Audit-ready workpapers — without the manual prep work
Tax and close workpapers prepared automatically from your source documents. Send files via Slack or email and get back a completed, reviewer-ready Excel workpaper.
How it works
01
Send your source documents via Slack or Email
Drop your GL export, bank statements, invoices, or any supporting documents into your dedicated Rima Slack channel or email them directly. No portals or manual uploads needed.
02
Rima extracts, structures and populates
The Workpaper Prep reads your source documents, applies your firm's workpaper structure, and populates the template — matching your exact formatting, naming conventions, and sign-off requirements.
03
Review your completed workpaper in Excel
Rima delivers a finished, audit-ready workpaper directly to your Excel template — fully referenced, formatted, and ready for reviewer sign-off.
What we prepare
Every workpaper your team produces, automated
Month-End Close Workpapers
Prepare close workpapers from GL exports and supporting schedules — formatted and ready for review.
Tax Workpapers
Compile tax prep workpapers from source documents with all supporting schedules in the right format.
Fixed Asset Schedules
Build fixed asset rolls, depreciation schedules, and supporting workpapers from your source data.
Accrual & Prepayment Schedules
Prepare accrual and prepayment workpapers with calculations and source references included.
What you get
Fully managed. Always audit-ready.
3-hour SLA
Every workpaper 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 template
Workpapers 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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