Enabling Accountants To Perform CFO Advisory Services In A Standardized, Automated Fashion

RMI Insights’ all-in-one platform uses machine learning to generate your clients’ three statement financial models with nothing more than an historical Income Statement and Balance Sheet, helping your clients to automate, simplify and visualize their businesses’ financial futures

Integrate ERP Systems to Automate Financial Modeling & reporting

See the value and create a better client experience at every stage of your advisor journey

Save time, grow revenue faster, and show value to your clients with insightful visualized financial reports created in a matter of minutes

All-in-one platform with automated FP&A, KPIs, ratios, valuations, financial health monitoring and benchmarking

Visual Three Statement Financial Model

Build three statement financial models by visually adjusting key operational-level drivers for the Income Statement, Balance Sheet and Cash Flow Statement in minutes instead of weeks.
RMI Insights’ machine learning-based engine can import unstructured historical financial data if your clients don’t have an accounting system in place.
Access to the RMI Insights Financial Modeling Platform can be easily shared with your clients’ executive management team, Board, and other key stakeholders while retaining your own firm’s branding.

Planning, Budgeting & Forecasting

Help plan for your clients’ future by visually adjusting key drivers of their online financial model to create bespoke, custom forecasts and annual budgets.
RMI Insights’ budgeting tool allows you and your clients to see how they are actually performing relative to different budgets on a monthly, quarterly and annual basis.
See variance reports in real time across different budgets to best plan and forecast for your clients’ financial future.

KPI Reports & Dashboards

Impress clients and prospects with easy-to-read dashboards, reports, and plans in the cloud.
Translate insights derived from analyses into actionable steps in real-time under a number of bespoke operating scenarios (upside case, base case, downside case etc.).
Pick and choose your clients’ data to visually show their story through the platform’s interactive dashboard.

Real-Time Financial Health Monitoring

The RMI Insights Financial Modeling Platform leverages the most important quantitative factors, the same that are used by leading Private Equity firms, to determine a company’s financial health score in real-time.
Monitor your company’s financial health in real-time based on leading and lagging key indicators.
Compare your clients’ businesses’ financial health to leading public and private companies in the same industry to see how they stack up and how they can improve.

Cash-Flow Driven Valuations

Instantly value your clients’ businesses by adjusting key drivers for their valuations including the WACC, Corporate Tax Rate and EBITDA Exit Multiple.
Companies are valued by breaking down their unlevered free cash flow profile over the next 5 years.
An easy to understand ‘Valuation Summary’ is provided to show your clients how operating changes in their businesses can be accretive or dilutive to their businesses’ equity values.

Ratios, Benchmarking & Reporting

See key ratios & metrics for your clients’ businesses that are critical to Management and other stakeholders in real-time.
Benchmark your clients’ businesses’ key ratios & metrics to publicly and privately traded companies in their respective industries.
Share all of these insights with your clients through custom, bespoke reports that let you pick and choose what information to share with them.

Testimonials

RMI Insights is highly intuitive to use, easy to navigate, and visually appealing.

RMI Insights has helped our company to understand our actual monthly performance vs. our budget. We have also loved using the benchmarking feature which allows us to forecast revenue better based on our biggest buyers.

RMI Insights allowed me to build financial models for my clients in a few hours rather than in the typical weeks that it would take me to prepare, train and offload the work to an Associate

SOLUTIONS

Accounting Firms

Business Services

CFO Advisory Firms

Institutional Capital