FinQore (Formerly SaaSWorks)

At FinQore, we’re building a trusted community for strategic CFOs—a space for candid conversations, breakout sessions, and deep dives into key topics like data, AI, KPIs, fundraising, M&A, private equity partnerships, finance function build, and the evolving CFO role. With 8 CFO Roundtables held across New York, Washington, D.C., Austin, Boston, and Toronto, we’re grateful for 120+ CFOs who’ve joined us to exchange insights that drive real impact. No pitches. No distractions. Just CFO-driven discussions that matter. Upcoming CFO Roundtable Events: ?? Austin, TX – March 26 | Focus: Rule of 65 & AI's impact on finance ?? Boston, MA – April 16 | Focus: 2025 Outlook & Strategy Join the discussion. Request an invite: https://lnkd.in/gGDMsXA4 We look forward to welcoming you into this growing community of strategic CFOs. #StrategicCFO #StrategicFinance #CFOCommunity #CFOLeadership

Rinki Sethi, I completely understand your challenge, and as Rohyt Belani mentioned in his comments below, we built FinQore (Formerly SaaSWorks) to solve this exact issue for finance teams. On average, finance teams spend 40 to 60 hours per quarter wrangling data, updating revenue and customer cubes, compiling operational metrics, and building board ready decks—all while racing against tight deadlines. We fully automate this entire process, allowing finance teams to focus on analyzing daily updated, fully harmonized data and delivering deep, segment-level insights to their operating teams, executives, and board.

?? Excited to be hosting our 8th CFO Roundtable in Austin on March 26, 2025 ?? What if you could be part of an exclusive group of strategic finance leaders—CFOs who aren’t just managing numbers but actively shaping the future of their businesses? That’s exactly what we’ve built with our CFO Roundtable Community. At our Austin CFO Roundtable in Q1-2024, one of the key discussions centered around a tough reality—rising interest rates and higher capital costs were putting pressure on businesses to keep growing while spending less. This led to a deep dive into growth efficiency metrics beyond CAC, as CFOs debated how it can often be misleading without proper context. Instead, finance leaders highlighted a broader set of critical efficiency metrics, including: ?? Payback Period – How quickly investments turn profitable ?? Burn Ratio – Monitoring sustainability under current spending levels ?? Gross Margins – Ensuring profitability at the core level ?? Net Retention – Understanding revenue stability and expansion ?? Revenue per Employee – Assessing operational efficiency These metrics go beyond efficiency—they help assess the quality and sustainability of revenue growth, shifting the focus from simply spending efficiently to growing strategically. ?? Now, as we enter 2025, PE-backed businesses are facing a new wave of challenges—and we can’t wait to uncover what’s top of mind for CFOs and how they are strategically planning to tackle them. A huge thank you in advance to Jay Madhani (CFO, Red Oak Compliance) and Silvia Borzini (CFO, Office Timeline) for leading our breakout sessions at the upcoming Austin Roundtable. We’re also grateful to Jim O'Neill for sharing insights on how AI is expected to evolve further in 2025 and its implications for finance. Here’s to another insightful and impactful CFO Roundtable in Austin! #FinanceLeadership #CFOCommunity #StrategicFinance #AustinCFOs #CFOInsights

?? Today’s the Day! Don’t Miss This Live Webinar ?? Struggling to make sense of your transactional revenue data? Unsure what metrics to focus on or how to forecast accurately as your revenue model shifts? We’re discussing these challenges TODAY at 2:00 PM EST. Register NOW to join the discussion: https://hubs.li/Q034DrwT0 Join us to learn: ? Actionable strategies for designing revenue models that accommodate both recurring and transaction-based pricing. ? Best practices for forecasting in the presence of transactional revenue streams. ? Tips on using the right data for forecasting transactional revenue—transaction volume, take rate, purchase frequency, and average order value—for accurate forecasts. Expert Speakers: - Greg Hood, CPA, CMA – Former VP of Finance at TouchBistro - Paul Barnhurst– The FP&A Guy, top LinkedIn finance influencer #Finance #RevenueForecasting #TransactionalRevenue #CFO #FPandA #FinQore #HybridRevenueModels #QualityofRevenue #PaymentsRevenue

Struggling to manage your revenue and customer cube as your revenue model shifts toward payments and transactional revenue? Join us on January 30th at 2:00 PM EST for an interactive webinar where we’ll show you how to streamline your streamline your transactional revenue data, elevate your forecasting approach and tackle these challenges head-on. What You'll Learn: - The evolving landscape of pricing and hybrid revenue models - Building revenue models that accommodate both for recurring and transactional revenue - Leveraging the right transactional and segmentation data for more accurate forecasts (e.g., transaction volume, take rate, purchase frequency, AOV at deep segment levels) Expert Speakers: - Greg Hood, CPA, CMA – Former VP of Finance at TouchBistro - Paul Barnhurst– The FP&A Guy, top LinkedIn finance influencer > Registration link included in comments below. We can’t wait to see you there! #RevenueForecasting #TransactionalRevenue #FinanceLeadership #FinanceWebinar #FutureOfFinance

What if you could see your entire Revenue and Customer landscape in real time? With FinQore (Formerly SaaSWorks) now you can. Our platform provides real-time 360° visibility, simplifying financial data management by transforming complex revenue, customer and product usage data into a single, actionable and a deeply segmented view of your business. With FinQore you can track key metrics down to the business unit, rep, industry, geography, and the product level. You can automate workflows, and empower your finance team while helping them save time, scale faster and partner with the business to help make smarter strategic decisions. We are proud to be recognized as a 2024 Gartner Cool Vendor? in Finance, we’re here to help businesses redefine their financial future—with clarity, confidence, and precision. Ready to take control of your financial data? Let’s talk. #FinanceTransformation #FinTech #AIPowered #GartnerCoolVendor #Gartner for Finance

Join us **Today** for an interactive webinar with Ben Murray and our Co-Founder & CTO Jim O'Neill where we’ll dive into a topic that’s top of mind for finance leaders as we approach 2025.

Join us **Today** for an interactive webinar with Ben Murray, where we’ll dive into a topic that’s top of mind for finance leaders as we approach 2025.

We’re thrilled to host this webinar in collaboration with Ben Murray and our co-founder and CTO, Jim O'Neill. With insights from six CFO Roundtables, we know this topic is top of mind for finance leaders and their boards as we plan for 2025. Join us as we take the discussion beyond the Roundtable and into your strategic playbook!

?? We’re thrilled to announce that our 7th CFO Roundtable in Washington, DC is around the corner (December 5th) and we are officially fully subscribed! ?? This exclusive gathering of 20+ esteemed CFOs and finance leaders will dive into some of the most pressing topics shaping the future of finance: ?? Strategic 2025 Planning: Balancing growth, profitability, and CFO leadership ?? AI & Automation: Transforming the finance function and unlocking efficiency ?? Becoming Data-Driven: Forecasting, pricing, and driving data-informed decisions ??? Board Management: In the current economic environment and in midst of AI-driven disruption We’re honored to have John Kinzer, Mike Empey and Jim O'Neill leading the conversation, with a special guest appearance by AI thought leader - Kevin Dewalt from Prolego and expert moderation by Robert Morton, PCC to ensure a focused and impactful agenda. We can’t wait to hear the insights and ideas shared around the table! For those who couldn’t join this time, stay tuned for updates and future roundtables. #CFOLeadership #FinanceInnovation #AIinFinance #DataDrivenDecisions #ExecutiveLeadership