Case Study: FINTRX achieves real-time, board-ready financial reporting and saves 10 hours/week with Mosaic

How FINTRX uses Mosaic to create a new standard of excellence

FINTRX, a vertically integrated software and data platform serving wealth professionals and asset managers, outgrew its reliance on Google Sheets for financial reporting, forecasting, and budgeting as leadership and the Board required faster, more reliable real‑time metrics. To solve this, the company adopted Mosaic’s FP&A and analytics platform to replace manual spreadsheets and establish a single source of truth for finance and operations.

With Mosaic, FINTRX connected Sage Intacct, Gusto, and HubSpot to automate data flows, rolled out priority reports in two weeks, and began using Mosaic’s Metric Builder, Headcount Planner, and dashboards for board reporting. The result: at least 10 hours saved per week on data prep, board‑meeting prep reduced from a week to half a day, 100% confidence in reported metrics, real‑time budget vs. actual variance reporting, and the ability to run board meetings directly from Mosaic.

FINTRX

Guillaume Bose

Head of Operations