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.

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.

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.

Strategic Finance and valuable insights are what you get with Mosaic and it is at your fingertips.

Mosaic is very dynamic and was so easy to connect to our accounting and CRM system. It has so many built-in dashboards and built-in metrics as well as customizable dashboards that you can tailor to your business.

One thing Mosaic can improve on is it's headcount planning module. As I grow I hope the company can grow and the solution will be more scalable for headcount planning.

Very good. Easy to quickly update data on a monthly basis as opposed to hours spent in sheets, making decision making quicker and more effective in terms of discussing budgets/forecasts with other departments.

Easy to navigate and great analysis. The sharing pages where you can add narrative alongside visual charts and graphs is really helpful when sharing budgets and talking to management. The forecasting function and topline planner are also very good.

I would like to be able to compare forecast vs actuals on the same line graph.

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.

- 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.

- 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.

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.

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

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.