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Integrate Xero & Mosaic



Xero houses all your critical accounting data, but it wasn’t built to surface the must-have insights you need to run your business. Integrating Xero and Mosaic connects your accounting data with your CRM and HRIS for a comprehensive, collaborative view of your SaaS business.
Start using Xero with Mosaic today
About Xero


Mosaic and Xero are an indispensable combo. Use Xero as your official accounting book of record, then integrate those historical actuals into Mosaic for comprehensive reporting, analytics, and forecasting with the rest of your business data.

Create financial and BvA variance reports in seconds

Automate recurring financial reporting packages with prebuilt or custom reports, and real-time accurate data

Drill down to see the transactions that drive performance

Dynamically explore the detail that make up balances, trends, and variances for deeper context

Automatically update actuals in reports, forecasts and models

Say goodbye to the endless hours of manual copy-and-paste updates, risks of errors, and broken formulas

Combine financial and operational data to unlock new insights

Get instant visibility into marketing efficiency metrics, sales pipeline, bookings, CAC, retention, runway, burn and more

Key Features

Mosaic has all the tools you need to transform your core accounting data into actionable financial and operational insights that drive success.


1-click data connection to Xero

Intelligent data mapping

150+ prebuilt financial and business metrics

35+ report and dashboard templates

Out-of-the-box GAAP financial statements

Custom financial report builder

Automated actuals in reports, dashboards, and models

Dynamic analysis and dashboarding

Automated forecast vs. actual reporting

Transaction-level drilldown

Automated Consolidations, Currency Translations, and Eliminations

Role-based user access

Key Metrics

Mosaic makes it easy to report, forecast, and share all the key financial metrics of the financial statements, plus all the operational business metrics that guide decision-making and performance.

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How It Works

Data integration shouldn’t be hard. At Mosaic, we make it easy. Get connected and start analyzing your data in minutes with these four simple steps.



Enter your Xero account credentials directly within Mosaic


Load all your source data in Mosaic in 1 click


Map your GL data to Mosaic with intelligent mapping tools


Start analyzing and modeling

Shared Data

GL Chart of Account Structure
Intercompany eliminations
GL Account Balances
Subsidiaries and legal entities
Sub-ledger transactions
Local and common currencies 
and FX rates

See It in Action


More Resources


ERP/Month-end close

ERP/Income Statement Analysis


Custom Reports

Operational Efficiency Dashboard


Paul Barnhurst Four Pillars of FP&A Tool Evaluation

Lauren Bahr at Occupier - Death to Spreadsheets?

Sal Abdulla on the ERP Gap for Startups


Chart of Accounts Template

Month-end Close Template

SOC 2 Compliance

Own the 
of your business.