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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CashWhiz is a budgeting software for Windows, crafted in Australia, that provides organizations with powerful tools for financial planning and analysis. It includes capabilities for modeling cash flow through various "What If" scenarios, generating balance sheets and income statements, performing forecasting, managing cash, and consolidating data across multiple entities. Additionally, it integrates with general ledger systems, offers profit-and-loss reports, supports project budgeting, tracks run rates, and maintains version control. Tailored for environments with multiple companies, departments, and projects, CashWhiz simplifies the budgeting process while improving financial visibility for mid-sized businesses, enterprises, nonprofits, and government entities alike. Its comprehensive features make it an invaluable tool for organizations aiming to enhance their financial management and strategic planning.

Description

Obol transforms cash management by centralizing real-time bank data, transactions, and forecasts into a single, intuitive system. Teams can set up the platform in minutes, instantly replacing manual tracking with automated reporting and live dashboards. Obol’s AI-powered Copilot provides instant answers, trend identification, and cash flow explanations to support faster, data-driven decisions. Built-in forecasting models automatically sync with live data to ensure every plan reflects current financial reality. Finance leaders can simulate scenarios, identify gaps, and assess runway with precision. With 35,000+ bank and ERP integrations, Obol adapts to any financial stack. Its automation capabilities reduce manual entry by over 80%, freeing teams to focus on strategy instead of admin work. Designed for startups, SMBs, mid-market companies, and global enterprises, Obol scales with the evolving needs of modern finance teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

American Express Go No 
Bank of America Business Advantage No 
Brex No 
Charles Schwab No 
Fidelity No 
Front Office Solutions No 
J.P.Morgan Workplace Solutions No 
Key@Work No 
Microsoft Dynamics 365 No 
PayPal No 
Payoneer No 
Regions Business Banking No 
SAP ERP No 
Sage 100 No 
Shareworks No 
Silicon Valley Bank (SVB) No 
Wells Fargo Business Checking No 
Workday HCM No 
Zelle No 
ecotime No 

Integrations

American Express Go Yes 
Bank of America Business Advantage Yes 
Brex Yes 
Charles Schwab Yes 
Fidelity Yes 
Front Office Solutions Yes 
J.P.Morgan Workplace Solutions Yes 
Key@Work Yes 
Microsoft Dynamics 365 Yes 
PayPal Yes 
Payoneer Yes 
Regions Business Banking Yes 
SAP ERP Yes 
Sage 100 Yes 
Shareworks Yes 
Silicon Valley Bank (SVB) Yes 
Wells Fargo Business Checking Yes 
Workday HCM Yes 
Zelle Yes 
ecotime Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CashWhiz Australia

Website

www.cashwhiz.com.au

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

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