Modern SaaS Finance with Sage

A Market Map of the Finance Tech Stack, by Mark Sue, Silicon Valley CFO

Jul 31, 2024
Mark Sue, an accomplished Silicon Valley CFO with a wealth of experience in SaaS and marketplace companies, breaks down the intricacies of a modern finance tech stack. He emphasizes thoughtful planning for software migration and the importance of integrating AI tools into financial practices. Sue also discusses essential software solutions for accounting like Sage Intacct, as well as tools for financial reporting and revenue analytics. His insights illuminate how businesses can navigate the finance tech landscape effectively to drive growth.
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INSIGHT

Need for a Tech Stack Guide

  • Many finance teams lack a comprehensive guide for choosing software.
  • This guide addresses this need, including AI insights.
ADVICE

Choosing Your Accounting System

  • Choose your accounting system carefully, as it's the core of your finance tech stack.
  • Consider cloud-based, SaaS-centric solutions like Sage Intacct for automation and scalability.
ADVICE

FP&A Software Selection

  • Start FP&A with scenario planning (base, optimistic, and pessimistic cases).
  • Choose FP&A software based on company size and complexity, considering tools like Giraffe, Anaplan, or Adaptive Insights.
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