Everything your finance stack does manually, RiseX does on a schedule.
Forecasting, reporting, and budget control in one workspace — built to sit on top of the accounting system you already use, not replace it.
AI cash flow forecasting
RiseX projects future cash position using your historical transaction patterns, seasonality, and open invoices — not a static spreadsheet formula.
Rolling 12-month projection
Forecasts refresh automatically as new transactions land, so the projection you're looking at is never more than a day old.
Confidence ranges, not single numbers
Every forecast ships with a best-case, base-case, and worst-case band so you can plan for a range of outcomes instead of one guess.
Runway & burn tracking
Runway is recalculated with every sync, with alerts when projected runway drops below a threshold you set.
Anomaly detection
The model flags transactions and trends that deviate from your normal pattern, so surprises get caught before month-end.
Automated financial reporting
Board decks and monthly close reports that build themselves from live data.
P&L, balance sheet & cash flow statements
Core statements generate directly from synced ledger data, with drill-down into any line item.
Board-ready exports
One-click export to a formatted PDF or slide-ready summary, on a schedule you define — weekly, monthly, or quarterly.
Custom report builder
Build recurring reports around the metrics your board or investors actually ask for, saved as reusable templates.
Multi-entity consolidation
Roll up numbers across subsidiaries or business units into a single consolidated view, in the currency you report in.
Budget vs. actual, without the spreadsheet reconciliation
Set budgets once, then let RiseX track drift automatically and explain it in plain language.
Department & category budgets
Break budgets down by team, department, or GL category, with owners assigned to each line.
Automatic variance alerts
Get notified the moment actual spend crosses a threshold you define, with the transactions that drove it.
Scenario modeling
Duplicate a budget, adjust assumptions — a new hire, a price change, a delayed contract — and see the effect on runway instantly.
Approval workflows
Route budget change requests through role-based approvals, with every decision logged to an audit trail.
Built on the data you already have
RiseX doesn't ask you to re-enter anything. It reads from the systems your finance team already runs on.
Accounting sync
Two-way sync with QuickBooks Online, Xero, and NetSuite, refreshed daily.
Bank & payroll feeds
Layer in bank transaction data and payroll runs for a fuller picture of cash movement.
Role-based permissions
Give founders a summary view and finance a full ledger view, from the same underlying data.
See it running on your own numbers.
Connect a sandbox account or start a free trial — either way, you'll have a forecast within the hour.