RIVOR Insights logo

Revenue Intelligence Visibility Oversight Reporting

Turn PDF bank statements and CSV transaction exports into dashboards and reports built for small business owners.

RIVOR Insights is a bank statement analyzer for small businesses that organizes income tracking, expense categorization, transfer detection, monthly financial reporting, dashboards, and downloadable reports without making you rebuild the data by hand.

See plans Create account
Individual PDF bank statements on eligible paid plans CSV transaction exports on every plan Dashboards, reports, and AI insights

Current workflow

Income $14.2k Spend $6.8k Net $7.4k

Spend by Category

Spending Mix

Full workflow

From upload to report, the whole path already lives in RIVOR.

Use the starter dashboard for quick visibility or move into the advanced workspace for deeper reporting, saved analyses, planning, and export-ready summaries across PDF bank statements and CSV transaction exports.

1

Bring in the files you already have

Every plan accepts CSV transaction exports. Pro and Premium also parse eligible individual PDF bank statements, and new accounts get extra historical import uploads during the first 30 days.

2

Review the dashboard that fits your plan

Free gives you the core dashboard. Pro and Premium unlock the advanced workspace, deeper monthly breakdowns, saved views, and more room to work with larger files for ongoing monthly financial reporting.

3

Save, explain, and export what matters

Store saved analyses, download PDF reports, use AI credits for insights, and on Premium model scenarios with conversational help when you need another layer of context for revenue, expense, or transfer decisions.

What's Included

RIVOR now covers dashboards, reporting, enrichment, and AI.

The site has moved beyond simple uploads. Today's product supports core reporting for every account tier, then expands into paid PDF parsing, live enrichment, and more advanced AI-assisted workflows for small business owners who need clearer monthly reporting.

CSV uploads and starter reporting

Every plan can upload business transaction CSVs, review income and spend, and start building a usable reporting baseline right away.

Eligible PDF statement parsing

Paid plans can process supported PDF statements in addition to CSV uploads, which is useful when the clean export is not what you have on hand.

Two dashboard levels

Free keeps the workflow simple. Pro and Premium open the advanced workspace with fuller reporting, saved-analysis loading, and a deeper operating view.

Saved analyses and PDF reports

Every plan lets you keep analyses you want to revisit later and export reporting into PDF form instead of rebuilding the same view every time.

Live transaction enrichment

Paid plans can enhance transactions with cleaner merchant and category detail, with caching to avoid repeating the same work unnecessarily.

Insights, planning, and extra credit buckets

Free includes starter AI usage, Pro expands that monthly credit pool, and Premium adds scenario planning and conversational AI-assisted interpretation.

Choose the level that matches how deep you need to go.

Free gets you into the workflow. Pro adds the advanced dashboard, PDF parsing, live enrichment, and add-ons. Premium expands those limits and unlocks AI planning.

RIVOR Free

$0/month

Start with the core workflow, saved analyses, and a small monthly AI allowance.

  • 5 uploads per month
  • 3 AI credits per month
  • Up to 500 transactions per analysis
  • 10 historical import uploads during the first 30 days
  • Core PDF report downloads

Core dashboard, saved analyses, and CSV uploads.

RIVOR Pro

$20/month

Also available billed as $108 every 6 months or $204 yearly.

  • 25 uploads per month
  • 25 AI credits per month
  • 1,000 enriched transactions per month
  • Up to 2,500 transactions per analysis
  • 75 historical import uploads during the first 30 days

Advanced dashboard, PDF parsing, live enrichment, and paid add-ons.

RIVOR Premium

$30/month

Also available billed as $162 every 6 months or $306 yearly.

  • 60 uploads per month
  • 100 AI credits per month
  • 3,000 enriched transactions per month
  • Up to 10,000 transactions per analysis
  • 150 historical import uploads during the first 30 days

Advanced dashboard, AI planning, conversational AI, and larger monthly capacity.

