guide: ✅ Lowering customer acquisition costs ✅ Transaction revenue ✅ More billable seats ✅ More profitable pricing ✅ Increasing stickiness and LTV, reducing churn Want to read the FULL guide? Check out the link in the comments Let's explore the benefits of adding financial features to your platform. Got questions? Message me 🤓 #SaaS #EmbeddedFinance #innovation