This case study explores how Fluent Forever partnered with Monily, a growing SaaS company, to improve its financial processes, ensure tax compliance across multiple states, and provide actionable insights for smarter
decision-making.
Through a collaborative approach, Monily delivered end-to-end financial management services personalized to Fluent Forever’s needs, supporting its mission of making language learning faster, and more effective.
Fluent Forever is a leading SaaS business dedicated to helping users achieve fluency in a new language through innovative tools and personalized learning methods. With a presence across the US, Fluent Forever continues to expand its reach, allowing its users to break language barriers and connect globally.
Compliance across different US states. With nine US states applying taxes on SaaS products, compliance can become an easily missed target. While many SaaS companies hire multiple accountants with state-specific expertise, Fluent Forever sought a more unified, efficient solution.
Additionally, the company needed support in:
These challenges were not roadblocks but natural results of growth, and they called for a financial partner who could provide both expertise and scalability.
Monily’s role was to act as a comprehensive financial solutions provider for Fluent Forever, a growing SaaS company, eliminating the need for multiple specialized accountants across different states and creating an efficient financial operation process tailored to the unique needs of the SaaS industry.
Monily helped restructure the chart of accounts, ensuring Fluent Forever had a clear and organized system that simplified financial reporting for a SaaS-based revenue model.
By automating repetitive tasks, the team at Monily reduced the reliance on manual work and freed up Fluent Forever’s team to focus on scaling their SaaS business.
Monily also integrated financial systems to improve accuracy and create seamless workflows that, in turn, helped Fluent Forever benefit from a cohesive system that supports recurring revenue tracking, common in SaaS operations.
Here’s how things started to look upwards:
Providing timely, detailed reports that give leadership a clear view of business performance.
Helping Fluent Forever plan strategically by projecting cash flow and managing the company’s budgets effectively.
Transforming raw financial data into easy-to-understand visuals for better decision making.
Covering all aspects of tax compliance including federal and state-specific obligations for a SaaS company.
Monily’s tax preparation and financial oversight have helped HG Analytics stay compliant and well-prepared during tax periods.
Managing quarterly sales tax obligations to avoid tax surprises at the end of the year
While Fluent Forever processes payroll through Gusto, Monily ensures compliance with payroll tax requirements and year-end filing support for the SaaS company.
The combination of services has helped Fluent Forever stay compliant, on top of their finances, and ready for future SaaS growth.
Through its partnership with Monily, Fluent Forever experienced a range of benefits that supported its growth and long-term goals:
Instead of hiring multiple local accountants, Fluent Forever now relies on Monily for comprehensive compliance across all nine SaaS-taxed states.
With a redesigned chart of accounts (COA), Fluent Forever benefits from financial transparency and simplified reporting.
Monthly reports, dashboards, and forecasts provided top management with the insights needed to make data-driven decisions to support the company’s growth.
Manual processes were replaced with automated workflows, reducing errors and saving time otherwise lost chasing repetitive tasks.
With Monily overseeing sales tax, payroll taxes, and quarterly estimated taxes, Fluent Forever could focus on its core mission without any financial stress.
The team is friendly, responds quickly, and is always open to answering questions. Monily has dealt with issues left by our previous firm, working hard to solve them and taking the lead on the project to deliver results within the requested timeline. The team is responsive and easy to reach, and they always provide valuable advice, support, and answers to questions.
CEO, Fluent Forever
Fluent Forever continues to grow, and Monily remains a trusted partner in its journey. With reliable financial insights, compliance management, and future-focused planning, Fluent Forever can invest more energy in innovating language learning tools while knowing its financial base is secure.
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At Monily, we specialize in helping businesses like Fluent Forever succeed by simplifying their financial processes, ensuring US-wide compliance, and providing the money-related insights that are needed to scale smarter.
