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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.
Description
Sandbox Wealth is an all-encompassing fiduciary banking platform designed for enterprises, bringing together cash management, credit services, and analytical tools for families, entrepreneurs, investment advisors, and family offices. It offers tailored liquidity solutions by connecting intricate financial information with banking institutions and lenders, ensuring competitive interest rates on cash, easier credit access, and a clear view of both liquid and illiquid assets. Users benefit from advanced reporting capabilities, cutting-edge banking insights driven by the “Sandbox Navigator” AI, and simplified underwriting processes that include a comprehensive record for lender reporting, allowing for efficient management of spending, savings, and analytics for personal and business finances. Looking ahead, the platform plans to introduce a suite of deposit options in late 2025, including individual and joint accounts, business checking and savings, multi-currency global deposits, remote check deposits, as well as virtual and physical cards and mobile wallet integration. This expansion will further enhance the user experience by providing even more financial management tools and resources.
API Access
Has API
API Access
Has API
Integrations
Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Google Wallet
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
NetSuite
PAM
Integrations
Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Google Wallet
J.P.Morgan Workplace Solutions
Key@Work
Microsoft Dynamics 365
NetSuite
PAM
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.app/
Vendor Details
Company Name
Sandbox Wealth
Founded
2023
Country
United States
Website
www.sandboxwealth.com
Product Features
Product Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management