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
A SparkForce Solutions platform
BUSINESS FINANCE, SIMPLIFIED

Customers, operations and cash flow — together.

Run leads, customers, jobs, quotes, invoices and follow-ups from one clean workspace — 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
Rivora Finance
A SparkForce Solutions platform
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
Explore Rivora FinancePricingSecurityLegal
Loading Rivora Finance…
Rivora Finance
Rivora Finance
by SparkForce Solutions
Sales Work Money Insights
● Cloud secured
Signed in Team member

Dashboard

Business financials, invoices, and job taxes.

NOTIFICATIONS

Recent alerts

Signed in as —
CRM & OPERATIONS

Business Dashboard

Your business command center.

Connecting…
Total Revenue
$0.00This month
Outstanding
$0.000 overdue invoices
Pending Quotes
$0.000 waiting for approval
Upcoming Jobs
0No upcoming jobs
$0.00$0.00$0.000
SALES PIPELINE

Lead to job

See opportunity volume and value at each step.

100
RIVORA PULSE

Operations look healthy

Rivora is checking overdue invoices, tasks, jobs and quote follow-ups for this business.

REVENUE OVERVIEW

Revenue trend

INVOICE HEALTH

Invoice status

MY TASKS

What needs attention

CALENDAR

Upcoming

Recent Quotes

Latest sales activity for this business.

Recent Invoices

Latest invoices for this business.

Recent Activity

CRM and finance events.

SALES CRM

Leads

Track prospects from first contact through a won job.

LEAD DETAILS

New Lead

Lead & contact infoEdit contact, stage, value and follow-up.⌄
Quote or invoiceCreate billing directly from this lead. No client profile is required.
Internal notesPrivate notes for your team.⌄
OPERATIONS

Jobs

Schedule work, track progress, and connect every job to revenue.

JOB DETAILS

New Job

CALENDARAdd this job to your calendarWorks with Google Calendar, Outlook / Microsoft Calendar, or any app that accepts .ics files.
TAX

Tax

A simple view of tax collected and tax still outstanding.

FOLLOW-UPS & WORK

Tasks

Keep customer follow-ups and operational work from slipping through the cracks.

New Task

CALENDAR CONNECTIONS

Rivora + your calendar

Keep Rivora as the operations source of truth, then send scheduled jobs to Google Calendar or Microsoft Outlook Calendar in one click.

Google CalendarMicrosoft Outlook.ics compatible
OPERATIONS CALENDAR

Schedule

Jobs and follow-ups in one business calendar.

CASH FLOW

Payments

Recorded deposits and payments from your invoices.

OPERATIONS AUTOMATION

Automations

Turn common workflow steps into automatic actions.

These switches control real database-side workflow actions. Email/SMS reminder delivery can be connected later without changing the CRM structure.

Invoice Details

Draft

Client

Select an existing client to keep this invoice organized on their profile, or enter details for a new 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.
Recently Deleted0

Deleted invoices are kept here so accidental deletions do not remove business records. Restore an invoice at any time.

QUOTE & E-SIGNATURE

Quote Details

Draft

Client

Attach the quote to a client profile so signatures, jobs and future invoices stay connected.

Services / Items

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

Business Owner Signature

Not signed
Draw signature here
Each signature applies to that revision. If a signed quote is edited, Rivora preserves the signed version and creates a new revision that requires fresh signatures.

Quotes & Signatures

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

Recently Deleted0

Quotes moved here remain recoverable. Signed revisions and quote history are preserved.

CUSTOMER CRM

Clients

Create one clean customer record, then keep their quotes, jobs, invoices, tasks and payments organized around it.

CLIENT RECORD

New Client

CLIENT PROFILE

Client

OUTGOING COSTS

Expense outlook

Live totals from Expense History. Editing or deleting an expense updates these numbers immediately.

All businesses
This week$0.00Recorded spending this week
Spent this month$0.00Actual Expense History through today
This quarter$0.00Recorded spending this quarter
This year$0.00Recorded spending this year
Recurring monthly baseline$0.00
Still expected this month$0.00
Projected month-end$0.00

$0.00 spent through today · $0.00 still expected this month

No active recurring expense schedules yet.

Add Expense

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

Recurring: Rivora records the expense on the selected schedule when it becomes due. It does not initiate a bank or card charge.

Expense History

Saved business expenses.

