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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.

About

Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language.

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

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

Audience

Wealth advisors, family offices, and financial institutions that need to centralize client financial data, generate insights, and support smarter decision-making

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

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

Company Information

Sofistic.AI
Founded: 2023
Canada
www.sofistic.ai/

Alternatives

Alternatives

M2Advisor

M2Advisor

M2Wealth
WealthERP

WealthERP

Ampsys Consulting Pvt Ltd.
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group

Categories

Categories

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
PAM
Payoneer
QuickBooks Online
SAP ERP
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
Wells Fargo Business Checking
Zelle
ecotime

Integrations

Ally Invest
American Express Go
Bank of America Business Advantage
Brex
Charles Schwab
Front Office Solutions
J.P.Morgan Workplace Solutions
Key@Work
PAM
Payoneer
QuickBooks Online
SAP ERP
Shareworks
Silicon Valley Bank (SVB)
Stripe
Synchrony Payroll
Vanguard
Wells Fargo Business Checking
Zelle
ecotime
Claim Obol and update features and information
Claim Obol and update features and information
Claim Sofistic.AI and update features and information
Claim Sofistic.AI and update features and information