Mosaic Tech Reviews

“User friendly reporting and forecasting tool”

Pros

The modern UX/UI makes the platform very user-friendly and pleasant for us to work with. We found it easy to get up and running and maintaining or updating models and company forecasts has been simple as well. The reporting tools do a nice job of helping us pull data together and present it in a clear, digestible way. On top of that, we've had responsive support whenever needed.

Cons

There is nothing major to complain about but since the company is still a startup some of the more advanced features are likely still part of the product roadmap.

“Positive experience with proactive support”

Pros

We've had a really positive experience thanks to the helpful customer service and simple platform which makes this a very great tool for us to work with.

Cons

I honestly haven't run into any issues with it, it's been reliable and useful for the company.

“Efficient financial modeling with integrations”

Pros

One of the biggest advantages for us is how well it connects with QuickBooks Online and other systems. Having everything in a single source of truth makes financial modeling much more efficient. After we learned how the platform works, adding new scenarios became pretty easy. I also appreciate having a consistent analysis canvas for monthly financial reporting that's already set up and ready to use. On top of that, we've found the team very supportive during implementation and always easy to reach.

Cons

Publishing models for analysis can be a bit tricky to navigate at times.

“Fast insights for smarter decision making”

Pros

A major benefit for me has been how quickly I can summarize financial scenarios across the organization. That has helped our team make important business decisions and support growth as we scale. After getting through onboarding, I found the platform easy to use and the onboarding itself was very polished thanks to the dedicated team.

Cons

I'd still like to see more flexibility when it comes to charts and tables. There's already a wide variety available but being able to customize those views faster and with more control inside the tool would make it even better.

“Automated FP&A and reporting efficiency”

Pros

From monthly ARR reporting to headcount planning and SaaS metrics benchmarking, we've seen this tool take a lot of repetitive work off the table and even automate much of it. Creating visuals feels very easy and sharing them with internal stakeholders is just as simple. Tasks in FP&A that used to take us several days can now be finished much faster which leaves more room to focus on analyzing outcomes and pulling out meaningful business insights. The implementation team was incredibly supportive during go-live and the ongoing support has been just as helpful.

Cons

A few integrations are somewhat limited depending on how your internal structure is set up although there are still workarounds available.

“Simple API setup with centralized data”

Pros

We found the initial setup very easy. Setting up the API connections was simple enough for us to handle without needing help from our development team. It pulls data together from multiple tools in our tech stack and gives us one central place for reporting. The onboarding team was helpful, knowledgeable and quick to get the platform up and running and they also guided us well through how to navigate it.

Cons

I haven't run into any real downsides. If anything, the platform comes with more built-in metrics than most teams can realistically use during onboarding so it takes a bit of time to figure out which ones are worth implementing first.

“Reliable financial reporting and support”

Pros

Bringing all of our financial systems together in one place has made it much simpler for us to build accurate metrics and models that also look polished and professional. The setup process went really well and after two years of using it, we've found it continues to work reliably for our monthly and quarterly reporting, both for internal use and external stakeholders. Customer support has also been consistently excellent for us, whether through the human team or AI. We recently needed help troubleshooting reporting differences between HubSpot and the platform and the team responded quickly and helped us get everything aligned correctly across systems.

Cons

Honestly I don't have any complaints. It's far ahead of the other options we considered and it's also been impressive to watch how much the platform has evolved and improved since we first started using it.

“enterprise wide metrics and analytics tool”

Pros

Bringing together data from our GL in Sage, CRM in HubSpot and HRIS in Paylocity has been a huge win for building an enterprise-wide metrics dashboard. It removes a ton of manual effort from putting together recurring metrics and charts like pipeline, revenue, CAC, win rate, EBITDA and more. On top of that, we've received outstanding support from Max and the IT team.

Cons

On the bigger-picture side, I'd love the ability to pull in data from our data warehouse. That would let us move some metrics out of Looker and into this platform instead. It would also help to have more flexibility around chart design, colors and styling. A few basic functions are still missing too, like being able to print clean paginated PDF views.

“Fast and clear financial planning solution”

Pros

We were able to get our opex and department-level reporting set up incredibly fast. It gives us a lot of visibility into how expenses and headcount are tracking and headcount planning has been very easy. Many of our department leaders find it much easier to work with than the Google Sheets we were relying on before. As the main admin, I'm in it every week and it has made budget refreshes and BVA reporting much simpler for me.

Cons

We still rely on Google Sheets and Excel for the more complex parts of our modeling especially revenue because they give us more flexibility and can be updated faster. We also go back to Google Sheets anytime we need people outside of Finance to leave comments or suggest changes since that kind of collaboration isn't really there. On top of that, we don't use its reports directly for executive reporting because they can't be customized enough for what we need.

“Great platform with strong learning support”

Pros

Even though it's a pretty complex platform, we still find it very simple to use. The support team is excellent and the learning materials they provide have been really helpful and well done.

Cons

I'd love to see more options for data visualization. The dashboards are already very good but they still lack some customization features that would make them even better.

“powerful finance transformation platform”

Pros

Stepping into a VP of Finance role at a SaaS startup meant I had to rebuild and modernize our entire financial process from the ground up. When this platform came onto my radar, I was already aware of it and curious but it didn't take long for me to see that it addressed the exact points my new company was dealing with. Moving ahead with it turned out to be one of the best decisions I've made for advancing our finance function. Every person I've worked with across Sales, Implementation and Support has been genuinely helpful and thoughtful. Joe, one of the co-founders even took time to speak with me personally and share the story behind why the platform was created. That kind of personal attention really showed me this team cares about helping finance departments succeed. At this point I spend more time in this system than in our ERP, HRIS and all our other data tools combined. It pulls together the information I need and transforms it through powerful backend logic into insights I can actually use. I've relied on it to create dashboards for both internal reporting and external stakeholders and its modeling functionality has completely changed how I handle forecasting. I honestly can't recommend it enough and it feels intentionally designed from the ground up by finance leaders who truly understand what finance leaders need.

