From the blog

A clear, jargon-free guide to understanding the difference between AI, Machine Learning, and LLMs—and how they’re transforming SaaS finance.

AI is transforming accounts payable and receivable by automating manual tasks like invoice processing, approvals, and collections. This post explores how finance teams can reduce errors, boost efficiency, and focus on strategy by adopting AI in the back office.

Track ARR the smart way—see what’s growing, shrinking, or churning with help from TrueRev.

Explore how GPT-4o, Gemini, and Claude 3 compare in strengths, use cases, and where they shine in the evolving AI landscape.

AI is transforming fraud prevention by enabling real-time detection, reducing false positives, and helping financial institutions stay ahead of evolving threats.

Discover how Attivo Partners helped high-growth SaaS clients ditch spreadsheets and streamline revenue recognition using TrueRev—an affordable, scalable RevOps solution that delivers real-time insights and saves hours every month.

AI is transforming the modern workplace—offering powerful gains in productivity, data-driven decision-making, and cost savings. But alongside the benefits come real challenges: job displacement, skill gaps, and ethical concerns. This article explores both sides of AI’s impact on work and outlines how organizations can build an AI-ready workforce through upskilling, transparency, and job redesign. Discover how to strike the right balance between automation and human value.

Understanding how to calculate Annual Recurring Revenue (ARR) is crucial for SaaS finance teams aiming for accurate forecasting and sustainable growth. This article breaks down the ARR formula, highlights common mistakes (like including one-time revenue or ignoring churn), and shares best practices for tracking ARR with confidence. Whether you're a CFO or SaaS operator, this guide gives you the clarity you need to get ARR right.

Discover what Annual Recurring Revenue (ARR) is, why it’s vital for SaaS growth, how to calculate it, and five proven strategies to boost your ARR. Read the full guide on SaaS School.

This guide is written for founders, CFOs, controllers, and FP&A leaders at scaling SaaS, tech, services, and product companies in the $1M to $100M ARR range.

SaaS School—a free educational hub from TrueRev, built specifically for founders, CFOs, and finance leaders who want to master the business of SaaS.

Logo churn is a critical SaaS metric that measures how many customers (logos) your business loses over a given time period.

Contracted Monthly Recurring Revenue (CMRR) offers a clearer picture of your future financial commitments.

Annual Recurring Revenue (ARR) is more than just a SaaS metric—it's the backbone of revenue forecasting, valuation, and strategic decision-making.

M&A exposes every shortcut in your finance stack. This article shares a real founder’s scramble to clean up revenue data mid-deal—and why QuickBooks wasn’t enough. Learn what breaks first and how to fix it before buyers walk away.

Learn how to calculate churn the right way, including gross vs. net churn, key formulas, and common mistakes SaaS finance teams should avoid.

A quick guide to calculating MRR accurately in SaaS—plus common pitfalls and why clean tracking matters for growth.

Annual Recurring Revenue (ARR) serves as a critical metric for tracking predictable revenue and guiding strategic decisions.

Revenue projections are essential for SaaS companies to plan, grow, and stay aligned.

Learn how SaaS finance leaders can automate ASC 606 compliance and ditch spreadsheet chaos with real-time revenue recognition.

Understand deferred revenue in SaaS and why managing it right is key to compliance, forecasting, and investor trust.

For SaaS companies, churn is the silent killer. It creeps into forecasts, inflates customer acquisition costs, and signals cracks in your product, pricing, or customer experience. And yet, too often, churn is tracked in spreadsheets or misunderstood entirely.

Get clear on MRR—the core SaaS metric for forecasting, tracking growth, and driving investor confidence—without the spreadsheet chaos.

Understanding the difference between unbilled revenue and deferred revenue is critical for accurate financial reporting, forecasting, audit readiness, and company valuation.

Learn what ARR is, why it matters, and how to use it to drive growth, improve forecasting, and boost valuation—without the spreadsheet chaos.

Mastering revenue recognition is a critical challenge for B2B SaaS companies aiming for financial accuracy and compliance.

Explore the key differences between ARR and GAAP revenue with real-world examples, a comparative table, and best practices for SaaS companies and other businesses relying on recurring revenue models.

An effective SaaS dashboard is essential for early-stage companies to track key SaaS metrics that drive growth, financial health, and decision-making.

In any enterprise B2B (business-to-business) company, data silos can become a deadly problem for calculating accurate recurring revenue.

Every SaaS company has three distinct phases in its revenue lifecycle: billings, bookings and backlog. They are closely related, but profoundly different.

SMBs can save a lot of time in fixing erroneous spreadsheets, restatements, speeding up month-end close, and journal entry syncing by automating revenue recognition.

In the fast-paced world of B2B SaaS, revenue management isn’t just about tracking numbers—it’s about ensuring compliance, improving cash flow, and making data-driven decisions for

When is the money our company is earning really “our money”? This is a common and tricky financial question for B2B Saas companies and their founders today, particularly with advanced

At its most basic, deferred revenue is cash received from customers for services to be delivered in the future. In accounting terms, it's a liability, not an asset.

This guide explains how a subscription business differs from a typical business and how this impacts revenue recognition. Guide covers: -Subscription business model - What it is, what

This article delves into the concept of deferred revenue, examining whether it represents a liability or an asset for SaaS businesses.

Revenue errors and missed invoices are now a thing of the past. Let TrueRev do the work renewing your contracts.

Accountants, controllers and CFOs are often asked to articulate the value of financial analysis tools to others in leadership. The simple answer is: costs drop, accuracy rises.

ZenFinancials Clients Can Now Easily Maintain ASC 606-Compliant Revenue.

We've added exciting new features, reporting and control into TrueRev.

If you’re tired of creating your revenue recognition schedules manually in Excel, you don’t have to abandon Quickbooks and spend tens of thousands of dollars a year for Maxio.

You need to deliver accurate financial metrics with speed every month to managers, investors, and other stakeholders. Is this being done manually and reworked due to errors or other

Customer Lifetime Value (CLTV) or (CLV) measures the value a customer brings to your business during their lifetime of using your product or service.

ASC 606 outlines a 5-step process that businesses should follow to recognize revenue accurately. The entire process relies on satisfying contractual obligations.

While QuickBooks is known for its user-friendliness and affordability, it’s not built to handle complex revenue recognition processes.

Mike Lemberg, former CFO of Partnerize, discusses a transition from a commission-based model to a SaaS model, implementing pricing tiers based on transaction volume using

Is Excel still your go-to tool for B2B SaaS financial accounting? There are serious limitations in using Excel for accounting tasks! Let's explore alternative solutions you’ll love.

Is your contract management system (or lack thereof) driving the controller bananas at your B2B SaaS company? B2B SaaS controllers are using software to track vital contract details.

When your team needs financial SaaS metrics, they should get them their way instantly!

Excel has long been the industry standard for complex manual calculations. However, this power and complexity brings big challenges for fast-growing SaaS companies.