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What is Obol?

Obol is the modern command center for cash flow, giving organizations real-time financial clarity and automated control from a single platform. As soon as teams connect their accounts, Obol consolidates balances, transactions, and inflows across entities and currencies into a unified live cash hub. Automated reporting replaces spreadsheet-heavy processes, generating accurate, up-to-date insights with no manual effort. The platform’s bottom-up forecasting tools dynamically update plans using live data, ensuring every financial decision is grounded in reality. Scenario modeling allows finance leaders to test assumptions, anticipate liquidity constraints, and reduce exposure to cash flow risks. Obol Copilot, the built-in AI assistant, provides fast explanations, variance analysis, and answers to complex financial questions. With seamless connections to 35,000+ banks, ERPs, and accounting systems, the platform integrates naturally into existing workflows. Teams save significant time each week by automating data entry, reconciliation, and recurring reporting. Obol empowers companies to operate proactively rather than reactively, shifting finance from manual tasks to strategic leadership. It is a comprehensive solution built to support cash flow excellence across every stage of business growth.

What is Cash Flow Mapper?

CashFlowMapper effectively captures the intricate dynamics of your business in real-time, allowing you to forecast your cash flow for any duration, from mere days to multiple years into the future. This innovative tool provides valuable insight into your financial position in relation to your personal comfort with cash management. Through a combination of numerical data and graphical displays, it delivers daily updates on cash movements and balances, making it user-friendly for individuals lacking financial expertise. Users can effortlessly import data from their accounting programs or utilize exports from online banking services. In addition, CashFlowMapper enables the integration of various cash flow scenarios or plans into a holistic view of your finances. By layering different planning graphs or scenarios, you can easily conduct visual comparisons along with supplementary commentary. Moreover, the platform allows you to export your cash flow forecasts to Excel, making it convenient for presentations or report inclusions. CashFlowMapper also stands out with its comprehensive support system, featuring online tutorials, instructional videos, and prompt assistance through email or phone, ensuring that users can fully leverage its capabilities. With a focus on simplicity and clarity, CashFlowMapper transforms cash flow management into an accessible task for everyone, regardless of their financial knowledge. Ultimately, this tool not only enhances financial understanding but also empowers users to make more informed decisions about their cash flow.

What is Broadridge Cash Management?

Optimize your cash management strategies while instantly accessing insights on cash flows and global standings. Our cutting-edge solution equips cash managers to enhance their operational efficiency, significantly reducing the risks and costs associated with manual cash processes and escalating transaction volumes. Improve capital utilization and cash flow by obtaining real-time, intraday visibility and aggregation of cash movements across diverse business units. Proactively manage risk and credit exposure by systematically identifying and prioritizing financial commitments, scheduling payments, and timing outflows. Explore how Broadridge's all-encompassing technology solutions can enable your asset management firm to conserve both time and resources, allowing you to focus more on nurturing client relationships rather than managing systems. Furthermore, Revport provides an integrated view of fee and billing operations, enhancing your ability to oversee reconciliations, fund budgeting, expenses, and data-driven forecasts, which ultimately fosters more informed financial decision-making. By leveraging these solutions, firms can not only streamline their processes but also achieve a significant competitive advantage in today's fast-paced financial environment.

Media

Media

Media

Integrations Supported

Ally Invest
Bank of America Business Advantage
Brex
Canton
Charles Schwab
Front Office Solutions
NetSuite
PAM
PayPal
Payoneer
QuickBooks Online
SAP ERP
Sage 100
SatuitCRM
Synchrony Payroll
Vanguard
Wells Fargo Business Checking
Workday HCM
Xero
ecotime

Integrations Supported

Ally Invest
Bank of America Business Advantage
Brex
Canton
Charles Schwab
Front Office Solutions
NetSuite
PAM
PayPal
Payoneer
QuickBooks Online
SAP ERP
Sage 100
SatuitCRM
Synchrony Payroll
Vanguard
Wells Fargo Business Checking
Workday HCM
Xero
ecotime

Integrations Supported

Ally Invest
Bank of America Business Advantage
Brex
Canton
Charles Schwab
Front Office Solutions
NetSuite
PAM
PayPal
Payoneer
QuickBooks Online
SAP ERP
Sage 100
SatuitCRM
Synchrony Payroll
Vanguard
Wells Fargo Business Checking
Workday HCM
Xero
ecotime

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Obol

Date Founded

2022

Company Location

United States

Company Website

www.obol.ai/

Company Facts

Organization Name

CashFlowMapper

Date Founded

2012

Company Location

Australia

Company Website

www.cashflowmapper.com

Company Facts

Organization Name

Broadridge Financial Solutions

Date Founded

2007

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/institutional-investors/drive-profitability-with-automated-revenue-and-expense-management/revenue-management-and-fee-billing

Categories and Features

Categories and 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

Categories and Features

Treasury

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

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