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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Drivepoint is a smart finance platform tailored for consumer and CPG brands, utilizing data and AI to streamline forecasting, scenario planning, and financial analysis. By replacing traditional spreadsheet workflows, it integrates data from various sources like wholesale, Amazon, direct-to-consumer, and retail, which allows teams to create precise financial models and forecasts much more quickly. The platform enhances core forecasting tasks with AI-driven insights, enabling users to accurately predict comprehensive financial statements, including profit and loss, balance sheets, and cash flow. Additionally, it facilitates swift scenario planning, empowering users to generate and compare numerous business scenarios within seconds, thereby assisting teams in evaluating the financial ramifications of their decisions without the need for cumbersome manual modeling. Ultimately, Drivepoint revolutionizes the financial planning landscape for brands, ensuring they can respond to market changes more effectively 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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
QuickBooks Online
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Front Office Solutions
Google Ads
Google Sheets
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
Microsoft Excel
Pinterest
Recharge
Sage 100
Shopify
Slack
Vanguard
Workday HCM

Integrations

NetSuite
QuickBooks Online
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Front Office Solutions
Google Ads
Google Sheets
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
Microsoft Excel
Pinterest
Recharge
Sage 100
Shopify
Slack
Vanguard
Workday HCM

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

Drivepoint

Founded

2021

Country

United States

Website

www.drivepoint.io

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Product Features

Alternatives

Alternatives

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