Obol's Guide

Obol offers a simple and quick onboarding experience. With our user-friendly interface and seamless integrations, you can connect your financial systems and start managing your cash flow in minutes, not months. No extensive training or complex setups required—just a straightforward process to get you up and running quickly.

Obol is built for businesses of all sizes that need real-time visibility and control over their cash. Whether you’re a growing team, a multi-entity company, or a global operation, Obol keeps everything in sync, helping you operate smarter and eliminate inefficiencies across the board.

Absolutely. Obol integrates with your bank accounts, ERP systems, and payment processors, unifying your financial data into a single, real-time cash hub. This means you can continue using your current tools while enhancing your cash management capabilities.

Obol is a cash flow management and planning platform built for finance teams that move fast. Obol connects your bank accounts and ERPs to deliver real-time visibility, automated cash flow planning, and smarter decision-making — all without the manual work. Move faster, stay in control, and make confident decisions every day.

Absolutely. Obol uses enterprise-grade security across all bank connections. That includes encrypted data transfers, tokenized authentication, and strict access controls. Your credentials are never stored, and your financial data stays protected every step of the way.

Connected accounts update automatically on an ongoing basis, so you’re always working off the latest numbers. This means your inflows, outflows, and balances stay up to date in real-time. No exporting, no guesswork, and no need to wait for end-of-day reports.

Definitely. Obol integrates with credit card providers to give you full visibility into real-time transaction data, right alongside your cash accounts. It’s all part of your live cash view, helping you plan with precision and avoid surprises.

Obol connects with thousands of financial institutions — from the largest national banks to regional credit unions and niche providers. No matter where you bank, you can bring your accounts into Obol and get a centralized view of your cash position without changing your existing setup. We’re constantly expanding coverage to meet the needs of modern finance teams.

Yes. Obol syncs ERP data with live bank transactions, giving you a single, live view of both expected and actual cash movements, so your finance team can plan and act with confidence, all in one place.

No. Obol is read-only. We connect to your ERP to access financial data and enhance cash visibility, but we never send, modify, or write data back into your system. Your source of record stays exactly as it is.

Obol accesses receivables, payables, open invoices, bills, and transaction tags to automatically build your cash reports and plan.

Obol connects to a wide range of accounting and ERP systems, including the platforms finance teams use most. Whether you're working with QuickBooks, NetSuite, Sage, or an enterprise solution, Obol fits into your existing setup. We continue to expand our integrations to support the platforms finance teams rely on most.

Obol connects your bank accounts, ERPs, and payment systems into one real-time cash view. Instead of jumping between tools or stitching together reports, you get a single source of truth for everything from daily balances to upcoming payments. It’s all live, all in sync, and built to support confident decisions across the business.

Obol replaces manual spreadsheets with a live planning framework built on real-time cash data. By integrating directly with your bank accounts and ERP, your cash flow plan stays current—reflecting actual inflows, outflows, and timing changes as they happen. This enables finance teams to make faster, more confident decisions without the delays and inaccuracies of manual updates.

Obol streamlines cash flow planning by integrating with your financial systems to provide real-time cash data. The platform automates the collection, tagging and reporting of data across cash inflows and outflows, eliminating manual entry, reducing errors and allowing you to focus on what matters—proactive business operations.

Yes. Obol lets you add manual assumptions alongside your actual bank data. You can input expected inflows, planned outflows, and timing changes to build a more accurate view of what’s ahead.

Yes. Obol allows you to build and compare multiple scenarios at once, so you can weigh your options and make more informed decisions. Whether you’re planning for a hiring push, a shift in revenue, or a large one off expense, you can see how each path plays out and choose the one that works best.

Yes. Obol’s scenario planning allows you to adjust inputs at a highly detailed level, including specific vendors, customer segments, and transaction categories. Whether you're simulating a delayed supplier payment, a drop in collections from a key customer group, or changes in discretionary spend, you can isolate variables and immediately see their impact on cash position and timing.

Yes. Obol lets you shift the timing of any planned inflow or outflow, like delaying payroll or moving a vendor payment, and immediately see how it affects your projected cash position across upcoming weeks.

