Management reporting and board packs — without the manual work
Management reports, variance analysis, and board packs — all prepared by Rima. Send your source documents via Slack or email and get back a completed, audit-ready Excel file.
How it works
01
Send your source documents via Slack or Email
Drop your GL export, budget file, prior period report, or any source data into your dedicated Rima Slack channel or email it directly. No portals or manual uploads needed.
02
Rima extracts, calculates and populates
The Reporting pulls the relevant data, runs variance calculations, and populates your reporting template — matching your firm's exact formatting and structure.
03
Review your completed report in Excel
Rima delivers a finished report directly to your Excel template or PDF ready to review, approve, and share.
What we report on
Every report your team produces, automated
Management Reporting
Produce monthly and quarterly management accounts from your source data automatically.
Variance Analysis
Compare actuals vs budget vs prior period with annotated variances — no manual calculations.
Board Packs
Compile board-ready packs with financials, KPIs, and commentary from your underlying data.
Cash Flow Reporting
Generate cash flow statements and forecasts from bank feeds and GL data.
Department & Cost Centre Reports
Break down P&L by department, cost centre, or project with drill-through detail.
KPI Dashboards
Extract and populate KPI dashboards from operational and financial data sources.
What you get
Fully managed. Always audit-ready.
3-hour SLA
Every reporting request is completed within 5 hours, 24/7.
Full audit trail
Every figure is traced back to its source document with complete provenance.
Your Excel & PDF template
Reports land in your existing templates — no reformatting, no copy-paste.
Fully managed
Rima deploys and manages the agent — your team just sends requests.
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