G Gana

CEO @getrimaai | Ex Boeing, Ex Bain, HBS

[Rima AI @getrimaai]

Mixed business and personal transactions can make expense review more time consuming than it needs to be.

Rima AI helps classify transactions and flag items that require attention, making it easier to identify what belongs where and focus your review where it matters most.

https://t.co/Y3oDPdCh64

[G Gana @gbgana]

Learn about the work we do at Rima, supporting critical case management workflows for tax professionals. 🚀

[Rima AI @getrimaai]

Learn more about the work we do at Rima from our founder @gbgana and how tools like Advisor and Blueprints help Tax Professionals and Enrolled Agents spend less time on research and filling forms and more time reviewing and supporting clients.

https://t.co/Y3oDPdCh64

#founder #ai #workflowautomation #taxprofessional

[Rima AI @getrimaai]

The hardest part about completing a 1040 filing is not filling the forms. It is reviewing the filing for missing documents, conflicting information and YoY variance analysis to ensure completeness and accuracy before filing.

Rima’s 1040 Agent flags missing information and conflicting data and enables accountants to compare and validate line items across documents

Here’s a quick look at Rima in action.

#getrima #taxresolution #accountant #ai #taxprofessional

[Rima AI @getrimaai]

Tax resolution has a data problem, not just a document problem. 

Most conversations about tax resolution workflows focus on getting the client’s documents.

But getting the documents is only step one.

[Rima AI @getrimaai]

Behind every resolved tax case are hours of document preparation.

The less time spent organizing paperwork, the more time your team has to help clients.

#taxprep #taxtwitter

[G Gana @gbgana]

Automating intake and form prep with @getrimaai

- Reads files
- Generates tasks for human review
- Fills forms
- Flags items for review

[Rima AI @getrimaai]

Six hours of prep.
Minutes with Rima.

Let AI handle the manual data entry, so your team can focus on strategy, judgment, and helping clients.

#TaxResolution #TaxTech #AI #WorkflowAutomation #DocumentAutomation #FinTech #Rima

[Rima AI @getrimaai]

Every tax resolution case starts with documents.

Bank statements. Pay stubs. Financial records.

Before a Form 433 is prepared, firms spend hours reviewing, filling forms , and building client’s P&Ls

That’s the work Rima is built to automate.

Less manual review. Faster financial preparation. Better client delivery.

#TaxResolution #AI #TaxTech #WorkflowAutomation #rima #rimaai

[G Gana @gbgana]

The firms building these skills into their teams won't just use AI better. They'll catch it when it's wrong.

[G Gana @gbgana]

The AICPA flagged it - AI is taking over the foundational work that used to build junior accountant instincts.
So what skills actually matter now? ...🧵

[G Gana @gbgana]

Source validation: Being able to trace each data point back to it's source

[G Gana @gbgana]

Model limitations: understanding model limitations. Knowing where things are not as accurate

[G Gana @gbgana]

Data governance: knowing what is NOT safe to feed to AI

[G Gana @gbgana]

Context design: the most important - being able to clearly communicate your context to AI

[G Gana @gbgana]

Prompting: Not just "ask good questions." Knowing the right balance of specificity vs generality to get useful output

[G Gana @gbgana]

@CedricFoudjet 🚀🚀🚀

[G Gana @gbgana]

When my mom's business almost went bankrupt, it was saved by an accountant.

Not by a software tool or an ERP, but by a brilliant financial mind who stepped in and used their judgment to steer the ship.

That's why it breaks my heart to see how these folks spend their days now. Over 50% of accountants are still stuck receiving client documents as messy email attachments, scans, and paper. They burn hours on formatting, data entry, and brutal Excel wrangling before anything ever touches the system.

They aren't practicing accounting. They're acting as data janitors.

We built Rima to give them their minds back.

It’s the first agent that interviews you like a senior accountant until it actually understands your specific edge cases, then builds a custom workflow that runs automatically, the same way every time.

Now, the solo practitioner and the small firm have a partner to help them punch above their weight.

We're open to everyone starting today. You can try it out at https://t.co/c41N5ZcezH.

Let's rescue the people who rescue our businesses.

[Rima AI @getrimaai]

Introducing Rima: the first AI Accounting Agent that interviews you and automates the stuff your ERP can’t touch

Your ERP automates the easy stuff. Your accountant handles the hard stuff. Nobody is automating the hard stuff

Over 50% of accountants still receive client documents as email attachments, scans, and paper. They spend hours on formatting, data entry, and Excel wrangling before anything ever touches the ERP

Rima interviews you like a senior accountant until it actually understands your edge case, then builds a custom document workflow that runs automatically, the same way every time

Rima doesn’t replace accountants. It does the stuff they hate so they can focus on advising the businesses that build America 🇺🇸

#Accounting #AI #Automation

[G Gana @gbgana]

5/ If AI keeps missing nuances in your workflow, that's not a failure.

It means you've just identified a piece of expert logic you haven't captured yet.

That's actually the job now: download your brain into a system.

What's one rule in your head that no one else at your firm knows? Drop it below 👇

[G Gana @gbgana]

The better you are at your job, the harder it is to train AI to do it.

This is the Expert's Paradox. And it's why the most experienced CPAs get the most frustrated with AI tools.

A thread 🧵

1/ If you've been doing bank recs for 10 years, you don't think about it. You just do it.

Your brain has spent a decade building invisible shortcuts. Tiny rules. Exceptions. Client quirks. None of them written down anywhere.

[G Gana @gbgana]

4/ The frustrating part: this feels like moving through molasses.

You could have just done it yourself in 5 minutes.

But if you spend 30 minutes codifying that logic once - you save 5 minutes every single day after that.

[G Gana @gbgana]

3/ The fix isn't a better AI. It's the mental shift from Doer → Architect.

You have to slow down. Describe the logic. Codify the edge cases.

Client A always forgets the Shopify fee.
Client B's payroll is always 2 days late.

That stuff has to live somewhere the AI can actually use it.