Review the staff-prepared monthly close before it goes to the client
Revo reads the close package against prior months and the client's coding standards, flags the gaps, and returns redlined comments in the partner's voice.
Reviewing staff close packages is the partner activity that always slides past Friday. Revo turns it into a one-pager with the substantive issues already surfaced.
What Revo catches first
Coding inconsistencies vs prior months, missing accruals, unrecorded depreciation, balance sheet flux not explained, suspect vendor entries.
What it surfaces for the partner
Substantive: are the management memos right, does revenue recognition line up, are there one-offs the client should know about. partner-style review.
- 1
Read the package
Revo reviews against the matter file and the firm's standards for monthly closes.
- 2
Compare against priors
Three months back, account by account. flags drift, missing accruals, and unusual swings.
- 3
Surface the substance
Revenue recognition, balance sheet flux, one-off items. partner-style review, not just proofreading.
- 4
Return in your voice
Comments inline, redline applied, summary at the top. the staff gets feedback that reads like the partner wrote it.
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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Resolve flagged transactions a bookkeeper kicked up to the partner
Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.
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