Combine exported transaction files
Work from the CSV transaction exports your business already has instead of rebuilding a reporting workflow from scratch.
Turn CSV transaction exports into a cleaner small business reporting workflow.
RIVOR Insights helps you upload CSV transaction exports and organize raw business activity into income, expense, transfer, category, dashboard, and report views that are easier to review month after month.
CSV uploads on every plan
Track income and expenses
Surface the key financial activity that matters most for revenue review, expense visibility, and monthly reporting.
Keep dashboards and reports aligned
Use the same uploaded data for saved analyses, PDF reports, and follow-up dashboard review.
Start on Free, then expand as your workflow grows
CSV uploads are supported on every RIVOR plan, while paid tiers add more capacity, PDF support, richer reporting, and AI-assisted analysis.
Related workflows
Bank statement analyzer
PDF bank statement analyzer
Small business financial dashboard
Need answers first?
Use the FAQ and contact page if you want to confirm how uploads, reporting, or plans work before you start.