Chase the team for missing receipts
Find the unmatched expenses, identify the right teammate, and send the polite-but-firm chase. with the exact amount and date attached.
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The most painful part of running expenses isn't matching receipts. it's chasing the people who haven't uploaded them. Revo runs the chase loop end to end.
How the loop runs
Revo identifies unmatched card transactions, links them to the spender, drafts a Slack DM and an email reminder, escalates after three days of silence. then loops their manager on day five.
- 1
Sweep unmatched
Daily scan of card transactions without an associated receipt or expense report.
- 2
Identify the spender
Cross-references the card to the employee directory. even for shared cards.
- 3
Send the chase
DM and email with the exact amount, vendor, and date. Tone tuned to your firm's culture.
- 4
Escalate gracefully
Day 3 reminder, day 5 manager loop. Stops the moment the receipt arrives.
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.
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Related actions
More tasks Revo can take off your plate.
Log an expense or receipt to your accounting system from the inbox
Revo OCRs the receipt, classifies the expense category against your prior coding, and posts it to QBO or Xero with the receipt attached.
Reconcile an incoming payment and update the CRM and PM tool
When Stripe or your bank confirms a payment, Revo reconciles the invoice, updates the CRM stage, and notes it on the PM project.
Update the CRM after a sales call, with the notes already written
Revo reads the call transcript or your notes, drafts the CRM update (notes, stage, next step), and posts it to HubSpot or Salesforce.
Log call notes after a prospect or customer call
Revo reads the call transcript, structures the notes, and posts them to the CRM record.
Update the CRM after a demo
Revo reads demo notes and posts the right CRM update: notes, stage move, deal probability, follow-up tasks.
Update the CRM after a discovery call
Revo reads the call transcript, structures the notes against your CRM fields, and posts the update with stage and next step.
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