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
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
Preparing a 433-A OIC shouldn’t mean manually pulling and organizing information from multiple documents.
Rima’s 433-A OIC Agent handles the data extraction and form preparation, giving tax professionals a structured case to review while keeping them in control.
Here’s a quick look at rima in action.
#getrimaai #tax #accountant #taxprofessional #accounting
The future of tax resolution isn’t just about better forms.
It’s about better workflows behind the forms.
And that’s where we’re focused at rima.
https://t.co/Cy8YHwEZLK
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.
This is where AI has an opportunity to make a real difference in tax workflows.
Not replacing the tax professional.
Helping them get from client documents → usable data faster.
POV: The client said, “I’ll send the last bank statement today.”
Every tax resolution professional has been here.
One missing bank statement can delay everything that comes next.
That’s exactly why Rima is focused on simplifying the work that happens before the IRS ever sees the case.
#TaxResolution #TaxTwitter #getrimaai
POV: The client said, “I’ll send the last bank statement today.”
Every tax resolution professional has been here.
One missing bank statement can delay everything that comes next.
That’s exactly why Rima is focused on simplifying the work that happens before the IRS ever sees the case.
#TaxResolution #TaxTwitter #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
We recently started supporting Tax Prep workflows, which involve a lot of repetitive data entry. For most firms, the goal is to increase throughput by eliminating manual data entry and allowing teams to focus on applying judgment. We make this simple while keeping humans at the center of the process.
Rima automates document intake, data extraction, and form preparation while keeping accountants and case managers in complete control. Custom validation rules automatically flag missing documents or conflicting information, helping teams review cases faster and with greater confidence.
Watch the walkthrough below 🎬
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