Bob Finance 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Bob Finance

4.8

(57)

Pricing

Pricing available upon request

About Bob Finance

HiBob Finance is a strategic finance platform that provides real-time financial analytics and planning. The platform caters to a variety of industries, such as software, professional services, healthcare, financial services, B2C, and nonprofit organizations.

HiBob Finance's key features include collaborative budgeting, automated reporting and metrics, and AI-powered insights. It allows businesses to make a team plan by inviting business partners to forecast their expenses and headcount, with built-in workflows to streamline the budgeting process. It enables users to leverage out-of-the-box metrics or build and customize their own metrics, automating monthly and quarterly reports. Teams can identify performance drivers and summarize trends in board-ready formats, allowing users to shape their narrative with chat-based prompts.

Bob Finance Screenshots

Bob Finance Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Analytics

Pricing available upon request

Plan includes:

Recommended for 0-50 FTEs
Analytics module
Automated ERP, HRIS, CRM Data Connectors

Foundation

Pricing available upon request

Plan includes:

Recommended for 0-50 FTEs
Analytics & Planning modules

Growth

Pricing available upon request

Plan includes:

Recommended for 51+ FTEs
Metric Builder, vendor-level forecasting, top-down headcount planning

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Bob Finance Features

Popular features found in Enterprise Resource Planning
Accounting
Billing & Invoicing
Business Process Automation
CRM
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Task Management
More features of Bob Finance
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Budgeting/Forecasting
Cash Flow Management
Cash Management
Charting
Collaboration Tools
Commenting/Notes
Communication Management
Consolidation/Roll-Up
Correlation Analysis
Customizable Dashboard
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Connectors
Data Discovery
Data Extraction
Data Import/Export
Data Management
Data Synchronization
Data Visualization
Drag & Drop
Dynamic Modeling
Employee Management
Exception Reporting
Expense Management
File Sharing
Financial Analysis
Financial Management
Financial Reporting
Forecasting
For Investment Advisors
Functions/Calculations
General Ledger
Graphical Data Presentation
Income & Balance Sheet
Integrated Business Operations
Key Performance Indicators
KPI Monitoring
Modeling & Simulation
Monitoring
Multi-Currency
Multi-Department/Project
Multiple Data Sources
Performance Metrics
Pipeline Management
Pipeline Reports
Planning Tools
Predictive Analytics
Private Dashboards
Profit/Loss Statement
Projections
Public Dashboards
Real-Time Analytics
Real-Time Data
Real Time Editing
Real-Time Monitoring
Real-Time Reporting
Real-Time Updates
Reporting & Statistics
Role-Based Permissions
Sales Forecasting
Sales Reports
Sales Trend Analysis
Scenario Planning
Secure Data Storage
Self Service Data Preparation
Self-Service Reporting
Single Page View
Statistical Analysis
Strategic Planning
Third-Party Integrations
Trend Analysis
Version Control
Visual Analytics
"What If" Scenarios
Workflow Management

Bob Finance Integrations

QuickBooks Online

Integration rated 5.0 from 14 reviews

HubSpot CRM

Integration rated 4.8 from 10 reviews

Gusto

Chargebee

NetSuite

Stripe

See all 22 integrations

Bob Finance User Reviews

Overall Rating

4.8

Ratings Breakdown

77%

23%

Secondary Ratings

Ease of Use

4.6

Value for money

4.6

Customer support

4.9

Functionality

4.5

Verified

Reviewer

Information Technology and Services

51-200 employees

Used weekly for less than 12 months

Reviewed May 2024

Hidden Gem!

Overall I like the tool and my CS team has been beyond phenominal. We had some challenges standing up the solution but they have been with us every step of the way.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I didn't know much about this solution before it was introduced to me by another leader on my team but now I love using this tool because it allows for me to easily analyze our revenue data.

Cons:

I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.I would say if your data is tracked in complicated spreadsheets, the onboarding may be a bit challenging but once you dial in the data or clean up your data in a way that Mosaic has the ability to digest that information it is smooth sailing.

Eden K.

Verified reviewer

Hospital & Health Care

201-500 employees

Used monthly for less than 6 months

Reviewed November 2024

The implementation of Mosaic has been smooth and a true game changer for Eucalyptus.

Overall a great experience with Mosaic and looking forward to getting the most out of the tool in time

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The automated integrations with netsuite and bamboo hr Implementation and mapping went very smoothly The UI/graphs and customisations Customer support is timely and solves problems The AI tool to ask questions is really helpful, especially when it supplements with the video

Cons:

What do you dislike about Mosaic Tech? Find it sometimes difficult to find certain filters/data updates as it is not where I would expect things to be (not as user friendly in that sense). Unable to integrate to multiple stripe databases

Reasons for choosing Bob Finance

Alignment on vision with Mosaic implementer Overall look of UI and customisation of key metrics

Junzhi M.

