Analyze Transactions
Upload an individual PDF bank statement or CSV transaction export to organize income, expenses, transfers, categories, dashboard summaries, and reporting views.
How RIVOR Insights Works
RIVOR Insights is built to help small business owners move from raw bank activity or accounting reports 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
Choose the workflow that matches what you already have: bank files for transaction analysis or a Profit & Loss report for a clear financial explanation.
Explain My P&L
Upload a Profit & Loss statement or Income Statement from QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Sage, or your bookkeeper and let RIVOR provide a clear financial interpretation.
1
Upload the file that matches your question
Start with the financial files your business already has. CSV transaction exports work across all plans, eligible PDF bank statement parsing is available on paid plans, and Explain My P&L accepts PDF or CSV accounting reports.
2
RIVOR reads and organizes the report data
After upload, RIVOR organizes raw transaction activity into clearer income, expense, transfer, and category views, or maps a P&L report into a more consistent structure with key numbers and margins.
3
Review dashboards, summaries, and takeaways
See totals, category mix, monthly patterns, reporting breakdowns, or a clear financial P&L explanation in a more readable format than a raw statement, export, or accounting report alone.
4
Check income, expenses, transfers, categories, and margins
Use the organized views to review deposits, business expenses, transfers, recurring charges, overall cash movement, and P&L margin signals 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.