Workpaper Prep

Automate accrual & prepayment schedules

Accrual and prepayment schedules ensure that expenses and income are recognised in the correct period — documenting every estimate, its calculation basis, and its source. Preparing them manually every close cycle is repetitive and time-consuming. Rima automates this entirely. Send your invoices, contracts, and prior period schedules via Slack or email and get back completed accrual and prepayment workpapers in your Excel templates.

How it works

01

Send your invoices, contracts, and prior period schedules

Drop your invoices, contracts, GL export, and prior period accrual schedules into your Rima Slack channel or email them directly.

02

Rima calculates amounts and populates your templates

Rima calculates each accrual and prepayment amount, applies your period allocation, and populates your workpaper template with the calculation basis and source references.

03

Review your completed schedules in Excel

Rima delivers finished accrual and prepayment schedules in your Excel workpaper templates — with calculations, source references, and journal entry amounts — ready for sign-off.

Available in your Slack workspace
Available via Email

What Rima handles

Every accrual and prepayment workpaper, automated

Expense accrual schedules

Accrual calculations for expenses incurred but not yet invoiced at period end.

Prepayment amortisation schedules

Prepayment roll-forward with monthly amortisation and closing balance.

Contract-based accruals

Accruals calculated from contract terms with source document references.

Recurring accrual roll-forwards

Recurring accruals rolled forward from prior period schedules.

Revenue accrual workpapers

Revenue accruals for work performed but not yet invoiced, with supporting documentation.

Journal entry preparation

Accrual and prepayment journal entry amounts prepared and ready for posting.

What you get

Fully managed. Always audit-ready.

3-hour SLA

Every accrual and prepayment schedule is completed within 3 hours, 24/7.

Full audit trail

Every figure is traced back to its source document or contract.

Your Excel templates

Schedules land in your existing templates — no reformatting, no copy-paste.

No setup required

Rima deploys and manages the agent — your team just sends requests.

FAQ

Common questions about accrual and prepayment schedule automation

What are accrual and prepayment schedules?

Accrual schedules are workpapers that document expenses incurred but not yet invoiced or paid at period end — ensuring costs are recognised in the correct period. Prepayment schedules document payments made in advance that need to be spread across future periods. Both are standard close workpapers required to ensure accurate financial statements.

How does Rima automate accrual and prepayment schedule preparation?

You send your invoices, contracts, GL exports, and prior period schedules to Rima via Slack or email. Rima calculates accrual and prepayment amounts, populates your workpaper templates with source references, and delivers completed schedules in Excel — ready for journal entry and reviewer sign-off.

Can Rima calculate accruals from contracts and invoices?

Yes. Rima reads your contract or invoice terms, calculates the accrual amount based on the relevant period, and prepares the workpaper with the calculation basis and source document reference included.

Does Rima handle recurring accruals?

Yes. Rima can process recurring accruals — such as monthly rent, utilities, or subscription charges — based on your prior period schedules or contract terms, rolling forward the schedule each period.

How long does accrual and prepayment schedule preparation take with Rima?

Rima completes every accrual and prepayment schedule request within a 3-hour SLA, 24 hours a day, 7 days a week.

Part of Workpaper Prep

Accrual and prepayment schedules are one of many workpaper types Rima automates.

See all workpaper types

Ready to automate your accrual and prepayment schedules?

Send your invoices and contracts to Rima and get back completed schedules in your Excel workpaper templates.