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Mosaic is a Strategic Finance Platform designed to replace disconnected spreadsheets, siloed data, and manual reporting workflows with a unified, real-time environment for financial planning and analysis. By integrating directly with ERP systems such as QuickBooks Online, Sage Intacct, Oracle NetSuite, and Xero, as well as CRM tools like Salesforce and HubSpot, HRIS solutions, and billing systems, Mosaic automatically consolidates the financial and operational data that finance teams need to do their jobs accurately and at speed.
The platform supports the full spectrum of FP&A workflows, including driver-based financial modeling, multi-scenario planning, budget-versus-actuals analysis, headcount planning, OPEX planning, and balance sheet and cash flow forecasting. Out-of-the-box functionality covers all three core financial statements — income statement, balance sheet, and statement of cash flows — with built-in support for multi-subsidiary data aggregation, inter-company eliminations, and currency conversions.
Mosaic's analysis canvas enables finance teams to build customized reporting views, track key metrics and goal variances, and share performance stories with department leaders and executives in real time. Pre-loaded templates and intuitive dashboards give non-finance stakeholders direct visibility into the numbers that matter to their teams, fostering a culture of cross-functional financial intelligence across the organization.
For investor and board reporting, Mosaic eliminates the manual, error-prone prep work associated with quarterly board materials. The platform's metric catalog and data visualization tools allow teams to create self-service investor portals and board decks directly from live data. Arc, Mosaic's chat-based AI, further accelerates finance workflows by enabling teams to surface insights, identify performance drivers, and generate trend reports through natural language prompts.
- Consolidating ERP, CRM, HRIS, and billing data into a single real-time financial platform
- Building driver-based financial models and rolling forecasts for SaaS revenue and headcount
- Automating month-end close financial reporting and reducing manual spreadsheet workflows
- Creating and presenting board materials and investor reports with live financial metrics
- Running multi-scenario budget planning and what-if analysis across business units
- Tracking SaaS KPIs such as ARR, MRR, burn rate, and cash flow in real-time dashboards
- Enabling department leaders to self-serve on financial data through custom team dashboards
- Performing multi-subsidiary consolidations with inter-company eliminations and currency conversion
- Producing income statements, balance sheets, and cash flow statements from integrated data
- Using Arc AI to generate financial insights and trend reports through chat-based prompts
- Aligning hiring and headcount plans with financial budgets across finance and HR teams
- Preparing top-line financial planning and OPEX plans with cross-functional collaboration
