RIVET SOFTWARE © Interactive Financial Management
PRESENTER
Kevin BerensVP of Customer SuccessRivet Software
Kevin exemplifies Rivet’s commitment to customers with his constant quest to deeply understand their needs and concerns. He evangelizes for the customer to help deliver products and services that advance the customer experience. Kevin brings over 20 years of customer interaction experience in business intelligence and building software solutions.
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RIVET SOFTWARE © Interactive Financial Management
WHO IS RIVET SOFTWARE?
Released
Released
Released(Released to Open
Source in 2008, 7500+ downloads)
The SEC awarded Rivet contract to
create a XBRL filing viewer
Rivet completed joint project with Thomson
Reuters to create a universal XBRL loader
SEC announced XBRL Mandate for corporations
and mutual fund companies
Rivet established strategic partnership with RR
Donnelley & CO. (RRD)
Rivet services 1,600 companies for corporate filings & support 4,500
mutual fund filings
Rivet terminates services agreement with RRD to
refocus on customer satisfaction & software
productsThe SEC awarded Rivet contract to create a rule-
based XBRL rendering engine, still in use on
SEC.GOV
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RIVET SOFTWARE © Interactive Financial Management
AGENDA
+ Office Integration?+ Office 2013+ Format Excel spreadsheets so they look great in Excel as well Word and
HTML+ Eliminate formula errors by using named ranges+ Use sparklines to quickly display reporting trends+ Create dynamic looking charts and graphs – including dual axis graphs+ Use conditional formatting to show values that are above a certain
threshold.+ Create and update Excel links in PPTs including charts, graphs and tables
+ Q & A
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5CONFIDENTIAL INFORMATION5
The management of financial reporting, financial control, and financial decision-making enabled by XBRL -- the global language of finance.
Interactive Financial Management provides the capabilities to extend the “last mile of finance” to the “next mile of finance”. 5
RIVET SOFTWARE © Interactive Financial Management
Collaborate with team members while creating disclosures. Easily allow internal and external team members to review content with in disclosures. Work simultaneously with others on a single disclosure.
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RIVET SOFTWARE © Interactive Financial Management
WHY MICROSOFT OFFICE?
Disclosures
Data / Numbers
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RIVET SOFTWARE © Interactive Financial Management
LINKING EXCEL TO WORD
Excel
Word
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MICROSOFT OFFICETIPS
Manage Numbers in Excel Manage Disclosure Documents Word
RIVET SOFTWARE © Interactive Financial Management
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LINKING EXCEL TO WORD
MICROSOFT OFFICETIPS
Manage Numbers in Excel Manage Disclosure Documents Word
RIVET SOFTWARE © Interactive Financial Management
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AUTOMATIC ROLL FORWARD
RIVET SOFTWARE © Interactive Financial Management
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RIVET SOFTWARE © Interactive Financial Management
DISCLOSURE MANAGEMENT
Familiar Office tools
Multi-User collaboration
External review with ease (Auditors/Legal)
Multiple documents with single data set
Version control (No pencils down!)
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OFFICE INTEGRATION & DISCLOSURE MGMT
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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NAMED RANGES
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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SPARK LINES
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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DUAL AXIS GRAPHS
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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CONDITIONAL FORMATTING
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
http://www.journalofaccountancy.com/Issues/2013/Apr/20137226
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NEXT GENERATIONMICROSOFT OFFICE
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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Collaborative Authoring
ThreadedCommenting
ExcelTrack Changes
ExcelBI/Analytics
Work Anywhere
OFFICE 2013REACHED 1 MILLION
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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OFFICE 2013CO-AUTHORING
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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OFFICE 2013CO-AUTHORING
RIVET SOFTWARE © Interactive Financial Management
MICROSOFT OFFICETIPS
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OFFICE 2013THREADED COMMENTS
RIVET SOFTWARE © Interactive Financial Management
Manage Numbers & Charts in Excel
Create Management Reports in Word
Manage Presentations In PowerPoint
LINKING EXCEL TO POWERPOINT
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MS OFFICE INTEGRATION
RIVET SOFTWARE © Interactive Financial Management
LINKING EXCEL TO WORD
Excel
Word
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LINKING EXCEL TO WORD
RIVET SOFTWARE © Interactive Financial Management
LINKING EXCEL TO POWERPOINT
Excel
PowerPoint
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LINKING EXCEL TO POWERPOINT
RIVET SOFTWARE © Interactive Financial Management
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RIVET SOFTWARE © Interactive Financial Management
Contact Us
QUESTIONS?
Kevin BerensVice President Rivet Software
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CONTACT US