An insightful & strategic tool, that consolidates all things Finance into an easy to use platform
What do you like best?
The tool has added a tonne of efficiency to our financial reporting and forecasting process. We now have a platform that can pull in and host our most important financial information from our accounting ERP, our CRM, and our HRM. I can direct our leadership team to Mosaic and it is a one-stop-shop for them to see a tailored and live view of the most relevant financial information to our company.
The tool itself is extremely easy to navigate and use. We received a lot of support when onboarding but even outside of this, I have always felt very comfortable navigating through Mosaic and creating different analyses. I can direct my leadership team to Mosaic and they are also very comfortable toggling date ranges, or including/excluding specific information. They look at financial information far more frequently now that we have started using Mosaic.
Most importantly from my end, Mosiac has allowed me to analyze and understand our financial performance at a speed and level of detail that I had not experienced before. I default to using Mosaic when asked any financial-related question whether that be Cash Balance related, Bookings related, AR related - the list goes on. It is not just a time saver, I now know more about the composition of our financial statements, and the detail behind our balances and accounts because I am using Mosaic.
What do you dislike?
I catch up with the customer support team regularly. They are excellent. We have already provided some feedback on views and reports that could be added to Mosaic and these have been incorporated into the product road map. I am excited to see what comes online over the next number of months.
What problems are you solving with the product? What benefits have you realized?
We were a company that had data everywhere. The greatest benefit that I have seen from using Mosaic is that we now have a tool that houses our most important financial information in one place. It presents this information in a user-friendly view that is easy to Digest. Our Leadership team, (not just finance Leaders), can use this tool to understand how our company is performing, and this has created more meaningful conversations around achievements, plans, and goals.
