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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Aurigo Primus Plan is an innovative solution that leverages artificial intelligence for capital planning and portfolio optimization, specifically designed to assist facility owners and operators in streamlining project intake processes, assessing and ranking investment prospects, predicting budgets and cash flows, and enhancing multi-year capital programs through AI-driven scenario modeling and what-if analyses, ensuring that strategic choices are informed by data rather than relying on manual spreadsheets. Additionally, it offers centralized dashboards, automated workflows, and real-time insights into portfolio health, facilitating the evaluation of financial impacts, balancing funding sources, monitoring risks, and ensuring that capital plans align with organizational objectives. By efficiently capturing and organizing project charters alongside funding alternatives, it supports thorough budgeting, forecasting, and ROI assessments, allowing stakeholders to compare various scenarios to optimize returns and minimize capital waste, ultimately fostering a more strategic approach to investment decisions. This comprehensive tool not only enhances decision-making but also contributes to a more sustainable and efficient allocation of resources.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ally Invest
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

Integrations

Ally Invest
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Aurigo

Founded

2003

Country

United States

Website

www.aurigo.com/primus-plan/

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Product Features

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Alternatives

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