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Yojee Limited has officially transitioned its proprietary MOSAIC freight forwarding and customs platform from pre-commercial testing to full commercial deployment, securing nine contracts across various customer tiers during the June quarter of FY26. The company onboarded two Everest Founding Partners—an established Australian freight forwarder and customs broker, along with the Australian branch of a major multinational freight consolidator—and now has four customers actively using the platform to process shipments. This commercial progress, combined with Yojee’s existing TCMS Enterprise clientele and strategic AI development plan, positions the company as a technology leader in logistics and customs compliance.
Key Highlights
- Yojee Limited (YOJ) has launched MOSAIC commercially across Australia and New Zealand, signing nine contracts as of the announcement date
- Two Everest Founding Partners committed to 36-month agreements at locked founder pricing, including one prior Beta participant
- Four customers are live on MOSAIC, processing shipments in production, with others progressing through onboarding
- The company ended the quarter with $3.4 million in cash, zero debt, and net operating cash outflows of $956.3k; the next milestone is converting signed customers to live billing during the September quarter
MOSAIC Moves from Beta to Full Commercial Operation
During the June quarter of FY26, Yojee transitioned its MOSAIC freight forwarding and customs platform from pre-commercial validation into active market commercialization. This milestone marks the end of the beta program and confirms operational stability across the platform. MOSAIC is now production-ready for freight forwarding and customs brokerage in Australia and New Zealand.
The commercial launch follows successful beta testing and is structured as a regional rollout under standard commercial terms and early-adopter initiatives. Moving beyond internal validation, MOSAIC is now deployed with paying customers under real-world conditions. This transition is crucial for investors as it initiates recurring revenue streams, with fees starting at each customer’s Billing Date and scaling with transaction volumes.
Two Everest Founding Partners Secure 36-Month Contracts
Yojee has secured two Everest Founding Partners, marking a key commercial validation for MOSAIC. The first is a well-established Australian freight forwarder and customs broker, one of MOSAIC’s original Beta participants, now converted into a multi-year commercial contract. The second is the Australian division of a large multinational freight consolidator. Both partners have agreed to 36-month terms at locked founder rates with most-favoured-customer protections and a formal role in the product roadmap, ensuring long-term revenue visibility and strong platform adoption commitment.
The Everest tier is capped at four major forwarders per region under the Founding Partner Program, making these signings strategically important for building a committed and referenceable customer base. Converting a Beta participant into a multi-year contract validates MOSAIC’s real-world value. Founder pricing and protections incentivize anchor customers to showcase platform benefits and support pipeline conversion.
Nine Contracts Signed Across Four Customer Tiers with Four Live Customers
As of the announcement, Yojee has signed nine MOSAIC contracts spanning Early Adopters, Standard, Everest, and Ignition tiers. Four customers are live and processing shipments, while others are onboarding. The company is ahead of internal forecasts on client signings post-commercial launch, indicating strong market demand and accelerated customer acquisition.
The contracts cover a segmented strategy from the exclusive Everest tier (four founders per region) to the Ignition program (up to 25 SME forwarders) and standard and early-adopter categories. Four customers going live within the launch quarter demonstrate operational readiness and effective onboarding. The company has established a clear, contractual path to revenue tied to customers’ Billing Dates, ensuring recurring revenue generation based on actual implementation milestones.
Founding Partner Program and Early Market Adoption Strategy
The MOSAIC Founding Partner Program includes two tiers designed to accelerate early adoption and build a committed, referenceable customer base. The Everest tier, limited to four major forwarders per region, is the premium category, while the Ignition tier supports up to 25 SME forwarders targeting smaller freight and customs enterprises. Both tiers offer founder pricing, most-favoured-customer protections, and formal input into the product roadmap, aligning customer success with platform development.
This tiered approach addresses the challenge of building reference customers to demonstrate platform value and convert broader market prospects. Limiting Everest partners creates exclusivity and competitive advantage, while the Ignition program expands community reach. Founding Partners’ involvement in roadmap governance ensures MOSAIC evolves with real-world customer feedback and industry needs.
