Take a look at RMI Insights

Ingestion & Extraction of Data

RMI Insights is a source-agnostic platform where you can upload or connect historical financials in any format (Excel, PDF, CSV etc.) as well as directly from accounting systems. RMI Insights extracts this historical data and structures it in a standardized format.

Visualization & Customization of Key Assumptions

RMI Insights adopts AI/ML where algorithms analyze historical patterns and recognize trends to refine and establish the initial default assumptions. Users then have the ability to create customized scenarios or a range of cases by ascribing their own assumptions for key projection drivers.

Real-Time Understanding of a Company’s Financial Health

RMI Insights automatically produces historical and projected KPIs for the Income Statement, Balance Sheet and Statement of Cash Flows. In addition to these KPIs, RMI Insights creates a proprietary Risk Scorecard that assigns numerical ratings for an array of qualitative and quantitative parameters.

Automatic Valuations of Your Business

Have a real-time gauge on your company’s value. Visually track these changes to understand what factors impact your company’s valuation.

Collaboration Made Easy

Leave behind version control issues and poor collaboration. RMI Insights lets you easily share your financial models with the click of a button. You can also download your models in PDF or Excel to share the old fashioned way.

SOC 2 Type II Certified


USPTO Patented Since 2018

GDPR & CCPA Compliant