Latest Articles

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A 5-Step Guide to General Ledger Reconciliation

A 5-Step Guide to General Ledger Reconciliation

Master general ledger reconciliation with this clear 5-step guide. Learn how to catch errors, stay audit-ready, and keep your financial records accurate.

Accounting
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28
 min read
Accounting for Refunds: A Step-by-Step Guide

Accounting for Refunds: A Step-by-Step Guide

Get clear, actionable tips on accounting for refunds, from journal entries to compliance, so your financial records stay accurate and audit-ready.

Accounting
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25
 min read
Unit Economics SaaS: A Founder's Guide to Profit

Unit Economics SaaS: A Founder's Guide to Profit

Get clear on unit economics SaaS metrics, benchmarks, and strategies to help founders build a profitable, sustainable subscription business.

Growth
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34
 min read
A Guide to Revenue Recognition for Subscriptions

A Guide to Revenue Recognition for Subscriptions

Get clear, actionable tips on revenue recognition for subscriptions. Learn how to stay compliant, manage deferred revenue, and simplify your accounting.

Accounting
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28
 min read
SaaS KPI Dashboard: The Ultimate 2025 Guide

SaaS KPI Dashboard: The Ultimate 2025 Guide

A SaaS KPI dashboard helps you track key metrics for growth, align your team, and make smarter decisions with real-time, actionable business insights.

Growth
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25
 min read
A Guide to the Customer Lifetime Value Model

A Guide to the Customer Lifetime Value Model

Get clear on the customer lifetime value model, why it matters, and how to use it to grow your business with practical, actionable strategies.

Growth
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25
 min read
Data Validation Rules: A Complete Guide

Data Validation Rules: A Complete Guide

Learn how to use data validation rules with clear examples to keep your business data accurate, consistent, and reliable from the start.

Growth
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26
 min read
The Ultimate Guide to Financial Workflow Automation

The Ultimate Guide to Financial Workflow Automation

Streamline your finance team’s tasks with this 5-step guide to financial workflow automation. Learn practical tips to save time and reduce manual errors.

Finance
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30
 min read
Accounting for Chargebacks: How to Get It Right

Accounting for Chargebacks: How to Get It Right

Get clear, actionable steps for accounting for chargebacks, from recording disputes to tracking fees, so your financial statements stay accurate and audit-ready.

Accounting
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28
 min read
The Guide to Journal Entry Automation

The Guide to Journal Entry Automation

Journal entry automation streamlines your accounting process, reduces errors, and helps your team close the books faster with less manual work.

Accounting
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24
 min read
What Is Recurring Revenue? A Simple Guide

What Is Recurring Revenue? A Simple Guide

Get clear answers to what is recurring revenue, plus practical tips for building predictable income and stronger customer relationships for your business.

Finance
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22
 min read
Automated Journal Entries: A Complete Guide

Automated Journal Entries: A Complete Guide

Automated journal entries simplify accounting by reducing manual work and errors. Learn how automation improves accuracy, compliance, and team efficiency.

Accounting
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21
 min read
Copy.ai automated their revenue recognition in 24 hours with HubiFi, after failing for over a year with Stripe’s own revenue recognition tools and other Stripe accounting integrations.
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