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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Start with the assets most likely to turn into pipeline.
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.
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.
SaaS Runway Calculator
Estimate runway using cash balance, monthly burn, revenue growth, gross margin, and hiring plans.
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.
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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.
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.
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.
SaaS Runway Calculator
Estimate runway using cash balance, monthly burn, revenue growth, gross margin, and hiring plans.
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AI Company Finance
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Controller Services
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SaaS Accounting
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Fundraising Readiness
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SaaS CFO
SaaS Runway Calculator
Estimate runway using cash balance, monthly burn, revenue growth, gross margin, and hiring plans.
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.
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Newest finance resources.
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.
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.
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.
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.
SaaS Runway Calculator
Estimate runway using cash balance, monthly burn, revenue growth, gross margin, and hiring plans.
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.