Your documents in,
a validated decision out.

Upload utility bills, contracts, and more — governed AI agents read them, apply your rules, and return a decision-ready result with every figure and finding traceable to the source.

  • Reads any document — scans, tables, graphs, no manual entry
  • Applies your playbook — eligibility rules, contract terms, and more
  • Cites every figure to its source and flags anything uncertain for review

Governed AI agents for enterprise operations

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Workspace

Welcome back

Your governed AI agents — pick one to start. Every agent runs on the same audited harness, and every output is a draft a person confirms.
Auditor app Capture a site audit on this phone. Add it to your home screen to use it with no signal.

Projects

Every job across the four agents. Open a stage to go straight to its run.
On site

Field audits

Jobs on the auditor app, and what has come back from site. A job created here appears on the auditor's phone the next time it has signal.

All audits
No audits yet. Create one here and it lands on the auditor's phone. Everything they capture on site comes back to this page.
Agent

Energy-Bill Intake

Upload utility bills and get a validated incentive-eligibility assessment — every figure traceable to the source bill.
All assessments
No assessments yet

Upload a project's utility bills and the agent returns a validated incentive-eligibility assessment — every figure traceable back to the bill it came from.

Energy-Bill Intake

New assessment

Upload the project's utility bills, confirm the details, and run — the rail on the right tracks what the agent will use.
Utility bills

Drop utility bill PDFs here

or click to choose files · electric & gas · scans and multi-page bundles welcome

Project
Entity type select any that apply
Run
  • No bills uploaded yet
  • Client — from the name on the bill
  • Address auto-detected from bills
  • No entity flags selected
    Upload at least one bill to run.

    The agent reads every page, merges multi-page bills, and flags anything uncertain for your review — nothing is guessed.
    Search results

    Search

    Agent

    Proposal Generator

    Upload a completed Direct Install assessment tool (.xlsx or .xlsm) and get a drafted customer proposal — financials reproduced from the workbook to the penny, lighting laid out room by room. Always a draft you review before sending.
    All proposals
    No proposals yet

    Upload a completed Direct Install tool and the agent builds a client-ready proposal deck, with the financials reproduced to the cent.

    Proposal Generator

    New proposal

    Upload a completed Direct Install tool, confirm who prepared it, and generate — the rail on the right tracks what the agent will use.
    Completed assessment tool

    Drop the completed tool (.xlsx or .xlsm) here

    or click to choose · the auditor's fully filled Direct Install workbook

    Proposal details
    Run
    • No tool uploaded yet
    • No auditor selected
    • Customer — from the workbook
    • Rates assumed ($0.15 / $1.00)
    Upload a completed tool to run.

    The agent reads the workbook, does the financial math, and drafts the deck — cover, financials, lighting and mechanical. Rates are internal only (used to compute monthly savings, never printed). Always a draft you review; never auto-sent.
    Agent

    Document Package Generator

    Upload a completed Direct Install or Multifamily tool and get the final customer-signature document package — every form filled and merged in the exact program order, with a clean one-page scope (no more pages of blanks). Always a draft you review before sending.
    All packages
    No packages yet

    Upload a completed tool and the agent fills and merges every form in program order, with a clean one-page scope of work.

    Document Package Generator

    New package

    Upload a completed tool, choose the utility program, and generate — the rail on the right tracks what the agent will use.
    Completed tool

    Drop the completed tool (.xlsx or .xlsm) here

    or click to choose · the fully filled Direct Install / Multifamily workbook

    Utility bill Multifamily only

    Drop the customer's utility bill (PDF) here

    or click to choose · add both the electric and the gas bill if they're separate

    Fills the customer name, the electricity and gas providers and their account numbers on the Participation Agreement, the OBR Application and the Third Party Payment page, and the customer name on the Letter of Intent. Optional — without a bill those stay blank for you to complete.
    Customer contact Multifamily only
    Left blank, these stay empty on the Participation Agreement for you to complete by hand, exactly as before.
    Package details
    Run
    • No tool uploaded yet
    • No program selected
    • No utility bill uploaded
    • No customer contact entered
    • Contract date — defaults to today
      Upload a completed tool to run.

      The agent reads the workbook, fills every program form, and merges them in the exact program order with a clean one-page scope of work. Always a draft you review; never auto-sent.
      Agent

      Contract Review

      Upload the construction contract as PDFs — the base agreement plus any exhibits, general conditions and addenda, as separate files (they're combined for review) or one merged document — and get cited, playbook-scored findings across the seven review areas, every flag traceable to the clause it came from. Always a draft a human confirms.
      All reviews
      No contract reviews yet

      Upload a contract and its exhibits. The agent flags risk, missing provisions and required deliverables before signature — every finding cited to the clause it came from.

      Contract Review

      New review

      Upload the contract — one PDF or several (base agreement plus any exhibits and addenda), combined for review in the order you set — name the project and its state, pick the playbook to score against, and start; the rail on the right tracks what the agent will use.
      Contract document

      Drop the contract PDFs here

      or click to choose one or more files · add the base agreement, exhibits, general conditions and addenda — they're combined into one contract for review (use ↑/↓ to order; base agreement first) · PDF only, so export Word documents to PDF first

      Review details
      Cross-checks optional

      If your upload set includes the contractor's supporting documents, turn these on and the agent cross-checks them against the contract. Leave them off for a contract-only review.

      Run
      • No contract uploaded yet
      • Project — unnamed
      • State — not set
      • Contract type — not set
      • Playbook: Firm Default
      Upload a contract PDF to run.

        The agent reads the whole document, detects and extracts each provision, scores severity against the playbook, and drops any finding it can't cite. A full contract can take a minute or two. Always a draft a human reviewer confirms.
        Send feedback
        Screenshot to attach

        Goes straight to the RivetData team, tagged with the page you're on. No third parties.

        Source document
        Open PDF ↗