Revenue Intelligence Visibility Oversight Reporting
This page covers what RIVOR does today: how uploads work, what each plan includes, how parsed and enriched transactions are counted, and what business owners can expect once they start using the platform.
RIVOR Insights is a financial visibility workspace for small businesses. It turns uploaded financial files into organized dashboards, saved analyses, and reporting views so owners can review revenue, expenses, cash movement, and trends in one place.
It is designed for small business owners, operators, and teams who export data from banks, payment processors, and other financial systems and want a cleaner business view without building reports from scratch every time.
RIVOR supports CSV uploads on all plans. Pro and Premium also support eligible PDF statement uploads. File count, transaction volume, and PDF availability depend on your current plan.
RIVOR combines and standardizes the transaction data, builds summary metrics, category views, and reporting visuals, and gives you a clearer dashboard view of the business. When you are signed in, analyses can also be saved to your account so you can load them again later.
The basic dashboard is the entry point for the RIVOR workflow.
Pro and Premium unlock the advanced workspace at
/dashboard-plus/, which adds the fuller monthly
breakdown, expanded reporting tools, and the higher-tier planning
experience.
Parsed transactions are the rows RIVOR processes from uploaded files. This usage number tracks how many transactions were read and analyzed during your billing period.
Enriched transactions are transactions that go through RIVOR's merchant and category enhancement workflow. This usage number tracks enrichment activity during your billing period. The enrichment cache stores reusable lookup keys, so the cache table will usually have far fewer rows than the enriched transaction count shown in your profile.
AI credits are used when you generate RIVOR AI insights. Free includes a small number of credits, Pro includes more monthly capacity, and Premium adds the deepest planning and AI usage allowances.
Yes. Signed-in users can save analyses to their account and load them later from the dashboard controls instead of starting from scratch each time.
No. RIVOR is built to improve visibility, organization, and reporting around exported financial data. It supports review and oversight, but it is not a substitute for bookkeeping, accounting, or professional tax advice.
The name is a shorthand for the workflow and the outcome: Revenue, Intelligence, Visibility, Oversight, and Reporting. Together those ideas describe how raw exports become something a business owner can actually use.
Start with CSV exports from the systems your business uses, and add PDF statements when your plan supports them.
Bring those sources together in one place so you are not reviewing separate files one by one with no shared context.
RIVOR organizes the transaction data into summaries, category reporting, saved analyses, and dashboard views that are easier to understand.
Use the resulting visibility for ongoing review, and unlock deeper reporting, AI summaries, and planning tools as your plan expands.
Revenue is where the picture starts. Business owners need to see the money coming in across platforms, accounts, and systems instead of guessing from scattered exports.
Intelligence means the data is not only stored. It is organized, interpreted, and made more useful so a spreadsheet of line items becomes a clearer business resource.
Visibility is the ability to see what is coming in, going out, and where activity is concentrated. Without that visibility, it is much harder to understand what the business is actually doing.
Oversight is what stronger visibility makes possible. When the financial picture is easier to read, owners can monitor spending, review movement, and make decisions with more confidence.
Reporting is where the work comes together. Organized financial data should become something readable, reviewable, and shareable, not just another export sitting in a folder.
Each letter points to the outcome RIVOR is designed to create: clearer financial understanding, stronger review habits, and better control over what is happening inside the business.
Ready to try it?
Create an account, upload your files, and start organizing your business data into one cleaner financial workspace.