Action items Revo runs in QuickBooks Online

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.

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.

Prep your note before a tax planning or return review meeting

Twenty four hours out, Revo pulls the prior return, the latest QBO snapshot, and the open threads into a one-page brief on your desk.

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.

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.

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.

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.

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.

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.

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.