1
Upload a PDF bank statement or CSV transaction export
Start with the financial files your business already has. CSV transaction exports work across all plans, and eligible PDF bank statement parsing is available on paid plans.
How RIVOR Insights Works
RIVOR Insights is built to help small business owners move from raw bank activity to clearer monthly reporting without manually rebuilding spreadsheets from scratch. The workflow is designed to start with the files you already have and end with organized financial views you can actually review.
From file upload to monthly review
Use the product with individual PDF bank statements, CSV transaction exports, or a mix of both depending on the plan and workflow you need.
2
RIVOR reads and organizes the activity
After upload, RIVOR organizes raw transaction activity into clearer income, expense, transfer, and category views so the month is easier to interpret.
3
Review dashboards and monthly reporting views
See totals, category mix, monthly patterns, and reporting breakdowns in a more readable format than a raw statement or export alone.
4
Check income, expenses, transfers, and categories
Use the organized views to review deposits, business expenses, transfers, recurring charges, and overall cash movement with less manual cleanup.
5
Save or use the analysis for business review
Save analyses, export reports, or use the results as part of your monthly financial reporting and internal business review workflow.
What you get after uploading
RIVOR helps turn bank statement activity into clearer income, expense, transfer, category, dashboard, and reporting views so you can focus on what changed instead of reformatting raw rows.
Where to go next
If you want to see the workflow in motion, visit the demo page. If you want a deeper overview of plans and file support, review the pricing page.
Helpful supporting guides
The Resources library includes practical articles on PDF bank statement review, CSV transaction exports, categorization, and monthly reporting habits.
Want to try the workflow with your own files?
Create an account to start analyzing bank statements and transaction exports, or compare plans first if you want to review PDF support, saved analyses, and AI-assisted features.