Resource Library

Finance resources for SaaS and AI founders.

Articles, guides, templates, and tools for founders who need cleaner books, better reporting, runway visibility, and investor-ready finance operations.

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Different formats for different buying moments.

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Build topical authority one finance cluster at a time.

Tools & templates

Lead magnets that solve a real finance problem.

Tools and templates should not be buried in the blog. These are conversion assets: calculators, checklists, templates, simulators, and finance workflows that create qualified leads.

Topic cluster

AI Company Finance

1 resources

Topic cluster

Controller Services

1 resources

Topic cluster

SaaS Accounting

1 resources

Topic cluster

Fundraising Readiness

1 resources

Topic cluster

SaaS CFO

2 resources

Latest

Newest finance resources.

Guide / AI Company Finance

How AI Startups Should Track Compute Costs

A finance guide for AI founders on tracking cloud, GPU, model, and usage costs so gross margin and runway are easier to understand.

Pre-seedSeedSeries A
Book a SaaS finance diagnostic
Article / Controller Services

Controller vs CFO: What Does Your SaaS Company Need?

A practical comparison of controller services and CFO services for SaaS founders deciding what kind of finance help to hire next.

SeedSeries AScaling
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Template / SaaS Accounting

SaaS Chart of Accounts Template

Use this SaaS chart of accounts template to organize revenue, COGS, cloud costs, payroll, R&D, G&A, AI compute costs, and SaaS reporting.

Pre-seedSeedSeries A Gated
Download the template
Template / Fundraising Readiness

SaaS Finance Readiness Checklist

A founder-friendly checklist to assess whether your books, SaaS metrics, runway model, and board reporting are ready for investors, lenders, and serious operating decisions.

Pre-seedSeedSeries A Gated
Download the checklist
Tool / SaaS CFO

SaaS Runway Calculator

Estimate runway using cash balance, monthly burn, revenue growth, gross margin, and hiring plans.

Pre-seedSeedSeries A
Use the runway calculator
Article / SaaS CFO

What Is a Fractional CFO for a SaaS Startup?

A practical guide to what a fractional CFO does for a SaaS startup, when to hire one, what they should own, and how they differ from a controller.

SeedSeries ABootstrapped
Book a SaaS finance diagnostic