Send the monthly close package to the client when staff signals done
Revo packages the financials, the management memo, and the action items, and sends it in the partner's voice. the moment the close clears.
Most close packages get emailed days after the close clears, because the cover note hasn't been written. Revo writes it the moment the partner approves.
What's in the package
Financials (P&L, balance sheet, cash flow), a management memo with month-over-month and year-over-year highlights, action items the client needs to act on.
Where it lands
Email by default, portal upload if the client prefers. Partner-voiced cover, logged on the engagement so AR knows the close shipped.
- 1
Pull the financials
From QBO or Xero. P&L, balance sheet, cash flow, plus the staff-prepared management memo.
- 2
Draft the cover note
Highlights, asks, anything the client needs to act on. partner's voice, no boilerplate.
- 3
Send and track
Email or portal upload, logged on the engagement. AR knows the close is delivered.
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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