For practices working with owner-managed clients
See what is ready before review begins.
Rian is designed to improve the client handoff, not to obscure professional judgement behind an automation score.
A small controlled portfolio for testing evidence-to-close workflows with clients before wider rollout.
Common challenges
- Client records arrive without the documents behind important amounts.
- Unanswered questions are distributed across email and messaging threads.
- Review time is spent discovering what is missing instead of resolving it.
What changes with Rian Books
Readiness is visible
See missing evidence, unexplained bank lines and unresolved close work by client.
Requests stay trackable
Turn each missing item into a shared next action with a visible owner and status.
Judgement remains yours
Review working figures and evidence before the responsible person locks or files anything.
How the workflow runs
- Invite the client
- Review evidence and reconciliation
- Resolve exceptions through requests
- Record review and export the close pack
Related lesson: Complete your first close — See how every part connects before using real books.