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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
Planacy's unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses.
As the leading challenger for data-driven Financial Planning Planacy provide an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes.
Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Ally Invest
Yes
Bank of America Business Advantage
Yes
Brex
Yes
Fidelity
Yes
Front Office Solutions
Yes
J.P.Morgan Workplace Solutions
Yes
Key@Work
Yes
NetSuite
Yes
PAM
Yes
Payoneer
Yes
Integrations
Ally Invest
No
Bank of America Business Advantage
No
Brex
No
Fidelity
No
Front Office Solutions
No
J.P.Morgan Workplace Solutions
No
Key@Work
No
NetSuite
No
PAM
No
Payoneer
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
925€ /month for up to 10 users
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
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
Planacy
Founded
2015
Country
Sweden
Website
planacy.com
Product Features
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
No
Balance Sheet
Yes
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No
