The essential SaaS finance tool checklist

SaaS tool Selection checklist - downloadable PDF

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This product is not available for micro-enterprises or small charities as defined in the UK Consumer Duty Regulations. A micro-enterprise employs less than 10 people and has a turnover or annual balance sheet of no more than €2 million. A business must have both of these defining features to be considered a micro-enterprise. See the FCA website for more information.

Companies of every size are turning to SaaS to be more flexible, digital and cost efficient. Choosing the right combination of SaaS business management software could be one of the most difficult but important decisions you make.

Use the checklist to assess and define:

  • The right tools and vendors for your business
  • Any gaps in your finance stack
  • Your finance stack priorities
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Quick and easy to digest

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Professional opinions

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Practical and directly applicable

Practical and directly applicable

Use what you learn in your business straight away. Then share the knowledge.