Accounting AI Agent
One AI agent that reads your documents, extracts the right numbers, and writes them directly into your Excel templates — with full audit trail.
An AI agent trained for accounting workflows, not general tasks.
Our team comes from
What is Rima?
Rima is an AI accounting automation platform that extracts structured data from financial PDFs and ERP exports and writes it directly into Excel templates — built for accounting teams at small and mid-market companies who need 99.9% accuracy and a full audit trail on every output.
Rima's AI agent automates three core accounting workflows: AI invoice processing (extracting vendor names, line items, and amounts from PDFs), AI bank reconciliation (matching transactions across data sources and surfacing exceptions), and Excel reporting automation (populating standardized templates from ERP exports without manual copy-paste). Each workflow runs on a Blueprint — a reusable configuration defined once and executed every period in seconds.
Rima is accounting automation software that builds AI agents for accountants — automating AI invoice processing, financial document processing, AI reconciliation, and Excel automation for accounting for accounting teams.
Meet Rima
The first AI agent that does your accounting work the same way every time and never forgets how.
Hey @Rima — can you run the AP reconciliation for October? Attaching the vendor statement and GL export.
Got it! I've received both files. Quick questions:
1. Should I flag invoices over $10,000 for manual review?
2. How to handle FX differences — variance or allocate?
Describe Your Task
Upload your supporting documents via slack or directly inside Rima and describe your workflow in plain English. Rima asks follow up questions to learn your specific rules, edge cases, and formatting requirements.
Generate Blueprint
Rima uses your answers and description as context to build a blueprint tailored to your workflow and never forgets.
Run Your Blueprint
Rima runs your Blueprint and generates output in your Excel or PDF template for review and sign-off. Every execution runs the same way every time.
Get your automation outputs in the tool you use everyday - Excel
Rima Excel plug-in
Download Plugin ›Built for Precision
Most AI breaks on messy PDFs. Rima is designed for the complexity of financial data, keeping you in total control of the final output.
Enterprise-grade Infrastructure and Security
No Training Agreements
We have zero-retention agreements with our AI providers. Your documents and spreadsheets remain yours.
Private data stays private
Role-based access controls ensure only authorized users can view sensitive information.
Zero Data Retention
Policies and procedures in place to not retain any sensitive information.
Regularly audited and tested
Continuous security assessments and penetration testing keep your data secure.
Encrypted everywhere
AES-256 encryption at rest, TLS 1.3 in transit. Your data is protected at every step.