Mosaic Tech Reviews & Product Details

Forecasting, ease of adding formulas (when it works) and great AI chatbot feature to provide ongoing solutions Review collected by and hosted on G2.com.

Constant bugs you cannot fix yourself and have to submit support ticket. Caused significant delays in our budget process, can't do things on the fly. Most tools and formulas don't seem to work as expected, support also cannot figure out why Review collected by and hosted on G2.com.

Real=time updates make dashboarding and reporting quite simple. Once the reports are set up, it's pretty easy to adjust time periods to create new versions.

The modeling and forecasting is similarly pretty straightforward, and robust enough for most use cases. For example, it's pretty simple to work from an existing expense line item and forecast it forward using any number of formulaic approaches (flat, grow by x%, grow based on some other metric like headcount, etc.). It does have a lot of capabilities. Review collected by and hosted on G2.com.

There is definitely a learning curve with regards to creating formulas and linking the elements of a financial model. The syntax of the formulas is different from Excel/GSheet, but the support site has lots of examples so one can get pretty far on their own. Review collected by and hosted on G2.com.

Mosaic has a very clean interface that allows for great connectivity to SFDC, Netsuite and Maxio creating a command center and source of truth for the entire organization. The Canvas workspace allows for quick and easy adhoc analysis and allows the functional leaders to get near real-time info that helps everyone row in the same direction based on the same set of data. Getting connected to Netsuite, SFDC and Maxio was very quick which allowed for validation of actual reporting info. Review collected by and hosted on G2.com.

Nothing really. We just went live with the solution and are in the middle of our FY25 Budget preparation, so still learning about all of the capabilities. The formula syntax is very much like excel, so it has been fairly easy to make the transition. Review collected by and hosted on G2.com.

Mosaic is user friendly and does not take a ton of training to get up and running with it. It serves all the standard FP&A functional needs with many out of the box metrics and dashboards that are awesome, especially for a SaaS company. Mosaic is built with SaaS companies in mind and that was a huge reason why we ended up choosing them. Review collected by and hosted on G2.com.

Mosaic is still a fairly early stage company so there are some features and integrations that are lacking but nothing that was a deal breaker. I will say that the team is open to hearing their customers requests and acting upon the product roadmap as planned. Review collected by and hosted on G2.com.

Syncs easily to our other systems, easy to implement across all our teams, LOVE the report building Review collected by and hosted on G2.com.

Their customer support could be better, quicker reply time Review collected by and hosted on G2.com.

Tool connects to my data sources seamlessly. Setup and build out of finanical models takes some upfront work, but once it is up and running it easy to maintain.

We have found it useful to have a robust library of SaaS KPIs/Metrics available out of hte box - just needs some configuration on our end to ensure accuracy. Review collected by and hosted on G2.com.

Up until just recently (January 2025), the tool was lacking on collaboration side of things when it comes to financial modeling. They have just released a feature that will be more then satisfactory to meet this need for budgeting processes going forward. Review collected by and hosted on G2.com.

This tool allows quick setup and fast ROI (reporting and businss insights) and it's really important for small teams that do not have significant resourced dedicated for FP&A. Additionally, the ability to integrate multiple solutions and Quickbooks, allows me to perform consolidation with multple entities. Review collected by and hosted on G2.com.

Updating forecasts using standard quick keys do not always work; however they are getting better. The flexibility with graphical views are also limited. Review collected by and hosted on G2.com.

What I like best is the real-time updates that happen when I make any changes. The product is easy to use and everyone on my team gets up to speed quickly. Features are being added often. Review collected by and hosted on G2.com.

What Mosaic could improve is continuing to make the UI approachable for all. Review collected by and hosted on G2.com.

The integration with Quickbooks online and other systems is great. Having one source of truth makes modeling so easy and efficient. Once you get the hang of the system, it's easy to add new scenarios. I like having a set analysis canvas for financial reporting that is set and ready to go each month. The team has has been super supportive of our implementation and very easy to reach. Review collected by and hosted on G2.com.

Mosaic can be a little tricky to navigate when you want to publish models to use for analysis. Review collected by and hosted on G2.com.

I like that when I build a new model in Mosaic. I have the ability to drill down to the account category. The customer support team is also very helpful. They always answer my questions. The integration is also helpful as well; thanks to the customer support from Mosaic Review collected by and hosted on G2.com.

The Knowledge Base from Mosaic is not intuitive as other platforms. I had to read through it multiple times in order to create something that I want Review collected by and hosted on G2.com.