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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.
Description
Implementing best practices can enhance both visibility and efficiency in operations. Utilize a high degree of configurability along with ready-made processes to quickly automate any business function using tailored forms and workflows. In today's landscape, capital program management has emerged as a vital strategic focus. By digitizing and automating your capital asset planning and execution workflows, you can utilize a single, cost-effective system to oversee aspects such as cost, schedule, scope, and quality. By effectively prioritizing projects, you can enhance the value of your capital investments while ensuring ongoing visibility into project timelines, managing expenses, and facilitating collaboration across your asset portfolio. Streamline and automate the tracking and management of budgets, commitments, expenditures, forecasts, and business processes both within your organization and throughout the supply chain. Additionally, create diverse capital planning scenarios that encompass both top-down and bottom-up cash flow models, allowing for well-informed portfolio approvals for execution. This comprehensive approach not only fosters improved decision-making but also strengthens overall project execution.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ally Invest
Yes
Bank of America Business Advantage
Yes
Brex
Yes
Charles Schwab
Yes
CostOS
No
Fidelity
Yes
Microsoft Dynamics 365
Yes
NetSuite
Yes
Nextbitt
No
PAM
Yes
Integrations
Ally Invest
No
Bank of America Business Advantage
No
Brex
No
Charles Schwab
No
CostOS
Yes
Fidelity
No
Microsoft Dynamics 365
No
NetSuite
No
Nextbitt
Yes
PAM
No
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Obol
Founded
2022
Country
United States
Website
www.obol.ai/
Vendor Details
Company Name
Oracle
Founded
1977
Country
United States
Website
www.oracle.com/industries/construction-engineering/unifier-asset-lifecycle-management/
Product Features
Product Features
Building Maintenance
Asset Tracking
No
Commercial Properties
No
Customer Database
No
Dispatch Management
No
Inventory Management
No
Job Costing
No
Job Management
No
Maintenance Scheduling
No
Residential Properties
No
Routing
No
Scheduling
No
Work Order Management
No
Delivery Management
Customer Portal
No
Dispatch Management
No
Driver ETA
No
Driver Management
No
For Courier Services
No
For Freight
No
For Restaurants
No
Order Tracking
No
Routing
No
Scheduling
No
Signature Capture
No
Surveys & Feedback
No
Facility Management
Asset Management
No
Commercial Properties
No
Equipment Management
No
Facility Scheduling
No
Incident Management
No
Inspection Management
No
Inventory Control
No
Maintenance Tracking
No
Preventive Maintenance
No
Residential Properties
No
Room Scheduling
No
Schools
No
Space Planning
No
Vendor Management
No
Visitor Management
No
Work Order Management
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
No
Calendar Management
No
Compliance Tracking
No
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
No
