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What is Planacy?

Planacy is committed to being the premier FP&A platform available, transforming business operations to enhance performance and drive success. As a key player in data-centric financial planning, Planacy offers a cutting-edge, robust, and fully adaptable platform designed to streamline the budgeting, forecasting, and planning processes, thereby creating greater value. This platform fosters increased engagement and accountability regarding financial forecasts and objectives within organizations. With a complete focus on driver-based planning, Planacy empowers users to engage proactively, ensuring they always have access to a current financial forecast that serves as an effective tool for strategic management and decision-making. Furthermore, this innovative approach encourages collaboration across teams, ultimately leading to more insightful and accurate financial outcomes.

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.

Media

Media

Integrations Supported

American Express Go
Bank of America Business Advantage
Brex
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

Integrations Supported

American Express Go
Bank of America Business Advantage
Brex
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
PAM
PayPal
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Workday HCM
Zelle
ecotime

API Availability

Has API

API Availability

Has API

Pricing Information

925€ /month for up to 10 users
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

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

Planacy

Date Founded

2015

Company Location

Sweden

Company Website

planacy.com

Company Facts

Organization Name

Obol

Date Founded

2022

Company Location

United States

Company Website

www.obol.ai/

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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

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