Recurring expense schedules Daily, weekly, monthly, quarterly & yearly
REPEAT BILLING

Recurring Billing

Pick a client, choose the service and schedule, then save. Rivora creates the future invoices for you.

Automatic billing
Active plans0Current recurring schedules
Monthly recurring$0.00Normalized monthly value
Collected recurring$0.00Paid recurring invoices
Next invoice—Nearest scheduled date
COPIED FROM INVOICEInvoiceClient and billing information were filled in automatically. You can edit anything below before saving.
1
Choose the clientSelect an existing profile or make a new one here.
Create Client ProfileSave the customer without leaving Recurring.
2
Review the recurring invoiceInvoice information is auto-filled, but everything can be changed.
Choose a billing date to see the schedule.
More options description, due date, tax & notes
One invoice per schedule Rivora creates one invoice for each scheduled cycle only. Monthly plans stay on the selected day of the month; weekly plans stay on the selected weekday. Missed cycles are not backfilled as a stack of invoices.

Recurring Clients

Active and stopped schedules stay organized here.

RIVORA INTELLIGENCE

Business Analytics

A simple view of the numbers that matter most. Open a section below only when you want more detail.

More actions
More key metrics Open pipeline, recurring billing, clients & tasks
OverviewCore trends at a glance.
CASH FLOW

Collected, invoiced & expenses

See the overall money movement without digging through individual records.

SALES

Lead → Quote → Job

A quick look at your active sales path.

RECEIVABLES

Invoice aging

Outstanding balances grouped by how late they are.

COSTS

Expense mix

Where recorded business spending is going.

OPERATIONS

Conversion & delivery

Jobs, labor, recurring billing, follow-ups, and conversion in one place.

CUSTOMERS

Client performance

See who is driving invoiced value, collections, and open balances.

BUSINESSES

Business comparison

Compare accessible businesses without mixing their underlying records.

DATA HEALTH

How well Rivora is connected

See where client and business records are linked well and where cleanup can improve reporting.

WORKSPACE SETTINGS

Manage Rivora in one place

Edit businesses, onboard companies and team members, manage access, and control workspace preferences without hunting through a long settings page.

Business Management

Choose a business to edit its profile, invoice and quote defaults, documents, and administrative controls.

Everything for one business, together.Profile details, billing defaults, documents and the delete control are kept in this section.
PLATFORM OVERVIEW

Businesses on Rivora

See connected companies and quickly return to the business you want to manage.

Business access directory

BUSINESS SETUP

Business setup checklist

A quick check of the essentials clients see on quotes and invoices.

0% complete
ONBOARDING CENTER

Add a business or team member

Start here whenever someone new needs access to Rivora. Choose what you are adding and complete the short form.

Quick setup
ADD MEMBER

Add a member to a business

Select the organization first, then choose exactly which business this person should be able to access.

Business-specific access
Access stays separated.The member can be limited to one business or given organization-wide access.
Member detailsEnter the user information, select their business access, then Rivora opens the invitation email.
RIVORA FINANCE ADMIN

Add a new business

Create a private Rivora workspace and add the approved owner/member email. Your platform administrator access remains intact.

Administrator only
TEAM & ORGANIZATION

Team & Access

Manage roles, departments, business access, invitations, and user removal from one directory.

Plan● Business-separated access

Organization directory

Save role/access changes here. Platform administrators can also permanently delete eligible users.

PERSONAL & INTEGRATIONS

Preferences & Integrations

Control how Rivora looks and speaks for you, then connect the calendar your team already uses.

APPEARANCE

Choose your workspace look

Switch between Rivora Light and Rivora Navy. Your choice stays on this device.

Personal preference
LANGUAGE

Choose your language

Use Rivora Finance in English or Spanish. Your preference is saved to your account.

Account preference
CALENDAR INTEGRATIONS

Google & Microsoft calendars

Connect the calendar your team already uses, or use one-click calendar handoff without connecting an account.

Calendar ready
Connected for your user accountEach team member can connect their own work calendar without sharing a calendar password.
G
Google CalendarNot connected. One-click “Add to Google Calendar” still works from every job.
Not connected
M
Microsoft Outlook CalendarNot connected. One-click Outlook event creation and .ics downloads are available now.
Not connected

Two ways to use calendar: One-click handoff opens a prepared event in Google or Outlook with no setup. Connected sync lets Rivora create/update scheduled job events in the background after you authorize calendar access.

More