Connectors / Finance · Connector
Automate Project Financials and Resource Planning with Mosaic Integrations
Connect Mosaic to your tech stack to sync project data, automate budget tracking, and keep resource plans accurate.
What can you do with the Mosaic connector?
Mosaic is a strategic resource management and project financials platform for professional services teams — plan capacity, track budgets, and forecast revenue in one place. Integrating Mosaic with your CRM, project management tools, and HR systems cuts out manual data entry and makes sure finance and delivery teams are always working from the same numbers. With tray.ai, you can build automations that push project wins, headcount changes, and time tracking data directly into Mosaic — no custom code needed.
Automate & integrate Mosaic
Automating Mosaic business processes or integrating Mosaic data is made easy with Tray.ai.
Use case
CRM-to-Mosaic Project Pipeline Sync
When a deal closes in Salesforce or HubSpot, automatically create a corresponding project in Mosaic with the right budget, timeline, and client details. Resource planners can start staffing and capacity planning the moment a contract is signed, with no lag between sales and delivery.
- Eliminate manual project creation and reduce data entry errors between CRM and Mosaic
- Start resource planning as soon as deals close, not days later
- Keep project budgets aligned with contracted values from day one
Use case
Headcount and Role Changes from HRIS to Mosaic
Automatically push employee onboarding, offboarding, role changes, and department transfers from Workday, BambooHR, or Rippling into Mosaic to keep your resource pool accurate. Stale headcount data is one of the most common causes of capacity planning errors — this integration makes sure Mosaic always reflects your real team structure.
- Prevent capacity planning gaps caused by outdated staff records in Mosaic
- Automatically archive resources when employees leave
- Sync bill rates and cost rates when roles or seniority levels change
Use case
Time Tracking Reconciliation Across Tools
Pull approved timesheets from Harvest, Tempo, or Jira to reconcile actuals against planned hours in Mosaic on a scheduled basis. Finance teams get real visibility into project burn rates and can flag at-risk projects before they exceed budget.
- Eliminate weekly manual imports of timesheet data into Mosaic
- Surface budget overruns earlier by keeping actuals continuously updated
- Reduce month-end close effort by automating timesheet reconciliation
Use case
Project Status and Milestone Notifications
Monitor project phase completions and budget thresholds in Mosaic and automatically send alerts to Slack, Microsoft Teams, or email when milestones are hit or budgets reach defined warning levels. Delivery managers stay informed without logging into Mosaic to pull status reports.
- Alert project managers when budget utilization exceeds 80% or 90%
- Notify stakeholders in Slack or Teams when project milestones are reached
- Reduce reliance on manual status reporting and weekly check-ins
Use case
Revenue Forecasting Sync with Finance Systems
Push recognized and forecasted revenue data from Mosaic into NetSuite, QuickBooks, or your data warehouse on a scheduled cadence to keep finance reporting current. This closes the gap between project delivery and financial reporting, giving CFOs one source of truth.
- Automate revenue recognition exports to cut manual finance team effort
- Keep ERP and Mosaic revenue figures aligned for audits and board reports
- Trigger alerts when project revenue forecasts shift materially month-over-month
Use case
Capacity Planning Triggered by Project Changes
When project timelines are extended, scopes change, or new phases are added in your project management tool, automatically update resource allocations in Mosaic and notify affected team members. Utilization rates stay accurate and double-booking stops being a problem.
- Prevent double-booking by propagating timeline changes across all resource plans
- Automatically notify impacted team members when their allocations shift
- Maintain accurate utilization forecasts even as project scopes evolve
Build Mosaic Agents
Give agents secure and governed access to Mosaic through Agent Builder and Agent Gateway for MCP.
Fetch Project Financial Data
Data SourceRetrieve budget, cost, and revenue data for specific projects to give agents real-time financial context. Useful for generating project health summaries or flagging budget overruns.
Query Resource Allocations
Data SourcePull current and planned resource assignments across teams and projects to understand capacity and utilization. Agents can use this to identify over-allocated staff or open capacity for new work.
Retrieve Workforce Forecasts
Data SourceAccess headcount and capacity planning forecasts to support workforce planning decisions. Agents can surface upcoming gaps or surpluses to planners and managers.
Look Up Project Details
Data SourceFetch metadata and status information for specific projects, including timelines, phases, and owners. Agents can use this as context when answering questions about project progress or priorities.
