In the financial advice industry, RCTIs are issued by investment and insurance platforms when commissions, fees, or revenue payments are made to financial advisers. These documents form the foundation of an adviser’s revenue tracking, reconciliation, and accounting records.

RIMA automates and manages this process by:

• Extracting and structuring revenue data

• Reconciling payments against adviser records

• Generating internal invoice and revenue reports

• Maintaining accurate financial documentation for compliance and accounting purposes

How RIMA Works

Who is Rima?

The name Rima draws inspiration from the Sanskrit/Indian origin, where it is associated with:

• Prosperity and good fortune

• Beauty and grace

• Order and harmony

These qualities reflect the role of the AI agent — ensuring that adviser revenue is accurately captured, reconciled, and managed, creating financial clarity and efficiency.

What are the benefits?
Reduce manual reconciliation time, improve accuracy, and standardise pay run processing across practices.

How does it work?
Upload RCTIs → extract and structure data → reconcile → review/approve → export and archive.

How accurate are the outputs?
RIMA automates extraction and reconciliation, but your team retains final review and approval control prior to processing a pay run.

What does it cover?
RCTIs, pay run preparation, deductions, exceptions, reporting, and export outputs.

Security and data handling
All documents and outputs are stored securely within your environment settings and access-controlled by role (Admin/Finance/Practice).