MosaicHQ

Mosaic Finance Inc. is a US-based company specializing in financial planning and analysis (FP&A) solutions for small to mid-sized businesses. It provides an intuitive platform enabling teams to streamline their budgeting, forecasting, and reporting processes. Founded in 2019 and headquartered in San Diego, US, Mosaic Finance Inc.

develops innovative financial planning software tailored for SMBs and mid-market companies. The company underwent growth by focusing on enhancing their FP&A tools and has successfully completed five deals to date. Bijan Moallemi, one of the co-founders, serves as the CEO and is known for his entrepreneurial experience. Mosaic Finance has raised a total of USD 26.

00 mn, with their latest funding being an Add-on Trade Sale round amounting to USD 35. 00 mn, involving investors such as Hi Bob Ltd. The most recent deal was finalized on February 12, 2025. Mosaic offers a comprehensive suite of financial planning and analysis (FP&A) tools specifically designed for small to mid-sized businesses (SMBs) and mid-market companies.

Their core product is a powerful, user-friendly FP&A software that enables finance teams to manage budgeting, forecasting, revenue planning, and financial reporting. The platform integrates seamlessly with various data sources, allowing users to automate reporting processes, generate real-time insights, and consolidate financial data from multiple entities while eliminating complexities such as foreign exchange adjustments. Mosaic’s clientele spans diverse industries including technology, healthcare, and professional services, serving finance professionals looking to enhance operational efficiency and decision-making capabilities. The software is widely utilized in North America and Europe, addressing the needs of organizations requiring sophisticated financial analysis without the burden of extensive manual processes.

Mosaic generates revenue through a subscription-based model, where clients pay for access to its FP&A software and associated services. This transactional structure often encompasses annual or monthly subscription fees, which may vary based on the scale of the organization and the specific features utilized. Customers typically engage with Mosaic's offerings to streamline their financial operations, taking advantage of capabilities such as collaborative budgeting, cash flow forecasting, and custom metric development. While specific pricing plans are not disclosed, the subscription model is designed to provide businesses with the flexibility needed to manage their financial needs effectively.

Mosaic's flagship services include real-time analytics and metrics, which empower finance teams to produce board-ready reports and drive strategic decision-making, further enhancing the value proposition for their clients. Mosaic Finance is strategically focused on growth through the development of new product features aimed at enhancing its FP&A software, with plans to introduce these enhancements in 2025. The company is targeting expansion into additional markets within Europe and Asia, aiming for a footprint in these regions by 2026. The recent acquisition of Mosaic Finance Inc.

by Hi Bob Ltd. is expected to leverage its financial planning capabilities alongside Hi Bob's people management tools, thereby increasing productivity and effectiveness for their joint customer base.