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Mosaic.tech

Fintech SaaS for budgeting and planning

Overview

Mosaic.tech provides a subscription-based budgeting and planning platform (SaaS) for businesses. It lets finance teams connect and consolidate financial data, create forecasts and scenarios, and generate reports to support strategy and decision-making. The product automates many routine financial tasks, speeds up data gathering, and surfaces clear insights to improve accuracy and planning quality. Mosaic distinguishes itself by serving a broad audience—from CFOs and founders to investors and boards—with a unified set of planning and analysis tools plus educational resources (blogs, templates, webinars, podcasts) to share best practices. The company's goal is to help organizations save time, make better financial decisions, and align their financial plans with strategic objectives.

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About Mosaic.tech

Simplify's Rating
Why Mosaic.tech is rated
C-
Rated C on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Data & AnalyticsEnterprise SoftwareFintech

Company Size

11-50

Company Stage

Acquired

Total Funding

$74.3M

Headquarters

San Diego, CA

Founded

2019

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Simplify's take

What believers are saying

  • September 2026 releases shortened model building and added recurring comp-set refreshes.
  • September 2026 case studies show Riverside standardizing underwriting with Mosaic.
  • HiBob kept Mosaic customers supported after the February 2025 acquisition.

What critics are saying

  • HiBob acquired Mosaic in February 2025, ending independent roadmap control.
  • mosaic.tech now redirects to HiBob, erasing standalone brand demand capture.
  • If HiBob prioritizes HCM, Mosaic becomes a feature, not a company.

What makes Mosaic.tech unique

  • November 2026 Mosaic Intelligence builds models from PDFs, spreadsheets, and prompts.
  • September 2026 public comps, acc/dilution, and scorecards target investment-banking workflows.
  • Mosaic still serves 5.6 trillion AUM firms, anchoring credibility with finance teams.

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Funding

Total Funding

$74.3M

Below

Industry Average

Funded Over

6 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison Coming Soon

Benefits

  • Remote Work Options

Growth & Insights and Company News

6 month growth

0%

1 year growth

0%

2 year growth

4%
WebFactory Ltd.
Nov 11th, 2026
8 DataRails competitors for financial Planning and analysis: compare Planful, Mosaic, and Anaplan for budgeting, forecasting, and financial reporting.

