1
Upload a statement or transaction file
Start with an individual PDF bank statement or CSV transaction export, depending on the plan and the file format you have available.
See RIVOR in action
This walkthrough shows how RIVOR Insights turns uploaded PDF bank statements and CSV transaction exports into organized financial activity, dashboard summaries, and clearer monthly reporting views for small business owners.
Demo walkthrough
A full walkthrough video is coming soon. For now, you can review the workflow below to see how RIVOR Insights turns uploaded bank statement activity into clearer dashboard and reporting views.
Video walkthrough coming soon
Until the recorded demo is ready, use the step-by-step product overview below to understand the upload, review, and reporting workflow.
2
Review organized financial activity
RIVOR organizes the raw activity into clearer income, expense, transfer, and category views so the month is easier to interpret.
3
Explore dashboard summaries
Use dashboard and reporting views to check trends, category mix, monthly totals, and the shape of business activity over time.
4
Use the analysis for monthly review
Save or export the results and use them as part of your ongoing monthly financial reporting workflow.
What this demo is meant to show
The goal is to make the workflow easier to understand before you upload your own files. If you want the step-by-step explanation in writing, visit How It Works.
Want the educational context too?
The Resources library covers bank statement review, business expense categorization, and monthly reporting habits for small business owners.
Ready to check the plan details?
Review the pricing page for plan limits, PDF support, add-ons, and billing options before you begin.
Want to try the workflow with your own files?
Create an account to start analyzing statements and exports, or log in if you already have access.