Case Study: Virtual Incentives achieves 50% faster reporting and improved revenue forecasting with Mosaic

Virtual Incentives - Customer Case Study

Virtual Incentives, a fintech that issues digital incentives and manages transaction-based revenue, faced slow, error-prone financial close and forecasting due to manual aggregation of disparate sources and complex yield-based revenue recognition. To address these challenges they implemented Mosaic’s financial planning platform to centralize data and build more accurate forecasts.

Mosaic connected to Virtual Incentives’ Snowflake warehouse, HubSpot and QuickBooks to automate daily data updates, support custom yield metrics, and deliver department-level dashboards; the platform was live and providing value within weeks. The company reported up to a 50% reduction in time spent on monthly reporting, more nuanced yield forecasting, improved data automation and scalability, and faster strategic insights thanks to Mosaic.

Virtual Incentives