Has anyone used Mosaic (or similar software) for modeling?

January 23, 2026

by a searcher from The University of Texas at Austin - Red McCombs School of Business in Dallas, TX, USA

I am referring to the Mosaic platform (http://mosaic.pe/). While there was a discussion about this tool a few years ago, it seems they have significantly improved its functionality and flexibility since then. I would appreciate input from anyone who has used it recently, specifically regarding the productivity gains it delivered. While many emerging AI tools (like Endex or Shortcut) are impressive, they often only get you 75–85% of the way there. In contrast, Mosaic appears to be purpose-built to ensure high accuracy and minimize errors.

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Reply by a searcher
from Southern Methodist University in New York City, NY, USA

I'm not sure if Mosaic is necessary. It's more purpose built for PE professionals and would imagine it being somewhat expensive. Would imagine it being sort of like using Salesforce for your CRM.

Reply by a professional
in Austin, TX, USA

Sharing this from the operator side. As a CFO, I’ve historically used tools like Mosaic, and earlier in my career I implemented Adaptive Insights alongside Tableau and Power BI. They’re capable platforms, but in practice they’re expensive, implementation-heavy, and the ROI doesn’t always show up, especially for lower-middle-market and growth-stage companies. I’ve seen teams spend a lot of money to get something that looks great but still doesn’t fully support day-to-day decision-making. That gap is actually why I founded PathFinder Insights. As an operator, I couldn’t find a cost-effective solution that delivered accurate, decision-ready insights without long timelines, heavy consulting fees, or rigid tooling assumptions. So we built a solution focused on outcomes first: clean data, finance-led models, and flexible reporting that supports how leadership teams actually run the business. I’ll also add that I’ve worked with Kanna Digital, which takes a different but complementary approach. They build custom AI agents tailored to a company’s operational and financial workflows, with those outputs feeding directly into forecasting and planning. It’s a very cost-effective option for teams that want precision without the overhead of traditional FP&A stacks. Mosaic has clearly evolved since the early days, and for the right use case it can make sense. But for many operators, I’ve found that purpose-built, workflow-driven solutions grounded in real operating reality tend to drive faster adoption, better accuracy, and a much clearer ROI. Happy to compare notes with anyone who’s used Mosaic recently or wants to talk about real productivity gains versus theoretical ones.

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