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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 Causal?

Develop models at a pace ten times faster, connect them directly to your data sources, and present insights via interactive dashboards featuring impressive visuals. Causal simplifies formulas, removing the necessity for intricate cell references or obscure syntax, as a single formula in Causal can substitute for many traditional spreadsheet formulas. The integrated scenario feature allows you to easily set up and examine various what-if scenarios, employing ranges like "5 to 10" to understand the full array of possible outcomes for your model. Startups utilize Causal for essential functions, such as determining runway, tracking key performance indicators, planning employee compensation, and creating financial models that attract investors. Craft visually appealing charts and tables without the burden of extensive customization efforts. Furthermore, you can effortlessly switch between different time frames and summary formats to meet your analytical requirements. By harnessing the potential of your data, you can revolutionize how you visualize your business metrics and dive deeper into the analytics that drive your success. This newfound clarity enables you to make informed decisions that propel your business forward.

Media

Media

Integrations Supported

Aeries
Aurea FirstRain
Brevo
DiscoverOrg
Facebook
Jotform
Keen
Kickbox
LaunchDarkly
OneLogin
Oracle Responsys
PersistIQ
Recurly
Sailthru
Salesloft
Semrush
Shortcut
SmartrMail
Splash
Surefire

Integrations Supported

Aeries
Aurea FirstRain
Brevo
DiscoverOrg
Facebook
Jotform
Keen
Kickbox
LaunchDarkly
OneLogin
Oracle Responsys
PersistIQ
Recurly
Sailthru
Salesloft
Semrush
Shortcut
SmartrMail
Splash
Surefire

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$50 per user per 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

Causal

Date Founded

2019

Company Location

United Kingdom

Company Website

www.causal.app/

Categories and Features

Data Visualization

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

Categories and Features

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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