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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Recurved is an innovative financial planning and analysis tool designed for founders, CEOs, CFOs, and teams dedicated to growth. By eliminating the need for traditional spreadsheets, it offers real-time business intelligence by integrating CRM, accounting, and ERP data into a cohesive source of truth. The software features financial forecasting, FP&A, scenario planning, and immediate cash forecasting, empowering businesses to strategize effectively, detect potential risks sooner, and make informed choices. Additionally, its executive dashboard delivers transparent insights into financial health, cash flow, and projected growth, ensuring that leaders have the information they need to steer their organizations successfully. This comprehensive approach not only enhances decision-making but also fosters a proactive culture within the organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

American Express Go Yes 
Bank of America Business Advantage Yes 
Charles Schwab Yes 
Fidelity Yes 
Front Office Solutions Yes 
J.P.Morgan Workplace Solutions Yes 
Key@Work Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
PAM Yes 
Payoneer Yes 
QuickBooks Online Yes 
Regions Business Banking Yes 
SAP ERP Yes 
Silicon Valley Bank (SVB) Yes 
Stripe Yes 
Synchrony Payroll Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 
Zelle Yes 

Integrations

American Express Go No 
Bank of America Business Advantage No 
Charles Schwab No 
Fidelity No 
Front Office Solutions No 
J.P.Morgan Workplace Solutions No 
Key@Work No 
Microsoft Dynamics 365 No 
NetSuite No 
PAM No 
Payoneer No 
QuickBooks Online No 
Regions Business Banking No 
SAP ERP No 
Silicon Valley Bank (SVB) No 
Stripe No 
Synchrony Payroll No 
Vanguard No 
Wells Fargo Business Checking No 
Zelle No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5000/year
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 No 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Vendor Details

Company Name

Recurved

Country

United States

Website

home.getrecurved.com

Product Features

Alternatives

Alternatives