Mosaic, in Relate
For an owner running a head company with member companies, branches or distributors, often in several countries. Each company keeps its own currency, tax settings, staff and books. You see every company, its stock and its money, side by side and together.
Live inside Relate, set up with us.
Group
Northstar Group (demo)
TodayNeeds you 4MoneyStockOrders
Sales today
| Company | Local | In USD |
|---|---|---|
| United States Head company | USD 8,240 | 8,240 |
| Canada Member | CAD 6,180 | 4,450 |
| Portugal Distributor | EUR 3,960 | 4,300 |
| Combined | USD 16,990 | |
Needs you
Orders waiting 7Low stock 2Batches expiring in 60 days 4
Who it is for
If your group runs on a spreadsheet per company and a phone call to each manager, Mosaic puts it in one place.
Partners, branches or distributors, each its own company with its own staff.
Each company works in its own currency and tax settings. You see the total in your home currency once exchange rates are set.
You see everything. A country manager sees their own company, without your costs or margins.
What it does
Everything below is built and working in Relate today.
Your group
Sales by company and combined, cash by who holds it, money owed to you, orders waiting and amounts owed to partners. A country switcher narrows the view to one company. On your phone it opens as an app, with a Needs you list of what is waiting for your decision.
Stock
Oldest expiry is picked first. Stock is held when an order is placed and taken off when it is paid. Low stock and batches expiring within 60 days are flagged.
Between companies
Record transfers between companies, raise restock requests, and raise charges from one company to another. Each charge settles in both companies’ books, and each company’s profit arrangement is settled on a monthly statement.
Who sees what
The head-company layer, with costs and margins, is visible only to the owner. Roles for owner, member partner, country manager and staff, with permissions you switch on and off.
Books
Each company keeps double-entry books in Relate. Foreign currency is revalued and the group is consolidated, with any difference between companies shown. Bank statements come in as a file; there is no live bank feed.
Ordering
Approved buyers sign in with a one-time link sent by email and place orders, which arrive as drafts for your staff to confirm. No one else sees the products or even the company name. Staff can also send an order form that the customer fills in and signs online. Card payment in the shop runs on that company’s own Stripe account, so the money goes straight to the company.
How setup works
Mosaic is switched on for your Relate workspace by our team. Setup is a conversation, not a form.
Your companies, the countries and currencies, your locations, and who should see what.
We set up each company with its currency, tax settings and staff, and give each person the right role.
Products, stock, orders, suppliers and opening balances from your sheets. You see a preview and nothing is saved until you confirm. Zoho Books can be read in as well.
You see the whole group. Each manager sees their own company. Every company keeps its own books.
Price
Mosaic, on the Relate Business plan
$999 a month
Comes with the CRM, books for each company and the owner portal.
Book a callQuestions
No. Mosaic is live inside Relate and we switch it on for your workspace after a call. There is no self-serve signup.
No. There are no live bank feeds. Each company imports its bank statement as a file and reconciles it in its books.
No. The head-company layer of costs and margins is visible only to the owner. A country manager sees only their own company, with no costs, statements or books.
You can import from Zoho Books, read only: Relate never writes to Zoho. Relate does not send entries to QuickBooks Online or Zoho Books today, and there is no two-way sync.
No. Payments are recorded when received, by method and by who holds the money. Card checkout in a company’s private shop runs on that company’s own Stripe account and stays off until the company adds its own keys. We never hold the money.
No. Each company sets up its own tax codes and gets a tax summary with a CSV for its accountant. Nothing is filed with any tax authority, and Relate invoices are not certified Portuguese invoices.
Yes. Mosaic is new and it is live inside Relate.
Next step
One call to map your companies, and we tell you plainly whether Mosaic fits.