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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Transform and analyze your data through dimensions specified by users to extract valuable insights regarding both real cash flows and projected cash forecasts. Create a personalized dashboard to visualize and centralize crucial information effectively. Keep track of your balances and cash flows in various currencies by utilizing your foreign exchange rate sets. Aggregate local contributions to assess your cash flows on a global scale, while also having the capability to delve deeper into specific areas of interest, down to individual transaction details. Manage millions of transactions to generate a comprehensive forecast, meticulously examining each transaction to identify discrepancies in your cash flow predictions. Gain insights into areas for enhancement by juxtaposing actual figures against forecasts within a detailed variance analysis framework. Integrate this variance analysis seamlessly into your forecasting routine to uncover inaccuracies and implement improvements that enhance the overall forecasting accuracy for future periods. This holistic approach not only aids in financial management but also empowers strategic decision-making across your organization.

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

Screenshots View All

Integrations

Ally Invest 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 
QuickBooks Online No 
SAP ERP No 
Sage 100 No 
Shareworks No 
Silicon Valley Bank (SVB) No 
Stripe No 
Synchrony Payroll No 
TD Bank Merchant Solutions No 
Vanguard No 
Wells Fargo Business Checking No 
Workday HCM No 

Integrations

Ally Invest 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 
QuickBooks Online Yes 
SAP ERP Yes 
Sage 100 Yes 
Shareworks Yes 
Silicon Valley Bank (SVB) Yes 
Stripe Yes 
Synchrony Payroll Yes 
TD Bank Merchant Solutions Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 
Workday HCM 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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

Cashforce

Country

Belgium

Website

cashforce.com

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement No 

Product Features

Alternatives

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