Platform

A back office where the system does the prep, and a human signs the result.

Here's exactly what happens after you join Rio — from the first week of onboarding to the rhythm of every monthly close, automation and accountants each doing what they do best.

Onboarding

Up and running in days.

Week 1

Connect

Securely link bank accounts, invoices, and your existing records. We do the heavy lifting.

Week 1

Meet your team

You're introduced to your finance lead and senior accountant — the people who'll own your books.

Week 2

Catch up & clean up

If your books are behind or messy, we bring them current before regular service starts.

Ongoing

Monthly rhythm

From then on it's a fixed cadence: close, review, deliver, discuss.

How the close actually works

Every transaction takes the same four steps.

Automation does the fast, repetitive part. People do the part that needs judgment — and a certified accountant signs the result. That's the whole hybrid: the system speeds the prep, a human is accountable for the number.

STEP 01

Capture

Bank feeds, invoices, and receipts flow in automatically — no shoebox of paper, no manual upload.

Automated

STEP 02

Auto-categorize

The system sorts each transaction to the right account in minutes and learns your patterns over time.

Automated

STEP 03

Human exception review

Specialists check what the system flags — the odd entries, the judgment calls — and resolve them with you.

People

STEP 04

Certified sign-off

A credentialed accountant reviews the close and signs it. One name stands behind every number you receive.

People

Financial reports

A monthly package you'll actually read.

Every close ends with a report set delivered on schedule — and a summary written for humans, not just auditors.

Profit & loss, balance sheet, and cash-flow statement
Cash, burn, and runway at a glance
Month-over-month changes flagged and explained
Filing calendar with what's due next

Your team

Three roles, one accountable unit.

SA

Senior accountantowns the close

Reconciles, reviews, and signs off on every month. The reason your numbers are trustworthy.

FL

Finance leadknows your business

Your single point of contact — answers questions, flags risks, and keeps everything moving.

AD

Advisorfor the big calls

Steps in for budgets, forecasts, fundraising prep, and decisions where the stakes are higher.

Security & trust

Your data, handled like it matters.

Least-access by default

Read-only connections wherever possible; access is scoped to exactly what the work needs.

Confidential, always

Strict confidentiality terms in every engagement — your financials are nobody else's business.