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Success starts where people plans meet  financial plans

Financial Planning software to plan accurately, align teams, and grow with confidence.

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Seamless planning, reporting, and insights in one place

Bob Financial Insights

See the full financial picture

Analyze the metrics that drive success, instantly.

  • 30+ live data integrations
  • Seamless Bob headcount integration
  • 150+ out-of-the-box metrics
  • Custom metric builder
Learn more
Financial dashboard titled “Revenue Metrics” displaying data cards for customer count, expenses, revenue, and net retention, along with charts visualizing LTV vs. CAC, gross profit margin, CAC trends, and cash burn over the last twelve months.

Bob Financial Planning

Make planning a team sport

Build winning plans with business leaders that align growth with financial goals.

  • Live people data sync
  • Collaborative department budgeting
  • Connected 3-statement models
  • Vendor-level BvA analysis
Learn more
Alt text: Financial planning dashboard in Bob Finance showing a detailed spreadsheet of sales forecasts by region, including new bookings, quota attainment assumptions, and BDR headcount for the US, UK, and Germany

Modern, fast-growing, global businesses love Bob

Minimize costs. Maximize impact.

HiBob’s Finance Suite connects headcount planning, forecasting, and analysis—helping Finance and HR align teams, control costs, and drive growth.

Real-time insights, one source of truth

Automate financial, HR, and operational KPIs and analytics in one place.

AI-supercharged workflows

Identify performance drivers, summarize trends, and craft board-ready stories in seconds

Unlimited what-if scenario planning

Model revenue, headcount, OpEx, and cash with precision using flexible forecasting tools.

Collaborative planning

Empower HR and budget owners to play a strategic role in workforce and OpEx planning.

Built to align your entire team

Finance leaders

Control costs and unlock speed to value.

  • Reduce TCO with a single HCM solution
  • Mitigate compliance risk
  • Reduce payroll audit and reconciliation cycles

HR teams

Partner with Finance on strategic people planning.

  • Access real-time dashboards on headcount, DEI, and attrition
  • Align hiring, retention, and engagement to business goals
  • Use people data to shape strategy not just report it

Budget owners

Align people, resources, and financial plans.

  • Access real-time dashboards on headcount, DEI, and attrition
  • Align hiring, retention, and engagement to business goals
  • Use people data to shape strategy not just report it

See HiBob’s Finance Suite in action

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Logos of software tools like Stripe, QuickBooks, Salesforce, HubSpot, and Snowflake connected by lines, representing business integrations.

Connect with your favorite tools

Logos of software tools like Stripe, QuickBooks, Salesforce, HubSpot, and Snowflake connected by lines, representing business integrations.
Logos of software tools like Stripe, QuickBooks, Salesforce, HubSpot, and Snowflake connected by lines, representing business integrations.

Build a culture where people and performance thrive

Illustration of a “Pitch Deck Template” card with charts and a rocket icon, representing business presentation and growth planning.

Board deck template

Template | Download

Stylized bar chart in shades of red and pink, symbolizing data analysis or performance metrics.

SaaS financial modeling template

Financial tool | 11 min read

SaaS metrics cheat sheet

Template | Download

Frequently asked questions

What makes HiBob’s Finance Suite different from other FP&A tools?

HiBob’s Finance Suite is the first mid-market FP&A tool fully integrated within an HCM platform—giving you context-rich Bob people data to power headcount and financial plans, automated analytics, and seamless HR-Finance collaboration in one platform.

Does HiBob’s Finance Suite replace spreadsheet’s?

Yes, HiBob’s Finance Suite replaces manual, error-prone spreadsheets with flexible, real-time forecasting, reporting, and analysis. In fact, 60-70% of our customers are switching from spreadsheets to HiBob’s Finance Suite. 

Can I model different hiring or compensation scenarios?

Absolutely. HiBob’s Finance Suite lets you build unlimited planning scenarios—no formulas, no broken sheets, no version control issues.

Empower your people.
Power your business.

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