Monthly financial reporting
Review monthly income, spend, and net changes without losing the connection back to the underlying uploaded files.
A small business financial dashboard that stays close to your uploaded data.
RIVOR Insights turns PDF bank statements and CSV transaction exports into a financial dashboard for small businesses, with income tracking, expense categorization, transfer detection, monthly reporting, saved analyses, and downloadable reports.
What the dashboard is designed to support
Saved analyses and reports
Store the views you want to revisit later and export PDF reports when you need a cleaner review package.
Deeper planning on paid tiers
Pro and Premium add more room for larger workflows, while Premium expands into scenario planning and broader AI-assisted review.
Use the dashboard that fits your current workflow
Free gives you the starter dashboard, while paid tiers expand into the advanced workspace, larger limits, richer reporting, and more AI capacity.
Want more product detail?
Review FAQs about file types, saved analyses, AI credits, and usage limits before you start.