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Financial Reporting & Analysis

Investor & Board Reporting

Financial Close & Consolidation

Revenue Planning

Expense Planning

Headcount Planning

Cashflow Forecasting

Build an R&D Payback Ratio Metric in 4 Minutes

Metric Builder_ R&D Payback Ratio

Learn how to build popular financial metrics like the R&D Ratio Payback Metric customized to your data with Mosaic's Metric Builder.

Mosaic in Minutes

Build a ROSE Metric in 3 Minutes

Metric Builder_ ROSE Metric

Learn how to build popular financial metrics like the ROSE Metric customized to your data with Mosaic's Metric Builder.

Build a Days to Collect Metric in 3 Minutes

Metric Builder_ Days to Collect

Learn how to build popular cash collection metrics like "Days to Collect" customized to your data, with Mosaic's Metric Builder.

Build a Cost per MQL Metric in 4 Minutes

Metric Builder_ Cost per MQL

Learn how to build popular marketing metrics like "Cost Per MQL" customized to your data, with Mosaic's Metric Builder.

Introducing Metric Builder!

Learn your way around Mosaic's Metric Builder. No technical code. No black-box formulas. Just a simple, visual experience that lets you build the metrics you rely on most — at lightning speed.

Connect Snowflake Data to Mosaic in 5 Minutes

Snowflake Integration

Learn how to use Mosaic's Snowflake connector to connect your Snowflake instance to Mosaic to leverage more of your company's datasets, build custom metrics, and more.

How to use the Retention Dashboard Template in 2 Minutes

Retention Dashboard Template

Learn your way around Mosaic's prebuilt template for Retention Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the Income Statement Dashboard Template in 2 Minutes

Income Statement Dashboard

Learn your way around Mosaic's prebuilt template for your Income Statement. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the ARR Dashboard Template in 2 Minutes

ARR Dashboard Template

Learn your way around Mosaic's prebuilt template for ARR Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the Headcount Dashboard Template in 1 Minutes

Headcount Dashboard

Learn your way around Mosaic's prebuilt template for Headcount Analysis. This prebuilt template is available out of the box with a 1-click setup for all customers.

How to use the Operational Efficiency Dashboard Template in 3 Minutes

Operational Efficiency Dashboard

Build an Operational Efficiency dashboard in Mosaic to report on key SaaS efficiency metrics like Burn Multiple, Cash Conversion, CAC, and more.

How to use Custom Reports in 2 Minutes

Custom Reports

How to do Custom Variance Reporting in 2 Minutes

Custom Variance Reporting

Introducing Mosaic Arc!

Introducing Mosaic Arc! (1)

Meet Mosaic’s chat-based AI, Arc, to supercharge your finance workflows, discover deep insights, and knock out complex tasks in the blink of an eye.


Create New AE Cohort Waterfall in 3 Minutes

AE Cohort Waterfall

Planning and forecasting revenue has never been this easy. Combine complex metrics to accurately forecast account exec cohort performance over time all in a matter of minutes.

Build an LTV:CAC Metric in 5 Minutes

LTV_CAC Metric

A hallmark SaaS capital efficiency metric, LTV:CAC (or Lifetime Value to Customer Acquisition Cost) measures on average how much revenue you earn from a customer over their lifetime compared to how much you spent to get them. Use it to ensure you’re putting capital to good use and building a financially efficient go-to-market engine.

Build a Rolling Forecast in 3 Minutes

Rolling Forecast

Perform Sales Pipeline to Cash Scenario Planning in 5 Minutes

Sales Pipeline to Cash Scenario

Perform Vendor Forecasting and BVA Reporting

Vendor Forecasting

Build more accurate forecasts by planning your big expenses by vendor. Then instantly compare actual results against plans to track performance over time.

Forecast ARR based on Rep Activity in 3 Minutes

Forecast APR

Tracking ARR bookings is essential to planning your company's future success. Combine dynamic headcount metrics from your HRIS with sales rep ramp and quota to accurately predict and plan your revenue. 

Plan Multiple Scenarios in 3 Minutes

Multiple Scenarios

Markets change fast. You need to act faster. Mosaic’s lightning fast scenario planning enables your finance team to work proactively instead of reactively.

Build an ARR Model in 5 Minutes

Build an ARR Model

How fast can you build an ARR snowball model? Mosaic can save hours and even whole days by helping you model your business in minutes.

Create an ARR Bookings to Revenue Waterfall Model in 3 Minutes

ARR Booking

Mosaic simplifies your most complex workflows. Forecast your ARR with waterfalls and cohorts in a matter of minutes.

Build Your Board Deck  Presentations in 3 Minutes

Board Deck

Dreading your next board deck? Mosaic makes building board decks a breeze. Pull, organize, and share the metrics your board cares about in under 3 minutes.

Meet Topline Planner in 2 minutes

Topline Planner

Forecast revenue from the ground up using custom formulas and real-time data to nail your growth targets.

Meet Mosaic in 2 minutes

Meet Mosaic v1

The first platform designed for agile planning, real-time reporting, and better decision making.

Create a Due Diligence Checklist in 7 minutes

Due Diligence Checklist

Watch how you can tackle financial due diligence in less than 7 minutes with Mosaic.

