Billing & finance. Action Items

Process a vendor bill or firm expense from the inbox

Revo extracts the vendor, amount, due date, and category, posts it to the right account, and routes for partner approval.

Log a vendor invoice to accounting and acknowledge receipt

Revo extracts the vendor, amount, due date, posts the AP entry, and sends the vendor a one-line ack.

Answer a client billing question without leaving the inbox

Revo reads the question, pulls the invoice and time entries from your PMS, and drafts a clear answer in your firm's voice.

Answer a client billing question without leaving the inbox

Revo reads the question, pulls the invoice from your accounting system, and drafts a clear answer. with line items the client can read.

Generate the invoice the moment a return or close completes

Revo pulls the engagement scope and time entries, generates the invoice, and sends it via the firm's billing flow. the same hour the work clears.

Answer a client's billing question without leaving the inbox

Revo reads the client's question, pulls the invoice and time entries from your PMS, and drafts a clear answer. with receipts.

Generate the invoice the moment a project milestone completes

Revo reads the contract terms, pulls the milestone scope, and generates the invoice in QuickBooks or Stripe. the same hour the milestone clears.

Log billable time after a client meeting, automatically

Revo recognises the meeting just ended, matches it to the right client and matter, and logs the time entry in your PMS. with a description that bills.

Log billable time from an email thread

Stop losing 0.2-hour increments. Revo proposes the matter, narrative, and time entry from each thread you handle.