Rima
AI data-entry agents for tax resolution prep. Completes 433-F, 433-B, and 433-A (OIC) forms from raw client documents in about 5 minutes.
Where Rima ranks
Current edition · updated Oct 20, 2026About Rima
Rima helps accountants automate document and spreadsheet work with accuracy and cell-level audit tracking.
For accountants that deal with messy docs and spend their time in Excel, Rima enables them to build workflows in natural language to extract and process financial data from PDFs or ERPs into their Excel templates and reconcile their spreadsheets in minutes. Accountants build these workflows once and our agents do the work for them going forward, preserving their institutional memory and know-how.
Products
AI data-entry agents that complete IRS collection forms (433-F, 433-B, 433-A OIC) from raw client documents and draft P&L statements in about 5 minutes per form.
Security and compliance
As reported by Rima. Ask for audit reports before you buy.
- CASA (Cloud Application Security Assessment)Certified
- SOC 2Compliant
- AES-256 encryption at rest
- TLS 1.3 encryption in transit
- Role-based access controls
- Zero-retention agreements with AI providers
- No model training on client data
- Firm-controlled data retention policies
- Continuous penetration testing
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