Mosaic's official page shows that its FP&A capabilities are now presented as part of the HiBob platform, specifically as the two modules Bob Financial Insights and Bob Financial Planning. According to the official explanation, Bob Finance is undergoing a complete redesign that will bring a new experience and powerful AI capabilities, and will return in a few months; during this period, users can explore other modules of the Bob platform.
Purpose This product is aimed at modern, fast-growing global businesses for financial planning and analysis (FP&A). It is designed to connect headcount planning, forecasting, and analysis, helping finance and human resources teams align teams, control costs, and drive growth. It is officially positioned as the first mid-market FP&A tool fully integrated within an HCM (human capital management) platform.
Key capabilities Bob Financial Insights is used to view the complete financial picture and instantly analyze the metrics that drive success. The officially listed capabilities include: 30+ real-time data integrations, seamless Bob headcount integration, 150+ out-of-the-box metrics, and a custom metric builder.
Bob Financial Planning is used to make planning a team collaboration. The officially listed capabilities include: real-time people data sync, collaborative departmental budgeting, a linked three-statement model, and vendor-level BvA analysis.
In addition, the following capabilities are also officially listed: real-time insights and a single source of truth, enabling automation of financial, HR, and operational KPIs and analyses in one place; AI-enhanced workflows that can identify performance drivers, summarize trends, and draft board materials in seconds; unlimited what-if scenario planning, using flexible forecasting tools to precisely model revenue, headcount, operating expenses, and cash; and collaborative planning, involving HR and budget owners in workforce and operating expense planning.
How to use No specific operating steps or interface descriptions are provided on the official page. Its description focuses on features and collaborative workflows, such as building unlimited planning scenarios without formulas, spreadsheet corruption, or version control issues; and supporting collaborative budgeting by department, with real-time synchronization with headcount data.
Use cases Official solutions are given by company size: small businesses can simplify budgeting, forecasting, and headcount planning without adding complexity; mid-sized businesses can connect HR and financial data to scale planning with greater accuracy and control; and enterprise organizations can align global teams, improve governance, and plan confidently in complex organizations.
Roles addressed include finance leaders (controlling costs and accelerating time to value), HR (collaborate with finance on strategic workforce planning, access real-time dashboards, align recruitment and retention with business goals, and shape strategy with people data) as well as business leaders (align people, resources, and financial plans).
Limitations and Information Not Yet Provided Officially, no information is provided regarding fees, pricing, specific AI models or technical implementation, specific usage steps, platform availability, or data security certifications. Bob Finance is currently undergoing a redesign, and regarding its new features and return timeline, officials have only said "in a few months" without giving an exact date. The materials do not state whether the product is already immediately available or only available for preview.
