Product
What is RiseX?
RiseX is AI-powered financial planning software that connects to your accounting platform to generate cash flow forecasts, automated reports, and budget-vs-actual tracking for finance teams.
Do I need technical skills to set it up?
No. Connecting an accounting platform takes a few clicks through a guided OAuth flow, and most accounts have their first forecast within 20 minutes.
Can I export my data?
Yes, you can export reports as PDF or spreadsheet files at any time, and request a full data export by contacting support.
Billing
Is there a free trial?
Yes, every plan includes a 14-day free trial with no credit card required. See Pricing.
How do I cancel?
Cancel anytime from Account Settings → Billing. See our Refund Policy for full details.
Data & security
Is RiseX a financial institution?
No. RiseX is software only — we never hold or move your money. See our Disclaimer.
How is my data protected?
Data is encrypted in transit and at rest, with role-based access controls. See our Security page.