Financial Planning and Analysis Software
Get from data to decision in real-time
High-performing finance teams need clear and accurate visibility into the financial profitability and performance of their business. Mosaic delivers faster and more insightful answers to your most important business questions so that you can make smarter financial decisions.
FINANCIAL ANALYSIS
Transform disparate data points into a point of view.
In finance, working with siloed sheets of data is part of your everyday life. You think in formulas. You communicate in tables, charts, and variances. You eat columns of data for lunch and the numbers you dream about just make sense. For the rest of the company, it’s a different story.
It's time to bring the business together. Evolve from static disconnected Excel spreadsheets, siloed data and workflows, and cryptic financial reporting metrics to a new way of getting clear and straightforward answers in real time.
The benefits
Eliminate manual errors
Data is clean and enriched in seconds in a single source of truth. Never worry about data wrangling and copy-paste errors.
Automate repetitive analysis
Access out-of-the-box dashboards and templates and create your own custom metrics with easy to use formulas built to scale so you can visualize the insights that matter most to your business.
Report in real time
Get insights today, not next month. Streamline financial and management reporting and share performance insights with internal and external stakeholders in real time.
analyze
Answer ad hoc questions on the fly
Pull up hundreds of SaaS metrics at the click of a button including complex financial ratios. Easily visualize them in charts, graphs, or tables to uncover new insights faster. Filter by multiple dimensions and attributes and drill down to transaction details in just a few clicks.
Out-of-the-box FP&A templates
Combine financial and non-financial metrics
Drill down to explore deeper trends
Topline
Uncover revenue and customer trends
Go beyond the general ledger. Access a wide range of operational metrics to uncover a more complete view of key drivers impacting business performance.
Topline
Uncover revenue and customer trends
Go beyond the general ledger. Access a wide range of operational metrics to uncover a more complete view of key drivers impacting business performance.
ARR/MRR Trends
Sales Performance
Customer Cohorts
Retention Metrics
cash flow
Know where every dollar is going
Managing inflows and outflows of cash effectively is at the core of business survival and a critical part of financial management. Easily understand your cash flow and expense trends to see how money is being invested down to the department level.
cash flow
Know where every dollar is going
Managing inflows and outflows of cash effectively is at the core of business survival and a critical part of financial management. Easily understand your cash flow and expense trends to see how money is being invested down to the department level.
Net burn
Cash Flow
Runway
track
Understand performance variances in real time
See how your projections hold up over time with real-time budget and forecast vs. actual reports and dashboards. Double click to drill down to the underlying transaction detail and view root causes so you know when to accelerate or slow down.
track
Understand performance variances in real time
See how your projections hold up over time with real-time budget and forecast vs. actual reports and dashboards. Double click to drill down to the underlying transaction detail and view root causes so you know when to accelerate or slow down.
Budget vs. actuals
Headcount changes
Performance alerts
Mosaic is an amazing strategic finance platform that gives us all our financial insights in one place.
Meagan MirandaFinance Manager at Wellthy
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Bring everything together using intuitive flash reports
The Mosaic analysis canvas enables teams to transform individual insights into a meaningful story for better decision-making. Key metrics, goal variances, and bigger business trends can be customized in minutes.
Financial Planning and Analysis Software FAQs
What are the benefits of managing my FP&A processes in a corporate performance management (CPM) solution like Mosaic compared to Microsoft Excel?
Mosaic eliminates the tedious, manual, error-prone headaches of Microsoft Excel by automatically syncing data from your ERP and other data sources directly into your FP&A models, reports, and dashboards. Intuitive data visualization and collaboration tools make it easy to build forecasts and run what-if scenarios with department leaders in real time, empowering everyone to make better business decisions.
