Run FP&A at the speed of usage: Planning for SaaS, AI and Fintech.
Recurring and usage-based models run into the same finance problems, whatever the product. And it has deserved it's own limelight.
In 1 hour, I’ll walk through how a pre-configured for Recurring and Usage businessses, AI-integrated EPM solution handles them.
What we’ll cover
Cohort planning and analysis. There’s rarely agreement on how to build cohorts, and profitability gets lost between the cohort and the end customer.
Capacity planning. It drifts out of line with cash and bookings, and the three have to move together.
Revenue recognition under ASC 606. Subscription is easier to manage and monitor, and usage is not. Usage revenue depends on accurate billing or metering data, credits bought but never consumed, unbilled usage, and platform fees, commits, overages, prepaid credits and tiers that each follow a different pattern.
Forecast versus general ledger. Usage and billings don’t match recognized revenue, and bill shock turns into churn.
AI inference costs. They are hard to model and hard to keep a handle on as usage grows.
KPI definitions. Every company has its own version of NRR, GRR, churn, LTV:CAC and take rate. I’ll cover what makes sense for your business model.
Who this is for: CFOs, VPs of Finance and FP&A leaders at enterprise SaaS, AI/LLM, cybersecurity and fintech companies.
What you’ll see: The solution live, with an AI layer that runs on your own cloud data.
Format: Live, online, 60 minutes, with time for your questions.
When: Wednesday, Nov 18 2026, 10am - 11am
Host: Mani Raje, Founder, The Finance Pro