We think finance teams should spend time deciding, not reconciling.
RiseX builds AI-powered financial planning software that turns raw accounting data into forecasts, reports, and budgets — automatically, and on a schedule.
Our story
RiseX started in 2023 after our founding team spent years inside finance functions at growing software and retail companies, rebuilding the same cash flow spreadsheet every month. We built the first version of RiseX to solve our own reporting problem, then opened it up to other finance teams facing the same grind.
Today RiseX is used by finance teams at over 340 companies to forecast cash, automate reporting, and keep budgets on track, without adding headcount.
What we believe
Forecasts should show a range, not a false sense of precision. Reports should build themselves from the ledger you already trust. And software that touches your financial data should be transparent about what it does — and just as clear about what it doesn't do: RiseX doesn't hold funds, extend credit, or give investment advice.
The team behind RiseX
Miriam Okafor
Co-founder & CEO. Previously led FP&A at a mid-market logistics company.
Daniel Bosch
Co-founder & CTO. Built forecasting infrastructure for e-commerce platforms.
Priya Ramaswami
Head of Data Science. Focused on time-series forecasting and anomaly detection.
Interested in joining RiseX?
We're a small, remote-friendly team building tools finance teams actually want to use.