Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
Bookkeeper flags pile up while the partner is in tax reviews. Revo answers them in the partner's voice the moment they land, with the reasoning shown.
How Revo decides
Vendor history first (was this paid in the past, where was it coded), then chart of accounts, then the firm's coding policy. consistency over guesswork.
What lands in QBO
A proposed category, the reasoning, the tax flag if relevant. ready to apply on partner approval, with a Slack reply that closes the loop.
- 1
Read the flag
Revo classifies the question: which account, why, deductibility, capitalisation.
- 2
Check vendor history
Last six months of similar transactions, the partner's prior decisions, the chart of accounts.
- 3
Propose the category
Recommended account + one-line reasoning + tax flag. ready for partner approval.
- 4
Reply on Slack
Closes the loop with the bookkeeper. logs the decision so future similar flags auto-resolve.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
Related actions
More tasks Revo can take off your plate.
Draft a retainer or fee agreement update without re-keying terms
When scope creeps or the matter shifts, Revo pulls the change from the client thread and drafts the retainer update with the new terms inline.
Draft a cease and desist from a client's complaint email
Revo turns the client's complaint into a cease and desist letter with the right legal basis, the demand, and the deadline. firm-tone, partner-ready.
Assemble the board pre-read 48 hours before the meeting
Revo pulls metrics, past decks, and team-submitted inputs into a board-ready pre-read. so the meeting actually drives decisions.
Draft the engagement letter the moment a consult ends
Revo turns the consult notes into a draft engagement letter. matter scope, fee structure, conflicts language. ready before the prospect leaves the office.
Draft the newsletter or client update from the week's wins
Revo pulls the week's wins, highlights, and shipped work into a draft newsletter. founder voice, ready to schedule.
Review and approve a team output (spec, PRD, proposal, post)
Revo reads the draft against priors and your team's standards, surfaces the questions worth your time, and lets you approve in one click.
Try this on your inbox
Free 7-day trial. Cancel anytime.