We envision a future where every high-growth company can harness the full power of their financial data to drive strategic, data-informed decisions without delay. Mosaic.tech exists to transform financial planning and analytics into an agile, intuitive process that empowers organizations of all sizes to navigate complexity with confidence.
By integrating real-time analytics, machine learning, and a comprehensive suite of planning tools within a unified platform, we are redefining how finance teams operate. Our technology unlocks the ability to anticipate trends, optimize resources, and visualize financial health in ways previously accessible only to the largest enterprises.
Our mission is rooted in reshaping the financial landscape for startups and SMBs, equipping them with enterprise-grade capabilities that enable faster, more accurate decision-making and sustainable growth in an ever-evolving business world.
Our Review
We've been tracking Mosaic.tech since its 2019 launch, and honestly, it's one of those companies that makes us wonder why financial planning had to be so painful for so long. Founded by a trio with serious scaling chops—Bijan Moallemi, Joseph Garafalo, and Brian Campbell—this isn't just another FP&A tool trying to reinvent Excel.
What caught our attention right away was their laser focus on speed. While most finance platforms feel like they were built for quarterly board meetings, Mosaic feels built for the Tuesday morning "we need numbers now" moments that actually drive business decisions.
The AI That Actually Makes Sense
Here's where Mosaic surprised us: their Arc AI isn't just marketing fluff. We've seen too many "AI-powered" finance tools that basically amount to fancy calculators, but Arc actually lets you query your data conversationally and get board-ready summaries.
The Metric Builder is equally impressive—150+ pre-built metrics sounds overwhelming until you realize you can create custom ones without needing a data science degree. It's the kind of flexibility that makes CFOs actually excited about their tools.
Built for the Growth Stage Sweet Spot
Mosaic's timing feels perfect for today's market. They're targeting that tricky middle ground where companies have outgrown basic spreadsheets but aren't ready for enterprise-grade complexity (or pricing). With $44.5 million in funding, they've got the runway to really nail this positioning.
The integrated approach is smart too—expense planning, revenue forecasting, headcount management, and cash flow all in one place. No more duct-taping different systems together and hoping the numbers match up.
What Gets Us Excited
The real-time analytics piece is where Mosaic shines. In a world where quarterly planning cycles feel ancient, having live financial dashboards that actually update as your business changes is genuinely game-changing.
Plus, their recent G2 recognition as a top finance software suggests they're not just impressing venture capitalists—actual users are finding value here. That's always a good sign in the often-overhyped fintech space.
Features
Expense Planning: Comprehensive budgeting across various dimensions
Revenue Planning: Integrated tools for sales and revenue planning
Headcount Planning: Forecasting fully loaded employee costs
Financial Reporting: Automating metrics and analysis
Cashflow Forecasting: Direct and indirect cash flow management
Financial Consolidations: Consolidating multiple entities without intercompany adjustments
Arc AI: Query performance drivers and summarize trends in board-ready formats
Metric Builder: 150+ out-of-the-box metrics and custom metric creation
FAQs
Ploy was founded in 2024.
Mosaic.tech is now Bob Finance by HiBob. Financial Planning software to plan accurately, align teams, and grow with confidence.
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