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Mosaic Tech Reviews & Product Details

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
What do you like best about Mosaic Tech?

The analysis has been reallly insightful in getting all our data collated in one space. We can now quickly and easily compare metrics that in the past took a lot of time to create. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

We still find Excel much easier to manipulate in terms of forecasting. Resource planning seems quite restrictive in terms of business specific inputs that we want to create Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Mosaic significantly reduces the time it takes to report metrics to teams. We can also quickly and easily compare figures from different data sets which gives insights that were often overlooked in the past Review collected by and hosted on G2.com.

Mosaic Tech Overview

What is Mosaic Tech?

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to info@mosaic.tech.

Mosaic Tech Details
Product Website
Languages Supported
English
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Product Description

Mosaic Tech is the first Strategic Finance Platform for modern business leaders offering a consolidated real-time planning, reporting, and forecasting engine. Our cross-departmental platform consolidates data from key business systems (Billing, ERP, CRM, HRIS) into a single source of truth so that teams can get the insights they need to make faster business decisions. Mosaic connects with your existing tech stack in minutes so that you’re up and running day 1 with a complete, more forward-looking view of the business.


Seller Details
Company Website
Year Founded
2019
HQ Location
San Diego, US
Twitter
@MosaicTechInfo
305 Twitter followers
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Description

Born from the needs of high-growth, data-driven companies, Mosaic fuels financial planning and business performance. The platform combines big data and machine learning to provide powerful predictive reporting capabilities, leveling the playing field and giving startups tools and insights previously reserved for large enterprises. Mosaic is complementary to your existing tech stack, and its elegant one-click integrations and real-time analytics offer clear insights and straightforward recommendations. Whether it’s better understanding your cash burn, forecasting spend scenarios or uncovering powerful business insights, Mosaic provides greater visibility into the most important dynamics of the business. Built and led by co-founders with
5+ years of experience scaling high growth venture-backed companies, Mosaic is transforming the way businesses approach planning and performance management.


Brian M.
BM
Overview Provided by:

Recent Mosaic Tech Reviews

Matthew C.
MC
Matthew C.Mid-Market (51-1000 emp.)
4.5 out of 5
"Great analytics and visualization tool"
What I like best is the real-time updates that happen when I make any changes. The product is easy to use and everyone on my team gets up to speed ...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"Mosaic has been helpful for analysis however we have struggled with getting forecasting up to speed."
The analysis has been reallly insightful in getting all our data collated in one space. We can now quickly and easily compare metrics that in the p...
Reed A.
RA
Reed A.Mid-Market (51-1000 emp.)
5.0 out of 5
"Good overall experience with Mosaic that adds value each month to the company!"
Good out of the box metrics and setup options. Models were straightforward to setup, maintain and make changes to quickly. Canvas reporting is ou...
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Mosaic Tech Media

Mosaic Tech Demo - Seamless Connection – Integrate With Your Existing Tech Stack In Seconds
Mosaic integrates with your ERP, CRM, HRIS, and Billing systems to consolidate your most critical business data and unify the entire business around a single-source-of-truth.
Mosaic Tech Demo - Mosaic Homepage – Financial Intelligence at Your Fingertips
Real-time analysis drives business performance and cross-functional collaboration with easy-to-use dashboards, data visualizations, and automated insights.
Mosaic Tech Demo - Analysis Canvas – Board Prep In Minutes Not Weeks
Enable real-time visibility into current and accurate financial data. In just a few clicks, generate the most critical board materials including The Current State of the Business, Financial Forecasts, Top-Line Metrics (ARR and MRR), Burn Rate, and more. Paint a clear picture of your business ...
Mosaic Tech Demo - Expense Dashboard – Go Beyond Just Highlighting The Numbers
Pre-built templates and customizable dashboards provide an at-a-glance view of the numbers, uncovering critical insights to help you be more collaborative and strategic. Reduce time spent on investigating operational issues with Mosaics flexible canvases that surface key action items needed to...
Mosaic Tech Demo - Expense Modeling – Turn Accounting Data Into Actionable Insights
Mosaic connects to ERP systems, like Quickbooks and NetSuite to automatically map GL accounts into customizable categories that flow through to your financial model. Our Strategic Finance Engine pulls actuals from your ERP in real-time to establish the structure of your financial model while givi...
Mosaic Tech Demo - Headcount Planner – Assess Headcount & Turn Your Sites To Strategic Planning
Mosaic integrates with your HRIS so that your financial model captures the fully loaded cost of employees. Easily pull data from Gusto and other HRIS solutions to ensure that you always see updated information about your active employees—their names, departments, roles, start dates, salaries, ben...
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212 out of 213 Total Reviews for Mosaic Tech

4.7 out of 5
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212 out of 213 Total Reviews for Mosaic Tech
4.7 out of 5
212 out of 213 Total Reviews for Mosaic Tech
4.7 out of 5

Mosaic Tech Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
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Overall Review Sentiment for Mosaic TechQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Mosaic Tech?

