Mosaic

RATING:

4.8

(34)

About Mosaic

Mosaic is a Strategic Finance Platform for agile planning, real-time reporting and deep analysis. With Mosaic, you can easily consolidate data from ERP, CRM, HRIS, and Billing systems to provide a single source of truth across business units and align your teams. Today, Mosaic’s software is deployed by some of the fastest-growing companies helping them align, collaborate and plan for the future.

Mosaic Pricing

Pricing information is provided on request by Mosaic.

Free trial: 

Available

Free version: 

Not Available

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
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Mosaic Reviews

Overall Rating

4.8

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Mosaic

1 - 5 of 34 Reviews

Eleanor

Computer & Network Security, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2024

Getting away from spreadsheet modelling

Easy to get up and running. Customer Success team is helpful. Some limitations in functionality especially in reporting dashboards, but they roll out new features regularly.

PROS

It is very helpful to have financial data from ERP system loaded automatically, and to have both forecast and actual data stored in a structured format rather than manually copying and pasting everything in spreadsheets. Built in logic There is quite a bit of flexibility in how to set up models and and calculations. Built in logic for headcount alleviates many struggles with the complexity of personnel forecasting. The comparison reports make tracking and comparing multiple forecasts and actual financials simple.

CONS

The documentation could be organized better and have more information and examples about certain features. Reporting functionality requires a lot of clicks to get certain data points, especially forecast metrics other than financial account values. The ability to calculate custom metrics is limited for forecast scenarios.

Reason for choosing Mosaic

Mosaic had a better reputation in SAAS circles which company leadership talks to.

Connor

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2024

FP&A made easy

It's completely transformed financial planning for us. In a start up things change from week to week and it's great that we're able to remodel scenarios in an instant and feed information into our Executive team to make strategic decisions quicker. All this as result of using Mosaic for all of our reporting and forecasting needs.

PROS

- Instant integration into our accounting software so able to use for reporting from the get go - Great ongoing support from Account Manager - The ability to build a full forecast in hours rather than days and weeks is unmatched - Create any metric you want within the software, and then model different scenarios in the forecast planner.

CONS

- We had some issues with setting up our CRM integration, which dragged on quite a while but as a gesture of goodwill Mosaic offered us a significant discount for our contract renewal.

Reason for choosing Mosaic

Competitive pricing compared to other vendors for matched or better functionality. We wanted a software that wasn't akin to a spreadsheet plugin.

Anonymous

51-200 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2024

Hidden Gem!

Overall I like the tool and my CS team has been beyond phenominal. We had some challenges standing up the solution but they have been with us every step of the way.

PROS

I didn't know much about this solution before it was introduced to me by another leader on my team but now I love using this tool because it allows for me to easily analyze our revenue data.

CONS

I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.

Edward

Information Technology and Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Great Solution for Excel Modelers

Good. I came in to the process about 30 days after the initial start. 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.

PROS

1. Integrations 2. Don't have to worry about data being imported 3. A lot of flexibility in building models

CONS

There is a bit of a learning curve especially between building your model and reporting on them in the canvas. For example, if you did not specify ARR in your Topline and was showing ARR in your canvas reports, it will only show the actual ARR data and not the forecast ARR.

Reasons for switching to Mosaic

It allowed us to create one spot to see and model all of our data e.g. Headcount, CRM, Financials etc.

Evan

Information Technology and Services, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Highly Recommend Mosaic

Mosaic solves a few core problems that benefit our organization: (1) the integrate multiple, disparate data sources and allow that data to be harnessed in ways not possible without Mosaic; (2) the platform comes with many out-of-the-box dashboards/views that immediately replace less scalable dashboards that we were previously maintaining, saving us time and money; (3) most importantly, Mosaic has allowed us to have much more visibility into our operations, financial health, and areas for strategic improvement.

PROS

Mosaic's ability to easily integrate multiple, disparate data sources has saved us meaningful amounts of time with month end close, KPI tracking, and actually making the most of our data for forward-looking strategic decision making. Additionally, implementation was a breeze; their customer success team worked closely with us to ensure that we were able to get the most value from the platform as soon as possible.

CONS

The learning curve for those who are used to working out of Excel or Google Sheets is somewhat steep, as it's an entirely new system to become familiar with. That said, the training materials were thorough and clearly organized. As long as you have time to dedicate to learning how to make the most of Mosaic, it'll pay off.