Answer a client's 'where do I code this?' bookkeeping question
Revo opens QuickBooks or Xero, checks how similar transactions were coded before, and drafts the answer in your firm's voice.
Coding questions are bookkeeping's biggest tax on partner time. Revo reads the chart, the priors, and the firm's standards, then writes the answer in seconds.
Where Revo looks
QBO or Xero chart of accounts, the last six months of similar transactions, the firm's coding policy. so the answer is consistent with how this client is already booked.
What the client reads
The recommended account, the reasoning, and the tax implication when it matters. partner-voiced, plain English, no chart-of-accounts code soup.
- 1
Read the question
Revo classifies the ask: which account, why, deductibility, capitalisation.
- 2
Check the chart
Pulls the client's chart of accounts and the last six months of similar transactions.
- 3
Draft the answer
Recommended account + one-line reasoning + tax flag. all in your firm's voice.
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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