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Financial Reporting & Analysis

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Revenue Planning

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Create New AE Cohort Waterfall in 3 Minutes

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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.

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Build LTV:CAC in 5 Minutes

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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

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Sales Pipeline to Cash Scenario Planning in 5 Minutes

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Vendor Forecasting and BVA Reporting

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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

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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. 

Do Scenario Planning in 3 Minutes

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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

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

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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

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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

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

Meet Mosaic in 2 minutes

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

Create a Due Diligence Checklist in 7 minutes

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

Run Multi-Subsidiary Consolidations in 4 minutes

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

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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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Director of Finance, Virsec

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Daniel Kang 

Learn how Mosaic supports Virsec’s one-man FP&A team to keep up with increasing demands on finance and put a solid foundation in place for the team and company to continue their growth. 

How Virsec Is Scaling Finance and Enhancing Financial Insights Without Adding Any Resources

Virsec

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Managing Partner at Blue Phi Capital

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Patrick Hoogendijk

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Founders and board members rely on accurate, real-time financial data to answer the biggest strategic questions facing the business. Learn how Blue Phi used Mosaic to help their clients deliver reliable and impactful insights to the Board in real-time.


How Blue Phi Capital Guides SaaS Startups to Success

Blue Phi

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Controller at Lendflow

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Shane Gaylor

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The Finance team’s ultimate value-add is working hand in hand with business leaders, but first they need to free themselves from the time-suck of spreadsheet based work. Learn how Lendflow used Mosaic to get those hours back and spend 5X more time advising the business.

How Mosaic helps Lendflow’s Accounting Team Save Days Each Month

Lendflow

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VP of Finance at SupportLogic 

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Nick Tarnoff

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As SupportLogic entered a new phase of growth after securing series B funding, they needed new, modern tools to keep up. Learn how SupportLogic used Mosaic to save 15 hours per week and surface financial insights they couldn’t see before. 

How Mosaic Saves SupportLogic Up to 15 Hours Per Week and Provides Unprecedented Visibility Into the Business

SupportLogic

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Chief Financial Officer at Botpress

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Jean-Bernard Perron

International operations mean more complexities for Finance to manage within the same deadlines. Learn how Botpress used Mosaic to consolidate their US and Canadian entities and cut weeks off their month-end close process.

How Botpress Gained More Financial Visibility While Shortening Close Cycles by 87%

Botpress

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Chief Business Officer & VP of Legal

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Jason Peretz

Like every startup, Galley runs a lean operation that moves quickly. Learn how Galley uses Mosaic to recognize new opportunities and swiftly make the right moves that are key to the company’s success.

How Galley Put Its Financial Analytics & Modeling on Autopilot

Galley

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Create New AE Cohort Waterfall in 3 Minutes

Build LTV:CAC in 5 Minutes

Build a Rolling Forecast in 3 Minutes

Sales Pipeline to Cash Scenario Planning in 5 Minutes

Create New AE Cohort Waterfall in 3 Minutes

Build LTV:CAC in 5 Minutes

Build a Rolling Forecast in 3 Minutes

Sales Pipeline to Cash Scenario Planning in 5 Minutes

Vendor Forecasting and BVA Reporting

Forecast ARR based on Rep Activity in 3 Minutes

Do Scenario Planning in 3 Minutes

Build an ARR Model in 5 Minutes

Create an ARR Bookings to Revenue Waterfall Model in 3 Minutes

Build Your Board Deck Presentations in 3 Minutes

Meet Topline Planner in 2 minutes

Meet Mosaic in 2 minutes

Build Your Board Deck  Presentations in 3 Minutes