For accountants

Do more accounting.
Chase less information.

Rivet connects the transaction context behind the books — documents, conversations, approvals, exceptions, payments, and history — in one place.

Spend less time chasing clients, matching information across systems, and reconstructing what happened.

Works alongside the systems your clients already use.See practice pricing →
What the books showPosted · synced to QuickBooks
Bill · Ridgeline Parts Supply
Accounts payable · Apr 12
$48,200.00
The story behind the entry
PO-8842 created
Carmony Auto Group · from QuickBooks
APR 02
Quantity revised, v2 → v3
Ridgeline Parts Supply
APR 09
Change approved
Jordan Kim · Carmony
APR 09
Freight exception resolved
Carmony AP · line approved
APR 11
Paid and settled
Remittance attached · synced to QuickBooks
APR 12

Illustrative — not a product screenshot.

The work behind the books

Your accounting system sees the entry.
You still have to find the story.

The invoice arrives by email.
The approval happened somewhere else.
The client has the contract.
The vendor has a different version.
The payment is sitting with another provider.

And when something doesn't reconcile, your team has to reconstruct the transaction before it can fix the books.

Where the transaction lives today
Accounting systemEmailDocumentsApprovalPaymentVendor / customer
One transaction, reconnected
INV-4417/PO-8842documents · conversation · approvals · payment · history

Rivet keeps that context connected from the beginning.

Connected accounting operations

One transaction.
All the context around it.

Rivet connects the operational work that happens before, during, and after an accounting entry.

Documents

Keep source documents with the transaction.

Invoices, bills, purchase orders, receipts, contracts, and supporting files stay connected to the work they belong to.

Conversations

Keep answers out of inbox archaeology.

Client, customer, and vendor communication stays attached to the transaction instead of scattered across email.

Approvals and exceptions

See what changed and what needs attention.

Track missing approvals, mismatches, disputed items, and unresolved issues in context.

Payments and settlement

Keep the financial event with the transaction.

Connect payment status, remittance, and settlement to the work that created it.

History

Preserve the story behind the entry.

Keep the decisions, changes, evidence, and activity that explain how the transaction reached its current state.

Your client sets the scope

The context stays with the client that owns it. Your firm's delegated access covers their books and reconcile — and, when the client grants it, the verified history of activity behind each entry, payments and conversations included.

How delegation works →
No portal required

Your clients don't have to change
how they work.

Rivet can work with the workflows your clients and their counterparties already use.

Each Rivet workspace can use a network address:

yourworkspace@rivet.network

Clients and vendors can continue sending invoices, documents, and replies through email.

Rivet can extract the information and route the document and conversation into the appropriate transaction and channel. Or either side can upload documents directly.

Your team gets structured transaction context without requiring every client, customer, or vendor to adopt another portal.

Three ways into one transaction
01Work in Rivet
Both sides collaborate directly around the transaction.
02Keep using email
Documents and replies are captured and routed back to the transaction.
03Upload directly
Either side adds the document and Rivet extracts and routes the information.
INV-4417/PO-8842One connected transaction

Work begins first. Adoption follows the transaction.

Keep the GL

Rivet doesn't replace
your accounting system.

Your accounting platform remains the system of record for the books.

Rivet connects the work accounting systems weren't designed to manage across company boundaries — the people, documents, approvals, exceptions, conversations, and payment context surrounding the transaction.

Accounting system
System of record for the books
The GL stays yours
Rivet transaction context
People · documents · approvals · exceptions · conversations · payment context
Customers and vendors
Their own systems and records
Their data stays theirs

QuickBooks, Xero, Sage, and NetSuite connect to your client's side of the relationship today, with more to follow.

Keep your systems. Share the transaction.View connectors →
The history behind the entry

Know not just what posted —
but why.

When something doesn't reconcile, the answer shouldn't require an email search.

Rivet's Connected Ledger is designed to preserve the history around the transaction — from the PO to settlement.

APR 02
PO
PO-8842 · Carmony
APR 09
Revision
Quantity v2 → v3 · Ridgeline
APR 09
Approval
Jordan Kim · Carmony
APR 10
Invoice
INV-4417 · Ridgeline
APR 10
Exception
Freight line not on the PO
APR 11
Resolution
Freight approved · Carmony AP
APR 11
Payment
Remittance attached
APR 12
Settlement
Synced to QuickBooks

Editorial illustration — not a product screenshot.

Follow the financial outcome back to the decision — and the decision back to the evidence.

Better reconciliation. Better auditability. Better answers for your clients.

See the Connected Ledger →
Built for agentic finance

Give AI the context
accounting automation actually needs.

AI can read an invoice.

The harder problem is understanding the transaction around it. Rivet connects the relationship, transaction, workflow, evidence, and money so intelligence can help teams:

Extract and classify documents
Identify exceptions
Explain discrepancies
Reconcile transaction state
Surface missing information
Recommend next actions

Suggestions are reviewed by your team before anything posts.

AI that understands the transaction — not just the document.

Smarter automation starts with better context. See the AI-era thesis →

More capacity. Better client service.

Spend less time
assembling the truth.

01Less document chasing

Stop spending hours requesting files and searching through email.

02Faster reconciliation

Start with the transaction history instead of reconstructing it afterward.

03Better client visibility

See what is outstanding, what changed, and what needs attention.

04More scalable service

Handle more transaction volume without increasing manual coordination at the same rate.

05More time for judgment

Let software organize the transaction so accountants can focus on exceptions, controls, analysis, and advice.

