Mosaic Tech

Mosaic is purpose-built for the strategic finance function at high-growth technology companies — the CFO and FP&A team that needs to move fast, answer ad-hoc business questions in hours rather than days, and provide the data-driven insights that enable rapid executive decision-making. The platform connects to a company's entire financial data ecosystem (ERP, CRM, HRIS, billing platforms) and creates a unified real-time financial intelligence layer that finance teams query through a conversational interface rather than building spreadsheets from scratch. For companies scaling from Series A through IPO, Mosaic provides the analytics infrastructure that transforms finance from a backward-looking reporting function into a forward-looking business partner.

Real-Time Business Intelligence

Mosaic's core capability is delivering real-time financial and operating metrics that are currently trapped in disconnected systems. Monthly revenue actuals sit in NetSuite; sales pipeline data is in Salesforce; headcount costs are in Rippling; customer churn metrics are in Zuora. Mosaic integrates all these sources and makes the combined intelligence available in one interface without weekly data export rituals. When a board asks "What's our burn rate if we hire 20 engineers in Q3?" the Mosaic-equipped CFO can answer in 15 minutes with an actual model rather than "I'll get back to you with a spreadsheet next week."

• Multi-source data integration — connects ERP, CRM, HRIS, and billing platforms for a unified real-time financial intelligence layer.
• AI financial analysis — conversational AI that answers complex financial questions using your connected data sources.
• SaaS metric tracking — ARR, MRR, churn, NRR, LTV/CAC, and cohort analysis built for SaaS finance teams.
• Scenario planning — dynamic financial models with real-time actuals updating scenario assumptions automatically.
• Board reporting — automated board package generation from live data with narrative templates and visualization.

SaaS Metrics Intelligence

Mosaic's SaaS metrics capabilities are particularly strong for subscription businesses. The platform calculates ARR, MRR, gross retention, net revenue retention, LTV/CAC, and cohort analysis from connected billing and CRM data, updating in real time as deals close and customers churn. For Series B-D SaaS companies preparing for investor diligence, Mosaic provides the metrics infrastructure that investors expect without the manual calculation overhead that typically requires a financial analyst days of work. The board reporting automation compiles current-period metrics into formatted board packages with benchmarks and trend context.

Conversational Financial Intelligence

Mosaic's AI analyst answers complex financial questions in natural language using your actual data: "What's our Q3 payroll expense projection if we follow our current hiring plan?" generates an immediate answer from connected HRIS and headcount data. "Show me which customer cohorts have the best 12-month retention by acquisition channel" queries billing and CRM data to produce the cohort table. For fast-moving finance teams where the cost of a wrong decision exceeds the cost of the software by orders of magnitude, this real-time analytical capability is the product's core ROI argument.

Request a demo at mosaic.tech.