How Proper Beverage Company Manages Cash Flow Complexity with Obol

The Problem

Kevin Clement, CEO and Founder of Proper Beverage Company has spent over two decades in finance. When he founded Proper Beverage Co. in 2018, he built it into a go-to production partner for some of the most recognized names in the beverage industry, delivering at scale for a client roster that now spans fast-growing emerging brands all the way up to multinational corporations.

But as the business grew, so did the financial complexity underneath it. Proper Beverage Co. operates across three different service models, creating the most demanding cash dynamics of all. Every week the true cash position was the result of a dozen moving pieces, and the only way to see it clearly was to manually pull it together from Excel and the accounting system.

It worked, until the growth of the business made it unworkable.

The Solution

Kevin was looking for leverage, something that could apply real analytical power to a cash environment that changes constantly and doesn't reward slow, manual modeling. After evaluating his options, Obol stood out.

What caught his attention first was the live cash visibility. For a business juggling multiple client payment timelines, procurement cycles, and a major construction project simultaneously, having a single current view of where cash actually stands, without pulling exports or reconciling spreadsheets, changed the daily workflow immediately. Kevin and his team now start the day with a clear picture across all accounts rather than piecing one together.

From there, the scenario modeling capability became central to how Clement makes decisions. New headcount, a revenue shortfall, a large turnkey order landing in the middle of a construction draw, Kevin types it in and gets an answer grounded in live data. No rebuilding a model. No pulling numbers from three different places. Just a question and an output he can act on or bring into a board meeting with confidence.

Obol also changed how Proper Beverage Co. prepares for external meetings. Board presentations, bank reviews, stakeholder updates, what used to require days of manual work and chart building now draws directly from the platform. The outputs are clean, professional, and ready to present without additional formatting work, which matters when the audience includes investors and lenders who expect polished financial reporting.

But something more unexpected happened too. When you stop being the architect of your own model and start working inside a platform built with more perspective, you start seeing the business differently.

Obol surfaces analytical views that Kevin hadn't built into his Excel models. Working with a platform that offers multiple lenses on the same data pushed the Proper Beverage Co. team to ask harder questions internally. Was the chart of accounts structured to support meaningful modeling? Were the right KPIs being tracked? Were internal processes keeping pace with the analytical capability now available to them?

Business Impact

• 5 hours of senior finance time saved per meeting instance, across board prep, bank meetings, and stakeholder presentations that previously required hours of manual analysis and model rebuilding
• Daily cash visibility embedded into routine operations, replacing periodic and reactive Excel-based reviews
• AI-powered scenario modeling using live data, allowing Kevin to stress-test decisions in seconds without reconstructing logic from scratch
• Organizational reassessment of chart of accounts structure, internal processes, and KPI frameworks, driven by the new analytical perspectives Obol surfaces
• Scalable financial infrastructure built to support a business growing 600% in output capacity, where cash complexity will increase significantly before it stabilizes