Small to medium-sized businesses (SMBs), accountants, and CFOs often spend significant time and resources on manual three-statement financial modeling, which is prone to errors and inefficiencies. Traditional methods rely heavily on spreadsheets, requiring extensive data entry and manipulation, making it difficult to create dynamic models and customized reports quickly.

RMI Insights offers an automated three-statement financial modeling platform that leverages machine learning to streamline financial analysis for SMBs, accountants, and CFOs. The platform ingests historical financial data and generates accurate projections, eliminating manual data entry errors and significantly reducing the time required for financial analysis. Users can construct dynamic models and customized reports in minutes, empowering them with data-driven insights and enabling better financial decision-making. The solution simplifies complex financial modeling processes, allowing users to visually adjust key forecasting assumptions and create easy-to-understand analyses.

Automated three-statement financial modeling (income statement, balance sheet, and cash flow statement)

Machine learning-based algorithms for triangulating and refining key forecasting assumptions

Ability to upload or connect historical financial data from various sources

Dynamic financial model construction without relying on Microsoft Excel

Customizable reports and dashboards for visualizing operational metrics, financial trends, and KPIs

User-adjustable drivers for visually modifying forecasting assumptions

USPTO Patented technology

The primary target audience includes small to medium-sized businesses (SMBs), accounting firms, CFO advisory firms, institutional capital firms, and individual CFOs seeking to automate and streamline their financial modeling processes.