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
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Rivora Finance
Rivora Finance
by SparkForce Solutions
● 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.

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

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.
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.
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
Signing locks the quote contents before it is sent.

Quotes & Signatures

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

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

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 & ORGANIZATION

People, roles & access

Organize each company by owner, manager, department and role. Members only receive access to organizations they are assigned to.

Plan● Business-separated access
Add a team memberAssign a role and department, then Rivora opens a ready-to-send invitation email.

Organization directory

Owners can manage roles. The Rivora platform administrator cannot be removed.

APPEARANCE

Choose your workspace look

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

Personal 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.

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

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