Rivet for accountants

Put your clients on Rivet. You hold the plan.

One login across every client, scoped to the books — with wallet and exchange reconciliation no other practice tool offers.

Your clients
MA
Meridian Auto Group
QuickBooks · reconcile
Managed
KP
Kestrel Parts Supply
QuickBooks · reconcile
Managed
RF
Ridgeway Freight
QuickBooks · 4 wallets
Managed
AM
Alta Mesa Coffee
Own subscription
Independent
Switch clients without logging out.
Illustrative — not a product screenshot.
What firms do today

Every client is a different login — and crypto is a monthly ritual.

You hold their credentials

Or a seat inside each client's own tool, or a spreadsheet of logins nobody wants to own. Access ends up personal rather than practice-level.

Every client is a new session

Sign out, sign in, find the right file, re-orient. The switching cost is small and constant, which is what makes it expensive.

Crypto is a monthly ritual

Export from a wallet, export from an exchange, reconcile by hand in a spreadsheet, then key the entries in. Every month, per client.

How delegation works

Scoped access to the books. Nothing else.

01

Invite a client, or accept theirs

Invitations go to organizations that exist on Rivet. Either side can start it.

02

Get scoped access to their books

Your firm — not one person at it — holds the grant, limited to reconcile and books.

03

Switch clients without logging out

One login, one client list. Move between engagements in the same session.

A delegate can see
Reconcile
Books and ledger sync
Wallets and exchange accounts
Chart of accounts mapping
Journal entries and suggestions
A delegate cannot see
Their payments
Their billing and plan
Their team and permissions
Their connections and messages

The limit is the point. A client deciding whether to accept can see exactly where your access stops.

Crypto reconciliation

Your crypto clients, on the books.

Import a wallet across nine networks, sync a Coinbase exchange account with its history, and map every movement onto the client's chart of accounts.

Wallet-led portfolio
The client's position organized by wallet, not by a flat transaction dump.
Nine-network import
Import addresses across nine EVM networks in one pass.
Deep history
Years of prior activity, not just the current period — so opening balances reconcile.
Coinbase exchange sync
Connect a Coinbase exchange account and keep its history in step.
QuickBooks mapping
Map holdings and movements onto the client's own chart of accounts.
Journal intelligence
Suggested entries for both sides of a movement, for you to review and post.
Coming, and not part of the plan today:Coinbase custodyComingOn-chain sendsComing
Two kinds of client

You cover them, or they cover themselves.

A client either sits on your plan or holds their own. Both work; only one consumes a slot.

Managed clientConsumes a slot

You bring them on. Their entitlements come from your plan.

No subscription of their own — nothing for them to buy or approve
Entitlements come from your plan, including crypto reconciliation
Consumes one managed-client slot on your plan
Scope is reconcile and books — not payments or Connections
Independent clientFree to you

They hold their own Rivet subscription and pay directly.

Their own Rivet subscription, billed to them
Full product, including payments and Connections
Your delegated access is free and consumes no slot
They control what your firm can reach, and can revoke it
A managed client can graduate. If they want the full operating network they subscribe directly — they keep their data, the slot returns to your plan, and your delegated access continues at no cost.
Practice pricing

One invoice, to the firm.

For accounting firms
$49per month, billed annually
3 firm seats included · additional $20 per seat
3 managed clients included
Crypto reconciliation included
AI document imports for your firm and its managed clients — the allowance grows with each one
Client switching without logging out
Your own payments and treasury on verification
Independent clients always free to you
Additional managed clients

The rate steps down as your roster grows. Each band prices only the slots inside it.

Managed clientsPrice per additional
1–3Included
4–10$25 /mo each
11–25$20 /mo each
26 and up$15 /mo each
Worked example — 25 managed clients
Practice base$49
7 × $25 (clients 4–10)$175
15 × $20 (clients 11–25)$300
Total$524 /mo

About $21 per client, per month — and your clients pay nothing. Independent clients are always free to you.

Financial services may be provided by regulated partners. Availability, eligibility, currencies, rails, and settlement times may vary by jurisdiction and program.

Practice onboarding is handled by our team — tell us your client mix and how much of it is crypto.

Common questions
What can my firm see inside a client's organization?

Reconcile and their books: ledger sync, wallets and exchange accounts, chart-of-accounts mapping, and journal entries. Not their payments, not their billing or plan, not their team, not their connections and messages.

What happens when a managed client wants their own subscription?

They subscribe directly. Their data stays theirs and stays put, the slot returns to your plan, and your delegated access continues at no cost to you.

Do my clients have to pay anything?

A managed client pays nothing — no seat, no card, no procurement conversation. They only pay if they choose their own subscription for the full product.

Which accounting systems connect?

QuickBooks, Xero, Sage, and NetSuite are live. Tell us what else your clients run and we'll tell you where it sits in the queue.

Which chains and exchanges are supported?

Wallet import across nine EVM networks, and Coinbase exchange accounts with their history. Coinbase custody and on-chain sends are coming and aren't part of the plan today.

What happens to a client's data if we stop working together?

The client revokes the grant and your access ends immediately. Their organization, documents, and reconciliation history stay with them.

Bring your first three clients on. They don't need an account of their own.

Rivet for Accountants — One Login for Every Client, Crypto Included