• Bob Finance

    Financial Planning and Analysis

  • Sage Intacct houses all your critical accounting data, but it wasn’t built to surface the must-have insights you need to run your business. Integrating Sage Intacct and Bob Finance connects your accounting data with your HRIS and CRM for a comprehensive, collaborative view of your SaaS business.

    Key Benefits:
    Bob Finance and Sage Intacct are an indispensable combination. Use Sage Intacct as your official accounting book of record, then integrate those historical actuals into Bob Finance for comprehensive reporting, analytics, and forecasting with the rest of your business data. The integration eliminates manual data pulls, ensures data accuracy, and enables faster, more confident decision-making across FP&A workflows.
     

    • 1-click data connection to Sage Intacct
    • Intelligent data mapping
    • 150+ prebuilt financial and business metrics
    • 35+ report and dashboard templates
    • Out-of-the-box GAAP financial statements
    • Custom financial report builder
    • Automated actuals in reports, dashboards, and models
    • Dynamic analysis and dashboarding
    • Automated forecast vs. actual reporting
    • Automated Consolidations, Currency Translations, and Eliminations
    • Role-based user access

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID. 

    Price:
    Price Per Employee Per Month

    Integration Approved Countries:
    Canada; United States

    About:

    Modern CFOs and finance leaders deserve better. Which is why we’ve made it our mission to uproot traditional finance tools, replacing them with a radically different approach.

    HiBob and Mosaic.tech have joined forces as Bob Finance to unify financial and people data, empowering mid-market companies to make smarter, faster decisions. Together, they provide an all-in-one platform that connects strategic workforce planning with agile financial planning and reporting to drive better business outcomes. 


    Phone:
    Website: https://www.mosaic.tech/integrations/sage-intacct
    Year Founded: 2019
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