Case Study: Lily AI achieves company-wide financial transparency and real-time, self-serve FP&A with Mosaic

How Lily AI uses Mosaic to create company-wide financial transparency

Lily AI, a female-founded B2B retail AI company, hired Finance Leader Doug Ireland to build a modern finance function and eliminate manual spreadsheet work. Needing real-time dashboards, driver-based scenario planning, and strong integrations with QuickBooks Online, Salesforce and HR systems, Lily AI evaluated several FP&A solutions and selected Mosaic for its live integrations, out-of-the-box SaaS metrics and optional professional services.

Mosaic implemented its FP&A platform and professional services to recreate Lily AI’s Excel model, connect live data feeds, and deploy department and company dashboards. The result: instant time-to-value with daily use, seven live what‑if scenarios presented to the exec team, 100% self‑serve answers for department leaders, and the equivalent of 1 FTE saved (Doug now delivers that output while spending ~20% of his time).

Lily AI

Doug Ireland

Finance Leader