Average Ratings 12 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Microsoft Excel, part of Microsoft 365, transforms the way individuals and organizations work with data. It’s a powerful platform for creating dynamic spreadsheets, conducting financial analysis, and uncovering insights through AI-enhanced tools. The new Copilot in Excel uses natural language prompts to generate formulas, analyze trends, and even automate complex data modeling—no coding required. Excel’s integration with Python allows professionals to perform advanced analytics directly within their spreadsheets, bridging the gap between data science and everyday productivity. With PivotTables, charts, and conditional formatting, users can visualize data patterns and make data-driven decisions with confidence. Cloud-based real-time collaboration makes teamwork seamless, letting multiple people coauthor spreadsheets simultaneously from anywhere. Excel’s security, supported by OneDrive and Microsoft Defender, ensures your data remains protected and recoverable. Whether for budgeting, forecasting, or business intelligence, Excel remains the trusted tool for clarity, collaboration, and confidence in every calculation.

Description

Consolidate your historical financial information in one place to enable immediate financial projections and pro forma calculations. Utilizing a machine learning-driven methodology, the platform employs algorithms to refine and triangulate crucial forecasting assumptions, allowing users to visually modify these factors to better suit their needs. Generate tailored reports and dashboards that present easy-to-digest analyses, including operational metrics, financial trends, and various key performance indicators. RMI Insights serves as a cloud-based financial modeling automation tool that leverages machine learning, empowering accounting firms and small businesses to effectively strategize for their financial futures without relying on outdated and error-prone spreadsheet methods. This versatile platform is source-agnostic, enabling you to upload or connect your historical financial data in any format, such as Excel, PDF, or CSV, along with direct integration from accounting systems. After extracting your historical data, RMI Insights organizes it into a standardized format for seamless analysis, ensuring that financial planning becomes more efficient and reliable than ever before. With RMI Insights, you can confidently navigate the complexities of financial forecasting and streamline your decision-making processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BigSIS Yes 
Buildbite Yes 
ClixTrac Yes 
ConnectedSign Yes 
Datawarehouse.io Yes 
Digital T-Card Yes 
Enviro Data Yes 
Flow CSV Editor Yes 
Formstack Yes 
Glyph Yes 
Holo4 Yes 
IT Portal Yes 
JourneyLab Yes 
Microsoft Power BI Yes 
Morro Data CloudNAS Yes 
Penzle Yes 
RiskMP Yes 
TRAIN TRACK Yes 
UsefulPDF Yes 
qUniform Yes 

Integrations

BigSIS No 
Buildbite No 
ClixTrac No 
ConnectedSign No 
Datawarehouse.io No 
Digital T-Card No 
Enviro Data No 
Flow CSV Editor No 
Formstack No 
Glyph No 
Holo4 No 
IT Portal No 
JourneyLab No 
Microsoft Power BI No 
Morro Data CloudNAS No 
Penzle No 
RiskMP No 
TRAIN TRACK No 
UsefulPDF No 
qUniform No 

Pricing Details

$8.25 per user per month
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

www.microsoft.com

Vendor Details

Company Name

RMI Insights

Founded

2018

Country

United States

Website

rmiinsights.com

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators Yes 
Charting Yes 
Multi-User Collaboration Yes 
Templates Yes 

Product Features

Data Visualization

Analytics No 
Content Management No 
Dashboard Creation No 
Filtered Views No 
OLAP No 
Relational Display No 
Simulation Models No 
Visual Discovery No 

Alternatives

Alternatives

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