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About

Aurigo Primus Plan is an AI-powered capital planning and portfolio optimization solution purpose-built to help facility owners and operators standardize project intake, evaluate and prioritize investment opportunities, forecast budget and cash flows, and optimize multi-year capital programs with AI-guided scenario modelling and what-if analyses so strategic decisions are backed by data rather than manual spreadsheets; it provides centralized dashboards, automated workflows, and real-time portfolio health insights that make it easier to assess financial impact, balance funding sources, track risks, and align capital plans with organizational goals. It captures and organizes project charters and funding options, supports comprehensive budgeting, forecasting, and ROI analysis, and enables stakeholders to compare scenarios to maximize return on investment and reduce capital waste.

About

Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Facility owners, capital planners, finance teams, and project portfolio managers wanting a tool to prioritize projects, model multi-year investment scenarios, and optimize funding decisions with real-time visibility

Audience

Obol is designed for founders, CFOs, and finance teams who need real-time visibility, automated reporting, and scalable cash flow management without relying on spreadsheets

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Aurigo
Founded: 2003
United States
www.aurigo.com/primus-plan/

Company Information

Obol
Founded: 2022
United States
www.obol.ai/

Alternatives

Aurigo Masterworks

Aurigo Masterworks

Aurigo Software Technologies

Alternatives

Aurigo Essentials

Aurigo Essentials

Aurigo Software Technologies

Categories

Categories

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
ecotime

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Charles Schwab
Fidelity
Front Office Solutions
J.P.Morgan Workplace Solutions
Microsoft Dynamics 365
NetSuite
Payoneer
QuickBooks Online
Regions Business Banking
SAP ERP
Sage 100
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
ecotime
Claim Aurigo Primus and update features and information
Claim Aurigo Primus and update features and information
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Claim Obol and update features and information