Mosaic Tech: Strategic Finance Platform
The first Strategic Finance Platform for high-growth startups.
Deep Context
Mosaic is a real-time strategic finance platform that consolidates data from ERP, CRM, HRIS, and billing systems into a single view.
Executive Summary
It replaces fragile spreadsheets with a dynamic, connected planning environment. Mosaic's 'Analysis Canvas' allows finance teams to drag-and-drop live metrics to build board decks that update automatically.
Perfect For
- SaaS Startups (Series A-C)
- Finance teams needing real-time burn analysis
- Founders wantng investor-ready dashboards
Not Recommended For
- Pre-revenue companies
- Traditional manufacturing with complex inventory needs
- Orgs happy with manual Excel reporting
The AI Differentiation:
Metric Builder
Mosaic's engine automatically calculates complex SaaS metrics (ARR, NRR, LTV/CAC) by analyzing the raw transaction data from your billing system. It uses predictive algorithms to forecast cash runway based on current hiring plans and sales velocity.
Enterprise-Grade Features
Top-Line Planning
Forecast revenue based on pipeline conversion rates and sales capacity.
Headcount Planning
Integrated integration with HRIS to plan future hires and their impact on burn.
Canvas Reporting
Google Docs-style collaborative editor for financial narratives.
Automated BvA
Instant Budget vs. Actuals analysis with clickable drill-downs.
Cross-Platform Sync
Connects QuickBooks, Xero, NetSuite, Salesforce, HubSpot, Gusto, Rippling.
Pricing & Logistics
Professional Integrity
Core Strengths
- Incredible UX designed for modern finance leaders
- Pre-built SaaS metric templates
- Fastest time-to-value for startups
- Collaboration features beat Excel via email
Known Constraints
- Less flexible than Excel for super-custom logic
- Primarily optimized for B2B SaaS models
- Pricing reflects its premium positioning
Industry Alternatives
Datarails
Better if you want to stay inside Excel.
Planful
Better for larger, more traditional enterprises.
Grows
Simpler option for very early-stage startups.
Expert Verdict
Mosaic is the operating system for strategic finance in high-growth technology companies.