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What is RocketChart?

Bid farewell to the cumbersome chore of overseeing your cash flow with intricate spreadsheets. By integrating your bank accounts, you can automate your financial reports and keep an eye on your cash flow in real time. Discover a variety of forecasting methods to make educated decisions that will improve your business operations. Tracking cash flow is vital for achieving success, yet doing it manually in Excel can consume valuable resources. RocketChart simplifies and automates your cash management processes, enabling you to save time while gaining better control over your expenditures. With the capability for real-time cash flow management, you can link your bank accounts for immediate updates on both income and expenses. Obtain a holistic view of your overall cash flow while also examining details on a per-account basis. Monitor your cash runway effectively and manage your finances efficiently by fine-tuning your costs. You have the ability to create tailored categories and subcategories for more customized tracking, while our algorithm takes care of classifying your transactions automatically. This allows you to easily identify significant expenses and make necessary adjustments to enhance your budget. Start implementing a more intelligent strategy for financial management today, and watch your business thrive!

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
Charles Schwab
EcholoN
Fidelity
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
PAM
PayPal
QuickBooks Online
Regions Business Banking
Sage 100
Shareworks
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
Zelle

Integrations Supported

American Express Go
Bank of America Business Advantage
Charles Schwab
EcholoN
Fidelity
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
PAM
PayPal
QuickBooks Online
Regions Business Banking
Sage 100
Shareworks
Synchrony Payroll
TD Bank Merchant Solutions
Vanguard
Wells Fargo Business Checking
Workday HCM
Zelle

API Availability

Has API

API Availability

Has API

Pricing Information

$49 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

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

RocketChart

Date Founded

2020

Company Location

France

Company Website

rocketchart.co

Company Facts

Organization Name

Obol

Date Founded

2022

Company Location

United States

Company Website

www.obol.ai/

Categories and Features

Treasury

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

Categories and Features

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