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.
Firm AP is the unloved part of running a firm. Revo turns the inbox-to-QBO handoff into a one-click approval flow.
What Revo extracts
Vendor name, invoice number, amount, due date, line-item description. plus a recommended account based on the vendor's prior coding.
How approvals flow
Recurring vendors auto-approve under firm-set thresholds. New vendors and unusual amounts route to the partner. all logged in QBO with the invoice attached.
- 1
Read the bill
OCR the invoice for vendor, amount, due date, line items.
- 2
Categorize the expense
Apply the right account based on vendor history and the firm's expense policy.
- 3
Draft the AP entry
Create the AP entry in QBO or Xero with invoice attached. ready for partner approval.
- 4
Route for approval
Recurring vendors auto-approve under thresholds. unusual entries escalate to the partner.
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.
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.
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