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Mosaic is a Strategic Finance Platform for agile planning, real-time reporting, deep analysis, and more accurate forecasting. Easily consolidating data from ERP, CRM, HRIS, and Billing systems, the platform provides a single-source-of-truth across the business, aligning teams and enabling better decision making. Today, Mosaic’s software is deployed by some of the fastest-growing companies, helping them align, collaborate and plan for the future.
Provider
Mosaic
Located In
United States
Open API
No
Deployment
Cloud, SaaS, Web-Based
Training
Live Online, Documentation
Support
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum
Finance and business leaders at today’s fastest-growing startups use Mosaic to help make better business decisions, prep for board meetings in minutes, not days, and prepare for their next fundraise.
Content Source: Mosaic
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Mosaic Reviews
Pros
The support team was good. There is still a lot to learn but there is a lot a great functionality in the solution and it is definitely scalable.
Overall, my experience with Mosaic was a pleasure, and the customer service and experience that they offer are truly amazing.
Their dedication to providing excellent customer service is outstanding and has made my experience with Mosaic all the more enjoyable.
I like the ability to share dashboards with team members while adjusting their abilities to edit/view as needed.
Cons
Have to unpublish models before editing them, making it difficult to edit a model and look at the canvas at the same time. Unable to edit data coming in from data sources.
It's significant upfront time investment can be a barrier to immediate value realization. Inability to connect to Rippling is also a big downside.
As long as you have time to dedicate to learning how to make the most of Mosaic, it'll pay off.
Sometimes our Netsuite integration fails, but usually I just have to retry it and everything flows through. And when it doesn't, Mosaic support is always quick to get things back up and running.
"Mosaic Critical to All Financial & SaaS Metric Modeling, Tracking, & Forecasting"
Pros: Mosaic has streamlined all of our reporting and forecasting of fundemental financial metrics. The seamless integration with our ERP, HR, and CRM systems have made the onboarding process very intuiative with the support of a world-class Customer Service team. We are daily Mosaic users and would not be able to scale our business as efficiently without the power of Mosaic.
Cons: N/A- all of our product feedback has been taken internally and they continue to release benefial updates to their Product RoadMap.
"Simplified many parts of our forecasting & reporting process, still room for product improvements"
Pros: We got up & running on Mosaic with our opex & department-level reporting incredibly quickly. We have a ton of visibility into how our expense/headcount are tracking, and headcount planning is very straight forward. Many of our department heads have found Mosaic a much easier way to ingest data than the google sheets we were using previously. As a main administrator, I use Mosaic weekly & it simplifies our budget refreshes & BVA reporting significantly.
Cons: We are still using google sheets/excel files for more complex parts of our modelling (revenue), as they offer flexibility & speed of updating that Mosaic can't match. We also use google sheets when we need people outside the Finance team to comment or suggest edits, as Mosaic does not have those collaborative capabilities. We do not use any Mosaic reports directly in our executive reporting, as we can't customize them sufficiently to meet our needs.
"The implementation of Mosaic has been smooth and a true game changer for Eucalyptus."
Overall: Overall a great experience with Mosaic and looking forward to getting the most out of the tool in time
Pros: The automated integrations with netsuite and bamboo hr Implementation and mapping went very smoothly The UI/graphs and customisations Customer support is timely and solves problems The AI tool to ask questions is really helpful, especially when it supplements with the video
Cons: What do you dislike about Mosaic Tech? Find it sometimes difficult to find certain filters/data updates as it is not where I would expect things to be (not as user friendly in that sense). Unable to integrate to multiple stripe databases
"Great within proper context"
Overall: Overall it's a decent tool. It will be great for comparing budgets to actuals, distributing some simple financial reporting, and simple data interfacing across systems. The limits related to formulated fields in custom metrics make it less efficient for report building.
Pros: The canvases have a great interface and the ability to change the date range for all reports on a canvas is very convenient. Having a way to distribute financial data where the user can interact with it in a controlled way saves extra seats in financial software and a lot of training on reporting practices.
Cons: The customization in building metrics and reports is limited by the code free structure. Not all simple functions are able to translate the formula builder's syntax and there is some functionality from spreadsheet reporting that isn't replicated.
"Mosaic is a next level SaaS FP&A tool vs. traditional planning tools"
Overall: Mosaic is great at taking information from our financial systems, CRM, and HR tools to enable easy financial performance tracking and reporting. With numerous data points needed to report on business performance having all details readily available in one place allows for timely and accurate reporting that formerly took days to manually consolidate and manually update in multiple spreadsheets. Mosaic also enables easier 3 statement scenario and long term planning that can be extremely manual and error prone when done via spreadsheets.
Pros: Mosaic allows you to simplify and even automate numerous monthly tasks including ARR reporting, headcount planning, SaaS metric reporting & benchmarking. Building visuals is extremely simple and straightforward and can be easily shared to internal stakeholders. FP&A tasks that historically took multiple days can now be done in a fraction of the time, leaving more time to analyze results and derive key business insights. Implementation and support teams are extremely helpful in go-live and ongoing support.
Cons: Some integrations can be limited based on internal structure, but there are workarounds.
