USIO

FEBRUARY 14, 2025

Efficient and reliable payment systems play a crucial role in maintaining vendor relationships, the backbone of every successful business. Digital disbursements offer features like same-day or next-day payment options, allowing vendors to manage their finances more effectively.

Payment Services 130

Payment Services Payment Solutions Payment Methods Payments 130

Andreessen Horowitz

FEBRUARY 13, 2024

But how can biotech teams effectively communicate to investors and partners how they will, with each round of financing, incrementally reduce the risks of discovering and developing successful new drugs? How much of the total financing is allocated towards the lead program? key in vivo data results).

Development Team Review 125

Development Team Review Technical Review Finance Systems Review 125

Neil Patel

AUGUST 27, 2020

Some years ago, POS systems were a luxury reserved for only big enterprise businesses. . But, with too many options came a new challenge: Choosing the best POS system that’s right for your business is now an uphill battle. Our team has done the heavy lifting of reviewing dozens of POS systems in the market.

Point of Sale 143

Point of Sale Payment Solutions Payment Methods Systems Review 143

SaaStr

JULY 3, 2020

And, so we learned and adapted key elements of their system and incorporated it into this cadence. So, the first insight is that there’s two key systems in a startup. The first system is what I call the sales finance system. And, the second system is what I call the product marketing system.

Software Review 262

Software Review Scale Systems Review Startup 262

SaaStr

AUGUST 12, 2020

And, so we learned and adapted key elements of their system and incorporated it into this cadence. So, the first insight is that there’s two key systems in a startup. The first system is what I call the sales finance system. And, the second system is what I call the product marketing system.

Startup 290

Startup Software Review Scale Systems Review 290

Stax

JANUARY 23, 2025

Key steps include application review, risk assessment, credit checks, and compliance verification. This process involves reviewing the businesss structure, financial health, industry type, and compliance with regulations. Learn More What is Merchant Account Underwriting? This step is especially critical for e-commerce businesses.

Merchant Services 68

Merchant Services Payment Services Payment Methods Development Team Review 68

Stax

OCTOBER 13, 2024

Comparison of both platforms will use the following criteria: Features Ease of use Integrations Mobile app Customer support Pricing User reviews Scalability Security Learn More What is The Major Difference Between Quicken and QuickBooks? The two platforms are aimed at different audiences. Quicken Inc.

Payment Methods 88

Payment Methods Payment Solutions Payments Payment Services 88

Intercom, Inc.

JULY 25, 2022

New research from Harvard Business Review Analytic Services reveals that businesses of all sizes – from small businesses to enterprises – are realizing the business value of personal, efficient customer engagement. Modern customer engagement is a newer discipline than more established, traditional functions like HR, finance, or IT.

Technical Review 209

Technical Review Engagement Artificial Intelligence Systems Review 209

SaaStr

DECEMBER 14, 2020

Big Companies take months to train their employees on new processes and systems, and the last thing they want to do is re-train them every year. Peter Gassner, CEO of Veeva Systems, had a great discussion of how they do this multiple times after they sign their customers (all of whom are 7 or 8 figures). Go review the roadmap.

Churn 362

Churn Sales Hiring Systems Review B2C 362

Intercom, Inc.

JANUARY 21, 2020

I examined the first screen that loaded in 25 popular iOS apps across a variety of use cases (such as social media, retail, services, personal finance, and more). Personal finance: (PayPal, Revolut) 41.0%. Here’s what this process looked like for the Apple Music app: About 36% of the first screen of Apple Music’s iOS app contains text.

Mobile 291

Mobile PayPal Social Media Underperforming Technical Team 291

SaaStr

MARCH 3, 2022

Payhawk is the financial system of tomorrow that combines credit cards, payments, expenses, cash management, and pre-accounting into one integrated experience to give you maximum control and visibility over your business spend. At the 8th ever SaaStr Annual, ~200 of the best and hottest companies on earth will go BIG as partners/sponsors.

Payments 49

Payments Payment Solutions Sales Recruiting Onboarding 49

Scytale

MAY 9, 2025

When you’re looking for a new vendor to provide a service or solution (think cloud hosting, data analytics platforms, HR systems), you would use an RFP to: Clearly outline what you need Ask vendors to pitch how they would fulfill those needs Compare vendors on pricing, features, implementation, and more It’s not just a casual inquiry.

