PDF and Excel Workflow Automation for Accountants
Rima builds AI agents that automate your most painful document workflows and execute the same way every single time.
Our team comes from
Meet Rima
The first AI agent that does your accounting work the same way every time and never forgets how.
Hey @Rima — can you run the AP reconciliation for October? Attaching the vendor statement and GL export.
Got it! I've received both files. Quick questions:
1. Should I flag invoices over $10,000 for manual review?
2. How to handle FX differences — variance or allocate?
Describe Your Task
Upload your supporting documents via slack or directly inside Rima and describe your workflow in plain English. Rima asks follow up questions to learn your specific rules, edge cases, and formatting requirements.
Generate Blueprint
Rima uses your answers and description as context to build a blueprint tailored to your workflow and never forgets.
Run Your Blueprint
Rima runs your Blueprint and generates output in your Excel or PDF template for review and sign-off. Every execution runs the same way every time.
Built for Precision
Most AI breaks on messy PDFs. Rima is designed for the complexity of financial data, keeping you in total control of the final output.
Enterprise-grade Infrastructure and Security
No Training Agreements
We have zero-retention agreements with our AI providers. Your documents and spreadsheets remain yours.
Private data stays private
Role-based access controls ensure only authorized users can view sensitive information.
Zero Data Retention
Policies and procedures in place to not retain any sensitive information.
Regularly audited and tested
Continuous security assessments and penetration testing keep your data secure.
Encrypted everywhere
AES-256 encryption at rest, TLS 1.3 in transit. Your data is protected at every step.
Rima Pricing
Flexible pricing for teams of all sizes
Free
Independent Accounting Professional
- Access to Rima Studio
- Basic AI powered document extraction
- 2 workflow automations per month
- Process up to 20 document pages per month
Need more? Pay-as-you-go — no commitment
In-House Accounting Teams
For internal finance and accounting teams at growing companies
- Fully managed agents available in Slack
- Send requests via Slack — Rima handles the rest
- 3-hour SLA for every request
- Excel add-in with full audit trail
- Dedicated Slack channel + email support
Accounting Firms
For accounting and advisory firms that need capacity to take on more clients
- Fully managed agents available in Slack
- Send requests via Slack — Rima handles the rest
- Faster SLA per request
- Excel add-in with full audit trail
- Dedicated Slack channel + email support
- Support for multiple clients
- Branded outputs with your firm's formatting
- CPA review where required
Usage limits apply