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Mosaic Tech Reviews & Product Details - Page 3

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
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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
304 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

Verified User
A
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Great tool for planning and reporitng for SaaS businesses"
Tool connects to my data sources seamlessly. Setup and build out of finanical models takes some upfront work, but once it is up and running it easy...
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...
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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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214 Mosaic Tech Reviews

4.7 out of 5
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214 Mosaic Tech Reviews
4.7 out of 5
214 Mosaic Tech Reviews
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
Cons

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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Henry B.
HB
CFO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

Mosaic allows me to quickly summarize financial scenarios within my organization. It enables our team to make key buisness decisions and scale our operations. It has been easy to use after the onboarding process. Very smooth onboarding processs with the dedicated team as well. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

More customized charts / tables would be a nice to have within Mosaic. While there is a breadth of different charts and tables, it would be nice to have the ability to customize these displays more quickly than it currently is within the tool. Review collected by and hosted on G2.com.

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

Ability to quickly report on financial scenarios that would take much longer in Excel. Review collected by and hosted on G2.com.

Reed A.
RA
Chief Financial Officer (CFO/COO)
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

Straightforward onboarding. API connectivity setup easy to do without dev team involvement. Allows for Mosaic to aggregrate data from several tech stack sources and be that single source of reporting. Onboarding team is helpful and knowledgeable about getting the platform operational quickly. And good at assisting with platform navigation. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

No downsides. There are just more built-in metrics than you can reasonably use during onboarding. So deciding which ones to implement takes some time to consider. Review collected by and hosted on G2.com.

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

Allowing us to aggregate sales production, pipeline, ERP and headcount data into one platform for reporting, budgeting and forecasting. Also allows us to push consistent reporting data out to department leaders on a monthly basis for review and potential action items. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Mosaic Tech?

The ability to create and share canvases with a series of charts and reports is great for one expert to handle setup and then disseminate data in a format where other employees can interact with it without jeopardizing the source data. Using the configuration settings to switch between a chart and table while maintaining the settings is a great feature, as well as applying data ranges to all reports on a canvas. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

The no-code setup limits customization from what would be available in a code-optional setup. Custom metrics do allow for formulas, but the functions are much more limited in comparison to something like Excel. Documentation via articles and webinars leave some blind spots related to building out functions within metrics and while support is very pleasant, we've not had a ton of progress or solutions coming out of our more technical questions. Review collected by and hosted on G2.com.

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

Mosaic is capable of solving the issue of sharing information in a live-update format on a company-wide scale. This does reduce the amount of time that has to be spent pulling reports on request or active seats in other financial software to view reports. We've not experienced the full benefit yet as we're past initial implementation but still trying to fine tune necessary reporting. Review collected by and hosted on G2.com.

Eden K.
EK
Senior Reporting and Technical Accountant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Mosaic Tech?

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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

Assisting with automated pulling of data at month end which significantly reduces the time that staff were spending pulling it into google sheets

Will be of great assistance for variance analysis once set up Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
AH
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 great because it allows us to aggregate data from our GL (Sage), our CRM (HubSpot) and our HRIS (Paylocity) for the purposes of building an enterprise-wide metrics dashboard. It takes a lot of manual work out of preparing routine metrics and charts like pipeline, revenue, CAC,win rate, EBITDA etc. The support we recieve from Max and the Mosaic team is also top notch! Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

In terms of larger items, it would be great if we could bring data warehouse data into Mosaic. This would allow us to take some metrics out of Looker and bring them into Mosaic. It would also be great to have more control over the design/coloring/styling of charts. And some basic features like being able to print paginated PDF views from Mosaic cleanly are not available. Review collected by and hosted on G2.com.

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

Mosaic is addressing both our enterprise-metrics needs and our FP&A/ Budgeting and Forecasting needs. We use metrics to the fullest extent, and have been slower to adopt the Budgeting and Forecasting piece just because of the learning curve required and lack of bandwidth. But now that we're getting into it, the structure and organization that it brings is quite helpful. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
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 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. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

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. Review collected by and hosted on G2.com.

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

company-wide visibility into how our expenses are trending Review collected by and hosted on G2.com.

