Automated financial modeling for your business

Empowering you to run your business like Fortune 500 and Private Equity-backed companies

RMI Insights is cloud-based software that allows you to automate financial modeling, financial planning & analysis (FP&A), and financial reporting using technology that your company already has. Simply automate these workflows by uploading a PDF or CSV file of your company’s historical financial statements. Our machine learning algorithms will do the rest and empower you to have the same rigor of analyses as Fortune 500 companies and Private Equity-backed firms. Manage your company like they do and experience real growth.

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Automate monthly FP&A by uploading a PDF or CSV file

Save time and effort thanks to machine learning algorithms that automate your FP&A workflows that are bespoke to your own company’s financials. Upload a PDF or CSV file of your company’s historical financials to get started.

Step 1: Upload your company’s historical financials

Upload a PDF or CSV file of your company’s historical financials to get started. Our machine learning algorithms will do the rest!

Step 2: Visually project how you think your company will perform

Visually make adjustments to how you think your company should be performing in the future. No expertise of Excel needed. Visually adjust key drivers such as Revenue Growth, COGs, SG&A, and Key Net Working Capital drivers. See the results visually through the RMI Insights platform and download them as Excel files or PDFs.

Step 3: Analyze actual vs. projected performance in real-time

On a monthly basis, compare how your company is tracking relative to how you think it should be performing using our KPI Dashboard and Monthly Budgeting tools. Fully automate this process by connecting RMI Insights to your company’s ERP.

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Step 3: Analyze actual vs. projected performance in real-time

Web Platform

Manage your business based on current performance vs. bespoke projected performance. Invite your fellow Executives and Investors to collaborate with your new automated FP&A system. Have it all in one place for better management. Management and Investor reporting made easy!

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Real-Time Valuations of Your Business

Have a real-time gauge on your company based on its actual performance vs. its target performance. Visually understand and track these changes to understand how it impacts your company’s valuation. Valuations are triangulated based on precedent transactions, publicly traded comparables and DCF in real-time.

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RMI Insights is Trusted By

"RMI Insights has vastly improved operations for one of my early-stage HealthTech Portfolio Companies. They effectively serve as that Company's FP&A & Corporate Finance Team. They are my go-to Team for not only this Portfolio Company but for all my private investments."

Ram Velidi, Principal Investor, Liveoak Venture Partners

"Rocky Mountain Innovations has consistently outperformed and over-delivered beyond any of my wildest expectations. They came in and built an FP&A process from the ground-up at several organizations where I have worked. I enthusiastically recommend them and their technology for any growing company that is looking to reduce corporate overhead in their middle and back office."

Darryl MacNair, CFO, Eustis Mortgage

"The Rocky Mountain Innovations team is one of the smartest, most hardworking group of folks whom I have had the pleasure of working with. They will stop at no end to make sure their work products are flawless. They have and continue to be one of our most trusted business partners."

Gagan Sharma, CEO, BSI Financial Services