Automate management reporting
Management reporting gives business leaders the financial picture they need to make decisions — P&L, balance sheet, cash flow, variances against budget and prior period, and KPIs. Producing these reports manually every month takes hours. Rima automates this entirely. Send your GL export and source data via Slack or email and get back completed management accounts in your Excel template — ready for distribution.
How it works
01
Send your GL export, budget, and prior period reports
Drop your GL export, budget file, and prior period management accounts into your Rima Slack channel or email them directly. Any format your ERP produces is accepted.
02
Rima extracts, calculates variances and populates templates
Rima pulls the relevant financial data, runs actuals vs. budget and prior period variance calculations, and populates your management report template with commentary placeholders.
03
Review your completed management accounts in Excel
Rima delivers finished management accounts in your Excel template — P&L, balance sheet, variances, and KPIs — ready for review and distribution.
What Rima handles
Every management report, automated
P&L and balance sheet population
Populate monthly P&L and balance sheet from GL data into your management report template.
Actuals vs. budget variance
Calculate and format actuals vs. budget variances with percentage and absolute differences.
Prior period comparison
Month-on-month and year-on-year comparisons with annotated variances.
KPI extraction and population
Extract and populate KPIs from operational and financial data sources.
Multi-entity management accounts
Management accounts for multiple entities or business units in a single request.
Cash flow summary
Cash flow summary prepared from bank data and GL movements.
What you get
Fully managed. Always ready to distribute.
3-hour SLA
Every management report is completed within 3 hours, 24/7.
Full audit trail
Every figure is traced back to its source data.
Your report templates
Reports land in your existing templates — no reformatting required.
No setup required
Rima deploys and manages the agent — you just send your data.
FAQ
Common questions about management reporting automation
What is management reporting?
Management reporting is the process of producing periodic financial reports — typically monthly or quarterly — that summarise a business's financial performance for internal decision-makers. Management accounts typically include a P&L, balance sheet, cash flow summary, variance analysis, and KPI commentary.
How does Rima automate management reporting?
You send your GL export, budget file, and prior period reports to Rima via Slack or email. Rima extracts the relevant data, runs variance calculations, populates your management report template, and delivers a completed report in Excel — formatted and ready for distribution.
Does Rima work with our existing management report templates?
Yes. Rima populates your existing management report templates in Excel — maintaining your firm's layout, branding, KPI definitions, and formatting. You do not need to change your reporting structure.
Can Rima produce management accounts for multiple entities?
Yes. Rima can produce management accounts for multiple entities or business units in a single request, with consolidated and entity-level views as required.
How long does management reporting take with Rima?
Rima completes every management reporting request within a 3-hour SLA, 24 hours a day, 7 days a week.
Part of Reporting
Management reporting is one of many report types Rima automates.
Ready to automate your management reporting?
Send your GL export and source data to Rima and get back completed management accounts in your Excel template.