Systems Review 52

Systems Review compliance Scale Pricing 52

Payrix

JUNE 25, 2024

Embedded Finance is more than just a buzzword; it represents a fundamental shift in how financial services are delivered and consumed today. What is Embedded Finance? What is Embedded Finance? Customer data : Embedded Finance uses existing customer data to personalize experiences and offers, enhancing relevance and timing.

Payments 100

Payments Payment Solutions Finance Embedded Payments 100

SaaSOptics

JULY 14, 2022

Avoid the scramble for due diligence, audits, and month-end close. Board meetings, due diligence requests, month-end close, auditor requests—how many all-nighters have you endured to ensure your company is well represented? This tool will sit between GL/CRM and keep data flowing between both systems. Too many. .

Technical Review 52

Technical Review Software Review Systems Review Payment Features 52

Stax

AUGUST 20, 2024

And it’s all thanks to embedded finance and embedded fintech. Embedded finance isn’t entirely a new concept. Airline credit cards, payment plans for costly items, and car rental insurance are forms of embedded finance that have been around for a while. Everything is done under one platform.

Payments 88

Payments Payment Methods Merchant Services Finance 88

SaaStr

NOVEMBER 4, 2022

Whether raising your next round or aiming for an exit as your next financing event, plan your revenue ahead with realistic multiples and build an efficient business. Burn management is essentially solving for the next financing event for your company. Back up the system financially with enterprise sales.

Scale 49

Scale Growth Hacking Systems Review Finance 49

Baremetrics

NOVEMBER 4, 2020

Enter the world of SaaS billing systems. In this guide, we’re going to go over: The three type of SaaS billing systems you need 7 subscription billing services for SaaS companies Let's dive in! Three types of SaaS billing systems Think of the steps a customer goes through in order to subscribe to your SaaS product.

Payment Solutions 105

Payment Solutions Merchant Services Systems Review SaaS Payments 105

User Pilot

APRIL 30, 2025

Its about building a repeatable system that drives discovery, boosts engagement, and keeps users coming back. Its a system to make your app discoverable, shareable, and credible without relying on blind luck or paid ads alone. Here’s how to build that system: 1. But good reviews dont happen automatically.

Strategy 66

Strategy Mobile Systems Review Scale 66

Buffer Resources

JANUARY 25, 2024

The Open Salary System we’re sharing is a project we took on last year to re-imagine how we approach salaries, resolve the issues we identified over time, and set ourselves up for another decade of salary transparency. We have chosen to create a system where conversations around compensation can happen in the open.

Systems Review 135

Systems Review Compensation Benchmarks Scale 135

Buffer Resources

JANUARY 25, 2024

The Open Salary System we’re sharing is a project we took on last year to re-imagine how we approach salaries, resolve the issues we identified over time, and set ourselves up for another decade of salary transparency. We have chosen to create a system where conversations around compensation can happen in the open.

Systems Review 135

Systems Review Compensation Benchmarks Scale 135

Kellblog

FEBRUARY 6, 2021

They have 93 reviews and 4.1 stars across 14 reviews on G2. They promise, among other things, to “make finance beautiful” and the whole thing strikes me as a product-led growth strategy for a new tool to build financial models outside of traditional spreadsheets. stars on G2 across 20 reviews. stars on G2.

Finance 92

Finance Forecasting Software Review Systems Review 92

Stax

NOVEMBER 27, 2023

KYC’s three main components are the customer identification program (CIP), which was imposed by the USA Patriot Act in 2011; customer due diligence (CDD); and regular monitoring of the customer’s account and activities, which is also called enhanced due diligence (EDD). In the U.S.,

Merchant Services 88

Merchant Services Payment Services Systems Review Technical Review 88

Mucker Capital

APRIL 6, 2024

Finance 101: Why Should You Care? It's important for early stage startups to focus on finance from the very beginning. Often that means trying to do things in the least expensive way possible and that means doing finance accounting on their own. They are not wholly focused on the financials.

Payment Services 52

Payment Services Systems Review Development Team Review Technical Review 52

Valuize Consulting

NOVEMBER 25, 2024

This guide emphasizes the importance of making informed decisions based on robust data and financial models, fostering a deeper understanding between Customer Success and Finance. Tools like NPV not only quantify the expected impact but also help bridge communication with finance teams.

Payment Services 52

Payment Services SaaS Payments Customer Success Payments 52

USIO

AUGUST 5, 2024

The Rise of Digital Wallets Digital wallets have seen a surge in popularity due to their convenience and security. With digital wallets, consumers can track their spending in real time, providing better control over their finances and promoting more mindful spending habits.

