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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Mosaic is an advanced, AI-powered platform for deal modeling that caters to the needs of private equity firms, investment banks, and deal-making teams by automating and standardizing their financial analysis processes. By moving away from conventional spreadsheet-based methods, it implements a structured and rules-driven approach to swiftly produce accurate deal calculations, enabling users to transform basic deal materials like CIMs and financial statements into comprehensive LBO and operating models in just a matter of minutes. The platform prioritizes speed, precision, insight, and transparency, allowing teams to minimize the time spent on formula linking and instead concentrate on assessing investment opportunities and making informed decisions. Its robust modeling engine guarantees consistency by removing typical spreadsheet pitfalls such as broken links or overlooked calculations, while also providing complete traceability of assumptions and results. Additionally, this innovative solution fosters collaboration among team members, ensuring that everyone is aligned and informed throughout the financial analysis process.

Description

Assist clients in enhancing their cash flow with comprehensive financial analysis reports designed to foster stronger relationships. This collection of reports enables you to select the most suitable automated financial analysis report for either your current or potential clients, optimizing your consulting efforts. Leverage industry-specific data reports to enhance value for prospective clients and pinpoint the industries that warrant your focus. By utilizing straightforward report generation, you can effectively increase your consulting revenue. Additionally, visualize a business's financial trajectory to highlight its strengths and weaknesses over time. Gain insights by benchmarking businesses against the largest repository of real-time financial data from private companies. ProfitCents compiles financial statements from accounting firms, banks, and credit unions through a cooperative data-sharing model. Advisors can employ the narrative report to provide clients with a clearer understanding of their financial standing, as it translates complex financial statements into accessible narrative form, making it easier for accountants to assist their clients in grasping their financial health. This approach not only simplifies communication but also enhances the advisory relationship.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel
CCH ProSystem fx
CaseWare Cloud
FactSet
Microsoft Entra ID
Okta
OneLogin
OpenAI
QuickBooks Online
S&P Essential Climate Analytics
Xero

Integrations

Microsoft Excel
CCH ProSystem fx
CaseWare Cloud
FactSet
Microsoft Entra ID
Okta
OneLogin
OpenAI
QuickBooks Online
S&P Essential Climate Analytics
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Mosaic

Country

United States

Website

www.mosaic.pe/

Vendor Details

Company Name

ProfitCents

Country

United States

Website

www.profitcents.com

Product Features

Product Features

Alternatives

Alternatives

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