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.

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.

Easy to get a model going and connect to existing data sources - intuitive, faster than building something robust in Excel. Fantastic customer support.

Growing pains - some core features not released, some bugs/glitches (scary - calculators shouldn't break), little items that are work in progress (e.g. correctly sizing legends in charts)

We use Mosaic to report on point-in-time metrics (e.g. how much ARR we had in January), which our CRM cannot do. With this, we can automate our retention/churn rates and other important metrics we had to calculate manually before. It's helped us deepen our insights into company performance + reduce workload on manual tasks so we have more time to focus on strategy. It's very easy to use and set up, I like that it has the ability to apply global filters to a dashboard -- this simplifies both live updates and our monthly/quarterly updates to SLT. It's become something I use as part of my everyday work. We integrate with our CRM + Finance tools and they also have the ability to integrate with data warehouses so you can build data models outside of the software. Their Metric Builder feature is really helpful and allows deeper customization + automation of daily reports. Their support staff are quick to respond and are able to resolve most requests.

What do you dislike about Mosaic Tech? In a recent update, the product became slower to load - however I'm sure they're working on a fix. I also wish they allowed larger file sizes for CSV uploads.

Couldn't ask for a better experience. We LOVE Mosaic!

We've been able to bring our entire company into Mosaic and elevate the understanding of the finance function tremendously. We can easily scenario plan, build visualizations around those scenarios, and set goals. Their metric builder feature also allows us to create custom metrics specific to our business.

Sometimes the data connectors get a little out of whack, but it's easy to fix and the customer support team hops right on it.

I love its easy of use. Seamless integration into all of my tech stack. Data engineering to make integrations work for our business. And, customer support

They have created a solution to all product feedback that I delivered to them.

Mosaic is especially great for headcount planning. This is the first software I've seen with a step by step HC reconciliation process each month. It recognizes any headcount changes and gives you a number of options to take based on those changes. This really makes sure our HC forecast is accurate and current at all times.

Mosaic is constantly innovating. The tool is intuitive to use on it's own, but they consistently add/test new feature updates that make our lives easier. The support is top-notch. I can always get ahold of someone day-of to help me fix any issues I come across.

Not quite as flexible as other Enterprise options like Anaplan. But they're working towards this, and the ease of use allows any company to hit the ground running

Mosaic has been a game-changer for me when it comes to monthly metrics reporting and financial oversight. It's like a time-saving wizard that simplifies the entire process. What used to be a complex chore now feels effortless. The ability to review budgets versus actuals with department heads is incredibly smooth, fostering better collaboration and decision-making. Additionally, Mosaic has significantly elevated our company's financial visibility. It's a tool I can't imagine working without now.

It's super user-friendly, like a breeze to train new folks. I'm loving how simple it is to create metrics and shoot the breeze with everyone in the company. Makes talking to the executives and department heads way smoother. Hoping down the line we can even export the canvas as a PDF – that'd be awesome!

Because all the data processing happens in the backend, we're required to reach out to support whenever a new field needs adding (or when there's a data error). It would be great if it offered more flexibility.

We've had multiple exec team meetings now where we've had to make hard decisions about how to make changes in the business. We've built out robust scenarios in Mosaic before the meeting so we could see what different changes might do to the business. This has been invaluable in helping us make the right decision. Also, the ease of accessing important metrics has hugely improved my confidence in speaking with investors and board members. I know I always have the most up-to-date and accurate data and can speak confidently about the state of our business thanks to the dashboards we've built in Mosaic. We run way more efficient and data-driven because of our successful implementation of Mosaic. Can't recommend highly enough!

The canvas builder remains glitchy, especially when trying to add a new widget to a canvas using the text input.

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.

Mosaic's onboarding process was incredibly smooth and user-friendly, making it easy for us to get started with the software. The intuitive design of the interface allowed us to quickly understand the features and start modeling financials without any prior financial experience. Additionally, the customer service and experience that Mosaic provides are second to none. The support team is incredibly responsive and helpful, providing prompt assistance whenever we have questions or concerns. Overall, my experience with Mosaic was a pleasure, and the customer service and experience that they offer are truly amazing.

Mosaic continues to impress me every single day! It offers me a financial source of truth, making it easy for me to manage my financial data effectively.Another thing I love about Mosaic is that it's super user-friendly. Despite not having any background in finance, I can easily create models and analysis reports as they make it extremely easy to understand every calculation & metric.Furthermore, Mosaic's customer support team has been incredibly helpful and responsive. Whenever I have had questions or needed assistance, they have gone above and beyond to provide me with reliable support. Their dedication to providing excellent customer service is outstanding and has made my experience with Mosaic all the more enjoyable.

