Bob Financial Planning
Make financial planning a team sport
Build winning plans with HR and budget owners that align company growth with financial goals.
Trusted by leading companies to connect people and financial strategy
Connected financial and workforce planning
Financial modeling
Plan at scale with intelligent building blocks
Build your model instantly with pre-configured components and flexible drivers that let you trend historicals or customize from the bottom up or top down.
What-if scenarios
See the road ahead, at all times
Understand different versions of the future through simple or complex scenario analysis to hone in on the right investments and stay nimble in a changing market.
Collaboration
Align your teams on the metrics that drive success
Set company goals and team targets, get real-time forecast updates from team leaders, and craft the story behind the numbers with commentary directly from the team.
Agile forecasting
Adjust to changing conditions in real time
Reforecast financials and update reporting packages in minutes to keep leaders, teams, and the board aligned at all times.
Do more with AI
Automated insights
Slack integration
Why Bob Financial Planning?
Model scenarios with ease
Understand the impact of business changes
Plan alongside your team
Don’t just take our word for it
Discover how our financial forecasting tools help companies like yours build a best-in-class FP&A function.
Bob Finance’s headcount forecasting is impeccable. It saved us so much time analyzing things like ‘what-if we changed that salary? or that start date?
Vicky Magill, Director, Workbuzz
Resources to plan ahead and stay ahead
2025 financial planning blueprint
Template | Download
The complete guide to financial modeling
Blog | 5 min read
ARR snowball model for top-line planning
Template | Download
Frequently asked questions
What is Bob Financial Planning used for?
Bob Financial Planning connects headcount, expense, revenue, and plans in one system. It lets finance teams model the impact of people decisions on budgets, cash flow, and profitability, and reforecast quickly as conditions change.
Does Bob Financial Planning integrate with my existing systems?
Yes. Bob Financial Planning connects directly to ERPs, CRMs, billing platforms, data warehouses, and the Bob HR platform. This ensures finance and HR are always working from the same live, trusted data.
Can department leaders use Bob Financial Planning?
Yes. Bob Financial Planning includes collaborative budgeting and scenario tools that let department leaders contribute to plans with role-based access. This helps align hiring, spending, and revenue targets across the business.
How quickly can we implement Bob Financial Planning?
Most teams go live in weeks, not months. With pre-built models, forecast methods, integrations, and templates, you can start building connected forecasts and budgets almost immediately.
Is our financial data secure in Bob Financial Planning?
Yes. Bob Financial Planning follows strict security protocols, including encryption in transit and at rest, role-based permissions, and compliance with industry standards to keep sensitive financial data protected.