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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Forevana is a complimentary Windows application that operates offline, designed for cash flow forecasting, financial planning, and valuation tasks. It integrates a 13-week cash forecast with what-if analysis, a five-year, three-statement plan that includes scenario modeling, and a real-time discounted cash flow (DCF) valuation tool. This software is particularly beneficial for finance teams, CFOs, and accountants, as it allows them to examine anticipated cash positions against various assumptions and create extended projections across all three financial statements. Additionally, the DCF functionality aids in conducting valuation tasks alongside these forecasts and plans. By consolidating these diverse features into a single Windows application, Forevana empowers finance professionals to generate cash forecasts, investigate planning scenarios, and evaluate business worth, all while working offline. The comprehensive nature of the platform enhances the efficiency of financial analysis and strategic decision-making processes.

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 
J.P.Morgan Workplace Solutions No 
Key@Work No 
NetSuite No 
PAM No 
PayPal No 
Regions Business Banking 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 
Zelle No 

Integrations

Ally Invest Yes 
American Express Go Yes 
Brex Yes 
Charles Schwab Yes 
Fidelity Yes 
Front Office Solutions Yes 
J.P.Morgan Workplace Solutions Yes 
Key@Work Yes 
NetSuite Yes 
PAM Yes 
PayPal Yes 
Regions Business Banking 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 
Zelle Yes 

Pricing Details

$0
$0. The free version includes the forecasting, financial planning, and valuation features.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Wicked System Studio

Website

wickedsystemstudio.com/forevana.html

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Product Features

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