Last Updated
Overview
Mosaic centralizes financial planning, analytics, and forecasting to help teams make informed decisions faster. Its automation reduces spreadsheet dependency and improves reporting accuracy. The software interface may seem dated and requires updates; however, its powerful planning and consolidation tools make it a dependable choice for structured financial operations.
Overall Rating
Based on 48 users reviews
4.7
Rating Distribution
Positive
96%
Neutral
4%
Negative
0%
Starting Price
Custom
Mosaic Tech Specifications
- Financial Management
- Business Intelligence
- Customer Relationship Management
- Human Resources Management
What Is Mosaic Tech?
Mosaic is a cloud-based strategic finance platform tailored for modern FP&A teams. It offers four core capabilities: real-time analytics, agile financial planning, cash-flow forecasting, and multi-entity consolidation. Mosaic enables finance leaders to move beyond spreadsheets by centralizing automated data collection, collaborative forecasting, and board-ready reporting on a single platform. This helps teams make faster and more strategic decisions.
Mosaic Tech Pricing
Mosaic Tech pricing offers the following plans:
- Analytics - Custom pricing
- Foundation - Custom pricing
- Growth - Custom pricing
Disclaimer: The pricing is subject to change.
Mosaic Tech Integrations
The software offers the following third-party applications, including:
- BambooHR
- Gusto
- HubSpot
- Namely HR
- QuickBooks
- Paylocity
- Salesforce
Who Is Mosaic Tech For?
Mosaic Tech software serves a wide range of industries and sectors, including:
- Technology
- SaaS
- Finance
- Professional services
- Healthcare
- Retail
- Manufacturing
Is Mosaic Tech Right For You?
Are you looking for a strategic finance platform that combines real-time analytics and collaborative forecasting in one secure system? Mosaic solves the pain of spreadsheet chaos and siloed data by streamlining financial planning, reporting, and consolidation, so you spend less time reconciling and more time strategizing.
Mosaic is SOC 2 Type II compliant, which assures enterprise-grade data security. Security is robust: role-based access, AES-256 encryption, and multi-factor authentication ensure your financial data stays protected.
Still not sure if Mosaic is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Mosaic Tech Features
Advanced Analytics
This capability provides real-time visibility into financial and operational performance by unifying data from ERP, CRM, and HR systems. It enables teams to monitor trends, assess business health, and identify variances early. The result is faster decision-making supported by accurate and continuously updated insights.
Planning
This module equips finance teams with driver-based planning tools that adjust automatically assumptions change. It supports scenario modeling, version management, and connected forecasts across revenue, expenses, and headcount. Users gain the flexibility to update projections quickly while maintaining alignment across departments and financial statements.
Arc AI
Arc AI accelerates FP&A workflows by automating complex modeling, report creation, and data exploration. It interprets financial questions, generates analysis, and builds dashboards within seconds. Teams benefit from reduced manual effort, improved accuracy, and the ability to deliver board-ready insights without extensive spreadsheet manipulation.
Metric Builder
Mosaic Tech features users to create custom financial and operational metrics without code. It draws from centralized data, allowing teams to define formulas, configure components, and align KPIs with internal frameworks. This helps organizations track performance more precisely while maintaining consistency across reporting environments.
Collaboration
This feature enhances cross-functional alignment by allowing department leaders to participate directly in budgeting, forecasting, and headcount planning. Users can submit updates, review assumptions, add comments, and complete workflows in a shared environment. It improves transparency and accelerates planning cycles by reducing back-and-forth communication.
Pros And Cons of Mosaic Tech
Pros
Enables faster decisions through real-time financial insights
Supports agile forecasting with dynamic planning tools
Reduces manual effort through automated financial modeling
Cons
May require initial setup time for teams
Custom metrics demand strong financial understanding
Mosaic Tech Reviews
Total 48 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars73%
4
Stars23%
3
Stars4%
2
Stars0%
1
Stars0%
Share your experience
Kathleen H.
Mid-Market, 500+ employees
“report builder and simple syncing
Pros
We found that it connects really well with our other systems which made integration feel smooth rather than forced. It was also simple to roll out across all of our teams, with minimal disruption or lengthy training. And we absolutely love the report-building features as they're flexible and powerful enough to give us real insights without needing a data expert. It's a tool that works with us not against us.
Cons
Customer support has room for improvement especially when it comes to getting faster response times.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
8
Functionality
10
Anonymous
Mid-Market, 500+ employees
“simple data connections
Pros
We can connect it with our data sources without any hassle. Setting up and building the financial models does take a bit of work upfront but once everything is in place, we find it very manageable to maintain.
Cons
Until very recently (January 2025), collaboration for financial modeling was one area where the tool felt behind. They've now released a feature that looks like it will more than cover this need for budgeting processes going forward.
Rating Distribution
Ease of use
10
Value for money
8
Customer Support
10
Functionality
8
Anonymous
Small-Business, 11-50 employees
“helpful analytics but limited functionality
Pros
Having all of our data pulled together in one place has made our analysis really insightful. We're now able to compare metrics much faster, whereas putting those views together used to take us a lot more time.
Cons
Excel is still far more flexible when it comes to forecasting. The resource planning side also feels quite restrictive especially when we want to build in business-specific inputs.
Rating Distribution
Ease of use
7
Value for money
5
Customer Support
7
Functionality
6
Frequently Asked Questions
Does Mosaic Tech have a mobile app?
No, Mosaic does not have a mobile app.
What types of pricing plans does Mosaic Tech offer?
Mosaic offers Analytics, Foundation, and Growth plans with custom pricing. Request a custom Mosaic Tech price quotation.
Does Mosaic Tech offer an API?
Yes, Mosaic provides API access.
What other apps does Mosaic Tech integrate with?
The software integrates with BambooHR, Gusto, HubSpot, Namely, QuickBooks, Paylocity, and Salesforce.
What language does Mosaic Tech support?
Mosaic supports the English language.
Who are the typical users of Mosaic Tech?
Mosaic serves industries such as technology, SaaS, finance, professional services, healthcare, retail, and manufacturing.
What level of support does Mosaic Tech offer?
Mosaic provides support via contact form.