Real=time updates make dashboarding and reporting quite simple. Once the reports are set up, it's pretty easy to adjust time periods to create new versions.

The modeling and forecasting is similarly pretty straightforward, and robust enough for most use cases. For example, it's pretty simple to work from an existing expense line item and forecast it forward using any number of formulaic approaches (flat, grow by x%, grow based on some other metric like headcount, etc.). It does have a lot of capabilities. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

There is definitely a learning curve with regards to creating formulas and linking the elements of a financial model. The syntax of the formulas is different from Excel/GSheet, but the support site has lots of examples so one can get pretty far on their own. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Creating new forecasting scenarios (and having those scenarios be populated with actuals over time) is now much easier than combining those in Excel. Review collected by and hosted on G2.com.

Dan O.
DO
CFO
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Mosaic Tech?

Mosaic has a very clean interface that allows for great connectivity to SFDC, Netsuite and Maxio creating a command center and source of truth for the entire organization. The Canvas workspace allows for quick and easy adhoc analysis and allows the functional leaders to get near real-time info that helps everyone row in the same direction based on the same set of data. Getting connected to Netsuite, SFDC and Maxio was very quick which allowed for validation of actual reporting info. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Nothing really. We just went live with the solution and are in the middle of our FY25 Budget preparation, so still learning about all of the capabilities. The formula syntax is very much like excel, so it has been fairly easy to make the transition. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Budgeting and Forecasting across a larger organization, along with monthly reporting and analysis. Mosaic is helping ensure the accuracy of the budgeting process by eliminating the risk and access controls involved in using a shared excel template. It also is eliminating cycles of time in the month-end review process by giving department and expense owners the required info they need to manage their function with the level of detail to avoid cycles of back and forth Q&A with the accounting team. Review collected by and hosted on G2.com.

Nicole H.
NH
Senior Finance Manager, GTM
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Mosaic Tech?

Mosaic is user friendly and does not take a ton of training to get up and running with it. It serves all the standard FP&A functional needs with many out of the box metrics and dashboards that are awesome, especially for a SaaS company. Mosaic is built with SaaS companies in mind and that was a huge reason why we ended up choosing them. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Mosaic is still a fairly early stage company so there are some features and integrations that are lacking but nothing that was a deal breaker. I will say that the team is open to hearing their customers requests and acting upon the product roadmap as planned. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

We moved to Mosaic from another FP&A tool that was very much lackluster and holding our Finance team back. Mosaic is helping us spend more time on value-added work vs. manual work and wasting time constantly chasing problems with the tool. The ability to share nice looking dashboards with executives and budget owners is also a huge plus. Review collected by and hosted on G2.com.

Ken T.
KT
VP of Finance
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Mosaic Tech?

This tool allows quick setup and fast ROI (reporting and businss insights) and it's really important for small teams that do not have significant resourced dedicated for FP&A. Additionally, the ability to integrate multiple solutions and Quickbooks, allows me to perform consolidation with multple entities. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Updating forecasts using standard quick keys do not always work; however they are getting better. The flexibility with graphical views are also limited. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

- Reporting / Consolidation financial statement reporting without having to maintain this reporting in Excel/Gsheet

- Financial modeling scenarios without having to create new workbooks and knowing that all the reports tie out

- Communication tool for Budget Owners without having to create workbooks to share and maintain.

- An affordable tool that allows me to defer hiring FP&A resources to a later date. Review collected by and hosted on G2.com.

Matthew C.
MC
Controller
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

What I like best is the real-time updates that happen when I make any changes. The product is easy to use and everyone on my team gets up to speed quickly. Features are being added often. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

What Mosaic could improve is continuing to make the UI approachable for all. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Mosaic is solving our monthly analysis and budgeting, which is benefitting us because on one platform we can see both historical results and future projections. Review collected by and hosted on G2.com.

