Rima AI

Rima AI Excel Add-in helps accounting teams automate document and spreadsheet work with full traceability and audit control.

Built for regulated environments, Rima connects document workflows directly to your existing Excel templates. Instead of manually copying data from PDFs, bank statements, payroll files, or ERP exports into spreadsheets, Rima extracts structured data and populates your templates automatically using reusable Blueprint workflows that you define once and run at scale.

Beyond extraction: after data is extracted, Rima can apply firm-defined rules, validations, and financial calculations before generating outputs. This lets teams automate not just data entry, but the spreadsheet logic that typically follows it (e.g., normalization, reclassification, aggregations, and reconciliation checks).

Core Capabilities

• Invoice & financial document processing – Extract structured data from PDF invoices, bank statements, remittance advices, payroll documents, and ERP exports.
• Processing & transformation – Apply firm-defined rules, validation checks, calculations, and formatting to produce accounting-ready outputs.
• Excel template population – Map outputs directly to named cells and ranges in your existing spreadsheets.
• Bank reconciliation support – Match transactions with rule-based accuracy and reconciliation checks.
• Full data provenance – Every extracted value links back to its source document and page reference.
• Interactive explanation in Excel – Chat directly within Excel to understand where numbers came from and how they were derived.

Why Accounting Teams Choose Rima

• 99.9% Blueprint-constrained extraction accuracy
• Audit-ready outputs with field-level traceability
• Repeatable workflows — same rules, same format, every time
• No new tools required — everything works inside Excel
• Secure processing — data remains within your controlled environment
• Scalable workflows — from 50 to 50,000 documents per month

From routine document processing to reconciliation and reporting workflows, Rima helps accounting teams reduce manual spreadsheet work while maintaining the transparency, accuracy, and control required for audits and compliance.