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

Modernbanc presents an innovative finance platform powered by AI that functions as a virtual finance team, allowing users to engage in natural-language conversations to explore their business finances while creating real-time dashboards and financial projections. The platform streamlines and consolidates financial information by integrating various payment processors into a single, cohesive ledger, effectively managing the flow of money between accounts. Additionally, it features advanced APIs, including the Encryption Vault API, which ensures the safe storage and tokenization of payment data, achieving PCI-DSS compliance within minutes. Modernbanc also automates comprehensive financial workflows encompassing transaction reconciliation, reporting, and the generation of profit & loss and cash flow statements, represented through interactive, spreadsheet-like visualizations known as Charts. Users are able to take advantage of timely runway calculations, personalized revenue tracking, and automated notifications that identify any discrepancies. Built for adaptability, the platform offers RESTful APIs, webhooks, and customizable components, enabling the integration of secure financial functionalities into any software application. Furthermore, this flexibility allows businesses to tailor their financial operations to better meet their unique needs.

Description

Obol serves as an innovative cash flow management platform designed to assist finance teams in automating, planning, and overseeing every aspect of cash flow operations. By merging bank accounts, ERP systems, and payment processors into a single cohesive cash hub, Obol delivers real-time insights into liquidity, allowing businesses to concentrate on their growth strategies. The platform features a dynamic cash hub that consolidates cash positions and transactions from various financial institutions, presenting users with a comprehensive real-time overview. Users can effortlessly access the latest actual cash reports, which are enhanced with all the essential insights needed for informed decision-making. Additionally, Obol's bottom-up forecasting capability enables the creation and maintenance of intricate rolling plans, facilitating effective navigation of future cash flows. With its scenario planning feature, businesses can simulate different outcomes, ensuring decisions are well-informed and strategically sound. Furthermore, Obol provides real-time views and customized reports for thorough analysis of financial cash data, which aids in pinpointing anomalies and irregularities, leading to prompt resolutions and improved risk management strategies. This holistic approach not only streamlines cash flow management but also empowers organizations to make proactive financial decisions that enhance long-term success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ally Invest
Brex
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
Payoneer
Regions Business Banking
SAP ERP
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

Integrations

Ally Invest
Brex
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
Payoneer
Regions Business Banking
SAP ERP
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

Pricing Details

Free
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

Modernbanc

Country

United States

Website

modernbanc.com

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.app/

Product Features

Product Features

Alternatives

Alternatives

CashWhiz Reviews

CashWhiz

CashWhiz Australia
Cash Flow Mapper Reviews

Cash Flow Mapper

CashFlowMapper
CashFlowCockpit Reviews

CashFlowCockpit

Hyperbasis Single Member