Rutter’s Post

Dogfooding is the time-tested practice of making your product better, creating a user-first mindset and building UX that is pleasing and absolutely frictionless. For us: CRM: HubSpot Quoting: MonetizeNow Amendments and Renewals: MonetizeNow Automatic Renewals: MonetizeNow Metering: MonetizeNow Billing: MonetizeNow Accounts Payable: MonetizeNow Business Insights: MonetizeNow Accounting: Intuit QuickBooks Soon to come: Self-serve

🚀 Exciting news from Approveit! 🚀 Hey everyone, Dmitry here, Co-Founder of Approveit. I'm thrilled to announce some major updates and features we’ve been working on. As of today, August 15th, Approved is officially launching on Product Hunt! Here’s what’s new: 🛠️Task management: Seamlessly manage projects and track workloads directly in Slack and Microsoft Teams. 🔗Improved integrations: Effortlessly sync all records with Xero and QuickBooks for streamlined accounting. 📊Updated dashboard: Enjoy a cooler, more intuitive user experience with customizable widgets. 💼Affordable plans: Introducing our Free Plan and Easy-peasy Plan at just $89/month, making workflow automation accessible for all companies, regardless of size. We’re committed to making business process automation affordable and efficient. Join us on this exciting journey, and let’s grow together. Your support on Product Hunt means the world to us. Check out our latest features and spread the word! #ProductLaunch #BusinessAutomation #TaskManagement #StartupNews #Approved

Last year my team at projectBI built and launched our first SaaS product, Project Echo - https://lnkd.in/dbdShhwQ. Here's why we built it. 👇 The idea behind Project Echo came after working with dozens of SaaS & eCom businesses, and noticing a recurring issue. After a business has centralized all their data, it has the means to start tracking its KPIs. This is a natural step on the way to become a data-driven business but often a business doesn't have enough resources to keep tabs on all these KPIs. As the business builds out more reports and centralizes more data, the problem grows. Project Echo is a platform that makes it easy for analysts to set up SQL-based tests that run on their business data. Once a test fails, a message can be sent over email or Slack to let everyone know that the KPI has deviated above or below a set threshold. If you decide to use Project Echo, send me a message so I can help you get all set up and leverage the platform to its fullest.

My colleague Tim Minahan wrote this article in September 2014, but it remains true today at OneStream Software. A cloud-based community of innovators that is developing true network effects is in play. Take a quick read at a well-organized thought process. In my career, I have worked with quite a few technologies to help address finance and beyond. We often use the term 'platform' loosely, meaning a collection of products under the same company (i.e., inappropriate use of the term). True platform functional reuse, network effects, and development are very hard to accomplish but produce incredible benefits for customers. #thinkitover #innovation #platform #trueplatform #onestream

I'm embarrassed to admit that it took us 3 years to actually start using Causal internally at Causal 😬 In the earlier days of Causal, our product was mostly tailored for mid-market finance use-cases, and our own company was very small — we didn't really have internal use-cases for it. Now that our product has evolved to support many more use-cases and our own company has grown to 20 people and 100s of customers, we use Causal constantly. Here's what we're using Causal for today: 🕒 Daily: ARR/MRR reporting (with Slack notifications — see pic below) 📅 Weekly: Team KPIs/metrics 🗓️ Monthly: P&L reporting 🔄 Quarterly: Target-setting (requires modelling + scenarios) ⏩ Yearly: Financial planning/forecasting Causal is the single source of truth for all of the numbers in our business, with data coming in from QuickBooks, Stripe, Snowflake, and HubSpot. Using our own product ("dogfooding") has been a game-changer: 1️⃣ More user empathy: using the product every day gives us first-hand experience of the issues that our customers run into 2️⃣ Better product development: this first-hand experience means that we have much better intuition for how new features should work and how to solve product problems best 3️⃣ Better prioritisation: it also calibrates our intuition for which problems need to be solved ASAP and which problems are manageable and can be addressed later I'm working on a proper "How Causal uses Causal" blog post, but as a sneak peek, here's our favourite new feature — our Causal MRR dashboard gives us real-time updates on MRR movements directly in Slack. (I wish the channel always looked as good as this screenshot!)

It's the question hot on almost everyone's lips... 🤔 "How will my business make money with embedded finance?" We've got a bumper guide for you "How embedded finance boosts revenue for SaaS products" 😎 Some of the insights into how embedded finance makes money are covered in the guide: ✅ Lowering customer acquisition costs ✅ Transaction revenue ✅ More billable seats ✅ More profitable pricing ✅ Increasing stickiness and LTV, reducing churn Want to read the FULL guide? Check out the link in the comments ⬇️ Let's explore the benefits of adding financial features to your platform. 🚀 🔥 Got questions? Message me 🤓 #SaaS #EmbeddedFinance

As an automation-obsessed team, we like to joke about different things in life that could be automated. Last year, Team Venn made this video to share what we wish could be automated during the holiday season 🎄 ✨ No yetis were harmed in the marking of this film ✨ Feeling jolly after this video? Check out our other Christmas content from years past: https://lnkd.in/dd7avD6W #Christmas #DFW #Dallas #Finance #Accounting #SaaS #Integrations #Automation #BusinessTechnology

Crawl, walk, run. It's the only way to go. In fact, when SaaS leaders talk about wanting to add "best practices" to their customer experience practices I wince a little inside. (Sorry) "Best practices" are often too much for a company's existing processes. Trying to implement best practices right off the bat is doomed to fail. Instead, adopt the crawl, walk, run approach. Crawl by starting with the basics of whatever process you're trying to adopt. Identify a few areas of greatest friction and start there. Focus on the precise expectations for everyone involved. Who does what, what data needs to be captured, where is it stored, etc. Once that's fully embedded then walk by identifying more areas of friction. Adding improved practices for customer engagement, cross-functional alignment and tracking/metrics. THEN, when the company is in sync and oriented toward the overall structure you want them to adopt, you're ready to embed best practices successfully. Improving the customer experience for retention and growth takes time. For more on the "crawl, walk, run" approach, here's a great blog post from Hiten Shah and SaaS Weekly https://lnkd.in/eSRugqi6

Top 100 KPIs Collection of the 100 most valuable KPIs We can see all of the KPIs formulas and definition in the high-resolution PDF Download it for free and receive 5 other goodies from me https://lnkd.in/eAZHnxf5 Here's what's included: • 10 Accounting KPIs • 10 Cash KPIs • 10 CEO KPIs • 10 SaaS KPIs • 10 Investors KPIs • 10 Headcount KPIs • 10 CAPEX KPIs • 10 Balance Sheet KPIs • 10 Tax KPIs • 10 Inventory KPIs

Click Allow to let Zaggle become your trusted partner in financial management. We simplify spend management and help you make informed decisions for your business’s future. Our advanced analytics help you gain comprehensive insights into business spending patterns, revenue streams, and financial health. Visit : www.zaggle.in . . . #Zaggle #SaaS #fintech #financialoperations #financialoperation #financialhealth #financialmanagement #spendmanagement #BusinessInsights #BusinessSpending