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Mosaic

Financial planning and insights connected to your people data.

SaaS
01 — Overview

What Mosaic does

their website for mosaic.tech resolves entirely to HiBob, an HR and workforce management platform with a finance planning module called Bob Finance. The product is built for mid-market companies seeking to connect headcount data with financial forecasting, budgeting, and reporting. There is no indication that Mosaic or HiBob targets family offices, private wealth clients, or investment management functions. The platform's stated users are finance teams, HR departments, and department budget owners at fast-growing businesses.

Bob Finance, the financial planning component, focuses on operational corporate finance tasks:

  • Headcount forecasting and workforce cost modeling
  • Department-level budget submission and approval workflows
  • Budget vs. Actuals tracking at the vendor level
  • Connected three-statement financial models
  • Scenario planning for hiring, compensation, and OpEx

The platform integrates with tools such as Stripe, QuickBooks, Salesforce, HubSpot, and Snowflake, and sits within an HCM system rather than a standalone FP&A environment. It is not designed for investment portfolio management, consolidated wealth reporting, or any function typical of a family office operating structure. Buyers evaluating vendors for family office financial operations, portfolio oversight, or wealth reporting will not find a relevant offering here. Pricing is not disclosed publicly.

HiBob's Finance Suite is the first mid-market FP&A tool fully integrated within an HCM platform.

On Mosaic, from a family-office user
02 — Product & capabilities

What it covers

Core tasks
  • Headcount forecasting and workforce cost planning
  • Department-level budgeting and approval workflows
  • Budget vs. Actuals tracking
  • Financial scenario modeling
  • Connected three-statement financial modeling
  • Operational KPI reporting
Notable features
  • Dynamic headcount forecasting
  • Custom topline planning
  • Structured income statement planner
  • Advanced balance sheet planning
  • Vendor-level variance analysis
  • Unlimited what-if scenario comparisons
  • AI-generated trend summaries and executive narratives
  • 150+ out-of-the-box metrics
  • Custom metric builder
  • Budget submission and approval workflows
Platform & technology
Artificial IntelligenceCustom ReportingData IngestionBenchmarking
03 — Company

The firm behind it

Software type
SaaS
Headquarters / markets
United States, United Kingdom, Israel
Offices
New York, London, Tel Aviv
04 — Clients & fit

Who it’s for

Built for Finance / Accounting Teams.

05 — Support & onboarding

Getting it running

In-platform support ticket submission via Bob help center

Most teams go live in weeks, not months