Overview
Meet Mosaic
Mosaic is a compass for business leaders, providing a real-time Analytics and Planning platform that helps teams get from data to decision — faster.
As the first Strategic Finance Platform, Mosaic provides clear visibility across ERP, CRM, HRIS, and Billing systems in a matter of minutes. Seamlessly connect data from every corner of your organization and easily keep a finger on the pulse of business performance.
Book your personalized demo to see how to leverage Mosaic and Xero for agile planning, real-time reporting, and better decision making.
Become a Mosaic customer and receive one month free!
Mosaic.tech + Xero
Xero + Mosaic
Connecting Xero to Mosaic marries your critical accounting data to CRM and HRIS data for a comprehensive view of expenses against pipeline. Integrating Xero and Mosaic gives you instant access to hard-to-reach insights like:
• Real-time view of runway and cash balance Merging CRM and ERP data gives you an always up-to-date, predictable view of runway and cash balance.
• Customer Acquisition Cost Mosaic combines expense and sales data to give you a clear, trusted view of acquisition cost, without the Excel wizardry.
• Accounts Payable / Accounts Receivable Quickly understand exactly how much you owe vendors and precisely how much customers owe you for a comprehensive view into your future cash.
Getting started
Adding Xero as a new data source:
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Go to the Data Management page.
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In the left panel, select Data Connection > Connections.
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In the viewing pane, click 'Add New', then select a connector category (ERP) and the relevant data source (Xero).
A pop-up window prompts you to sign in to Xero. Enter your credentials and complete any additional authentication steps required (the exact process depends on the data source).
When the integration is authenticated, your data source, Xero, will be displayed in the Connectors section.
