Yojee Onboards First Commercial MOSAIC Customer and Expands China Reach
Yojee has transitioned its MOSAIC platform from beta to live commercial use with its first customer, while advancing AI integration and securing a strategic foothold in China.
- First commercial MOSAIC customer onboarded
- Successful completion of MOSAIC Beta Program
- AI assistant 'Tess' developed for job creation
- Strategic entry into China via HAVI agreement
- Stable cash position with $4.58 million and no debt
MOSAIC Platform Moves from Beta to Live Commercial Use
Yojee Limited (ASX:YOJ) has marked a pivotal shift by onboarding its first commercial customer for the MOSAIC logistics platform, a Brisbane-based freight forwarder actively processing live sea import shipments. This milestone confirms MOSAIC's operational readiness beyond export airfreight workflows validated in the beta phase, demonstrating its versatility across freight modes and customs interfaces. While initial revenue recognition is expected in Q2 FY27, the immediate significance lies in MOSAIC functioning as a live commercial product, not just a trial system.
This progress builds on the successful conclusion of the MOSAIC Beta Program in February 2026, which achieved technical validation of export airfreight workflows, including bi-directional messaging with Australian Customs and Air Waybill processing without material defects. The company is now incorporating targeted user experience refinements ahead of a broader rollout, with several beta participants expressing interest in commercial engagement. Yojee's commercial pipeline reportedly includes multiple freight forwarders at various evaluation stages, underpinning growth expectations through FY26 and FY27.
Yojee’s recent developments follow an earlier phase of accelerated investment and leadership strengthening, as noted in the company’s AI-driven MOSAIC platform update, which highlighted a 9% revenue increase and a robust cash position supporting platform development.
Innovating with AI: 'Tess' as an Embedded Freight Assistant
Yojee is advancing its AI strategy with the development of 'Tess', an AI-native job creation assistant integrated into MOSAIC. Tess enables freight operators to describe shipments in natural language; including industry shorthand and multilingual inputs; automatically extracting structured data for job creation. This innovation aims to streamline a traditionally time-consuming process, positioning AI as an embedded operational collaborator rather than a standalone tool. Concurrently, Yojee is leveraging AI to boost engineering productivity, accelerating feature development without increasing headcount, thus enhancing capital efficiency.
Strategic Expansion into China with HAVI Freight Management
Complementing MOSAIC’s commercialisation, Yojee has executed a usage-based services agreement with HAVI Freight Management, a division of the global HAVI Group that supports McDonald's supply chains worldwide. This contract covers TCMS platform deployment across Singapore, China, and Hong Kong, marking Yojee’s strategic entry into the mainland Chinese logistics market. The TCMS platform continues to gain traction with existing enterprise accounts like Röhlig Logistics and new customers in Southeast Asia, reinforcing the company’s growing footprint in the region.
The company’s regional expansion is supported by new office openings in Sydney CBD and Singapore, designed to attract talent and support scaling operations. These infrastructure investments align with Yojee’s concerted commercialisation push following earlier funding rounds, including a $5.4 million raise to accelerate MOSAIC growth, as detailed in the capital raise and logistics expansion report.
Financial Position and Leadership to Drive Growth
Yojee closed the quarter with a stable cash position of $4.58 million and no debt, despite increased operating cash outflows of $810,000 driven by new executive hires and compliance costs. The company considers these elevated expenses non-recurring and expects a normalized run rate in the coming quarter. Capital expenditure on MOSAIC intellectual property reached $708,000 for the quarter, totaling $1.8 million year-to-date. Yojee has lodged an application for the Australian Government’s R&D Tax Incentive program to offset development costs, underscoring the platform’s innovative nature.
The commercialisation leadership team is now fully operational, with key appointments including CTO Julien Evano, Chief Product Officer Shane D'Aprile, Chief Growth Officer Robert Cotter, and Non-Executive Director Frank Guerra, each bringing extensive logistics and technology expertise to the MOSAIC rollout. CEO Mark Connell emphasised that the company is transitioning from validation to execution, with a clear path forward as MOSAIC moves into revenue-generating phases.
Bottom Line?
Yojee’s successful MOSAIC commercial launch and China market entry set the stage for growth, but early revenue remains modest and execution risks persist.
Questions in the middle?
- How quickly will MOSAIC’s commercial customer base expand beyond the initial freight forwarder?
- What impact will AI assistant Tess have on operational efficiency and customer adoption?
- Can Yojee effectively scale its China operations through the HAVI partnership amid regional competition?