Payment Methods 162

Payment Methods Payments Payment Solutions Technical Review 162

Stax

DECEMBER 4, 2023

Best practices for ensuring AML compliance as a PayFac include continuously updating your AML policies, utilizing advanced technologies for monitoring, periodic internal reviews and audits, and engaging with AML experts and consultants. Often, it’s also used for the financing of terrorism making the world highly unsafe.

Merchant Services 88

Merchant Services Payment Services Payfac Technical Review 88

Neil Patel

NOVEMBER 9, 2020

For example, HR and finance SaaS vendor Workday bought Scout RFP (a San Francisco startup with a team of 8) for $540 million. The startup built a cloud-based office procurement system that helps customers streamline supplier management. It gives you the chance to review, negotiate, and snap up a deal before anyone else.

Technical Review 144

Technical Review Payment Methods Acquisition Development Team Review 144

Mucker Capital

MAY 8, 2024

Finance 101: Why Should You Care? It's important for early stage startups to focus on finance from the very beginning. Often that means trying to do things in the least expensive way possible and that means doing finance accounting on their own. They are not wholly focused on the financials.

Payment Services 52

Payment Services Finance Systems Review Development Team Review 52

ChurnZero

NOVEMBER 20, 2020

Third-party software review sites aren’t only a Sales and Marketing tool to drive brand awareness and lead generation. Reviews hold a wealth of customer insights – and untapped recurring revenue opportunities. Q: How do you track when potential customers view a competitor’s reviews? Where does your team live?

Systems Review 98

Systems Review Software Review Scale Revenue 98

BetterCloud

DECEMBER 16, 2024

All too often, with no SaaS system of record, those licenses linger unused with only an invoice to pay while a new employee steps in and probably buys yet another new license. Four hidden risks of shadow IT For too many organizations, if there is a single SaaS system of record, its on a spreadsheet. And when those employees leave?

Artificial Intelligence 52

Artificial Intelligence compliance Systems Review Technical Review 52

Neil Patel

SEPTEMBER 26, 2020

Equipment Financing. The name is pretty self-explanatory here—the money from equipment financing must be used to purchase equipment. In addition to things like conveyor belts, forklifts, and machinery, other types of equipment like accounting software, or payment processing systems would also fall into this category.

Payment Methods 134

Payment Methods Merchant Services Payment Services Payment Solutions 134

Blulogix

NOVEMBER 25, 2024

Real invoice calculation helps businesses capture changes due to factors like refunds, proration, and usage shifts. This dynamic view allows finance teams to see how various factors influence expected revenue, helping them prepare for fluctuations and avoid surprises.

Payment Features 52

Payment Features Payments Revenue SaaS Payments 52

Blulogix

FEBRUARY 12, 2025

Yet, many businesses fail to maximize their NRR potential , often due to poor renewal management, missed upsell opportunities, and misalignment between billing and customer engagement. A fully automated renewal system ensures that every contract is handled on time, with minimal friction for the customer.

Payment Features 59

Payment Features Subscription Payments Payment Services 59

Practical Advice on SaaS marketing

APRIL 1, 2020

For the people that use our SaaS solutions - HR managers, finance professionals, marketing executives, sales managers, etc. Some of the more effective communication I’ve seen focuses on SaaS companies’ plans to keep the system up and running and maintaining access to customer support - issues that are probably most pressing for customers.

Payment Solutions 161

Payment Solutions Payment Methods SaaS Payments Payment Services 161

Intercom, Inc.

APRIL 28, 2021

One of the challenges of a reactive program is monitoring ongoing infrastructure costs and overall spend so your finance team doesn’t get any nasty surprises. Take the insights from these tools and create a regular review cadence to evaluate, contextualize, and act on any significant fluctuations. No surprises.

Management 211

Management Government Cost optimization & reporting Engineering 211

Sales Hacker

OCTOBER 18, 2024

Product : Vanta Your deal is almost closed, and all that’s left is the security review. With Vanta Questionnaire Automation, go-to-market teams can complete security reviews up to 5 times faster, helping you close deals in less time than ever.

Sales Recruiting 106

Sales Recruiting Software Review Scale AI 106

SaaStr

NOVEMBER 26, 2019

” I took a lot of finance classes because that seemed to be the thing to do, what everyone was doing, even though I ended up hating those classes. We had custom CRM apps for the Weight Watchers group, scheduling systems for optical chains, inventory management for car dealers. A lot of sales orgs out there are managed by fear.

Scale 292

Scale Sales Hiring Underperforming Technical Team Sales 292