Float Cash Flow vs. Mosaic

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

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I think mosaic is well suited for businesses who want to have a separate analytics tool. It helps with financial data and is able to pull from other tools you use to gather this information. I would not recommend it if you've already got a well created crm or other software

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• Cash flow management.
• Forecasting out how much you can spend.
• Quickbooks integration.

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• analytics
• graph presentation
• dashboard management

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• Quickbooks integration could be improved to automatically include recurring transactions.
• Pricing is a little steep for smaller businesses.

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• support
• data validation
• reliability

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Mosaic is much more robust and in depth than hubspot analytics or other tools I've used. They are only an analytics tool, so they don't have any CRM features, but their analytics are far better than those of any CRM tool. They were the cheapest version of what we needed and got overall decent value

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• We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
• We are able to make adjustments to our contractors and services to grow our business faster.

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• it took a while to set up
• it is useful for basic analytics
• NRR helps a ton

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info