downloads

FinanceGuides, Checklists, and Templates

Discover our free resources for CFOs and finance teams.

All Downloads

Template

Your Free KPI Dashboard for SaaS Companies

This dashboard aggregates your most important KPIs on an annual and monthly basis and automatically visualizes them. It’s ideal for board presentations, investor updates, and internal steering.

Checklist

Checklist - How to Approach Your Monthly Closing in a Structured Way

When it comes to month-end closing, there’s often a lack of processes that enable an optimal workflow. With our template, you can keep track of everything.

Checklist

Checklist - How to Approach Your Year-End Closing in a Structured Way

When it comes to month-end closing, there’s often a lack of processes that enable an optimal workflow. With our template, you can keep track of everything.

Checklist

Checklist - Get a Better Overview of Your DATEV Documents

Keep better track of your business performance analysis (BWA), trial balance, and management summary, and lay the foundation for reliable bookkeeping.

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Roman Finke

Managing Partner

Additional Resources

Podcast

Moss Founder Ante Spittler on Donor Management: End-to-End Workflows, Data, and AI

End-to-End Spend Management, AI-Powered Workflows, and the CFO's Perspective on Modern Finance Suites.

Blog

Funding Rounds in Startups: Preparation and Process

Webinars

Modern Controlling for Growing Companies

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