Vicky M.
VM
Finance Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

Mosaic makes financial forecasting for SaaS businesses really simple and is a significant upgrade from Excel-based forecasting. The background calculations are styled like Excel so are intuitive. It also integrates into a number of systems which makes metric reporting really powerful.

The support from Mosaic is excellent- the teams is very responsive and our CRM is very knowledgeable. The staff have finance backgrounds so really understand what we are trying to achieve and are very helpful Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

I am in the UK, so there is a time-difference for me with the support available. We overlap in my afternoon so it isn't usually an issue but does mean I don't have "instant" support if I needed it.

One or two of the background processes when forecasting are a little manual and the whilst the graphs are customisable, they are not fully editable. Review collected by and hosted on G2.com.

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

Forecasting, financial modelling and scenario planning. Also data presentaion and KPI monitoring - great for easy to pull together board packs. Review collected by and hosted on G2.com.

SK
Sr. Financial Analyst - FP&A
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

Mosaic has been a game changer for our company to allow for automated reporting. Mosaic connects directly to all of our systems: HRIS, CRM, and Accounting. Being responsible for building the FP&A function at my company, the implementation of Mosaic was a no-brainer. Mosaic has allowed us to recreate our Financial Model and has allowed me personally to focus more on the analysis side as opposed to spending hours updating reports. We were happy with all stages of Mosaic: initial sales (highly committed and want your best interest), CSM (ensured that we had a smooth and successful implementation), Account Manager & Support (ensured that we have the support required since we are now live) Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

Mosaic is a young company and will continue to evolve, there are functionalities that other tools offer but is not something that is currently available within Mosaic. This includes features such as: more robust and formatted reporting, built in functionalties of reporting within Excel, and Mobile application support. Regardless Mosaic is always committed to listening to feedback and I am sure we can expect these features on their future product roadmap. Review collected by and hosted on G2.com.

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

Automated Reporting, Forecating, Modelling, Real-Time Data, User-Control etc. Review collected by and hosted on G2.com.

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.

Mathieu B.
MB
Sr Finance Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Mosaic Tech?

What I like best about Mosaic Tech is its transformative impact on our financial planning and analysis processes.

* The real-time data analytics and dynamic financial modeling capabilities have been particularly impressive, providing us with accurate and up-to-date insights that significantly improve our decision-making.

* The seamless and ease of integration and user-friendly interface make it accessible for all team members, while the automation of routine tasks saves us valuable time.

* Additionally, Mosaic’s customizable dashboards and comprehensive reporting ensure we have a clear view of our financial health. *

* Truly, what I've found the most exceptional so far is customer support from Mosaic Tech. Always there to support and enhances the overall experience, making it an indispensable tool for our organization. Review collected by and hosted on G2.com.

What do you dislike about Mosaic Tech?

One challenge I anticipated and had to manage was that, despite Mosaic being similar to Excel or Google Sheets, some people in the organization did not instinctively use Mosaic to check their numbers since it is not Google Sheet per say. But, after showing them the perks, buy-in was easy to get. Review collected by and hosted on G2.com.

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

Mosaic Tech addresses several key challenges in financial planning and analysis, ultimately benefiting us in various ways:

* Streamlining Data Analysis: Simplified the process of analyzing financial data by providing real-time insights and dynamic visualization tools. This streamlines our decision-making process and allows us to quickly identify trends, opportunities, and potential risks.

* Improving Accuracy and Efficiency: Mosaic automates routine tasks and calculations, reducing the likelihood of errors and saving us valuable time. By eliminating manual processes, we can focus on more strategic activities and ensure the accuracy of our financial analyses.

* Enabling Strategic Planning: Mosaic empowers us to develop comprehensive financial models, forecasts, and scenarios, enabling more informed strategic planning and decision-making. The platform provides the tools and insights needed to anticipate future trends and proactively address challenges.

* Increasing Visibility and Transparency: Mosaic offers customizable dashboards and reporting features that provide us with a clear view of our financial performance and key metrics. This increased visibility and transparency enable better communication with stakeholders and support effective governance and compliance.

Overall, Mosaic Tech is instrumental in optimizing our financial planning and analysis processes, driving efficiency, accuracy, and strategic decision-making across the organization. Review collected by and hosted on G2.com.