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UNLOCK THE POWER OF RIVIO WITH THESE KEY FEATURES:


PRIVATE BUSINESSES

SIMPLIFY SHARING PRIVATE FINANCIAL DOCUMENTS
Designed with workflow in mind, RIVIO improves the efficiency of your financial document exchange. The platform allows you to request documents from your CPA, as well as forward requests from your lender/investor(s) to your CPA firm with ease. Additionally, you are able to track the status of the requests and receive notification your documents are available. RIVIO eliminates the manual process of chasing down necessary financial documents.

A TRUSTED PLATFORM
RIVIO was designed to protect your privacy and maintain the security of your financial records. The underlying platform has undergone over 120 security audits, leaving you confident that your files are being shared with the upmost security in mind. Additionally, the underlying platform is already being used by the people you already trust, your banks and CPA firm. With a user base of over 13,000 audit firms and 3,000 banks, it is more than likely that one of your financial stakeholders already trusts the platform. By employing this system, you are demonstrating a due diligence to conduct business in the most transparent way.

IMPROVED ACCESS TO CAPITAL
Banks and private equity companies are looking for a way to ensure the documents that you deliver them are unaltered, and created by a validated source, your CPA Firm.  Many investors and bankers are improving loan rates and access to capital when they receive financial documents from an authenticated source.  Let RIVIO help you ensure your financial stakeholders, that the documents you provide them are authenticated and from a validated source.

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AccountingToday | TOP NEW PRODUCTS 2016

From Accounting Today February 3, 2016 © 2016 SourceMedia, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Learn more with these short videos


RIVIO Overview
Bringing private company financial statement exchange to the 21st century.

RIVIO vs Firm Portal
RIVIO is a compliment to a firm portal, not a replacement.

Employing Best Security Standards
RIVIO is designed with security at the forefront, undergoing numerous audits to ensure the highest level of security.

 
 

How does RIVIO differ from the online access I have with both my CPA firm and my bank?


We all have many online access points with our financial stakeholders, and keeping track of all the different logins can lead to confusion. One of the reasons the financial clearinghouse was created was to provide you a single platform with control over viewing rights. With RIVIO, you can have a single login to store your final financial documents and pick and choose who to share them with.

 

Existing Portals vs Clearinghouse


FIRM PORTALS

  • Designed for CPA firm to client communication
  • Limited system controls governing document and file exchange
  • Client may not have ability to release documents to third parties
  • Does not validate users

BANK PORTALS

  • Designed for bank to client communications
  • Limited system controls governing document and file exchange
  • Potential to create bottle necks in workflow situations
  • Does not validate source of client provided financial documents

FINANCIAL STATEMENT CLEARINGHOUSE

  • Designed for 3 distinct user groups with features relevant to each
  • Sophisticated controls regarding document exchange (ability to recall, limit access, etc.)
  • Master console capabilities to facilitate sharing of documents
  • Validates and authenticates the CPA firm as the source and ensures unaltered documents are provided to 3rd parties
  • Highest level of security
  • Real-time, collaborative communication

 

Looking for other ways to utilize RIVIO?


Many organizations are using RIVIO to distribute documents to their board of directors and/or shareholders. These documents include:

  • Financial Statements
  • Earnings Reports
  • Audits
  • Budgets
  • Organizational Charts
  • Forecasts
  • And more

 

Take part in the era ending financial document fraud?


Do you want to be part of something special? Join us, and utilize RIVIO in order to help be a part of the era of eliminating financial fraud. Let's bring integrity to financial document exchange.

 

Clearinghouse: PRIVATE BUSINESSES BENEFITS


Trusted Icon

Trusted Source

Single, secure, cloud-based repository
Private business maintains control of their documents

Fraud Icon

Fraud Prevention

Secure, single-source to communicate with CPA Firm and lenders/ investors

Version Icon

Version Control

Ability to request documents from CPA firm
Forward/fulfill a request from their lenders/investors

Status Icon

Status Tracking

Tracks status of requests
Notifies client when document has been uploaded

 
 

PRICING


 
Basic
Professional
Enterprise*
Private Businesses
No Charge
No Charge
Tiered Pricing
Firm Clients
Up to 5
Unlimited
Unlimited
Firm Users
1
3
Unlimited
Templates and Project Sharing
X
X
X
Contact Management
X
X
X
Document Withdrawal
X
X
X
Basic Level Onboarding, Training, & Support
X
X
 
Access to RIVIO Community and Dedicated Account Management
 
X
X
SEC Independence Safeguard
 
 
X
Restricted Use Report Feature
 
 
X
Enterprise Level Onboarding, Training, and Support
 
 
X
Multi-user Shared Environment (Future Release)
 
 
X
Role-based Permissions (Future Release)
 
 
X

* All firms with more than 20 CPAs