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

Planacy's unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses. As the leading challenger for data-driven Financial Planning Planacy provide an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes. Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ally Invest
American Express Go
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
Sage 100
Silicon Valley Bank (SVB)
Stripe
Workday HCM
Zelle
ecotime

Integrations

Ally Invest
American Express Go
Brex
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
Sage 100
Silicon Valley Bank (SVB)
Stripe
Workday HCM
Zelle
ecotime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

925€ /month for up to 10 users
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

Planacy

Founded

2015

Country

Sweden

Website

planacy.com

Product Features

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Alternatives

Alternatives

Vena Reviews

Vena

Vena Solutions