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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 Drivepoint?

Drivepoint serves as an innovative financial platform specifically designed for consumer and CPG brands, harnessing the power of data and AI to optimize forecasting, scenario analysis, and financial evaluation. By moving away from conventional spreadsheet methods, it amalgamates data from diverse sources such as wholesale, Amazon, direct-to-consumer channels, and retail, enabling teams to develop accurate financial models and forecasts in a fraction of the time. The platform enhances essential forecasting activities through AI-driven insights, allowing users to reliably predict detailed financial statements, which encompass profit and loss, balance sheets, and cash flow projections. Moreover, it accelerates scenario planning, giving users the ability to swiftly create and compare multiple business scenarios within moments, thus aiding teams in assessing the financial impacts of their choices without the burden of complex manual modeling. Overall, Drivepoint transforms the financial planning process for brands, enabling them to adapt to market fluctuations with greater agility and precision. In doing so, it not only streamlines operational efficiency but also empowers brands to make informed financial decisions that drive success.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
American Express Go
Bank of America Business Advantage
Brex
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
PayPal
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM

Integrations Supported

NetSuite
QuickBooks Online
Google Ads
Microsoft Excel
Recharge
Slack

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Obol

Date Founded

2022

Company Location

United States

Company Website

www.obol.ai/

Company Facts

Organization Name

Drivepoint

Date Founded

2021

Company Location

United States

Company Website

www.drivepoint.io

Categories and Features

Finance

Not specified

Categories and Features

Finance

Not specified

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