TCMS Enterprise Platform Provides Stable Revenue Amid MOSAIC Growth
Yojee’s TCMS (Transportation and Customs Management System) Enterprise platform continues to deliver stable, high-margin revenue alongside MOSAIC’s commercial ramp-up. Enterprise clients are expanding TCMS deployments across regions and sites with positive transaction volume trends. TCMS remains a foundational revenue source, providing financial stability during MOSAIC’s early commercialization and reducing reliance on a single platform.
TCMS also acts as a connector to MOSAIC, enabling customers to migrate or integrate as operational complexity grows. This product architecture supports clients at various maturity levels, with TCMS addressing baseline needs and MOSAIC offering advanced automation and AI-driven capabilities for larger operations. TCMS expansion underlines ongoing demand and supports cash flow stability during MOSAIC’s scaling phase.
Strategic AI Roadmap Positions MOSAIC as an Autonomous Logistics Operating System
On 18 June 2026, Yojee unveiled a comprehensive AI product and engineering roadmap to evolve MOSAIC from passive software into an autonomous Logistics Operating System powered by Agentic AI and autonomous workflow teammates. This strategic shift differentiates MOSAIC as a next-generation platform integrating advanced AI capabilities beyond traditional software-as-a-service models.
Future MOSAIC features will include autonomous operational decision-making such as customs compliance routing, freight consolidation optimization, and shipment handling workflows. This roadmap supports premium pricing and founder-tier differentiation, offering early adopters evolving AI capabilities as they mature. The AI focus also addresses significant industry challenges in customs compliance and regulatory reporting, identified through engagement at the International Forwarders & Customs Brokers Association of Australia conference.
Industry Recognition Through IFCBAA Conference Leadership and Engagement
Chief Product Officer Shane D'Aprile served as a key panellist on "The Future of AI in Our Industry" at the International Forwarders & Customs Brokers Association of Australia (IFCBAA) National Conference in May 2026, Hobart. This high-profile participation showcased MOSAIC to senior logistics professionals, customs brokers, and regulators pre-launch, providing market validation and positioning Yojee as an AI thought leader in freight and customs sectors. The conference generated numerous forwarder discussions on next-gen freight software needs, validating MOSAIC’s roadmap and fueling near-term pipeline growth.
The positive reception of MOSAIC’s community-driven, connector-based platform confirms alignment with industry requirements. Building strong relationships within customs brokerage and freight forwarding communities is vital for accelerating pipeline conversion, as customs compliance and regulatory reporting remain major operational barriers. Yojee’s engagement strategy extends beyond sales to industry leadership and regulatory collaboration, enhancing market credibility and customer acquisition.
Strong Financial Position and Development Investment Support Commercial Growth
Yojee closed the June quarter with $3.4 million in cash and no debt, including $862.8k raised from option conversions. Net operating cash outflows were $956.3k, up from $810.4k the prior quarter, totaling $3.2 million for the full year. The increase reflects expanded engineering hires ahead of MOSAIC’s launch and ongoing platform development. Cash receipts totaled $85.0k, down 23.1% from $110.5k in March, attributed to timing rather than performance. Quarterly sales rose 23% compared to the prior period.
The company invested $1.11 million in MOSAIC development during the quarter, totaling $2.9 million year-to-date. Interest income contributed $32.0k, supplementing cash reserves. Participation in the R&D Tax Incentive program provides refundable rebates offsetting MOSAIC engineering and R&D costs. Controlled cash burn, substantial development investment, and growing revenue position Yojee to sustain operations through MOSAIC’s ramp-up while retaining flexibility to accelerate commercialization or enhance product capabilities as opportunities arise.
Upcoming Milestones Focus on Converting Signed Customers to Billing in September Quarter
CEO Mark Connell highlighted the September quarter focus on converting signed customers to live billing and expanding the Founding Partner cohort. With four customers live and five onboarding, this period is critical for demonstrating revenue generation and validating pipeline conversion. Internal forecasts show the company ahead of planned signing pace, indicating confidence in sustained market demand.
Connell emphasized that Yojee has established "a clear, contracted path to revenue rather than a target on a slide," differentiating actual signed contracts with defined Billing Dates from speculative forecasts. As each customer begins paying fees based on platform usage, Yojee’s revenue base will reflect tangible commercial traction. Successfully converting remaining customers and growing the Founding Partner group will be key indicators of MOSAIC’s commercial momentum and ability to offset operating cash outflows, establishing a sustainable revenue model.