The practice plan

Every client, one login.
Scoped access to the books.

Bring clients onto Rivet on your plan, and work every engagement from one login.

01
Invite a client, or accept theirs

Invitations go to organizations that exist on Rivet. Either side can start it.

02
Get scoped access to their books

Your firm — not one person at it — holds the grant: reconcile and books, plus the verified activity history when the client grants it.

03
Switch clients without logging out

One login, one client list. Move between engagements in the same session.

Your clientsOne login
CA
Carmony Auto Group
QuickBooks · reconcile
Managed
RP
Ridgeline Parts Supply
QuickBooks · reconcile
Managed
TF
Tamarack Freight
QuickBooks · reconcile
Managed
AM
Alta Mesa Coffee
Own subscription
Independent
Switch clients without logging out

Illustrative — not a product screenshot.

A delegate can see
ReconcileBooks and ledger syncWallets and exchange accountsChart of accounts mappingJournal entries and suggestions
When the client grants it:
Verified activity history, payments and conversations included
A delegate cannot see
Their billing and planTheir team and permissions

The limit is the point. A client deciding whether to accept can see exactly where your access stops — and your practice never becomes the party that holds their payments.

Two kinds of client

You cover them,
or they cover themselves.

A client either sits on your plan or holds their own. Both work; only one consumes a slot.

Managed clientConsumes a slot

You bring them on. Their entitlements come from your plan.

No subscription of their own — nothing for them to buy or approve
Entitlements come from your plan, including crypto reconciliation
Consumes one managed-client slot on your plan
Scope is reconcile and books — not payments or Connections
Independent clientFree to you

They hold their own Rivet subscription and pay directly.

Their own Rivet subscription, billed to them
Full product, including payments and Connections
Your delegated access is free and consumes no slot
They control what your firm can reach, and can revoke it
If a managed client wants the full operating network, they subscribe directly. They keep their data, the slot returns to your plan, and your delegated access continues at no cost to you.
Digital assets

Wallets and exchange accounts,
reconciled like everything else.

When a client holds digital assets, import their wallets across nine networks, sync a Coinbase exchange account with its history, and map the position onto their chart of accounts — as balanced entries you review before posting. Included with the practice plan.

Wallet-led portfolio
The client's position organized by wallet, not by a flat transaction dump.
Nine-network import
Import addresses across nine EVM networks in one pass.
Deep history
Years of prior activity, not just the current period — so opening balances reconcile.
Coinbase exchange sync
Connect a Coinbase exchange account and keep its history in step.
QuickBooks mapping
Map holdings and movements onto the client's own chart of accounts.
Journal intelligence
Suggested entries for both sides of a movement, for you to review and post.

The important part isn't the rail. It's that the payment stays connected to the transaction that created it.

Coming, and not part of the plan today:Coinbase custodyComingOn-chain sendsComing

Financial services may be provided by regulated partners. Availability, eligibility, currencies, rails, and settlement times may vary by jurisdiction and program.

Practice pricing

One invoice,
to the firm.

For accounting firms
$49per month, billed annually
3 firm seats included · additional $20 per seat
3 managed clients included
Crypto reconciliation included
AI document imports for your firm and its managed clients — the allowance grows with each one
Client switching without logging out
Your own payments and treasury on verification
Independent clients always free to you
Additional managed clients

The rate steps down as your roster grows. Each band prices only the slots inside it.

Managed clientsPrice per additional
1–3Included
4–10$25 /mo each
11–25$20 /mo each
26 and up$15 /mo each
Worked example — 25 managed clients
Practice base$49
7 × $25 (clients 4–10)$175
15 × $20 (clients 11–25)$300
Total$524 /mo

About $21 per client, per month — and your clients pay nothing. Independent clients are always free to you.

Financial services may be provided by regulated partners. Availability, eligibility, currencies, rails, and settlement times may vary by jurisdiction and program.

Practice onboarding is handled by our team — tell us your client mix and how much of it is crypto.

Common questions
What can my firm see inside a client's organization?

Reconcile and their books: ledger sync, wallets and exchange accounts, chart-of-accounts mapping, and journal entries. When the client grants it, also the verified history of activity behind each entry, including payments and conversations. Not their billing or plan, and not their team.

Do my clients have to pay anything?

A managed client pays nothing — no seat, no card, no procurement conversation. They only pay if they choose their own subscription for the full product.

What happens when a managed client wants their own subscription?

They subscribe directly. Their data stays theirs and stays put, the slot returns to your plan, and your delegated access continues at no cost to you.

Do my clients' customers and vendors need to use Rivet?

No. They can keep emailing invoices, documents, and replies to the workspace's network address, or either side can upload documents directly. Rivet routes them into the right transaction.

Which accounting systems connect?

QuickBooks, Xero, Sage, and NetSuite are live. Tell us what else your clients run and we'll tell you where it sits in the queue.

What happens to a client's data if we stop working together?

The client revokes the grant and your access ends immediately. Their organization, documents, and reconciliation history stay with them.

Which chains and exchanges are supported?

Wallet import across nine EVM networks, and Coinbase exchange accounts with their history. Coinbase custody and on-chain sends are coming and aren't part of the plan today.

The Workspace for B2B Transactions

Give your accounting team the context behind the books.

Connect the documents, conversations, approvals, exceptions, payments, and history surrounding your clients' transactions.

Less chasing. Faster reconciliation. Better visibility.

Rivet — Where business works together.

Rivet for Accountants — The Transaction Context Behind the Books