Pull Budget vs. Actuals Reports
Data SourceRetrieve comparative financial reports showing planned versus actual spend across portfolios or projects. Agents can use this data to generate executive summaries or fire off alerts when variances exceed thresholds.
Access Scenario Plans
Data SourceRead scenario planning models to compare different financial or resourcing strategies. Agents can surface tradeoff analyses or suggest scenarios based on defined business goals.
Update Resource Assignments
Agent ToolModify resource allocations on projects to reflect staffing changes or shifting priorities. Agents can automate re-allocation when triggered by events in connected HR or project management tools.
Create or Update Projects
Agent ToolAdd new projects or update existing project records in Mosaic with budget, timeline, and team details. Keeps financial planning data in sync when projects kick off in other systems.
Log Time Entries
Agent ToolSubmit time tracking records on behalf of team members against specific projects or tasks. Agents can automate time logging based on activity data from connected tools like Jira or GitHub.
Trigger Budget Alerts
Agent ToolCreate or update alert rules in Mosaic when financial thresholds are at risk of being breached. Agents can notify stakeholders before a budget overrun happens.
Update Forecast Models
Agent ToolPush updated revenue or cost projections into Mosaic's forecasting engine based on signals from CRM or ERP systems. Forecasts stay current without anyone doing manual data entry.
Create Phase Milestones
Agent ToolAdd or update project milestones and phase markers within Mosaic to reflect changes agreed upon in other planning tools. Agents can sync milestone data across platforms so there's one place to check.
Ready to solve your Mosaic integration challenges?
See how Tray.ai makes it easy to connect, automate, and scale your workflows.
Challenges Tray.ai solves
Common obstacles when integrating Mosaic — and how Tray.ai handles them.
Challenge
Manual Data Entry Between Sales and Delivery Tools
When deals close, project managers often spend hours re-entering contract details, budgets, and timelines from the CRM into Mosaic. That delay slows down resource planning and introduces transcription errors that distort financial forecasts.
How Tray.ai helps
tray.ai connects your CRM directly to Mosaic, triggering automated project creation the moment a deal closes. Field mappings handle the translation of CRM opportunity data into Mosaic project structures, so nothing gets re-entered manually.
Challenge
Stale Headcount Data Causing Capacity Errors
Resource plans in Mosaic go stale fast when HRIS data isn't synchronized regularly. Employees who've left, changed roles, or moved teams stay in plans, and utilization reports end up misleading everyone who relies on them.
How Tray.ai helps
tray.ai listens for employee lifecycle events in Workday, BambooHR, or Rippling and immediately pushes updates to Mosaic. Role changes, terminations, and new hires all flow through automatically so capacity plans stay accurate in real time.
Challenge
Fragmented Time Tracking and Actuals Reporting
Many teams track time in separate tools like Harvest, Jira, or Tempo but need those actuals in Mosaic for project financials. Reconciling these systems manually is slow and often leaves actuals days or weeks out of date.
How Tray.ai helps
tray.ai automates nightly or real-time imports of approved timesheets into Mosaic, matching entries to projects by ID or code. Finance teams always have current burn rates without any manual export-and-import cycle.
Closed-Won Deal to Mosaic Project Creation
Salesforce 
Mosaic 
Slack Automatically creates a new project in Mosaic with budget, timeline, and client data when a deal is marked Closed-Won in Salesforce or HubSpot.
Daily Timesheet Actuals Sync to Mosaic
Harvest Mosaic Pulls approved timesheets from Harvest or Tempo each night and updates project actuals in Mosaic to keep burn rate calculations current.
Employee Onboarding Resource Sync
BambooHR Mosaic Slack When a new employee is added in BambooHR or Workday, this template creates the corresponding resource profile in Mosaic with role, department, cost rate, and start date.
Budget Threshold Alert to Slack
Mosaic Slack Monitors Mosaic project budget utilization on a scheduled basis and sends Slack alerts when any project exceeds a configurable threshold.
Mosaic Revenue Forecast Export to NetSuite
Mosaic 
NetSuite 
Google Sheets Exports weekly revenue forecast data from Mosaic into NetSuite to keep financial planning and ERP records aligned without manual intervention.
Project Milestone Completion Notification Workflow
Mosaic Slack Google Sheets Detects completed milestones in Mosaic and automatically notifies stakeholders via Slack or email, then updates a project status tracker in Notion or Google Sheets.
How Tray.ai makes this work
Mosaic plugs into the whole Tray.ai platform
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