---
title: "Bob Finance Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Bob Finance Software - reviews, pricing plans, popular comparisons to other Enterprise Resource Planning products and more."
source_url: "https://www.capterra.com/p/219079/Mosaic/"
page_type: "product"
language: "en"
---

# 

 Bob Finance Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 17, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Bob Finance

## What is Bob Finance?

Bob Finance is a financial planning and analysis platform designed for small to midsize businesses. The platform provides real-time financial analytics and planning tools to help finance teams streamline decision-making. Bob Finance's collaborative budgeting features allow business partners across the organization to participate in the planning process by forecasting their expenses and headcount. The platform includes an AI-powered assistant that can identify key performance drivers and summarize trends, helping finance teams communicate insights. Bob Finance offers customizable metrics to track key performance indicators (KPIs) for business.

## What is Bob Finance used for?

[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Budgeting](https://www.capterra.com/budgeting-software/)[Dashboard](https://www.capterra.com/dashboard-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 57 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Contact vendor  
for pricing

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

-   Budgeting / 2025
-   Financial Management / 2025
-   Financial Reporting / 2025

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Rating Breakdown

4.8

+−

Features4.5

Value for Money4.6

Ease of Use4.6

Customer Service4.9

Rating Breakdown

4.8

Features4.5

Value for Money4.6

Ease of Use4.6

Customer Service4.9

## Bob Finance Reviewers Verdict

Updated September 2026

AI summary

-   Bob Finance suits finance teams at small to mid-sized companies seeking better financial visibility and control.
-   Reviewers are positive about its intuitive interface, minimal learning curve, responsive support, and straightforward financial reporting.
-   It helps teams centralize data, automate reports, and reduce manual spreadsheet work in daily finance tasks.
-   Reviewers note pain points like integration limitations, upfront setup time, some pricing concerns, and restricted advanced modeling.
-   It fits organizations prioritizing ease of use and clear reporting, but may not meet needs for deep customization or complex integrations.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Bob Finance

4.8 (57)

VS.

[4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.6 (57)

Ease Of Use

4.0 (7,763)

Value For Money

4.6 (51)

Value For Money

3.9 (6,671)

Customer Service

4.9 (55)

Customer Service

3.8 (6,376)

## Bob Finance alternatives

Highest Rated

[4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/)

Starting price

$124.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

76%

of reviewers

rated it above 4 stars

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

[View all alternatives](https://www.capterra.com/p/219079/Mosaic/alternatives/)

## FAQs about Bob Finance

Overview

### What problems does Bob Finance solve?

Bob Finance solves disconnected spreadsheets, manual metric calculations, and slow forecasting cycles by consolidating ERP, HRIS, CRM, and accounting data into one finance source of truth. FP&A teams, finance leaders, and executives use it to automate ARR, churn, and headcount reporting, streamline close, and share controlled, board-ready dashboards.

Answer based on 42 reviews

Overview

### Which roles and teams benefit most from Bob Finance?

Bob Finance is most used by finance leaders, controllers, analysts, and accounting teams that need stronger visibility into budgets, cash flow, and reporting. CFOs and finance directors use it for oversight and planning, while finance managers, bookkeepers, and billing staff rely on it to streamline reconciliations, invoicing, and day-to-day financial operations.

Answer based on 57 reviews

Overview

### What company size and industries is Bob Finance built for?

Bob Finance is designed for small to mid-sized businesses, with 84% of reviewers from small businesses and 16% from midsize companies. It is used most in Computer Software at 33%, followed by Information Technology and Services at 23%, with additional adoption in Marketing and Advertising at 9%.

Answer based on 57 reviews

Features and Usability

### What are the key features of Bob Finance?

Bob Finance includes core FP&A features like financial reporting, budgeting and forecasting, scenario planning, and revenue modeling. Reviewers also highlight differentiators such as headcount planning, metric reporting with customizable dashboards, and data integration with accounting, CRM, and HR systems, plus role-based permissions for controlled sharing and team decision-making.

Answer based on 33 reviews

Integrations

### Which third-party tools and platforms does Bob Finance integrate with?

Bob Finance integrates with NetSuite, QuickBooks Online, Gusto, HubSpot CRM, and Salesforce Sales Cloud, with reviewer mentions also pointing to BambooHR. Across accounting, HR, payroll, and CRM, Bob Finance supports over 20 integrations, including Stripe and Sage Intacct from its official catalog.

Answer based on 14 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Bob Finance?

Bob Finance is fairly quick to onboard for everyday team members, especially those mainly viewing and interacting with reports. It offers live online training and documentation, and reviewers say support helps during setup. Admins, model builders, and Excel-focused users usually need more time to adjust to the system’s structure and reporting workflow.

Answer based on 10 reviews

Getting Started and Support

### What customer support options does Bob Finance offer, and how do users rate the experience?

Bob Finance offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as quick, helpful, and effective during setup and ongoing troubleshooting, with guidance and training easing the learning curve. Some users report implementation taking longer than expected and occasional bugs requiring follow-up.

Answer based on 33 reviews

Features and Usability

### How well does Bob Finance handle metric reporting?

Bob Finance gives finance teams a clear way to track KPIs, compare trends, and build dashboards without relying on spreadsheets. Many users like the built-in metrics, fast integrations, and easy setup, though some teams want deeper chart customization, stronger formula options, and better support for complex collaborative reporting.

