Bob Finance 2026: Benefits, Features & Pricing

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On this page

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

Guillaume B.

Verified reviewer

Financial Services

51-200 employees

Used daily for less than 6 months

Reviewed May 2024

Mosaic Critical to All Financial & SaaS Metric Modeling, Tracking, & Forecasting

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Mosaic has streamlined all of our reporting and forecasting of fundemental financial metrics. The seamless integration with our ERP, HR, and CRM systems have made the onboarding process very intuiative with the support of a world-class Customer Service team. We are daily Mosaic users and would not be able to scale our business as efficiently without the power of Mosaic.

Cons:

N/A- all of our product feedback has been taken internally and they continue to release benefial updates to their Product RoadMap.

Ryan A.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 6 months

Reviewed September 2024

Mosaic is a next level SaaS FP&A tool vs. traditional planning tools

Mosaic is great at taking information from our financial systems, CRM, and HR tools to enable easy financial performance tracking and reporting. With numerous data points needed to report on business performance having all details readily available in one place allows for timely and accurate reporting that formerly took days to manually consolidate and manually update in multiple spreadsheets. Mosaic also enables easier 3 statement scenario and long term planning that can be extremely manual and error prone when done via spreadsheets.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Mosaic allows you to simplify and even automate numerous monthly tasks including ARR reporting, headcount planning, SaaS metric reporting & benchmarking. Building visuals is extremely simple and straightforward and can be easily shared to internal stakeholders. FP&A tasks that historically took multiple days can now be done in a fraction of the time, leaving more time to analyze results and derive key business insights. Implementation and support teams are extremely helpful in go-live and ongoing support.

Cons:

Some integrations can be limited based on internal structure, but there are workarounds.

Reasons for switching to Bob Finance

Tool was not tailored to SaaS and we were getting little value from the tool. Many tasks still needed to be done manually in many different spreadsheets.

Claire C.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used weekly for less than 6 months

Reviewed November 2024

Great within proper context

Overall it's a decent tool. It will be great for comparing budgets to actuals, distributing some simple financial reporting, and simple data interfacing across systems. The limits related to formulated fields in custom metrics make it less efficient for report building.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The canvases have a great interface and the ability to change the date range for all reports on a canvas is very convenient. Having a way to distribute financial data where the user can interact with it in a controlled way saves extra seats in financial software and a lot of training on reporting practices.

Cons:

The customization in building metrics and reports is limited by the code free structure. Not all simple functions are able to translate the formula builder's syntax and there is some functionality from spreadsheet reporting that isn't replicated.

Verified

Reviewer

Real Estate

11-50 employees

Used daily for less than 6 months

Review source

Reviewed November 2025

A great financial tool

A great program to help guide you through the financial complexities of our business and help plan for the future.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The quality of the financial reporting is second to none. Easy to use and comprehensive results that keep us in financial track.

Cons:

Initial conflict with an upgrade but customer support went above and beyond to walk us through the upgrade solution.

Lissa P.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 2 years

Reviewed August 2024

Simplified many parts of our forecasting & reporting process, still room for product improvements

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We got up & running on Mosaic with our opex & department-level reporting incredibly quickly. We have a ton of visibility into how our expense/headcount are tracking, and headcount planning is very straight forward. Many of our department heads have found Mosaic a much easier way to ingest data than the google sheets we were using previously. As a main administrator, I use Mosaic weekly & it simplifies our budget refreshes & BVA reporting significantly.

Cons:

We are still using google sheets/excel files for more complex parts of our modelling (revenue), as they offer flexibility & speed of updating that Mosaic can't match. We also use google sheets when we need people outside the Finance team to comment or suggest edits, as Mosaic does not have those collaborative capabilities. We do not use any Mosaic reports directly in our executive reporting, as we can't customize them sufficiently to meet our needs.

Reasons for choosing Bob Finance

Mosaic was must less expensive, and we could live without the additional features

Ashley L.

Verified reviewer

Education Management

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Mosaic is a great addition to any tech stack

Mosaic turns complex data into executive-ready dashboards, customizable for board meetings, departmental reviews, or investor updates. The interface is intuitive enough for non-finance stakeholders to understand at a glance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Mosaic is a powerful, intuitive FP&A platform that makes strategic finance faster, smarter, and more collaborative. If you're tired of juggling disconnected spreadsheets and slow reporting cycles, Mosaic might just be the operating system your finance team has been waiting for.

Cons:

Some learning curve for Excel power users who need to adjust to Mosaic’s model structure and Not yet as customizable as enterprise-grade tools like Anaplan for massive, global organizations.

Linda B.

Verified reviewer

Health, Wellness and Fitness

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2025

Mosaic Software

Mosaic is a strategic resource management and planning platform designed to help businesses optimize team allocation, forecast capacity, and manage workloads more efficiently. It's especially well-suited for agencies, consultancies, and professional services firms that juggle multiple projects and teams.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy-to-use interface with minimal learning curve. Smart automation for faster, more efficient planning. Improves visibility across departments and remote teams. Scalable for small teams to enterprise organizations

Cons:

Limited offline capabilities. Initial setup and integration can take time depending on your existing stack. Some advanced features may require a higher-tier subscription

Sadie H.

Verified reviewer

Cosmetics

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2025

Accurate and easy to use

My overall experience has been very positive. It is heads above keeping track on a spreadsheet or time clock.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is very simple and easy to use. It puts all necessary tools in one place, making it user and admin friendly.

Cons:

The only complaint I have is that it does sometimes have bugs, but it’s nothing that restarting it doesn’t help.

sierra a.

Verified reviewer

Marketing and Advertising

Self-Employed

Used weekly for less than 12 months

Review source

Reviewed June 2025

my thoughts

My overall experience with Mosaic was one of genuine wonder. even despite its rough edges, it felt like opening a door to a brand-new world.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

i like mosaic, transformed the web from a technical, into a vibrant intuitive, multimedia experience

Cons:

Clunky and crash-prone,Slow and inefficient loading,Limited interactivity,Poor support for evolving standards

Verified

Reviewer

Computer & Network Security

2-10 employees

Used monthly for less than 6 months

Review source

Reviewed August 2025

Great bit of software worth investing in.

Overall, I'd say the software is good at whzt it does and allows users to feel in control of their projects and financials.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been around Mosaic for a short time snd found it to be a decent software with a good value for money, ease of use and a fairly simple learning curve. This makes accounting, project tracking, and financial reporting a cinch.

Cons:

I'm not sure I have any cons for the software. It is well made in my opinion and I would promote it to anyone.

Showing 1 - 10 of 57 Reviews

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