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.