Revenue intelligence, made practical
Your revenue,
reconciled.
Rima brings RCTI processing, invoices, revenue records and adviser pay runs into one clear workflow—so your team can move from payment to reconciliation with confidence.
One connected workflow for
01 / What Rima does
From scattered records to one reliable workflow.
Rima helps revenue and operations teams organise the work that sits between incoming payments and accurate adviser remuneration.
Match
Connect revenue to the right records
Bring provider payments, client revenue and supporting data together, then resolve exceptions without losing context.
Manage
Keep invoices and RCTIs moving
Create, review and track documents from a consistent workspace, with the details your team needs close at hand.
Calculate
Prepare adviser pay runs with clarity
Apply deductions, review payment amounts and move each pay run through a visible, controlled process.
Ask Rima
Get answers from your revenue data
Use Rima’s assistant to find useful information faster and turn complex records into practical next steps.
Meet your assistant →02 / The benefits
More control.
Less admin.
Save time on repetitive work
Replace disconnected spreadsheets and repeated data handling with one consistent process.
Reduce costly errors
Keep matching, deductions and payment information together so discrepancies are easier to spot and resolve.
See what needs attention
Clear statuses and exception workflows help your team focus on the records that need a human decision.
Work with confidence
Maintain a clearer trail from incoming revenue through to invoices and adviser payments.
03 / How it works
A calmer way to close the loop.
Rima keeps every stage visible, helping your team progress revenue work without chasing information across multiple systems.
Start using Rima →- 01Bring in the source data
Upload or connect the records your team already uses.
- 02Review matches and exceptions
Confirm what is right and focus attention where it matters.
- 03Complete the financial workflow
Manage invoices, reporting and pay runs from one place.