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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 Fluidly?

Fluidly is transforming the landscape of financial planning and management for businesses, addressing everything from cash flow analysis to funding acquisition. Whether you operate a company looking for a streamlined method to track your cash resources or are an accountant striving to improve the services you provide to clients, Fluidly has the tools you need. Historically, forecasting cash flow has depended on tedious manual processes primarily conducted through spreadsheets, which often results in projections that become obsolete very quickly. The real difficulty lies in maintaining the accuracy and relevance of these forecasts. With Fluidly’s cutting-edge software that seamlessly integrates with your Xero or QuickBooks accounts, you can create a cash flow forecast that updates in real-time, displayed in an easy-to-understand chart. Eliminate the hassle of complicated modeling and stressful numerical calculations; you can effortlessly view your cash flow history, current cash standing, and future forecasts. Furthermore, our platform connects you to a diverse range of lenders, enabling you to uncover pre-qualified funding opportunities in just seconds, all without any obligation to commit. By simply linking your Xero or QuickBooks ledger, you can observe your forecast refresh in real-time, making the process of financial management more straightforward and efficient than ever. In this way, Fluidly not only simplifies the financial decision-making process but also empowers businesses to navigate their financial futures with greater confidence. The combination of technology and user-friendly design positions Fluidly as an essential partner for modern financial management.

Media

Media

Integrations Supported

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
J.P.Morgan Workplace Solutions
NetSuite
PAM
PayPal
Payoneer
Regions Business Banking
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
Xero
Zelle
ecotime

Integrations Supported

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Fidelity
J.P.Morgan Workplace Solutions
NetSuite
PAM
PayPal
Payoneer
Regions Business Banking
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
Xero
Zelle
ecotime

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Version
Free Trial Offered?

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

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

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Categories and Features

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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