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For Accounting Firms

Software for accounting firms: serve more clients with the same team.

Rivane is AI-native accounting software for accounting firms and CPA practices. Standardize every client engagement on one platform, automate the reconciliation, coding, and close work, and see close status across your portfolio, so the team takes on more clients and delivers advisory instead of data entry.

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Close statusEveryone sees the same boardClose day · Aug 5
OnePlatform, many clientsStandardize your practice.
AutomatedClient closeLess manual work per engagement.
MoreAdvisory capacityShift from compliance to value.

Run a modern practice

Standardize on one platform

Run every client on consistent workflows, so any team member can pick up any engagement without relearning a bespoke setup.

Automate the grunt work

Reconciliation, document capture, and coding run continuously per client, so staff spend hours on review, not on data entry.

Multi-client visibility

See close status across the whole book of business at a glance, so you catch a slipping engagement before the client does.

Advisory-ready data

Real-time client books make it easy to move from compliance to higher-margin advisory conversations, backed by current numbers.

Multi-client portfolioStandardized workflowsClient close orchestrationContinuous reconciliationDocument captureSuggested codingPortfolio close statusGuided client onboardingAdvisory-ready dataAudit trailWorkpaper exportPer-client rolesRecurring entriesRealization visibilityMulti-client portfolioStandardized workflowsClient close orchestrationContinuous reconciliationDocument captureSuggested codingPortfolio close statusGuided client onboardingAdvisory-ready dataAudit trailWorkpaper exportPer-client rolesRecurring entriesRealization visibility
The modern firm workflow

One platform for the whole book of business

Standardize the work, automate the grunt, and free your team for advisory.

Every client, one workflow

Run each engagement on consistent, repeatable workflows, so any preparer can step into any client without relearning a custom setup.

  • Consistent process across engagements
  • Any team member picks up any client
  • Less key-person risk on accounts
June closeJuly checklistRolled forward
From onboarding to advisory

How a firm scales on Rivane

Add clients and margin without adding headcount.

StripeAP BillsBank FeedPayrollGeneral ledgerCoded liveStripe4000 · RevenueAP Bills6200 · ITBank Feed1010 · CashPayroll6000 · Wages

Why firms partner with Rivane

  • Take on more clients per staff member without adding headcount
  • Cut errors and rework with standardized, automated workflows
  • Shift capacity from compliance to higher-margin advisory
  • Onboard new clients in weeks through the migration hub
Why firms standardize on Rivane

A practice that scales with the same team

More clients per preparer

Standardized workflows and continuous automation raise the number of clients each staff member can carry, so the practice grows without proportional hiring.

Close analyticsCycle time by periodFaster−4 days

Portfolio visibility

Close status across the whole book at a glance, with slipping engagements flagged early.

Fast onboarding

The migration hub brings new clients onto the firm standard in weeks.

Less rework

Consistent, automated workflows cut errors and the rework they create.

Compliance to advisory

Automating the grunt work converts compliance hours into higher-margin advisory backed by real-time client books.

Board packMonthly · brandedMonthly report12 pages · this periodExecutive summaryIncome statementBalance sheetCash flowReadyExport PDF

Teams like yours run on Rivane

Grovio
Driffle
Nexmove

Frequently asked questions

Modernize your practice

See how firms use Rivane to serve more clients and deliver advisory.

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