Average Ratings 0 Ratings
Average Ratings 0 Ratings
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accounting firms and small businesses to effectively strategize for their financial futures without relying on outdated and error-prone spreadsheet methods.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.
Description
To accurately forecast your company's liquidity, combine receivables and payables with hr, subscription revenues, and your budget assumptions.
Connect your financial tools, combine them with your budget assumptions and you will get a comprehensive view of the future cash flow and liquid balance for your company.
TRESIO dashboards are easy to understand and provide all the information needed to identify potential threats and opportunities and take action. Export your data as an Excel spreadsheet or graphs and work with them according to your needs.
API Access
Has API
API Access
Has API
Integrations
Abacus Payroll
Deel
Nordigen
Plaid
Stripe
bexio
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
25 CHF
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
RMI Insights
Founded
2018
Country
United States
Website
rmiinsights.com
Vendor Details
Company Name
TRESIO
Founded
2020
Country
Switzerland
Website
Tresio.ch
Product Features
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management