In episode #356, Ben shares the results from the FP&A category of his 7th Annual SaaS Tech Stack Survey, highlighting the top financial planning and analysis solutions used in software companies today.

With 37 FP&A solutions named in the survey, this remains one of the most competitive and fast-moving segments in the back-office tech stack. While spreadsheets still dominate usage—by a wide margin—dedicated FP&A platforms are gaining traction, especially as companies scale past $10M+ ARR and investor reporting requirements increase.

Ben also compares this year’s results to prior years and explains how FP&A tool adoption shifts by ARR size.

Resources Mentioned

• 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/

What You’ll Learn

• The most widely used FP&A solutions in SaaS and AI companies
• Why spreadsheets still dominate financial modeling workflows
• Which platforms are gaining momentum (Drivetrain, Mosaic, Aleph, Pigment, Planful, and others)
• How FP&A adoption changes as companies scale beyond $10M ARR
• Why enterprise-grade tools like Workday appear in larger organizations
• How funding and competition are reshaping the FP&A software landscape

Why It Matters

• FP&A systems power your forecasting, budgeting, and board reporting
• Spreadsheet-based processes eventually break as complexity increases
• As ARR grows, investors expect more sophisticated financial modeling and analytics
• Selecting the right FP&A tool impacts forecasting accuracy, KPI visibility, and strategic planning
• Understanding market adoption trends helps founders and CFOs benchmark their financial systems

In episode #355, Ben breaks down the top invoicing solutions used by SaaS and AI companies based on his 7th Annual Tech Stack Survey.

With 57 different invoicing solutions named in the survey, this category shows far more fragmentation than core accounting. The top five solutions account for 55% of reported usage, but there’s still a long tail of specialized billing and revenue management platforms.

Ben walks through the most widely used tools and explains how invoicing increasingly overlaps with revenue management, subscription billing, and payment processing.

Resources Mentioned

• 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/
• Metronome, sponsor of the invoicing category: https://metronome.com/

What You’ll Learn

• The top invoicing and billing solutions used in software companies
• Why QuickBooks and Stripe remain dominant in early and growth-stage SaaS
• Which newer platforms are gaining traction
• How fragmented the invoicing and billing landscape has become

Why It Matters

• Invoicing is a critical link between bookings, cash flow, revenue recognition, and ARR reporting
• Poor billing infrastructure can break your MRR schedules and retention calculations
• As pricing models evolve (subscription, usage, hybrid), your invoicing system must handle complexity
• Revenue management tools increasingly sit between CRM, payments, and your general ledger
• Clean invoicing data is essential for accurate financial modeling, KPI tracking, and due diligence

In episode #354, Ben shares the results from his 7th Annual SaaS Tech Stack Survey and reveals the top accounting solutions used by software, SaaS, and AI companies today.

With participation across 22 software categories, this year’s survey highlights both the consistent market leaders and the rise of newer, AI-first ERP platforms. While legacy players continue to dominate, new entrants are gaining meaningful traction.

Ben breaks down the “Power Six” accounting platforms and what their market concentration tells us about the current state of financial systems in tech companies.

Resources Mentioned

• 7th Annual SaaS Tech Stack Survey: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/
• Light, sponsor of the core accounting category: https://light.inc/

What You’ll Learn

• The top accounting and ERP systems used by SaaS and AI companies
• How the “Power Six” now dominate the accounting stack landscape
• Which newer AI-first ERP platforms are gaining traction
• How concentrated is the accounting software market among SaaS companies
• Why accounting system selection matters as companies scale ARR

Why It Matters

• Your accounting system is the foundation of your financial reporting, SaaS metrics, and KPI tracking
• Poor financial systems limit your ability to calculate ARR, revenue retention, and other recurring revenue metrics
• As revenue grows, moving from SMB accounting tools to more robust ERP and financial systems becomes critical
• Investors and auditors expect scalable accounting infrastructure as companies mature
• Understanding market trends helps founders and CFOs evaluate whether their current financial systems can support growth