Get Rise on every device your team uses.
As easy as downloading an app. A real human brings your business with you.
Your books, your workflows, your history — moved for you. A certified senior accountant signs off.
Same outcomes. None of the workarounds.
The forwarding rules, the Drive folders, the rebilling spreadsheets — those weren't really your processes. They were the workarounds you built because your tools couldn't do the job. Rise does the job. The workarounds go away. The outcomes get better.
Receipts
No more Drive folder. Rise reads your inbox, pulls every receipt automatically, books it to the right project and customer.
Rebilling customer costs
No more spreadsheet. Costs you incur on behalf of a customer link to that customer automatically and surface on the next invoice — with margin intact, nothing forgotten.
SaaS invoices
No more forwarding rules. Adobe, Figma, Slack, every monthly PDF — Rise finds them in your inbox, books them, files them. You stop touching them.
Board minutes & docs
No more Drive-folder-as-archive. Board minutes, contracts, agreements live inside Rise — versioned, searchable, audit-ready.
Reports
No more pivot tables on Sunday night. Every cost is tagged automatically — by project, cost center, customer, anything you track. Scheduled or on demand, just ask in plain language: "show me Q2 by customer" — and there it is.
You kept those workarounds alive because no tool would do the work.
Rise does the work — automatically, inside one place.
Your history comes with you. Comparisons in one window.
Years of accounting data are not throwaway data. We bring them across, reconcile them, and keep your old system available as a read-only archive of everything that happened before the switch.
Full import
Your full history imports into Rise. Compare 2024 vs 2025 vs 2026 in one place — no exporting, no switching tabs.
Certified reconciliation
A certified senior accountant reconciles the opening balances against your old closing balances. No silent drift. Signed off.
Clean cutover
From go-live, every new bill — sent and received — flows through Rise. One system handles today, no double-entry, no parallel books.
Old system as archive
Your old accounting system stays available read-only for as long as you want. We don't delete anything. You can always look back.
It's a setup, not a project.
Switching financial systems is normally a project: months of migration, history you can't drag across, and a fresh accountant who's never seen your business. Rise isn't that. Four steps — the longest a week — and you aren't doing the work. We are.
30 min
Get Started call
Book a slot. We meet, you see Rise live, we check fit. No deck, no demo theatre.
45 min
Stack + data call
We learn what you run today — accounting, cards, bank, payroll — and what data we'll bring across. The workarounds we identify; Rise will absorb them.
Zero of your hours
We do the move
A certified senior accountant brings your books and workflows across — behind the scenes. You keep running your business in your old system. We'll tell you when it's ready.
Day one
Go-live
Same outcomes, fewer steps. From day one, every new bill flows through Rise. Your old system stays as a read-only archive.
"AI does the work. A certified senior accountant signs the books. You're not the last human in the loop anymore."
RISE · THE ACCOUNTABILITY MOAT
Ready when you are.
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Stop hiring for finance. Start with Rise.
We may have room for a few more companies. One conversation to find out.
