Who it is for
This workflow is useful for small business owners, operators, and internal finance team members who want a clearer read on business performance before moving into deeper accounting review.
RIVOR is built to support review, not replace accountants, bookkeepers, or tax professionals.
Supported files
RIVOR currently supports Profit and Loss uploads in PDF and CSV formats when they fit the app's P&L analysis workflow. Common sources can include QuickBooks, Xero, FreshBooks, Wave, Zoho Books, Sage, or reports prepared by a bookkeeper.
What you get after uploading
After sign-in, the upload happens inside the user dashboard. RIVOR then turns the statement into a clearer summary of:
- Revenue
- Cost of goods sold (COGS)
- Gross profit
- Operating expenses
- Net income
- Gross margin
- Net margin
This helps small business owners understand performance faster and see where the report deserves a closer second look.
How this fits with bank statement analysis
A Profit and Loss statement and a bank statement answer different questions. If you want to review transaction-level activity, transfers, and bank-driven cash movement, visit the bank statement analyzer. If you want to review revenue, expenses, and margins from a prepared financial statement, this P&L workflow is the better fit.
Useful next reads
If you want more context before uploading, start with how to read a profit and loss statement, the monthly profit and loss review checklist, or the comparison between a profit and loss statement and a bank statement.