Honestly, there is nothing I dislike about Mosaic!

Mosaic has been a great tool for a company our size. We use it monthly during close and to assist our strategic planning. We are constantly reevaluating our forecast and creating multiple scenarios, and Mosaic helps us keep everything straight. Forecasting for any statement-- PL, BS, CF is very intuitive with Mosaic.

Support is always quick to respond and trouble shoot no matter what the problem is. This is key for us, especially during close where timelines are tight. Mosaic also has a headcount guided update feature, which has been essential for our close process. Headcount recon can be a major pain, but Mosaic's guided update makes it simple and efficient.

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.

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.

Mosaic Tech's platform is created with an emphasis in mind for all types of SaaS companies. The simplicity, ease of use within the product, and excellent forecasting and reporting make Mosaic Tech your all-in-one finance tool. In addition, their Customer Success and Support team are fantastic to work with. They're responsive, know the product like the back of their hand, and are empathetic towards our questions and challenges we're trying to solve.

There isn't much to dislike about Mosaic Tech. Their product features are only getting better, however, sometimes the product will be a tad slow. I believe they're improving it continuously and have no huge dislikes today!

Amazing experienceMakes financial reporting and analytics so easy you are now able to focus on strategy and decision making rather than developing reports

The New Metrics BuilderForecasting made easy even with super-complex business modelsAbility to see performance any which way you like, in any bucket groupings, in any period, at the touch of a buttonAmazing customer support and amazing onboarding team

There is nothing to dislikeCompany is very dynamic and the team listens to feedback and is always improving and adding features that are rolled out for free to existing users

This is a very powerful tool that can provide an in-depth analysis of how every dollar is spent in an organisation. It has so many out-of-the-box KPIs. Once implemented, it has saved our finance function hours each week. We are no longer doing non-add-value tasks but more strategic analysis.

It will require an investment of time on your behalf to get familiar with how the system works; however, this also demonstrates the depth of the product. In the long run, you'll be paid back multiples times over.

The fact that it consolidates some of the most important and useful data sources used by entrprises. Very user friendly intarface that allows easy calculations and metric visualization. Support tends to be very helpful and fast.

Most of its features are still not 100% where they should be, normally our reports/models tend to miss some kind of feature that would make it complete, such as reporting formats or the lack of depth in the modelling session, which makes modelling very superficial.

Mosaic's customer support is incredibly reliable! In the few instances that our team has run into time-sensitive issues, Mosaic's CS team is quick and responsive, even outside of normal business hours

Sometimes the UX/platform can be a little buggy and we sometimes run into challenges customizing metrics, but the team is very open to feedback and eager to address these types of issues in order to provide a best-in-class experience to users (including rolling out custom metrics builder!)

the support has been awesome the implementation team really worked to get us up and going and deliver the training we needed.

It has a ton of options for setting up reports and dashboards and different metrics. Syncing and mapping data from multiple systems is relatively easy.

Mosaic does not currently have the ability to import payroll data from multiple legal entities in the same payroll programs.

One-click integrations with ERP, HRIS, and CRM software make it easy to consolidate data into a single view for the finance team. We use that data as the backbone for dashboards/analysis as well as financial modeling. Mosaic was built with the end-user in mind and makes it easy to roll forward forecasts each month and communicate important business insights through data visualization.

Right now, we are unable to add custom metrics for our business into the software. Tracking KPIs that are relevant to our business specifically would be very impactful.

Very positive. The team has offered a lot of support. The product is intuitive and easy to use.

Easy to set up and deploy. If you commit the appropriate resources to set up, it takes 1-2 weeks to get up and running. Customer Service has been fantastic. My CSM is super responsive and very helpful; it's almost like having a dedicated financial analyst at a fraction of the cost. Beautiful interface where the reports look very aesthetically pleasing, which is helpful for Board presentations.

You can't change if the numbers are displayed in thousands or millions, which can get confusing sometimes. You can't customize metrics but they're working on that capability.

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.

N/A- all of our product feedback has been taken internally and they continue to release benefial updates to their Product RoadMap.

I like the ability to share dashboards with team members while adjusting their abilities to edit/view as needed.

I would like improved headcount analytics. There are currently no options to view historical information for employees in ADP (example - cannot see headcount changes if an employee changes from part-time to full-time in a prior month).

We have loved how Mosaic combines our two instances of Xero and allows us to look at our financials as one. Also equally important is drilling down and being able to visualize and analyze data in the various different ways.

Onboarding was thorough with a fantastic team.