Verified reviewer

Computer Software

11-50 employees

Used weekly for more than 2 years

Reviewed November 2024

Mosaic is consistently releasing improvements to their product

We are using Mosaic for our forecast modeling, analyzing budget to actuals, and compiling our ARR. Once the models and canvases are set up, it is easy to refresh each month in order to quickly produce the reports that we need.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Mosaic has a very simple interface that is easy to understand. There are multiple systems integrations that seamlessly pull in data. Once you learn how to use the platform, navigation is intuitive . I am a primary user and use Mosaic on a weekly basis. Their support is very responsive and for quick questions, the chatbot is actually useful.

Cons:

Mosaic is constantly improving on their product. I have used their software for several years and there have been some big improvements. A few things I dislike about the software are: 1. Have to unpublish models before editing them, making it difficult to edit a model and look at the canvas at the same time. 2. Unable to edit data coming in from data sources. I understand that it is important to keep consistency but there are instances where I want to change what department an employee is in for modeling purposes that is different than the department the employee is in in our HRIS system.

Julie M.

Verified reviewer

Consumer Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed February 2025

Great Product!

We have had a great overall experience. I love the AI forecasting tools, it helps us to keep moving in the right direction.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Mosaic has really changed how we organize our projects. It has given us freedom from spreadsheets. It helps us to plan projects and gives all the metrics we need to track our progress and helps us as we are growing our business.

Cons:

There was a bit of a learning curve getting used to a new system.

Andrew C.

Verified reviewer

Computer Software

51-200 employees

Used monthly for more than 2 years

Reviewed February 2025

Great product

It is a ten on ten experience as they help set up the system and provide advice when modeling.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, report building, consolidation & support from Mosaic.

Cons:

Institutional investors have difficulty getting internal approval to access the platform. I need to extract the reports in excel which is time consuming.

Lisa S.

Verified reviewer

Telecommunications

51-200 employees

Used weekly for less than 2 years

Review source

Reviewed December 2024

Great for Project Management

We use Mosaic mainly for project management and document storage. Prior to this, we did everything manually and it was very inefficient. Now with Mosaic, we can easily see a project and the status along with all the documentation that goes with it. Everything is so organized and easy to find. This was a huge help to our business.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I like the organization of the documents and project management. I can easily see a projects status and understand where we are at without asking anyone.

Cons:

It was a little difficulty learning something new but we made a giant leap from a manual process to Moasic so a learning curve was expected.

Zac C.

Verified reviewer

Computer Software

11-50 employees

Used weekly for less than 12 months

Reviewed February 2025

Great for analysis

Mosaic has been helpful for analysis however we have struggled with getting forecasting up to speed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The analysis has been reallly insightful in getting all our data collated in one space. We can now quickly and easily compare metrics that in the past took a lot of time to create.

Cons:

We still find Excel much easier to manipulate in terms of forecasting. Resource planning seems quite restrictive in terms of business specific inputs that we want to create

Bruna A.

Verified reviewer

Maritime

11-50 employees

Used daily for less than 6 months

Reviewed August 2024

A powerfull tool for finance

It has been a very good experience so far. The team is responsive and the tools are great.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It very complex but also very intuitive. The team provides a very good support and the materials on how to use the platform are really good.

Cons:

It would be cool if they more possibilities for visualizing the data, the dashboards are very good but miss some customizations to make it perfect.

Mark S.

Verified reviewer

Marketing and Advertising

11-50 employees

Used weekly for less than 12 months

Reviewed November 2024

Mosaic's ease of setup and data import capabilities make it a very useful FPA tool

Positive experience. Still in the early stages, but looking forward to building out the tool over time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of implementation and ease of use. Directly connecting to our GL and CRM tools has been great for reporting and forecasting capabilities.

Cons:

Built more for SAAS revenue clients. We worked with Mosaic's solution consultants to help build forecasting and reporting tools that work for a project based business such as ours.

Nick F.

Verified reviewer

Marketing and Advertising

11-50 employees

Used weekly for less than 6 months

Reviewed November 2024

Great tool for increased automation of forecasting and reporting

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with Sage and Hubspot is great, allowing us to have one system with the source of truth for financial and sales metrics. The modelling functionality is very useful and the support that we received from the implementation team to help us build out our dynamic models was very helpful.

Cons:

Mosaic is continuing to add new functionality and capabilities, but there is currently a limited ability to customize the charts/tables within the tool. The team is very receptive to feedback and different needs and I would expect that there will continue to be improvements in this area.

Showing 1 - 10 of 57 Reviews

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