Get Accurate Bookkeeping With an AI Accounting Assistant for Roofing Contractors
Achieve efficiency and clarity in your finances: clean books, steady cash flow, and zero extra hires. Even better than an accounting automation software, Rivety automates AR/AP, reconciliations, and job costing so you can make smarter financial decisions with less stress. Trained on your unique workflows by roofing industry experts, your agent goes live in just 4 weeks.
Sign Up By December 31st and Receive 33% Off!
“The potential of this technology to streamline operations, improve efficiency, and drive growth is truly remarkable.”
Clark Briggs, Kayco Roofing
Automate Bookkeeping, Improve Accuracy, and Strengthen Cash Flow
Follows up on overdue invoices, improving your cash flow management
Reconciles transactions and manages job costing with super-human accuracy
Generates recurring reports automatically for full financial visibility
Automates accounts payable, protecting your reputation and credit
Eliminates human errors in repetitive tasks, keeping books audit-ready and stress-free
AI Accounting Assistant Capabilities
Rivety AI Agents are designed to plug into your business wherever you need them. Hand off the bookkeeping tasks that drain your time, and let your accounting AI agent manage them like an extra set of expert hands.
Handles accounts receivable and payable workflows, reducing missed or late payments.
Matches payments, expenses, and deposits automatically to keep books accurate.
Allocates expenses to the correct projects, providing clarity on profitability.
Produces recurring financial and job-costing reports on schedule, with no manual effort.
Communicates with customers about overdue balances to enhance cash flow.
Organizes documentation and eliminates errors in repetitive bookkeeping tasks.
How Rivety AI Agents Work for Your Accounting
1
Learn
We capture your workflows, processes, and systems through interviews, job shadowing, documentation, and web scraping
2
Train
Your AI Agent is trained just like a new employee. It learns basic company information, core job responsibilities, workflows, and outcomes
3
Test
We test the AI Agent in live business scenarios to fine-tune tone, logic, and performance
4
Deploy
Full go-live in 4 weeks with a dashboard to track performance
Keep Your Books Accurate. Strengthen Your Cash Flow.
Let Rivety’s accounting AI agent automate AR/AP, job costing, and reporting so you can stress less about your finances. Book a call to get started.
Rivety AI Agents Are Built for Roofers, Unlike Everyone Else.
Rivety AI Agents
Generic AI Chatbots
Trained by roofing pros
Generic or consumer-trained
Understands roofing workflows like permits, job costing, and inspections
No deep roofing knowledge
Industry-specific training, including deep workflows, terms and tools
Shallow scripts or general prompts
4-week onboarding with live testing
Weeks to months of trial-and-error tuning
Understands trade-specific language and logic
Needs manual training or hardcoded scripts
Cross-channel software integration - Connects with your CRMs, calendars, financing tools, inventory software, and more
Often limited or requires workarounds
Fully automated task handling from input to completion
Usually stops after initial contact
Full dashboard: transcripts, logs, reports, chat with agent
Often a black box
Rivety AI Agents
Trained by contracting pros
Industry-specific training, including deep workflows, terms and tools
4-week onboarding with live testing
Understands trade-specific language and logic
Cross-channel support: Connects with your CRMs, calendars, financing tools, inventory software, and more
Fully automated task handling from input to completion
Full dashboard: transcripts, logs, reports, chat with agent
Custom-trained to match your brand and voice
Generic AI Chatbots
Generic or consumer-trained
Shallow scripts or general prompts
Weeks to months of trial-and-error tuning
Needs manual training or hardcoded scripts
Often limited or requires workarounds
Usually stops after initial contact
Often a black box
Often robotic or off-brand
No New Software. No Learning Curve.
Rivety AI Agents integrate seamlessly with your existing business software and tools. No new platforms to learn. Here are just a few examples:
JobNimbus, ServiceTitan, Housecall Pro, Acculynx, and more.
Outlook, Gmail, Slack, Zoom, Microsoft Teams, and more.
Google Calendar, Outlook Calendar, Calendly, Cal.com, and more.
Zapier, Twilio, and more.
Docusign, PandaDoc, AdobeSign, Google Drive, Dropbox, and more.
Greensky, Service Finance, Wisetack, and more.
Complete Visibility, Just Like a Real Team Member
Use your dashboard to see everything your AI agent has done with no blind spots:
- Real-time financial reporting with visibility into cash flow, AR/AP, and job profitability
- Automated visualizations that show invoices, payments, and cost allocations in one place
- Proactive alerts on overdue balances, margin erosion, or unexpected expenses
- A chat interface to ask your agent things like: “who still owes us money?” or “what expenses are coming up?”
“The power of the AI agents from Rivety is truly incredible.”
– Matthew Hirthe, JaxPowerPro
Frequently Asked Questions
How does Rivety learn about my business?
We onboard your agent like a new hire using your workflows, scripts, tools, and real-world examples. We also shadow calls, review materials, and ask the right questions to make sure your agent hits the ground running.
Will Rivety work with my existing tools and software?
Yes, Rivety’s AI accounting assistant works directly inside your existing accounting software, CRMs, and document tools. That means no new platforms to learn; it automates AR/AP, job costing, and reporting within the systems you already use.
How is the Accounting Assistant Agent different from the Finance Analyst?
The Accounting Assistant focuses on keeping your books accurate by automating AR/AP, reconciliations, and job costing. The Finance Analyst, on the other hand, acts as a virtual CFO, analyzing cash flow, profitability, and forecasts to provide strategic insights for long-term growth.
Can the Accounting Assistant help with overdue invoices?
Yes! Like a contractor accounting software, the accounting agent follows up with customers about outstanding balances, sends reminders, and alerts your team when payments are delayed. This helps improve cash flow without time-consuming, manual chasing.
Will the Accounting Assistant make bookkeeping more accurate?
Absolutely. By automating accounts receivable and payable, reconciliations, and job costing, the AI bookkeeping agent eliminates human error in repetitive tasks and works 24/7 to keep your books clear and audit-ready.
Do I have to switch to new accounting software?
No. Rivety’s accounting AI assistant integrates with your existing contractor accounting software and CRMs, so it works inside your current workflows without extra steps or a learning curve.
How long does it take to get up and running?
Just 4 weeks. We handle the training and testing so your agent goes live fully functional and tailored to your business.
How do I know my AI agent is working?
You’ll have a full dashboard with transcripts, activity logs, and performance reporting. You can also chat directly with your agent to ask for status updates.
How do I see my AI agent’s results?
Everything the agent does is tracked and visible: calls, chats, automated follow-ups, bookings, and more. You get clear reporting and engagement summaries.
Can I train the AI agent to sound like us?
Yes. We train tone, language, phrasing, and responses based on your existing calls and preferences.
Can I make my own updates to the AI agent?
You can update your agent’s knowledge base anytime, including what to say, how to say it, or what to prioritize. For deeper workflow changes, our team is here to help.