Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

BP Builder is an innovative financial planning tool powered by artificial intelligence that transforms discussions about a business project into a comprehensive financial forecast. Users input details about their offerings, pricing, expenses, hiring plans, potential loans, and other operational considerations, while the platform poses approximately twenty structured questions to construct the forecast in real-time. The finished business plan features an income statement, a detailed cash flow projection by month, debt management strategies, working capital needs, a financing plan, and forecasts for cash shortfalls. Each numerical value in the plan is linked to a visible assumption that can be easily reviewed and modified, facilitating the ability to explore different scenarios without the hassle of manually rebuilding spreadsheets. Additionally, the tool identifies inconsistencies and automatically recalibrates the model whenever any assumptions are altered, supported by a financial engine that guarantees the balance sheet remains accurate. This seamless integration of inputs and outputs enhances users' ability to make informed financial decisions quickly and efficiently.

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Ally Invest No 
American Express Go No 
Brex No 
Charles Schwab No 
Fidelity No 
Front Office Solutions No 
NetSuite No 
PAM No 
PayPal No 
Payoneer No 
QuickBooks Online No 
SAP ERP No 
Sage 100 No 
Silicon Valley Bank (SVB) No 
Stripe No 
TD Bank Merchant Solutions No 
Wells Fargo Business Checking No 
Workday HCM No 
Zelle No 
ecotime No 

Integrations

Ally Invest Yes 
American Express Go Yes 
Brex Yes 
Charles Schwab Yes 
Fidelity Yes 
Front Office Solutions Yes 
NetSuite Yes 
PAM Yes 
PayPal Yes 
Payoneer Yes 
QuickBooks Online Yes 
SAP ERP Yes 
Sage 100 Yes 
Silicon Valley Bank (SVB) Yes 
Stripe Yes 
TD Bank Merchant Solutions Yes 
Wells Fargo Business Checking Yes 
Workday HCM Yes 
Zelle Yes 
ecotime Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Okimia

Founded

2019

Country

France

Website

bp.okimia.com

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Business Plan

Business Plan Templates No 
Collaboration No 
Dashboard No 
Financial Projections No 
Financial Templates No 
Fundraising Management No 
Investor Management No 
Pitch Presentation No 
Social Sharing No 
Step-by-Step Wizard No 

Product Features

Alternatives

Forevana Reviews

Forevana

Wicked System Studio

Alternatives

Forevana Reviews

Forevana

Wicked System Studio
EasyFinancialModels Reviews

EasyFinancialModels

EasyFinancialModels.com