Cons

There's a lot of power packed into this platform and with that comes the usual tradeoff between simplicity and depth. It took my team and me a few weeks to really understand the full range of what the software could do but once everything clicked, we were able to take full advantage of it.

“advanced forecasting with simple integrations”

Pros

Switching from Excel-based forecasting to this has been a big step up for our SaaS financial planning. It makes forecasting much more easy for us and the background calculations are presented in an Excel-like way so they feel familiar and simple. The integrations with multiple systems also make our metric reporting far more powerful. On top of that, we've had excellent support, the team is very responsive and our CRM contact is extremely knowledgeable. Since the staff come from finance backgrounds, they genuinely understand what we're trying to accomplish and are always very helpful.

Cons

Being based in the UK, the time difference does affect support availability a bit. We do have overlap during my afternoon so it's not usually a major problem but it does mean I wouldn't get truly instant support if I needed it. A couple of the background forecasting processes are still somewhat manual and while the graphs can be customized, they're not completely editable.

“responsive support and flexible forecasting”

Pros

We've found that one of the best parts of using Parsel is how simple it is to maintain and update after the initial setup is complete. The customer service and account management teams have been incredibly responsive and helpful. On top of having strong documentation for common questions and how-to guidance, they're also quick to reply to our emails and more specific one-off questions whenever we need support. It also comes with a wide range of prebuilt metrics and forecasting methods which makes it very usable for us right away without having to build everything from scratch, while still giving us enough flexibility to tailor it to our business. The direct ERP integrations are another big plus since they make it easy for us to keep actuals updated alongside rolling forecasts.

Cons

Implementation can be more challenging or take more time depending on how your business is structured and what your needs are. It can also be an adjustment since the platform is separate from Excel so the transition may not feel as natural at first for teams that are very used to working in spreadsheets. There's a bit of a learning curve as well when it comes to getting fully comfortable with the formula logic and some of the nuances across the tool. That said the available documentation is very helpful so it's usually something you can work through without too much trouble.

“automated reporting game changer”

Pros

Bringing this in completely changed how we handle automated reporting. It connects straight to all of our core systems, HRIS, CRM and accounting which made it an obvious choice while I was building out the FP&A function. We were able to rebuild our financial model and it has freed up a huge amount of my time so I can focus more on analysis instead of manually updating reports for hours. I've also been really pleased with every stage of working with them, the sales team was highly invested and focused on what was best for us, the CSM ensured implementation went smoothly and the account manager and support team have continued to provide the help we need now that we're live.

Cons

Since it's still a younger company, the product is clearly continuing to develop and there are a few capabilities that other platforms already have which aren't available here yet. That includes more advanced and polished reporting, built-in reporting functionality within Excel and mobile app support. Even with those gaps, the team has consistently shown that they listen to customer feedback so I'm confident those features will show up on the future roadmap.

“Our budgeting mission control”

Pros

This has become the mission control for our company, bringing together key data from our CRM, HRIS, ERP and billing systems into one complete view. We also rely on the forecasting and scenario modeling tools to build budgets across the business and we honestly can't imagine getting through annual planning without it.

Cons

Whenever new features are released, I'm the one who has to configure them myself. That part can take a lot of time and with limited bandwidth, I'm not always able to get the full value out of everything the system offers.

“great value”

Pros

Right out of the gate, we saw it connect our different data sources quickly and deliver value almost immediately through the built-in dashboards and reporting. Their customer success team has been excellent and we found the onboarding experience very easy. The platform has made us far more proactive instead of reactive when it comes to our financial health which has boosted our confidence and clarity in decision-making.

Cons

It really depends on the quality of the underlying data you put into it.

“transformative planning boost”

Pros

What stands out most for us is how much this software has transformed our financial planning and analysis processes.

Cons

The integration feels convenient and the user-friendly interface makes it accessible for everyone on the team. On top of that, automating routine tasks saves us a lot of valuable time.

“Simple reporting and responsive support”

Pros

Working with this product every day has been a really positive experience for me. It feels very simple and once I learned my way around it, it became quite simple to use. Version control for financial models is handled well and the reporting tools are easy, with a great selection of useful out-of-the-box reports already available. The customer support team has been extremely responsive and always willing to jump in with help whenever I have issues or questions. We also have it connected to most of our other systems and those integrations have been running smoothly. Overall I'm very happy with the product as a regular user.

Cons

There honestly isn't much I dislike but a couple of added features would make it even better. I'd love to see an integration with Rippling for HRIS and it would also be helpful to have the option to modify existing metrics.

“customizable trend tracking”

Pros

We've seen that it does a really good job of showing trends and changes in data over time and we also appreciate how customizable it is.

Cons

Some items still need manual input for forecasting and it's a good idea to review the numbers against the source data every quarter.

“Convenient forecasting and collaboration”

Pros

Having a well-structured data model behind financial projections really matters to us and this platform makes mapping and managing that model incredibly easy. It's a powerful tool with an simple interface that removes a lot of the complexity from forecasting. On top of that, we can easily share and collaborate with executives, department heads and contributors while still maintaining proper version control and permissions.

Cons

One area that could be improved is revenue modeling especially with more out-of-the-box templates. That said the revenue modeler is extremely flexible and can still be customized to support just about any business requirement.