Trusted by
Thousands of leading small and medium size businesses
99%
of customers are satisfied with riskrate
396
user hours saved on average per year
3 days
investment
payback time
How riskrate works
Get started with 3 easy steps.
Upload a ledger or connect via API

Upload a free general ledger CSV, Excel, or connect all your bookkeeping software with real-time integrations. Choose what works best for you today. Start here
Why riskrate
Simple, reliable and easy-to-use, perfect for high-client volumes.
Outstanding savings
from day one
One platform
Import data from any tool and centralize your advisory on one platform.
99% faster reviews
Save hours on reviews
and focus on what matters:
your clients.
100+ more clients
Advise 100+ more clients
individually in the time
it used to take one.
Upload a general ledger file and run your first analysis in less than 3 minutes. No credit card required.
riskrate top features
Build new products to grow your financial services in less than 3 minutes.
Analyses and Templates
Run tailored analyses with forecasts and natural language recommendations with a click.
Analyse large datasets in seconds and share customizable email reports with a click.
Save time, improve performance, and make smarter decisions with riskrate AI-advisory features.
Create scenarios A, B, and C, and easily prepare budgets, cash flow plans, and forecasts.
Upload any dataset: Bring data from an Excel, General Ledger, or connect with integration.
High security. Safeguard your data with data encryption in transit and at rest.
Group reporting software
Consolidate multiple companies, currencies, and software more easily than ever.
Automate account mapping and easily customize your chart of accounts with an intuitive editor.
Invite unlimited users and easily manage company and organization permissions.
%20(1)%20(1)%20(1)%20(1).png)

.jpg)
.jpg)
.jpg)
