Mosaic Tech Reviews

“fantastic forecasting and support”

Pros

Built with SaaS businesses like ours in mind, we've found this platform really stands out as an all-in-one finance tool. It's simple for us to navigate, very user-friendly and the forecasting and reporting capabilities are excellent. On top of that, we've had a great experience with their Customer Success and Support team, they respond quickly, know the product inside and out and are genuinely understanding when we have questions or challenges.

Cons

Honestly there's not much to complain about. The features keep improving although the product can occasionally feel a little slow at times. Even so, it's clear they're continuously working on it and I don't have any major complaints right now.

“Great data sources and support”

Pros

It brings together several of the most important data sources we rely on. The interface is very user-friendly making calculations simple for us and metric visualization clear and easy. We've also found support to be quick to respond and genuinely helpful.

Cons

A lot of the features still feel like they have not fully reached the level they should. Our reports and models often end up missing something that would make them feel complete, whether that is better reporting formats or more depth in the modeling process which currently feels too superficial.

“powerful data integration payoff”

Pros

Bringing together multiple disconnected data sources in one place has saved us a meaningful amount of time during month-end close, KPI tracking and when using our data for forward-looking strategic decisions. The rollout was also very easy and their customer success team stayed closely involved to make sure we were getting real value from the platform right away.

Cons

There's definitely a bit of a learning curve for anyone coming from Excel or Google Sheets since this is a completely different system to get used to. Even so, the training materials were detailed and well structured. If you can set aside the time to really learn how to use it well, the payoff is worth it.

“time-saving budgeting insights”

Pros

One of the biggest benefits for us is how much time it saves across annual budgeting, vendor spend analysis, month-end close reviews, building new financial modeling scenarios and analyzing historical trends. The product gets updated often and those updates usually focus on improvements that matter most. Customer support has also been quick to respond and it gives us visibility into areas we didn't consistently track before especially around sales metrics.

Cons

It can be a little glitchy now and then which sometimes slows me down when I need to run a quick analysis. In some ways, it still isn't as flexible or dynamic as Excel which can be limiting for a business like ours with a more complex revenue model. The integration options also aren't very extensive yet so we still have to handle both our HRIS and CRM data manually.

“fast setup and responsive support”

Pros

I started seeing value from this platform very quickly. Integrations with ERP, CRM and HRIS were set up fast and fed into prebuilt dashboards and SaaS metrics right away. There's also great flexibility for forecasting and scenario planning. I used their professional services team to build the model initially which had me live within a few weeks and since then I've been able to maintain and expand it myself because it feels simple if you're used to Excel. The onboarding process was organized and efficient and the support team has been very quick to help with any questions.

Cons

Outside of the built-in dashboards, reporting is still mostly handled through CSV exports that need additional formatting in Excel or Google Sheets. I usually try to keep users working from the dashboards whenever I can but for things like board meeting slides, I still end up pulling the data down and formatting it manually.

“Quick setup with strong support”

Pros

We found the initial setup very easy and the platform delivered value quickly after implementation. Setting up automatic integrations was simple for us and the support and customer success team has been excellent throughout.

Cons

The only catch is that integrations are much less easy if your existing systems aren't organized and clean.

“Real time updates and easy adoption”

Pros

One of the best parts for me is how changes update in real time whenever I make them. The product is easy to use so everyone on my team can learn it quickly. I also like that new features are being added regularly.

Cons

One area that could still get better is keeping the UI approachable for everyone.

“tidy dashboard with custom metrics”

Pros

From the dashboard, I find the analytics excellent and it really helps me log in and instantly see all the key metrics that matter when I'm running a business. I also appreciate the ability to create custom metrics which makes it simple for me to report on just about anything I need.

Cons

Figuring out how to slice the data across different data objects can be a bit confusing at first.