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Bob Finance
5
44
4
13
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Strategic financial planning platform for decision making
Table of Contents
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Bob Finance - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: March 2026
Bob Finance overview
Based on 57 verified user reviews
What is Bob Finance?
By industry, Mosaic reviewers are most commonly professionals in computer software (35%). The most frequent use case for Mosaic cited by reviewers is financial reporting (75% of reviewers).
What are the most popular integrations for Bob Finance?
The Mosaic integration most frequently cited by reviewers is QuickBooks Online, an accounting product rated 5.0 out of 5 for its integration with Mosaic.
Starting price
Alternatives
with better value for money
Pros & Cons
Pricing
Financial Reporting
Training and Learning Curve
Revenue Modeling
Bob Finance’s user interface
Bob Finance review summaries overview
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.6
Features
4.5
Ease of use
4.6
Customer support
5.0
Reviews sentiment
What do users say about Bob Finance?
Reviewers indicate Mosaic streamlines financial reporting and metric tracking, allowing them to consolidate data from multiple sources and automate key calculations. They find the interface intuitive and visually appealing, which helps them quickly build models and share insights with stakeholders, even those without finance backgrounds. Some mention the learning curve but say onboarding support is strong and responsive.
Users report Mosaic offers robust dashboards and customizable reporting, though they note limitations in customizing charts and metrics. They appreciate the responsive customer support, which helps resolve issues quickly, but some wish for more advanced collaboration features and greater reporting flexibility.
Select to learn more
Who uses Bob Finance?
Based on 57 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Bob Finance's key features
Most critical features, based on insights from Bob Finance users:
All Bob Finance features
Features rating:
Bob Finance alternatives
Bob Finance
Starting from
No pricing info
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25
Per month
Sage Intacct
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NetSuite
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Bob Finance pricing
Pricing plans
Pricing details:
Analytics
No pricing info
Features included:
- Recommended for 0-50 FTEs
- Analytics module
- Automated ERP, HRIS, CRM Data Connectors
Foundation
No pricing info
Features included:
- Recommended for 0-50 FTEs
- Analytics & Planning modules
Growth
No pricing info
Features included:
- Recommended for 51+ FTEs
- Metric Builder, vendor-level forecasting, top-down headcount planning
User opinions about Bob Finance price and value
Value for money rating:
To see what individual users think of Bob Finance's price and value, check out the review snippets below.
Linda B.
Executive Director
Ashley L.
Finance planner
Bob Finance integrations (22)
Integrations rated by users
We looked at 57 user reviews to identify which products are mentioned as Bob Finance integrations and how users feel about them.
Integration rating: 5.0 (14)
“Important to track sales data. Unfortunately we have never gotten this to work for us properly. Causes up doubled up payments and invoice problems.”
Willem T.
Systems Director
Integration rating: 4.8 (10)
“Backbone of our marketing and sales ODT MAGS project”
Nick O.
CEO
Integration rating: 5.0 (8)
“Our payroll reports sync directly to NetSuite, it's so smooth now, it used to be a manual process of download pdfs, email to Accounting, they put it in NetSuite and code everything manually. All those steps are eliminated now!”
Stephanie D.
Business Administrator
Integration rating: 4.0 (5)
“We do our B2B sales via salesforce and then ship the orders out of Fishbowl. Have had slight issues with the inventory management within Salesforce and the connecting integration.”
“Salesforce feeds leads and other metrics that are important for billing”
Willem T.
Systems Director
Integration rating: 4.8 (4)
“MonkeyPod needs a payroll allocation interface that the Gusto sync passes through. Nonprofit payroll often requires grant/program allocations, so sync or not, we end up having to manually update the Gusto entries.”
Jenn V.
CFO
Integration rating: 5.0 (4)
Bob Finance customer support
What do users say about Bob Finance customer support?
Customer support rating:
We analyzed verified user reviews to identify positive and negative aspects of Bob Finance customer support.
Widely noted by reviewers, Mosaic's customer support team is highly responsive and provides timely assistance, even outside business hours.
A significant portion of users report the implementation and support teams are exceptionally helpful in resolving issues and guiding new users.
Support options
Training options
To see what individual users say about Bob Finance's customer support, check out the review snippets below.
“Implementation and support teams are extremely helpful in go-live and ongoing support.”
Ryan A.
Sr Director FPA
“In addition, their Customer Success and Support team are fantastic to work with.”
Justin C.
Senior Financial Analyst
Bob Finance FAQs
Bob Finance has the following typical customers:
Small Business, Mid-size Business
These products have better value for money
Q. What is Bob Finance used for?
Bob Finance is a financial planning platform that helps small to midsize businesses with real-time financial analytics and planning. It includes expense planning tools for controlling spend across any dimension, integrated revenue planning capabilities for driving growth, and headcount planning to forecast employee costs. Bob Finance's Metric Builder provides metrics along with customization options to track key performance indicators (KPIs). It facilitates integration with various third-party systems.
Q. What level of support does Bob Finance offer?
Bob Finance offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, FAQs/Forum