Debbie F.
DF
VP of Finance
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

The integration with Quickbooks online and other systems is great. Having one source of truth makes modeling so easy and efficient. Once you get the hang of the system, it's easy to add new scenarios. I like having a set analysis canvas for financial reporting that is set and ready to go each month. The team has has been super supportive of our implementation and very easy to reach. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Mosaic can be a little tricky to navigate when you want to publish models to use for analysis. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

The efficiency in which I can create models and financial reports and know that the behind the scenes data is correct is amazing. It erases all of the challenges of doing modeling in excel. Review collected by and hosted on G2.com.

Nhat V.
NV
FP&A Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Mosaic Tech?

I like that when I build a new model in Mosaic. I have the ability to drill down to the account category. The customer support team is also very helpful. They always answer my questions. The integration is also helpful as well; thanks to the customer support from Mosaic Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

The Knowledge Base from Mosaic is not intuitive as other platforms. I had to read through it multiple times in order to create something that I want Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Mosaic helped a lot with executive reporting and financial analysis. It has streamlined my process a lot. The financial analysis aspect from Mosaic is super helpful; I'm able to drill down on the data to find the solution Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
What do you like best about Mosaic Tech?

Mosaic has been an awesome tool in streamlining our finance month-end and reporting functions. The automation of reporting and the integrations available with our existing systems have reduced the time and effort spent on manual processes, particularly with managing multiple entities that require consolidation. I love the ability to view key metrics quickly and in real-time, with instant access to up-to-date data, we're able to respond quickly and with confidence. The Mosaic team are knowledgeable, responsive and helpful, ensuring we get the most out of the platform. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

There's an initial learning curve which requires time to master all the advanced features and customisation options available on the platform. Having said this, the support function and knowledge base tutorials are helfpul and easy to understand. There's some improvements to be made in terms of adding functionality that finance teams are used to when building out forecasts which I hope to see padded out in time! Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Mosaic solves our problems of manual workload, data consolidation, and lack of real-time insights. These solutions gives us time savings for review and decision making and accurate and efficient reporting. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Mosaic Tech?

We use Mosaic primarily for the following things (which it does quite well for us):

- Vendor level breakdowns

- Budget management

- Department financials (without needing to those folks ERP access).

- Department BvA reporting

The ability to utilize Mosaic in lieu of a dedicated FP&A analyst gives our small Strategic Finance team quite a bit of leverage. It is also simple to get onboarded onto and use.

While there have been some product bugs, their support team is very responsive and has been able to rectify most bugs flagged.

Lastly, I've enjoyed the overall partnership attitude that Mosaic approaches their customers with. I've been asked for product feedback many times + I appreciate how our CSM genuinely is empathetic to our use case, even if it's not necessarily the exact product use-case vision on their roadmap. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Mosaic is still a relatively newer tool in the FP&A software landscape so there is room for product improvements.

Budget loads from external sources + exports are still very rudimentary + collaboration is tricky to provision.

We also not use Mosaic reporting in anything other than internal company reporting, as there is minimal customization (but it works completely fine for our BvA process). Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

Mosaic is our FP&A solution. It is what we use for all of our BvA reporting + department financial management (OpEx + some COGS). It is primarily a tool used to allow internal stakeholders access to our financials in lieu of providing full ERP access. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Mosaic Tech?

Mosaic has a very simple interface that is easy to understand. There are multiple systems integrations that seamlessly pull in data. Once you learn how to use the platform, navigation is intuitive . I am a primary user and use Mosaic on a weekly basis. Their support is very responsive and for quick questions, the chatbot is actually useful. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Mosaic is constantly improving on their product. I have used their software for several years and there have been some big improvements. A few things I dislike about the software are:

1. Have to unpublish models before editing them, making it difficult to edit a model and look at the canvas at the same time.

2. Unable to edit data coming in from data sources. I understand that it is important to keep consistency but there are instances where I want to change what department an employee is in for modeling purposes that is different than the department the employee is in in our HRIS system. Review collected by and hosted on G2.com.

What problems is Mosaic Tech solving and how is that benefiting you?

We are using Mosaic for our forecast modeling, analyzing budget to actuals, and compiling our ARR. Once the models and canvases are set up, it is easy to refresh each month in order to quickly produce the reports that we need, Review collected by and hosted on G2.com.