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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
Say goodbye to the tedious task of managing your cash flow through complicated spreadsheets. By linking your bank accounts, you can automate your financial reporting and monitor your cash flow as it happens. Explore various forecasting options and make informed choices to enhance your business operations. Cash flow is crucial for success, but tracking it manually in Excel can be a drain on your resources. RocketChart streamlines and automates your cash management, allowing you to save time and maintain better oversight of your expenses. With real-time cash flow management, you can connect your bank accounts for immediate synchronization of both receipts and payments. Gain a comprehensive view of your consolidated cash flow while also delving into details by individual bank accounts. Keep track of your cash runway and manage your spending effectively by optimizing costs. You can create custom categories and subcategories for more personalized tracking, and our algorithm will automatically classify your transactions for you. This way, you can easily pinpoint large expenses and make adjustments to optimize your budget. Embrace a smarter approach to financial management today!
API Access
Has API
Yes
API Access
Has API
No
Integrations
Ally Invest
Yes
Bank of America Business Advantage
Yes
Charles Schwab
Yes
Fidelity
Yes
Front Office Solutions
Yes
J.P.Morgan Workplace Solutions
Yes
NetSuite
Yes
PAM
Yes
PayPal
Yes
Payoneer
Yes
Integrations
Ally Invest
No
Bank of America Business Advantage
No
Charles Schwab
No
Fidelity
No
Front Office Solutions
No
J.P.Morgan Workplace Solutions
No
NetSuite
No
PAM
No
PayPal
No
Payoneer
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
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
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Obol
Founded
2022
Country
United States
Website
www.obol.ai/
Vendor Details
Company Name
RocketChart
Founded
2020
Country
France
Website
rocketchart.co
Product Features
Product Features
Treasury
Cash Management
Yes
Debt Management
No
For Government
No
For Hedge Funds
No
Forecasting
Yes
Liquidity Management
Yes
Payment Management
No
Risk Management
No
