Approve an expense, vendor, or contract request
Revo cross-checks the request against budget, prior approvals, and vendor history, then drafts approve, ask-clarification, or escalate.
Approval requests pile up on Slack and never get answered. Revo runs the checks under your firm rules and either auto-approves or surfaces a real call.
What auto-approves
Routine expenses under your threshold from approved vendors. recurring license renewals on budget. travel within firm policy. all auto-approved with a one-line confirmation.
What escalates
New vendors, off-policy travel, contracts above threshold, anything that smells unusual. flagged with the conflict explained.
- 1
Read the request
Expense, vendor onboarding, contract renewal, license. each routes differently.
- 2
Run the checks
Budget, policy, vendor history, prior approvals.
- 3
Approve or clarify
Auto-approve under rules, or surface the conflict. plus the audit log entry.
Related actions
More tasks Revo can take off your plate.
Distill meeting notes into owners and deadlines
Pull every action item out of a Fireflies or Notion recap, attach the owner, set the deadline, and post it where the work happens.
Respond to a sales question about an account
Revo pulls customer state, recent activity, and CSM context to answer AE questions about accounts they're working.
Stay on top of CPE compliance without setting another reminder
Revo reads the compliance email, calendars the deadline, picks a relevant CPE if you're short, and registers you. so license renewal stops being a panic.
Flag an upsell opportunity from a customer conversation
Revo recognises expansion signals in customer conversations, drafts the AE handoff, and creates a CRM opportunity.
Prep the weekly team update or standup brief, automatically
Revo pulls the week's progress from your PM tool, the CRM, and Slack, then drafts the standup brief. before Monday morning.
Onboard a new hire without forgetting access, calendar, or welcome
Revo runs the onboarding checklist: welcome email, system access, calendar invites for week one, HR tool setup. all without the partner running it.
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