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What is RMI Insights?

Bring all your historical financial data together in a single location to facilitate instant financial projections and pro forma computations. By implementing a machine learning-driven approach, the platform utilizes sophisticated algorithms to enhance and refine key forecasting assumptions, enabling users to adjust these variables visually to better fit their specific requirements. You can create customized reports and dashboards that showcase easily interpretable analyses, including operational metrics, financial trends, and important key performance indicators. RMI Insights acts as a cloud-based financial modeling automation solution that harnesses machine learning technology, empowering accounting firms and small businesses to plan for their financial futures without the pitfalls of traditional and error-prone spreadsheet methods. This adaptable platform is source-agnostic, allowing you to upload or link your historical financial information in various formats, such as Excel, PDF, or CSV, as well as facilitating direct integration from accounting systems. Once your historical data is extracted, RMI Insights organizes it into a consistent structure for effortless analysis, guaranteeing that financial planning becomes more efficient and dependable than ever before. With RMI Insights, navigating the intricacies of financial forecasting is simplified, allowing for a more streamlined decision-making process that enhances overall financial strategy. Embrace this powerful tool to transform the way you manage financial data and prepare for future growth.

What is BizPlanBuilder?

Let's make it happen! BizPlanBuilder® provides a comprehensive approach to crafting a business plan tailored for "lean" development and can also generate a compelling investor pitch to secure funding under optimal conditions. With BizPlanBuilder, you can swiftly and effectively formulate a polished business plan. The platform offers online access to ready-made templates for business plans, Excel financial models, and a PowerPoint presentation ("pitch deck"), facilitating collaboration with your team and advisors. The system features adaptable, professionally written narratives, financial models, and supporting documents, accompanied by video tutorials for user guidance. This innovative tool is the quickest route to transform your concepts into a viable business plan that meets investment standards and lays the groundwork for a successful and profitable company. By leveraging these resources, entrepreneurs can focus on refining their ideas while ensuring they are equipped with all necessary materials for potential investors.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint

Integrations Supported

Microsoft Excel
Microsoft Word
PowerPoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$27/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RMI Insights

Date Founded

2018

Company Location

United States

Company Website

rmiinsights.com

Company Facts

Organization Name

Business Power Tools powered by Jian

Date Founded

1988

Company Location

United States

Company Website

www.businesspowertools.com

Categories and Features

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Categories and Features

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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