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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

Symfio is a cloud-driven platform designed to streamline financial reporting, analysis, forecasting, and planning for businesses and finance departments. By integrating with accounting systems and various financial data sources, it consolidates information into a singular location for effective reporting and financial oversight. Symfio offers direct connections to accounting software via APIs or SQL and supports data import from Excel and other formats. The platform features interactive dashboards, comprehensive reports, financial metrics, cash flow projections, and planning resources. Finance teams have the ability to evaluate actual performance against planned metrics and forecasts, manipulate data at varying levels of granularity, and distribute insights to management, colleagues, and investors seamlessly. Additionally, this enhances collaboration and ensures that all stakeholders have access to up-to-date financial information.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Ally Invest Yes 
American Express Go Yes 
Bank of America Business Advantage Yes 
Brex Yes 
Charles Schwab Yes 
Front Office Solutions Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
PAM Yes 
PayPal Yes 
Sage 100 Yes 
Shareworks Yes 
Silicon Valley Bank (SVB) Yes 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Vanguard Yes 
Wells Fargo Business Checking Yes 
Workday HCM Yes 
Zelle Yes 
ecotime Yes 

Integrations

Ally Invest No 
American Express Go No 
Bank of America Business Advantage No 
Brex No 
Charles Schwab No 
Front Office Solutions No 
Microsoft Dynamics 365 No 
NetSuite No 
PAM No 
PayPal No 
Sage 100 No 
Shareworks No 
Silicon Valley Bank (SVB) No 
Stripe No 
TD Bank Merchant Solutions No 
Vanguard No 
Wells Fargo Business Checking No 
Workday HCM No 
Zelle No 
ecotime No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$200/month
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

Symfio

Founded

2017

Country

Czech Republic

Website

symfio.app

Product Features

Product Features

Financial Reporting

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

Alternatives

Alternatives