The Right Service Model.

Dialit up. Dial it down.
Outsource? Self-file? You don’t have to choose one or the other. Because Crossfire is a SaaS (software as a service) solution, your team and dedicated Rivet accountant can work on the same document collaboratively. If you don’t want to do XBRL tagging in-house, your Rivet accountant will do it all. You’ll review and discuss in real-time and won’t have to deal with long turn-around times as you wait days or weeks for XBRL files to come back while your source document changes. If you’re ready to take it on in-house, your Rivet team is there to answer questions, provide guidance or step in and complete your filing for any reason and on short notice.

Rivet’s professional services team consists of CPAs, MBAs, and accountants all based in Denver, Colorado. Many have more than 2 years of industry specific experience preparing XBRL files for the largest companies in the world.

The right level of service means expertise and flexibility.

Dedicated Experts.

SEC reporting was time consuming and challenging before the XBRL requirement. Rivet has developed a support structure to ensure that the process is as much of a non-event for your company as possible. Every industry is unique, with specific requirements and reporting practices, and proper XBRL preparation requires industry specific accounting expertise. Rivet’s subject matter experts (SME) are CPAs with strong accounting skills and extensive experience with XBRL and financial reporting in specific industries. Your dedicated SME will ensure that your filing is correct, complete and SEC compliant.

Our professional services team will provide you the training and support necessary to take control of the SEC filing process- you’ll never be alone. If you’re a first time self-filer, we will guide you through the process step by step. If you bring XBRL in house, your SME will always be available to answer industry specific questions.

Rivet’s Professional Services team can also provide consulting so that you get the most out of XBRL and improve your reporting and financial analysis process.

Rivet University Teaches Financial Reporting Professionals How to Fish

Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime. [Chinese Proverb]

Rivet University (“Rivet U”) is a web-based, on-demand education center, with 24/7 access to training and help. We have over 1,200 users registered and using Rivet University to learn or to help refresh their learning from prior quarters. Rivet U’s core curriculum is designed to help companies create in-house expertise for document management and XBRL tagging processes no matter if they are having Rivet do the XBRL tagging or they brought the whole process in house. The curriculum is organized by what role the users play within their reporting process so they can learn what they need to know at that time. But also allows them to learn other areas when they are ready.

“Most companies eventually want to own and manage their filing process internally, so our goal is to empower our clients to do so,” said Christy Rohrs, Rivet’s Director of Education Services. “Our classes take Crossfire users through every step of the document management and XBRL tagging process, with engaging video tutorials, interactive training exercises, and live webcasts on a variety of topics.”

While the goal is to make companies more independent and put them in complete control of their filings, Rivet will continue to provide an ongoing safety net for companies making the transition. In addition to the help and training resources in Rivet U, we will continue to have live support available on an ongoing basis, and live classroom training in Denver will continue to be an option.

Support

As part of Rivet’s Support Services, we provide several types of services, including:

Support call center to assist self-filers at any time (staffed by accountants with XBRL and SEC filing expertise)
Dedicated areas on Rivet’s website to submit questions, browse our Frequently Asked Questions, or search for help on specific topics.

“Working with Rivet, specifically implementing their Crossfire Word Platform, has been the best experience I’ve had in my career when working with a software vendor. There was excellent communication at each step of the process and now that we are up and running, the client support is amazing! When I call support, I get a live person that helps me troubleshoot my issue, seeing this through resolution or immediately passing me to a more specific expert. It was so pleasant to avoid dealing with frustrating hold times, long delays between call backs or out-of-country support centers.”

- Caleb Young, Centrue Financial Corp.

Consulting

Consulting services provided by our Professional Services team will help you bring Crossfire Controller or CFO in-house with the seamless integration of your General Ledger, Corporate Reporting Management, or Enterprise Resource Planning system. Our consultants will ensure your transition to Crossfire goes smoothly so you can begin to reap the rewards of the best financial reporting and analysis software on the market today. Our services include:

Product Implementation
Report Design and Development
Consulting Services

Questions about how Rivet can support your external financial reporting team?

Professional Services