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

Step 1: Upload your company's historical financials
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 projected how you think your company will perform
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
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.

Experience FP&A Automation For Your Business
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