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.
Eliminate manual data entry from your Excel workflows
The all-in-one platform to extract, fill, and reconcile your Excel spreadsheets in minutes.
Upload your documents
Drop in a single PDF or a stack of 100. Rima reads every line item with human-level accuracy.
Map to your templates
Rima doesn't just dump data; it fills your specific Excel workbooks exactly where you need it.
Automate Reconciliation
Rima's AI reconciliation compares and matches data points across your files and calculates totals instantly. No more manual cross-referencing or formula errors.
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.
Industry Leading Enterprise Security and Privacy Standards
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.
Built on modern security standards
CASA Certified.
Encrypted everywhere
AES-256 encryption at rest, TLS 1.3 in transit. Your data is protected at every step.
Regularly audited and tested
Continuous security assessments and penetration testing keep your data secure.