Run Multi-Subsidiary Consolidations in 4 minutes

Multi-Subsidiary Consolidations

Watch how you can save 15 hours or more on financial consolidations with Mosaic.

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virtualincentives

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Virtual Incentives is a fintech company that operates at the intersection of motivation and finance. Virtual Incentives provides businesses with tools to reward employees, research participants, and motivate stakeholders through digital incentives. Its complex business model is transaction-based, focusing on gift card issuance, yield management, and leveraging partnerships with financial entities.

Streamlining Financial Operations in Global Rewards

Virtual Incetives

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General Counsel and Chief Administrative Officer, AiCure

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Gordon Kessler

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AiCure puts personalized care into the hands of scientists, healthcare professionals and patients through advanced computer vision and machine learning software, empowering unbiased and objective digital diagnoses and predictive insights to optimize patient care.

How AiCure uses Mosaic to run FP&A with ¼ FTE

AiCure

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Head of Operations, FINTRX

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Guillaume Bose

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FINTRX is a vertically integrated software and data platform that enables wealth professionals, financial institutions, and asset management firms to seamlessly map, access and sell into the global family office, broker dealer, and registered investment advisor ecosystems. Trusted by thousands of users at leading firms, FINTRX leverages intelligent data to target the right firms for capital raising, build stronger relationships, and make  data-informed decisions.

How FINTRX uses Mosaic to create a new standard of excellence

FINTRX

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Co-founder and CEO, Conosco

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Max Mlinaric

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Co-founded in 2002 by Max Mlinaric, who continues to lead as the CEO, Conosco is a managed services and IT services provider specializing in full-spectrum infrastructure and security solutions tailored for small to mid-market enterprises. In addition to delivering managed services to help businesses with their day-to-day IT needs, Conosco also provides strategic advice, roadmap design, and roadmap execution.

Conosco uses Mosaic to optimize client service profitability

Conosco

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Finance Leader, Lily AI

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Doug Ireland

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Lily AI is the customer intent platform built to power the present and future of e-commerce. They help brands and retailers unlock millions in new revenues. The enterprise-grade, AI-powered platform, accurately connects a brand's shoppers with relevant products at scale.

How Lily AI uses Mosaic to create company-wide financial transparency

Lily AI

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Finance Director, Workbuzz

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Vicky Magill

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WorkBuzz offers a simple, flexible, actionable way to engage your everyday heroes—your employees. Designed for HR leaders with deskless, hybrid, and remote workforces, WorkBuzz lets you ask the right questions at the right time with traditional annual or regular pulse surveys.

How Workbuzz uses Mosaic and Maxio to respond to CEO’s questions in seconds

Workbuzz

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CFO, Authenticx

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Kip Zurcher

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Authenticx is the new standard for humanizing conversational intelligence in healthcare by analyzing millions of customer interactions (like voice, chat, and emails) to surface immersive and intelligent insights at scale. Authenticx was founded to aggregate, analyze, and activate customer interaction data to surface transformational opportunities in healthcare.

How Authenticx set a new gold standard with Mosaic and Maxio

Authenticx

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Operations and Finance Lead, Amper Technologies

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Joel Blachman 

Amper helps manufacturers digitize their factory operations. It is the only production management system designed for adoption — giving manufacturers the tools and roadmap they need to connect their people, processes, and assets in one place. 

How Amper Uses Mosaic for Better Board Management & Cross-functional Empowerment

Amper

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Director of FP&A

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Zack McCarty

Qwick is the professional platform at the heart of hospitality that matches experienced industry freelancers with shifts at restaurants, hotels, caterers, stadiums, and more. As the leading staffing platform solely dedicated to serving the hospitality industry, Qwick gives businesses the flexibility to fill shifts in real-time with qualified staff, while empowering freelancers to work when and where they want.

How Qwick Uses Mosaic to Build a Culture of Financial Collaboration

Qwick

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Senior Finance Manager, Emerge

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Christopher Decker

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Emerge was in hyper growth mode after its 2021 Series B funding round, but needed to grow in financial sophistication and spend efficiency as the company scaled. Learn how Emerge used Mosaic to find over $1.2 million in annual savings while streamlining and accelerating how finance works.

How Emerge Found Over $1.2M in Savings with Increased Financial Visibility 

Emerge

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VP of Finance, Enboarder

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Yaya Zhou

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As a fast-growing startup, Enboarder’s finance team faced a big challenge familiar to most start-ups — how to do more with less while keeping up with the growing demands of the business. Learn how Enboarder uses Mosaic to save on headcount costs while building a culture of collaboration and advancing the careers of its finance team.

How Mosaic Helped Enboarder’s Finance Team Level Up from Tactical to Strategic

Enboarder

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Director of Operations, MaestroQA

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Mike Nucci

MaestroQA ran as lean as any startup could. But as the company’s revenue increased ten-fold over the past few years, it’s been able to maintain its 1-person finance and accounting team. Learn how MaestroQA used Mosaic to save more than $300,000 annually while maintaining critical visibility into financial performance.

How MaestroQA Created a Sophisticated FP&A Function While Saving Over $300,000

MaestroQA

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