Resources for SaaS finance leaders
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Future-proofing
Guides
Top-down vs. bottom-up: What’s the difference in financial planning?
Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.
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Future-proofing
Guides
Financial projection template: A guide to building your company’s financial future
Learn how to create comprehensive financial projections, get expert techniques for accurate projections, and download our ready-to-use template.
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Future-proofing
Guides
How to evaluate an ERP system for finance and accounting
Get the essential steps to effectively evaluate an ERP system for finance and accounting—including how it integrates with your sales tax automation tools.
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Future-proofing
Guides
Invoice setup guide: Future-proofing your billing systems
Even if you’re not collecting sales tax yet, a few simple steps can save you time and money down the road. Use our billing setup checklist to get it right from day one.
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Tax laws
Guides
Tax compliant invoicing vs. e-invoicing: What software finance leaders need to know
Learn the key differences between tax compliant invoicing and e-invoicing, and see who needs to worry about these requirements in 2024.
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