Parsed transactions

Transactions processed from uploaded CSV or PDF files.

Enriched transactions

Transactions enhanced with additional merchant or category detail on eligible paid plans.

Compare full pricing

Billing And Add-ons

Paid plans can scale without forcing a bigger tier jump.

Pro and Premium support monthly, 6-month, and yearly billing. Paid accounts can also add extra AI credits or more enrichment capacity as a remaining bucket for the current billing period.

$5

1,000 enriched transactions

Add more Plaid-powered merchant and category cleanup without switching plans.

$5

50 AI credits

Add another small AI bucket for summaries and explanations.

$10

125 AI credits

Best for teams that need more recurring AI-supported analysis.

$20

300 AI credits

For businesses that need more AI capacity without changing tiers.

Billing options

Paid plans are available monthly, billed every 6 months with a 10% savings, or billed yearly with a 15% savings.

Historical imports

New accounts get extra onboarding uploads during the first 30 days: 10 on Free, 75 on Pro, and 150 on Premium.

Explore By Need

Use the page that matches the workflow you want to explore.

RIVOR supports bank statement analysis, PDF statement uploads, CSV transaction reporting, and small business dashboards. These pages break each workflow out more clearly.

PDF bank statement analyzer

Learn how eligible individual PDF bank statements are parsed into a cleaner reporting view for monthly financial review.

Explore the PDF workflow

CSV transaction analyzer

Upload exported CSV transaction files and organize raw activity into readable categories, summaries, dashboards, and reports.

Explore the CSV workflow

Small business financial dashboard

Review monthly results, saved analyses, reports, and AI-assisted context from one dashboard built for small businesses.

Explore the dashboard page

Need the plan details before you start?

The pricing and FAQ pages break down CSV versus PDF uploads, parsed versus enriched transactions, AI usage, billing cycles, and what changes between Free, Pro, and Premium. The Resources library also includes practical guides for reviewing bank statements, comparing PDFs with CSV exports, and building a monthly financial reporting habit.

  • CSV uploads on every plan
  • PDF parsing on Pro and Premium
  • Saved analyses, reports, and monthly breakdowns
  • AI credits, planning tools, and paid add-ons
See pricing Read FAQs

Explore RIVOR Insights.

Start with the page that answers your next question, whether you want to understand the workflow, see the product in action, review use cases, or understand how RIVOR approaches trust and privacy.

How It Works

See the product path from PDF bank statement or CSV transaction export upload through organized reporting views.

Review the workflow

Demo

Watch the walkthrough before you create an account so you can see how RIVOR organizes business activity into dashboards and reports.

Watch the demo

Use Cases

Explore how cafes, restaurants, contractors, and bookkeepers can use RIVOR for monthly bank statement review and reporting prep.

Explore use cases

Security & Privacy

Read the plain-English trust page, then review the Privacy Policy and Terms before uploading financial files.

Read the trust overview

Resources

Browse practical articles on PDF bank statements, CSV transaction exports, categorization, monthly reporting, and bank statement review habits.

Open the resources library

Helpful resources for small business financial reporting.

Use these guides to sharpen bank statement review, understand the difference between PDF bank statements and CSV transaction exports, and build a cleaner month-end reporting routine.

Illustration of a PDF bank statement being reviewed
6 min read PDF bank statement analyzer

How to Analyze a PDF Bank Statement for Your Small Business

Review income, expenses, transfers, fees, recurring charges, and unusual activity more confidently.

Read guide
Illustration comparing a statement document with a transaction table
5 min read CSV transaction export

PDF Bank Statements vs CSV Transaction Exports: Which Should You Use?

See how each file type supports bank statement review and small business financial reporting.

Read comparison
Illustration of a monthly financial reporting checklist
7 min read Monthly financial report

Monthly Financial Reporting Checklist for Small Business Owners

Use a repeatable process for income and expense tracking, transfers, recurring costs, and final reports.

Read checklist