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

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.

Description

Panax is an innovative cash management software designed specifically for the needs of finance and treasury teams, allowing them to escape the burdens of manual tasks by consolidating data from various banks, ERPs, and payment systems into a cohesive real-time interface equipped with advanced AI insights that enhance operational efficiency, liquidity management, and risk mitigation. By automating essential treasury functions such as transaction categorization, reconciliation, forecasting, reporting, and cash application, it eliminates the reliance on error-prone spreadsheets and manual processes, thereby empowering teams with greater strategic clarity and confidence in their decision-making. Panax also offers features like real-time cash positioning, predictive cash forecasting, and proactive alerts, ensuring seamless integration with global banks, ERPs, and payment platforms. Additionally, its AI agents and conversational assistant provide enhanced forecasting capabilities, identify anomalies, and assist in predicting cash shortages, allowing teams to take proactive measures before problems arise. This comprehensive approach not only streamlines finance operations but also equips organizations with the tools necessary to navigate the complexities of modern cash management effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
NetSuite
PayPal
Sage 100
Stripe
Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Front Office Solutions
J.P.Morgan Workplace Solutions
Payoneer
QuickBooks Online
SAP Access Control
Shareworks
Silicon Valley Bank (SVB)
Synchrony Payroll
TD Bank Merchant Solutions
Workday HCM
Zelle

Integrations

Microsoft Dynamics 365
NetSuite
PayPal
Sage 100
Stripe
Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Front Office Solutions
J.P.Morgan Workplace Solutions
Payoneer
QuickBooks Online
SAP Access Control
Shareworks
Silicon Valley Bank (SVB)
Synchrony Payroll
TD Bank Merchant Solutions
Workday HCM
Zelle

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

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Vendor Details

Company Name

Panax

Founded

2022

Country

United States

Website

www.thepanax.com

Product Features

Product Features

Treasury

Cash Management
Debt Management
For Government
For Hedge Funds
Forecasting
Liquidity Management
Payment Management
Risk Management

Alternatives

Alternatives