Connect Rivhit

Connect Rivhit (רווחית) with its API token to read sales documents, customers, suppliers, supplier invoices, the profit and loss by month, orders and inventory next to your bank data.

Connect Rivhit

Rivhit (רווחית) is bookkeeping, invoicing and stock for small businesses, and an ERP in Financy: besides the sales documents an invoicing system holds, it brings what you owe suppliers, your profit and loss, open orders and stock. Once connected, Financy reads it and puts it next to the banks and cards you already linked. Financy never writes anything to Rivhit.

ℹ️

Available on Pro and Ultra. Rivhit is in beta.

What Financy reads

Sales documentsTax invoices, invoice-receipts, credit notes, receipts, proformas and quotes
CustomersName and tax ID of each customer account
ReceivablesWho owes you, how much, and since when (tax invoices Rivhit has not closed)
SuppliersName and tax ID of each supplier account (beta)
Supplier invoicesEach invoice on a supplier's account, and what was paid against it (beta)
PayablesWho you owe, how much, and since when (beta)
Profit and lossEach income and expense account's movement and year-to-date balance by month (beta)
OrdersSales orders and orders to suppliers (beta)
InventoryStock on hand per item and warehouse, and its value at cost (beta)

Data refreshes from Rivhit about every hour, plus a full rescan weekly.

Connect

  1. Sign in to Rivhit Online, open Settings → Online settings → API (הגדרות ← הגדרות אונליין ← API) and click Show token (הצג טוקן).
  2. In Financy go to Accounts → Business systems (חשבונות ← מערכות עסקיות). Rivhit is listed under ERP systems (מערכות ERP).
  3. Next to Rivhit click Connect (חיבור) and paste the token on the secure page.

Financy verifies the token, stores it in an encrypted vault and runs the first sync. It never passes through a chat.

How Financy reads your books

  • Paid invoices: an invoice counts as paid once Rivhit closes it against a receipt. A partial payment shows the invoice as still open.
  • Supplier invoices: every invoice recorded on a supplier's account. Payments on that account are applied to its invoices oldest first.
  • Profit and loss: from Rivhit's P&L report, month by month. The balance sheet is not read yet.

Read only

Financy reads Rivhit and never writes to it. It does not issue documents or create customers there. To issue invoices and receipts through Financy (as drafts you approve), connect an invoicing system such as Invoice4U or Morning.

Access from external AI apps

Settings → MCP connection → Access from external AI apps (הגדרות ← חיבור ל-MCP ← גישה מאפליקציות AI חיצוניות) decides whether ChatGPT, Claude and other MCP clients can read Rivhit data: Off (כבוי) or Read only (קריאה בלבד, the default on connect). The setting is valid for one year.

Read it through the API

With the same API credentials you use for bank data, Rivhit's documents, customers, receivables, payables, suppliers, supplier invoices, ledger, orders and inventory are under https://api.open-finance.ai/integrations. See Business systems API.

Disconnect

On the Rivhit row open the ⋯ menu, choose Disconnect (ניתוק) and confirm. The token is deleted immediately and Financy stops reading Rivhit. The data disappears from Financy right away, and the copy kept on our side is deleted within seven days. Nothing changes in Rivhit itself. To revoke the token on Rivhit's side too, reset it in the same API settings.

Must-know

PlanPro (up to 5 Rivhit companies) or Ultra (up to 20)
CredentialsThe company's API token
WritesNone: Financy reads Rivhit only
FreshnessAbout hourly, not real time
AmountsIn the document's currency; supplier invoices and the P&L in shekels

Troubleshooting

"The provider did not accept this key" (הספק לא קיבל את המפתח הזה): Copy the token again from Settings → Online settings → API. If someone reset it in Rivhit, connect again with the new one (Reconnect, חיבור מחדש).

"Available on the Pro plan and above" (זמין בתוכנית Pro ומעלה): Rivhit needs Pro or above. Click Upgrade (שדרוג) next to it.


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