Rivelo

What Rivelo does

Rivelo (Rivelo Platform S.r.l.) is an Italian FP&A and extended Corporate Performance Management (xCPM) SaaS company headquartered in Turin, founded in 2014. The company serves 150+ clients across 50+ countries with a cloud-native, AI-driven platform that runs on Google Cloud infrastructure and integrates with 34+ ERP systems. Its core product surface spans financial planning, budgeting, forecasting, consolidation, reporting, and increasingly AI-native finance operations.

The platform is built around proprietary AI capabilities including predictive forecasting, anomaly detection, generative AI-driven insights, autonomous AI agents, and an MCP Server for standardized agent connectivity. Rivelo operates through four specialized subsidiaries: Rivelo Platform (core SaaS product), Rivelo Advisory (consulting and implementation services), Rivelo Agentic AI (AI product development), and Rivelo Cybersecurity. The company maintains enterprise-grade compliance certifications including ISO 27001, SOC 2 Type II, GDPR, PCI DSS, and HIPAA, enabling deployment in regulated industries such as financial services and healthcare.

Rivelo's business model is B2B SaaS subscription pricing supplemented by advisory services revenue and a Partner Hub channel ecosystem. Recent product launches in 2026 — Finance AI OS, Agentic AI, MCP Server, and AI Revenue Forecasting — signal a deliberate strategic pivot toward AI-native financial operations. The company employs 11-50 people and has not publicly disclosed funding rounds, revenue, or valuation figures, indicating a capital-efficient growth profile relative to venture-backed peers.

Name

Rivelo

Legal name

Rivelo Platform S.r.l.

Website

https://riveloplatform.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Rivelo is an Italian cloud-native FP&A and xCPM SaaS company serving 150+ clients across 50+ countries, with AI-driven planning, forecasting, and agentic finance capabilities integrated with 34+ ERPs on Google Cloud.

Ownership category

akta.pro rank

Product category

Financial Planning & Analysis (FP&A) Software

NAICS

Software Publishers (5132), Software Publishers (51321), Software Publishers (513210), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYHDAEAEAK

Enterprise Performance Management (EPM) & FP&A Platforms

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Enterprise Resource Planning (ERP) Platforms

SECONDARYHDAEANAA

End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management)

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Artificial Intelligence Platforms for Enterprise

SECONDARYHDAAAGAJ

B2B SaaS & Enterprise Personalization (CRM, Sales, Support)

Hardware, Technology & Telecom/Artificial Intelligence & Machine Learning/Recommender Systems & Personalization

Keywords

• Financial planning software
• Corporate performance management
• FP&A platform
• AI finance solutions
• Financial consolidation software

Headquarters

HQ city

Turin

HQ country

Italy

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Platform as a Service (SaaS): Recurring cloud subscription delivered in cloud mode with annual fee. Includes continuous updates, dedicated support, and access to all AI modules. Scalable with company growth. ROI under 3 months, go-live in 4-6 weeks.
2. Advisory & Professional Services: Project-based and retainer engagements including Finance Advisory, Academy executive training, Custom AI development, and Cybersecurity services. Dedicated specialist teams support CFOs and Finance functions.
3. Academy Training: FP&A and AI executive training programs for finance professionals, delivered as part of the advisory services ecosystem.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Rivelo sells a cloud-native, AI-native xCPM (Extended Corporate Performance Management) software platform that unifies periodic closing, financial planning/budget, rolling forecast, multi-entity consolidation, cash flow/treasury, profitability analysis, working capital optimization, project controlling, strategic planning, and workforce planning into a single integrated SaaS solution for CFOs and Finance Directors of mid-to-large enterprises. The platform embeds proprietary machine learning, generative AI, and Agentic AI capabilities, and ships with native Plug&Play connectors to 30+ ERP systems (SAP, Oracle, Microsoft Dynamics, Zucchetti, TeamSystem, NetSuite, Workday, etc.). The company also delivers complementary Advisory & Professional Services (Rivelo Advisory), Academy executive training, cybersecurity services (Rivelo Cybersecurity), and AI R&D (Rivelo Agentic AI) under the Rivelo Group umbrella.

Product overview

Rivelo is an integrated technology group offering a cloud-based AI-native FP&A (Financial Planning & Analysis) and xCPM (Extended Corporate Performance Management) platform called Rivelo Platform. The platform follows a modular architecture consisting of three main product bundles: Rivelo Core (Closing, Planning, Consolidation, Cash Flow), Rivelo Performance (Profitability, Net Working Capital, Project, Strategy, HR Workforce), and Rivelo AI (Forecast, Agentic AI). Individual sub-products include Rivelo Closing (automated periodic closing), Rivelo Planning (budget/forecast/business plan), Rivelo Projections (multi-year strategic planning), AI Revenue Forecasting (ML-powered revenue predictions), Agentic AI (autonomous AI agents), Finance AI OS (AI-native operating system for CFOs), AI Advisory (robo-advisory), and MCP Server (AI-to-live-data connection). The group also includes Advisory services (Rivelo Advisory), cybersecurity (Rivelo Cybersecurity), AI R&D (Rivelo Agentic AI), and training (Academy). The platform integrates natively with 34+ ERP systems and delivers ROI in under 3 months with go-live in 4-6 weeks.