Absolutely. With Obol, you can model the impact of any large upcoming payment, whether it’s next week or next month, and see exactly how it affects your cash position. You’ll get a clear view of risks before they hit.

Yes. Obol supports multi-entity and multi-currency visibility, so you can see cash across all your subsidiaries, accounts, and currencies in one place. Zoom out for the full picture or drill into the details by entity, account, or region — whatever the moment calls for.

Certainly. Obol connects to your banks and financial systems to give you a live, accurate view of your cash across all bank accounts and entities. No spreadsheets. No waiting. Just open the platform and see exactly how much cash you have, where it sits, and what’s coming next.

Yes. Obol gives you full visibility into every connected account, with filters by bank, entity, currency, and region. You can isolate balances at any level, monitor movement in real time, and keep a close eye on high-priority accounts all in one centralized hub.

Yes. Once your bank accounts are connected to Obol, you’ll see your full cash position in one place — no need to jump between dashboards or chase down balances. Just open Obol and get the real picture.

Yes. Obol lets you apply consistent structures for cash inflows, outflows, runway views, and scenario planning across every client. No more building new models from scratch, just one reliable framework that works everywhere.

Each client gets their own dedicated Obol workspace, ensuring full separation of bank connections, ERP integrations, and reporting. You never risk cross-contamination, every account stays secure, segmented, and easy to manage.

Onboarding takes minutes. Once bank and ERP connections are authorized, each client is live in Obol — no custom setup, no IT support required. That means less admin work for you, and faster visibility for your clients.

Yes. Manage multiple clients in Obol through separate workspaces, giving you full control and flexibility based on how your practice is structured. Whether you oversee a handful of businesses or dozens, Obol adapts to your workflow.

Obol shows your future cash position based on live bank and accounting data, helping you spot potential shortfalls before they happen. With early visibility into risks, you can adjust spending, accelerate receivables, or secure funding—long before cash becomes a problem.

Yes. You don’t need a full financial model to get started. Obol helps you track what’s coming in and going out, so you can build plans and get a handle on your cash, even if you’re just getting started.

Obol works alongside your accounting tools. In fact, your bookkeeper will love Obol as they still handle reconciliations and filings. Obol gives you an added real-time view of cash so you can plan ahead and act faster, without waiting on monthly closes.

Obol was built to give small and growing businesses the same real-time cash visibility larger companies rely on — without the complexity or administrative work. It’s fast to set up, simple to use, and powerful enough to grow with you. From day one, Obol helps SMBs take control of their cash and make better decisions, faster.

Yes. Obol connects directly to your bank accounts and ERP system, extending the value of your existing tools. Integration is fast, secure, and doesn’t require heavy IT lift — so you can go live quickly and stay in sync as your business scales.

Obol allows you to manage each entity separately while maintaining the ability to consolidate cash views when needed. Track inflows and outflows at the entity level, organize plans by structure, and generate both granular and rolled-up views all from one platform.

Yes. Obol allows you to automatically tag accounts, categorizes inflows and outflows, and organize cash data by department, division, entity, or project. Access a structured, consolidated view of your cash without losing visibility into the details that matter.

Yes. Obol makes it easy to track how your plans are holding up. You can view planned vs. actual cash flow by category, filter by entity, and spot where things are off — whether collections came in late, or a vendor payment hit earlier than expected.

Absolutely. Obol is built to scale — capable of processing millions of transactions with high performance and low latency. Even for large, multi-entity organizations, data syncs remain fast, stable, and reliable.

Yes. Obol supports complex organizations with multiple entities, helping finance teams plan and manage cash across holding companies, subsidiaries, and international operations while maintaining clear separation between accounts, ownership structures, and reporting lines.

Yes. Obol connects directly to your bank accounts and updates your cash position in real time so you can monitor daily movement across every entity and account without waiting for the month-end close. Whether it’s a large vendor payment, unexpected inflow, or timing shift, you’ll see it reflected immediately in your cash view.

Yes. Obol brings all your balances and activity across currencies into a single, organized view. Whether you’re managing USD, EUR, or GBP, you can track inflows, outflows, and available cash across accounts without hopping between systems or doing manual conversions.