8 DataRails competitors for financial Planning and analysis: compare Planful, Mosaic, and Anaplan for budgeting, forecasting, and financial reporting. Planful is the safest DataRails alternative for many mid-market finance teams, Mosaic fits SaaS teams that care most about metrics, and Anaplan suits large companies with complex planning models. DataRails is strong for Excel-heavy FP&A teams, especially those that want automated consolidation, reporting, and spreadsheet control in one place [source: DataRails]. TLDR: DataRails competitors differ most in scale, setup time, and reporting depth. For example, a $80 million SaaS company with 12 budget owners may cut a 10-day forecast cycle to 4 or 5 days with Mosaic or Planful, while a global enterprise may need Anaplan for multi-country workforce and demand planning. Planful is the balanced choice, Mosaic is the cleanest for SaaS analytics, and Anaplan is the power tool that needs more admin skill. Quick comparison of 8 DataRails competitors. * Planful: Best for structured budgeting, forecasting, consolidation, and board reporting. * Mosaic: Best for SaaS FP&A, revenue metrics, headcount plans, and investor-ready dashboards. * Anaplan: Best for large, complex planning across finance, sales, supply chain, and operations. * Workday Adaptive Planning: Best for companies already using Workday or needing mature enterprise planning. * Pigment: Best for visual modeling, scenario planning, and modern planning teams. * Cube: Best for spreadsheet fans who want a lighter FP&A layer over Excel and Google Sheets. * Vena: Best for Excel-based budgeting with workflow, approvals, and audit trails. * Prophix: Best for finance teams that need budgeting, consolidation, close, and reporting in one suite. Planful vs DataRails. Planful works well for finance teams that need a full planning process, not just better spreadsheets. It handles annual budgeting, rolling forecasts, workforce planning, management reporting, and financial consolidation. Its strength is control. Finance leaders can set workflows, lock versions, track approvals, and build repeatable reports. The catch is that Planful can feel heavier than DataRails during setup. Teams may need more planning before implementation. Still, once the model is clean, Planful gives FP&A teams a clear system of record. That matters when the CFO asks why the Q3 forecast changed by 7% since the last board pack. Best fit: mid-market companies with formal budget cycles, department owners, and recurring board reporting. Mosaic vs DataRails. Mosaic is a strong option for SaaS companies that want fast insights from billing, CRM, HRIS, and accounting data. It focuses on metrics such as ARR, net revenue retention, runway, burn multiple, CAC payback, and headcount growth. That makes it useful for startups and scaleups where finance needs to explain the business, not only report actuals. Honestly, it feels like some FP&A tools make simple SaaS metrics harder than they should be. Mosaic avoids much of that pain. Its dashboards are clear, and its planning views are easier for non-finance users to understand. The tradeoff is depth. Large enterprises with complex allocations, legal entities, or custom planning rules may outgrow it. Best fit: venture-backed SaaS or tech companies that need fast reporting for investors and leadership teams. Anaplan vs DataRails. Anaplan is the strongest choice when planning goes beyond finance. It can support sales capacity, supply chain, workforce, territory planning, compensation, revenue forecasting, and long-range planning. It is highly flexible and can model very complex business logic. That flexibility comes with a price. Anaplan usually needs trained model builders, strong governance, and a longer rollout. Small teams may find it too much. Expect to waste time if the company buys Anaplan without a clear owner and a proper model design. For the right enterprise, though, it can replace a maze of spreadsheets and isolated planning tools. Best fit: large companies with cross-functional planning needs and dedicated FP&A systems support. Other strong alternatives. Workday Adaptive Planning. Workday Adaptive Planning is mature and trusted. It is strong for budgeting, forecasting, scenario planning, dashboards, and workforce planning. Companies using Workday HCM or Workday Financials may gain smoother data flows. It can be less appealing for smaller teams that want quick setup and simple pricing. Pigment. Pigment has a modern interface and strong scenario planning. Finance teams can build models that are easier to inspect than old spreadsheet webs. It is useful for companies that want visual planning, colorful dashboards, and "what if" analysis. It may still require careful model ownership. Cube. Cube is simpler than many enterprise FP&A tools. It connects spreadsheets with source systems and helps teams build reports without giving up Excel or Google Sheets. It is a good DataRails rival for smaller FP&A teams. It may not satisfy companies that need deeper consolidation or heavy workflow controls. Vena. Vena is built around Excel. That makes adoption easier for finance users who refuse to leave spreadsheets. It adds workflow, templates, reporting, and approvals. The downside is that teams can still end up thinking in spreadsheet terms, which may limit process change. Prophix. Prophix covers budgeting, forecasting, reporting, consolidation, and close management. It is often a good fit for finance teams that want a broad corporate performance management platform. Its interface may feel less fresh than newer tools, but it has depth. Which tool should finance teams pick? Planful is the best all-around option for structured FP&A. Mosaic is best when SaaS metrics and speed matter most. Anaplan is best when planning is complex, global, and cross-functional. DataRails still makes sense for companies that love Excel and want stronger automation without forcing every user into a totally new planning system. The choice should come down to process maturity. A small finance team may prefer Cube or Mosaic. A mid-market team may prefer Planful or Vena. A large enterprise may need Anaplan, Workday Adaptive Planning, or Pigment. Faq. What is the best DataRails competitor? Planful is often the best overall competitor because it covers budgeting, forecasting, reporting, workflow, and consolidation in one platform. Is Mosaic better than DataRails? Mosaic may be better for SaaS companies that need ARR, runway, churn, and investor reporting. DataRails may be better for Excel-heavy finance teams. Is Anaplan too complex for small companies? Often, yes. Anaplan is powerful, but it usually needs trained admins and a longer implementation. Smaller teams may prefer Cube, Mosaic, or Vena. Which tool is best for budgeting and forecasting? Planful is a strong pick for formal budgeting and forecasting. Workday Adaptive Planning and Anaplan are also strong for larger companies. Which DataRails alternative works best with Excel? Vena and Cube are strong Excel-friendly options. Planful also supports spreadsheet-style planning, but with more structure. Have a look at these articles too. Published on November 11, 2026 by Ethan Martinez. Filed under:. I'm Ethan Martinez, a tech writer focused on cloud computing and SaaS solutions. I provide insights into the latest cloud technologies and services to keep readers informed.

Mosaic
Mar 17th, 2025
Mosaic Named a Top Finance & Accounting Software in G2's 2025 Best Software Awards

Mosaic named a top Finance & Accounting Software in G2's 2025 Best Software Awards.

InfoWorld
Jun 26th, 2023
Databricks’ $1.3 billion MosiacML acquisition to boost generative AI offerings | InfoWorld

Data lakehouse provider Databricks on Monday said that it was acquiring large language model (LLM) and model-training software provider MosiacML for $1.3 billion in order to boost its generative AI offerings.

Mosaic
Jun 8th, 2023
Mosaic Raises $26M Series C to Expand the Vision of Strategic Finance

Mosaic raised a $26M Series C from OMERS Ventures, with participation from Founders Fund, General Catalyst, and Friends and Family Capital. Learn what that means for the future of strategic finance.

TechCrunch
Jun 7th, 2023
Mosaic raises $26M to help inform companies' financial decisions

Mosaic, a startup building financial planning software, has raised $26 million in venture capital.

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