Rivora Finance
ONE-TIME SETUP

Connect your secure workspace

Rivora Finance uses Supabase for cloud data and supports Google or Microsoft / Outlook sign-in for approved members.

1. Run the required Supabase migrations.
2. Enable Google and/or Azure (Microsoft) under Supabase Authentication providers.
3. Add your production Netlify URL to Supabase Auth URL Configuration.
4. Redeploy and sign in with an approved account.
Rivora Finance
BUSINESS FINANCE, SIMPLIFIED

Quotes, invoices, clients and cash flow — together.

Run the financial side of a service business from one clean workspace, whether you're at your desk or on your phone.

01Cloud syncedAccess the same invoices and client history anywhere.
02Built for teamsApproved members share one protected business workspace.
03Client readyBranded PDFs, e-signatures, email delivery and secure links.
Secure cloud workspace · Role-based access · Business-separated data
Rivora Finance
WELCOME BACK

Sign in to your workspace

Use an approved business account to continue. Your provider password is never entered into Rivora Finance.

● Only approved member emails can access business data
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Rivora Finance
● Cloud secured
Signed in Team member

Dashboard

Business financials, invoices, and job taxes.

Signed in as —
BUSINESS VIEW

Business Dashboard

Choose a business to view its invoices and financial summary.

Total Invoiced $0.00 0 invoices
Paid $0.00 Completed revenue
Outstanding $0.00 Open balances
Overdue $0.00 Past due balances
Taxes on Jobs $0.00 Tax calculated on saved invoices
NEEDS ATTENTION

What to handle next

Overdue balances, expiring quotes, and pending signatures.

THIS MONTH

Monthly snapshot

Quick movement for the selected business.

Recent Invoices

Latest invoices for the selected business.

Recent Activity

Recent workspace actions for the selected business.

Invoice Details

Draft

Client

Services / Items

JOB TAX $0.00
Taxable amount$0.00
Job total$0.00
Balance due$0.00
Set the tax rate for this individual job. The calculated tax is saved with the invoice.
QUOTE & E-SIGNATURE

Quote Details

Draft

Client

Services / Items

QUOTE TAX$0.00
Taxable amount$0.00
Quote total$0.00
BUSINESS APPROVAL

Business Owner Signature

Not signed
Draw signature here
Signing locks the quote contents before it is sent.

Quotes & Signatures

Create, send, track, and convert client-approved quotes.

Clients

A single view of client contact details, invoice history, quote activity, and balances.

Add Expense

Track business costs so reports show a more useful operating picture.

Expense History

Saved business expenses.

Recurring Invoice Templates

Save repeat billing templates and generate the next invoice without retyping the job.

Template automation

Recurring templates are ready now. Fully automatic scheduled invoice creation can be enabled later with a scheduled server job.

FINANCIAL REPORTING

Business performance

Invoice revenue, taxes, outstanding balances, and recorded expenses.

Monthly invoicing

Last six months.

Top clients

Ranked by invoiced value.

BUSINESS SETUP

Workspace readiness

Complete the essentials clients will see on quotes and invoices.

0% complete

Team Access

Only members of this workspace can view the shared invoice data.

● Protected by RLS

Business Profiles

Business settings are saved securely in the shared cloud database and apply to future invoices.

RIVORA FINANCE ADMIN

Invite a Business

Create a private workspace for another business. Their approved Google or Microsoft email is added as a member; your account remains the platform administrator.

Administrator only

Businesses on Rivora Finance