Differentiator

Problem solved

Functional benefit

Brands

• Rivelo Platform: Cloud AI-native platform for Financial Planning & Analysis and Corporate Performance Management
• Rivelo Advisory
• Rivelo Agentic AI
• Rivelo Cybersecurity
• Finance AI OS

Products and services

• Rivelo Platform (xCPM) Cloud AI-native SaaS platform for Financial Planning & Analysis (FP&A) and Extended Corporate Performance Management (xCPM), unifying closing, planning, consolidation, cash flow, profitability analysis, working capital optimization, project controlling, strategic planning, and workforce planning with native AI capabilities. Designed for CFOs and Finance Directors of mid-to-large enterprises.
• Rivelo Core Core FP&A module bundle covering periodic closing, budget/forecast/business plan management, multi-company consolidation, and cash flow/treasury management for fundamental financial control and planning.
• Rivelo Performance Advanced performance analysis module bundle covering profitability analysis, net working capital optimization, real-time project controlling, multi-year strategic planning, and workforce/HR cost planning for detailed business performance optimization.
• Rivelo AI AI-native module bundle covering predictive forecasting and Agentic AI autonomous agents for CFO automation, management control, robo-advisory, and generative AI insights in financial planning.
• Finance AI OS AI-native operating system for the modern CFO, integrating all FP&A modules with AI capabilities (predictive forecasting, Agentic AI, generative AI, robo-advisory) into a unified platform for end-to-end Finance operations.
• AI Revenue Forecasting AI-powered revenue prediction sub-module using proprietary machine learning algorithms trained on historical sales data, CRM pipeline data, and market variables; reduces forecast error by up to 80% versus manual methods and supports multi-year projections.
• Agentic AI AI agents module for business automation supporting CFO automation and management control with autonomous multi-step decision-making capabilities and robo-advisory algorithms.
• AI Advisory AI-powered business advisory service providing robo-advisory algorithms and predictive analysis to support management decision-making and digital co-pilot capabilities.
• MCP Server AI server connecting artificial intelligence to live business data, enabling real-time data access for AI-powered analysis and predictions within isolated multi-tenant environments.
• Rivelo Advisory Strategic and corporate finance advisory services including FP&A implementation, change management, due diligence, business plan development, M&A finance support, and AI executive training; delivered by 30+ specialized advisors.
• Rivelo Cybersecurity Enterprise cybersecurity SaaS offering 24/7 SOC monitoring, ISO 27001 and GDPR compliance, vulnerability assessment, endpoint protection, and disaster recovery with 99.99% SLA for protection of infrastructure and data in automatic SaaS mode.
• Academy Executive training programs in Finance and AI for FP&A professionals, offering courses and certifications in financial planning, AI in finance, management control, and related disciplines.

Quantifiable outcome

• EBITDA Margin improvement: +7.9% average across client portfolio
• +8 more outcomes

Named customers23 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration35 records

AI capability9 records

Feature7 records

Partnerships

One partnership is on record.

• Google Cloudcore infrastructureTechnology or IntegrationPrimary cloud infrastructure provider hosting Rivelo platform on certified data centers with ISO/IEC 27001:2013, SOC 1/SSAE18, SOC 2 Type II, PCI DSS and HIPAA certifications. Provides multi-zone replication, automatic failover, and integrated disaster recovery with RTO < 4h and RPO < 1h.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Planful: Planful is a cloud-native FP&A platform offering budgeting, forecasting, and financial close management. Competes directly with Rivelo Platform on automated financial close, rolling forecasts, and scenario planning for mid-market and enterprise CFOs.
• Jedox: Jedox is an integrated planning and performance management platform with strong Excel-like interface heritage. It directly competes with Rivelo's Excel-friendly, highly configurable FP&A experience for enterprise finance teams.
• Anaplan: Anaplan is a leading enterprise planning platform offering connected planning across finance, sales, and operations. It directly competes with Rivelo in the FP&A space with similar cloud-native architecture and enterprise customer targeting.
• Workday Adaptive Planning: Workday Adaptive Planning is a leading cloud FP&A solution often bundled with Workday's HR/Finance suite. It competes with Rivelo for mid-to-large enterprises, particularly those already on the Workday ecosystem.
• Prophix: Prophix provides a corporate performance management platform including budgeting, forecasting, financial consolidation, and reporting. It directly competes with Rivelo in the mid-market FP&A segment.
• OneStream: OneStream provides a unified corporate performance management platform covering financial consolidation, planning, and reporting. It overlaps directly with Rivelo's Core FP&A and Consolidation modules, targeting large enterprises with complex multi-entity structures.
• Board: Board is a unified business intelligence and corporate performance management platform that combines planning, simulation, and analytics. It directly competes with Rivelo on what-if simulations and integrated BI/FP&A capabilities.
• CCH Tagetik (Wolters Kluwer): CCH Tagetik, part of Wolters Kluwer, is a recognised CPM/EPM platform with strong presence in Europe and a similar customer base to Rivelo (including industrial and enterprise clients). It competes on financial close, consolidation, and planning.

Broad incumbents

• Oracle EPM (Hyperion): Oracle EPM (Hyperion) is a broad enterprise performance management suite covering planning, consolidation, and profitability analysis. It is a large incumbent offering that overlaps with Rivelo's modules, particularly for large enterprises already on Oracle ERP.

Emerging players

• Pigment: Pigment is a fast-growing AI-native business planning platform targeting modern FP&A teams. It overlaps with Rivelo on scenario planning, forecasting, and AI-driven financial analysis, with a stronger US/global brand presence.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/riveloplatform

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rivelo