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.
Receipts pile up in the owner's inbox. Revo turns them into AP entries the moment they land, with the receipt attached for audit.
What Revo extracts
Vendor name, date, amount, category (from prior coding patterns), tax flag if relevant. with the original receipt attached for the audit trail.
What stays manual
Unusual expenses (large, new vendor, ambiguous category) escalate to the owner. recurring vendors auto-approve under firm thresholds.
- 1
Read the receipt
OCR the email or attachment for vendor, amount, date.
- 2
Classify the expense
Apply the right account based on vendor history and your firm's expense policy.
- 3
Draft the AP entry
Create in QBO or Xero with receipt attached. ready for owner approval.
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.
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.
Update the deal stage from an email thread
Watch the thread for buyer signals, infer the new stage, propose the CRM update, and log the supporting note. silently.
Try this on your inbox
Free 7-day trial. Cancel anytime.