Yojee Converts MOSAIC Launch into Nine Commercial Contracts

Yojee Limited (ASX: YOJ) moved its proprietary MOSAIC freight forwarding and customs platform from pre-commercial validation into a formal commercial rollout during the June quarter.

The logistics technology company signed nine commercial MOSAIC contracts across its Early Adopters, Standard, Everest and Ignition tiers, with four customers now live and processing shipments in a production environment.

The remaining signed customers are progressing through onboarding, creating a contracted path to revenue as each reaches its billing date and transaction volumes begin to scale.

Yojee is tracking ahead of its internal forecast for client signings and will focus during the September quarter on converting customers to live billing while expanding its Founding Partner cohort.

Founding Partners Drive Rollout

The MOSAIC Founding Partner program supports the Australia and New Zealand rollout through MOSAIC Everest, limited to four major forwarders per region, and MOSAIC Ignition, which accommodates up to 25 small and medium-sized forwarders.

Both tiers offer founder pricing, most-favoured-customer protection, and participation in the product roadmap as Yojee builds a committed early customer base.

Two MOSAIC Everest Founding Partners have signed 36-month contracts at locked founder rates, comprising an established Australian freight forwarder and customs broker that participated in Beta and the Australian division of a large multinational freight consolidator.

“That is a clear, contracted path to revenue rather than a target on a slide — tracking ahead of the pace we planned for, with revenue building as each customer reaches its billing date,” chief executive officer Mark Connell said.

The company invested $1.11 million in MOSAIC development during the quarter, lifting full-year intellectual property investment to $2.9m, while refundable research and development offsets are expected through continued participation in the R&D Tax Incentive program.

Automation Expands Platform

Yojee has developed an AI product and engineering roadmap intended to evolve MOSAIC from passive software into a highly automated Logistics Operating System using Agentic AI and autonomous workflow teammates.

The strategy is being developed alongside continued growth in the transport carrier management system (TCMS), where existing enterprise customers are increasing transaction volumes as they expand across additional regions and sites.

Yojee considers TCMS a stable, high-margin revenue contributor and a potential connector to MOSAIC, while industry engagement with freight forwarders and customs brokers has helped validate the platform roadmap and build the near-term pipeline.

The company’s net operating cash outflow increased to $956,300 from $810,400 in the previous quarter, taking full-year operating outflow to $3.2m as engineering resources were expanded ahead of the MOSAIC launch and further platform development.

Customer receipts were $85,000, down 23.1% from $110,500 in the March quarter due to timing, although quarterly sales increased 23% and full-year receipts reached $516,800.