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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
Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together.
Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently.
Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Dynamics 365
Yes
NetSuite
Yes
Sage 100
Yes
3 Clicks Cloud
No
Ally Invest
Yes
Epicor Eagle
No
Epicor Kinetic
No
Epicor Prophet 21
No
Front Office Solutions
Yes
Infor CloudSuite Distribution
No
Integrations
Microsoft Dynamics 365
Yes
NetSuite
Yes
Sage 100
Yes
3 Clicks Cloud
Yes
Ally Invest
No
Epicor Eagle
Yes
Epicor Kinetic
Yes
Epicor Prophet 21
Yes
Front Office Solutions
No
Infor CloudSuite Distribution
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Obol
Founded
2022
Country
United States
Website
www.obol.ai/
Vendor Details
Company Name
Phocas Software
Founded
1999
Country
United Kingdom
Website
www.phocassoftware.com
Product Features
Product Features
Big Data
Collaboration
Yes
Data Blends
Yes
Data Cleansing
No
Data Mining
Yes
Data Visualization
Yes
Data Warehousing
No
High Volume Processing
No
No-Code Sandbox
No
Predictive Analytics
No
Templates
No
Business Intelligence
Ad Hoc Reports
Yes
Benchmarking
Yes
Budgeting & Forecasting
Yes
Dashboard
Yes
Data Analysis
Yes
Key Performance Indicators
Yes
Natural Language Generation (NLG)
No
Performance Metrics
Yes
Predictive Analytics
Yes
Profitability Analysis
Yes
Strategic Planning
Yes
Trend / Problem Indicators
Yes
Visual Analytics
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
No
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
Yes
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Data Analysis
Data Discovery
Yes
Data Visualization
Yes
High Volume Processing
No
Predictive Analytics
No
Regression Analysis
No
Sentiment Analysis
No
Statistical Modeling
No
Text Analytics
No
Data Discovery
Contextual Search
No
Data Classification
No
Data Matching
No
False Positives Reduction
No
Self Service Data Preparation
No
Sensitive Data Identification
No
Visual Analytics
Yes
Data Visualization
Analytics
Yes
Content Management
No
Dashboard Creation
Yes
Filtered Views
Yes
OLAP
Yes
Relational Display
No
Simulation Models
No
Visual Discovery
Yes
Qualitative Data Analysis
Annotations
No
Collaboration
Yes
Data Visualization
Yes
Media Analytics
No
Mixed Methods Research
No
Multi-Language
No
Qualitative Comparative Analysis
No
Quantitative Content Analysis
Yes
Sentiment Analysis
No
Statistical Analysis
Yes
Text Analytics
No
User Research Analysis
No
Reporting
Customizable Dashboard
Yes
Data Source Connectors
Yes
Drag & Drop
Yes
Drill Down
Yes
Email Reports
No
Financial Reports
Yes
Forecasting
Yes
Marketing Reports
Yes
OLAP
Yes
Report Export
Yes
Sales Reports
Yes
Scheduled / Automated Reports
Yes
