See your cash flow before it happens.
RiseX connects to your accounting stack and turns raw transactions into a rolling AI forecast, automated board reports, and a live budget-vs-actual view — so finance teams stop reconciling spreadsheets and start making decisions.
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Solid line: actuals. Dotted line and shaded band: AI-forecasted range (* projected months).
One workspace for forecasting, reporting, and budget control.
RiseX is built for the three things finance teams redo every single month — replacing manual spreadsheet work with a system that updates itself.
AI cash flow forecasting
Machine learning models trained on your historical transactions project cash position, runway, and burn 3, 6, and 12 months out, with a confidence range instead of a single guess.
Automated financial reporting
P&L, balance sheet, and board decks generate automatically from live data, on the schedule you set, formatted and ready to share.
Budget vs. actual tracking
Set budgets by department or category and get flagged the moment actuals drift, with plain-language explanations of what changed and why.
Accounting integrations
Two-way sync with QuickBooks, Xero, and NetSuite keeps your ledger and your forecast on the same numbers, refreshed daily.
Scenario planning
Model a new hire, a pricing change, or a slower quarter in seconds and see the downstream effect on runway before you commit to it.
Approvals & audit trail
Route budget changes through role-based approvals with a full, timestamped audit trail — built for teams that answer to a board or auditor.
From messy ledger to a working forecast in three steps.
Connect your data
Link your accounting platform, payroll, and bank feeds. RiseX reconciles and categorizes transactions automatically.
Review the AI forecast
The model surfaces a 12-month projection with a confidence range and flags anomalies worth a second look.
Plan and share
Build budgets, run scenarios, and push a board-ready report out on autopilot — no copy-pasting into slides.
Figures reflect aggregated customer usage data as of Q1 2026 and vary by account size and data quality.
"We replaced a 40-tab forecasting spreadsheet with RiseX in an afternoon. Board reporting used to eat a full day every month — now it's a scheduled export."Dana Whitfield — VP Finance, Harborlight SaaS
Frequently asked questions
Is RiseX a bank, broker, or lender?
No. RiseX is financial planning and analytics software only. We never hold, move, or lend your money, and we don't provide investment, tax, or legal advice. RiseX reads data from the accounts and platforms you connect to build reports and forecasts.
How accurate is the AI forecast?
Forecast accuracy depends on the length and quality of your transaction history. Most accounts with 12+ months of clean data see actuals land within RiseX's projected range roughly 90% of the time. Forecasts are estimates, not guarantees, and should be reviewed alongside your own judgment.
What accounting platforms do you support?
RiseX integrates with QuickBooks Online, Xero, and NetSuite today, with additional connectors on the roadmap. See the integrations page for details.
Is my financial data secure?
Data is encrypted in transit and at rest, access is role-based, and connections to accounting platforms use read-scoped OAuth wherever the provider supports it. See our security page for the full overview.
Can I cancel anytime?
Yes. All plans are month-to-month with no long-term contract, and you can cancel from your account settings at any time. See our refund policy for details on billing cycles.
Put your forecast on autopilot.
Start a free 14-day trial or talk to our team about your accounting stack. No credit card required to start.