Answer based on 25 reviews

Features and Usability

### Is Bob Finance good for financial reporting?

Bob Finance makes financial reporting easier by centralizing ERP, CRM, and HR data into interactive dashboards and budget-versus-actual views. Finance teams, department leaders, and executives value the speed, visibility, and scenario planning, though some users mention extra clicks for certain reports and occasional limits when exporting or customizing advanced reporting.

Answer based on 22 reviews

## Features

AI summary

Based on 2,559 Enterprise Resource Planning reviews

Capterra reviewers highlight these as the features buyers care about most when choosing enterprise resource planning software:

-   **Order Management** (**46%** of reviewers rated this feature as critical)
-   **Accounting** (**54%**)
-   **Billing & Invoicing** (**54%**)

Bob Finance includes **Accounting**, one of the top features buyers look for in enterprise resource planning software. However, it does not include **Order Management** or **Billing & Invoicing**. Instead, it offers **Financial Management** (**45%**), which can support budgeting, cash flow oversight, and broader financial control. This gives teams a central way to manage core finance activities while helping businesses keep records accurate and make more informed financial decisions.

Financial Management

4.7 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

Data Import/Export

4.7 (32)

71.88% of 32 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Reporting/Analytics

4.6 (32)

84.38% of 32 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Data Visualization

4.6 (28)

71.43% of 28 reviewers that rated this feature as important or highly important

Graphical representation of data

Profit/Loss Statement

4.9 (28)

85.71% of 28 reviewers that rated this feature as important or highly important

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Budgeting/Forecasting

4.7 (19)

84.21% of 19 reviewers that rated this feature as important or highly important

Create budgets based on historical data and future projections

Bob Finance 84 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Query: One-off queries made on an as-needed basis
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Connectors: Connect to big data sources
- Data Discovery: Discover and connect variety of data sources to the application for analysis
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Data Management: Ability to handle large datasets
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Dynamic Modeling: Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time.
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Expense Management: Plan, pay and track business related expenses.
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- For Investment Advisors: Used by financial advisors and money managers
- Forecasting: Form predictions based on past and present data/trends
- Functions/Calculations: Perform various mathematical calculations using the data
- General Ledger: Centralized accounting record which tracks all financial transactions
- Graphical Data Presentation: Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids
- Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
- Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.)
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Currency: Manage and handle various international currencies
- Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
- Multiple Data Sources: Allows users to manage data from a number of sources
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
- Predictive Analytics: Predict future data based on historical data sets
- Private Dashboards: Share dashboard screen within private user groups
- Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Public Dashboards: Publish dashboard publicly on various platforms
- Real Time Editing: Preview and make real-time changes in the web content
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Monitoring: Active monitoring of systems, applications, or networks
- Real-Time Reporting: Active reporting of data and metrics
- Real-Time Updates: Receive system updates as soon as any changes are made
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Single Page View: Display aggregated data points on one page for a bird's eye view assessment
- Statistical Analysis: Apply statistical/mathematical models to sets of data
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.5 (57)

4.5

Based on 57 reviews

## Pricing

Value for money

4.6 (51)

Free Trial

Analytics

Custom Quote Available

It includes:

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

Foundation

Custom Quote Available

It includes:

-   Recommended for 0-50 FTEs
-   Analytics & Planning modules

Growth

Custom Quote Available

It includes:

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

Value for money

4.6 (51)

4.6

Based on 51 reviews

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[

Rippling](https://www.capterra.com/p/172127/Rippling/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Gusto](https://www.capterra.com/p/131882/Gusto/)[

BambooHR](https://www.capterra.com/p/110968/BambooHR/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Xero](https://www.capterra.com/p/120109/Xero/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (55)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (55)

4.9

Based on 55 reviews

## User reviews

Overall rating

4.8

Based on 57 reviews

Filter by rating

5(44)

4(13)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AN

Anonymous User

SVP

Real Estate

### "A great financial tool"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 3, 2025

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

Consultant

Computer & Network Security

### "Great bit of software worth investing in."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 26, 2025

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SA

sierra A.

Marketing

Marketing and Advertising

### "my thoughts"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

June 26, 2025

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.

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

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

LB

Linda B.

Executive Director

Health, Wellness and Fitness

### "Mosaic Software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 20, 2025

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.

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AL

Ashley L.

Finance planner

Education Management

### "Mosaic is a great addition to any tech stack"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 4, 2025

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SH

Sadie H.

Owner operator

Cosmetics

### "Accurate and easy to use "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 4, 2025

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

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ZC

Zac C.

Financial Controller

Computer Software

### "Great for analysis"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

February 19, 2025

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

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

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

JM

Julie M.

Billing Coordinator

Consumer Services

### "Great Product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 14, 2025

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AC

Andrew C.

Director of Finance

Computer Software

### "Great product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 12, 2025

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

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.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

TM

Tamika M.

Owner

Professional Training & Coaching

### "Mosaic user"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 12, 2024

Overall using the software was something i find myself enjoying.

Pros

Easy-to-use and readily available for me.

Cons

Nothing was flawed at the timing of using it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/219079/Mosaic/reviews/)

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Popular comparisons

[QuickBooks Online vs Bob Finance](https://www.capterra.com/compare/190778-219079/QuickBooks-Online-vs-Mosaic)