Mosaic provides a financial planning and analysis platform that utilizes big data and machine learning to automate budgeting, forecasting, and reporting for small to mid-sized businesses. By integrating seamlessly with existing systems, it enhances visibility into cash flow and operational metrics, enabling companies to optimize spending and drive revenue growth.
Funding
$84.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Small to mid-sized businesses often struggle with manual, spreadsheet-driven financial planning and analysis (FP&A) processes. This leads to inefficiencies, errors, and a lack of real-time visibility into key performance indicators (KPIs), hindering effective decision-making and strategic planning.
Solution
Mosaic is a financial planning and analysis (FP&A) platform designed to automate budgeting, forecasting, and reporting for SMBs and mid-market companies. By integrating with existing financial systems, Mosaic provides a single source of truth for real-time insights into cash flow, expenses, and revenue. The platform enables collaborative budgeting, scenario planning, and the creation of custom metrics, empowering finance teams to control spending, drive revenue growth, and make data-driven decisions. Mosaic helps finance teams minimize costs, maximize impact, and reduce reliance on manual processes.
Target Audience
Mosaic is designed for strategic finance teams in small to mid-sized businesses across various industries, including software, technology, healthcare, and professional services.
Features
- Automated data integrations with popular accounting, CRM, and HR systems for real-time data consolidation
- Collaborative budgeting tools that allow business partners to contribute to the planning process
- Scenario planning capabilities for modeling different business outcomes and managing uncertainty
- Out-of-the-box financial reports and dashboards with 150+ pre-built metrics
- Custom metric builder for tracking KPIs specific to the business
- AI-powered insights to identify performance drivers and summarize trends
- Automated financial consolidations for businesses with multiple entities
- Role-based access control to ensure data security and compliance