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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

Symfio is a cloud-driven platform designed to streamline financial reporting, analysis, forecasting, and planning for businesses and finance departments. By integrating with accounting systems and various financial data sources, it consolidates information into a singular location for effective reporting and financial oversight. Symfio offers direct connections to accounting software via APIs or SQL and supports data import from Excel and other formats. The platform features interactive dashboards, comprehensive reports, financial metrics, cash flow projections, and planning resources. Finance teams have the ability to evaluate actual performance against planned metrics and forecasts, manipulate data at varying levels of granularity, and distribute insights to management, colleagues, and investors seamlessly. Additionally, this enhances collaboration and ensures that all stakeholders have access to up-to-date financial information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Front Office Solutions
NetSuite
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
Zelle
ecotime

Integrations

Ally Invest
Bank of America Business Advantage
Brex
Front Office Solutions
NetSuite
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
Zelle
ecotime

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$200/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

Symfio

Founded

2017

Country

Czech Republic

Website

symfio.app

Product Features

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Alternatives

Alternatives