Data Management
Connect the dots across your tech stack
Financial planning requires intentional architecture. Trade in complex databases and coding languages for an intuitive platform everyone can use.
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Integrate
All your data, beautifully consolidated
Don't spend hours scrubbing data, manipulating spreadsheets, or fighting expensive tools to get the information you need. Mosaic connects with your existing tech stack and is up-and-running in minutes.
Automate
Streamline Data Management
Trade in complex setup and maintenance for intentional architecture — easily pull financial information from across business systems and map it into a common ontology.
Automate
Streamline Data Management
Trade in complex setup and maintenance for intentional architecture — easily pull financial information from across business systems and map it into a common ontology.
Leverage intelligent ETL
Securely connect and enrich data across toolsets to create a single source of truth for financial and operational performance.
Accelerate mapping and classification
Execute automatic data mapping to help streamline integration from ERP, CRM, HRIS, and billing systems, including custom fields.
Automate data synchronization
Get refreshed data twice daily or pull it on demand for more precision.
Customize
Flexible configuration for more control
Customize metric configuration and calculation logic to get your system set up with exactly what you want to see, tailored for your business needs.
Customize
Flexible configuration for more control
Customize metric configuration and calculation logic to get your system set up with exactly what you want to see, tailored for your business needs.
Map data how you want
Easily map key fields and define attributes for powerful analysis across datasets.
Build custom metrics
Create unique metrics for your business using simple formulas anyone can understand.