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Average Ratings 0 Ratings

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ease
features
design
support

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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
EcholoN
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
SAP ERP
Shareworks
Silicon Valley Bank (SVB)
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
ecotime

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
EcholoN
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
SAP ERP
Shareworks
Silicon Valley Bank (SVB)
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
ecotime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per month
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

RocketChart

Founded

2020

Country

France

Website

rocketchart.co

Product Features

Product Features

Treasury

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

Alternatives

Alternatives