In practice
to first value for most customers
The problem
Month-end is mostly copying and checking
Closing the books means pulling figures from one system, keying them into another and checking that the two agree. It is the same work every month, and it lands on your finance team.
We do the copying and the checking in Sage, Xero, NetSuite or QuickBooks. Your team reviews what doesn’t reconcile and signs off the close.
What we run
The finance work we take on
Reconciliation
Accounts matched line by line.
- Pull the statements
- Match the transactions
- Flag what's left
Invoice entry
Sales and supplier invoices keyed in for you.
- Read the invoice
- Enter it in your system
- Send exceptions to your team
Month-end close
The routine close tasks, prepared for sign-off.
- Run the checklist
- Prepare the figures
- Hand over for approval
Process
How it works
We watch
We join a call while your team does the work as normal. You don’t need to prepare or document anything.
We build
We fix what’s broken in the process, then automate it. You agree the rules before anything goes live.
It runs
Every day, in the tools you already use. Our team picks up anything that fails.
Examples
See what's possible
Real scenarios we’ve automated for teams like yours
Invoice matching
- Your team only sees the invoices that don't match.
Reconciliation
- Unmatched lines sent to your team to review.
Month-end close
- The close arrives ready for sign-off.
What customers say
FAQ
Common questions
The questions we get asked most.
How quickly will we see results?
Most customers see value from Rivulo in under 7 days. How long a full process takes to go live depends on how complex it is, and we give you a date after the first call.
How do we know it is right?
Every run is checked. A person approves risky actions before they happen, a second AI check reviews each run afterwards, and failures go to a queue our team owns. You get the cause of any failure by the next working day.
Is our data safe?
We are ISO 27001 certified and GDPR compliant. Credentials are held by our systems, never by individual people, and every run leaves an audit log.
What does our team have to do?
Do the task on a call the way you normally would, agree the rules with us and approve the things you’ve asked to approve. We do the rest.
Do we have to learn a new tool?
No. Results arrive in Slack, Teams, email or a spreadsheet. We can build a dashboard if you want one.
What does it cost?
It depends on the process. We scope it and give you a price after the first call.
What if we stop working with you?
You keep the documented process and your data.