-Revo for Finance

What it is

AI Assistant built for the finance motion

Generic tools stop at the surface. Revo runs the motion that comes after - designed for the way finance teams actually work. It captures the signals that matter, drafts what comes next in your voice, and pushes the right action into your tools - gated by your one-click approval.

Use cases

Built for the way finance teams actually work

From the first call to the next quarter, Revo runs the loop in the background so your finance team focuses on the work that compounds.

Use case 01 · Finance command center

Cash, plan, actuals, variance - in one screen, every day

Revo aggregates Pigment, NetSuite, the CRM, the inbox, every dept lead's commitments - and surfaces the finance leader's view every morning.

  • Daily plan-vs-actual snapshot.
  • Open commitments from dept leads tracked.
  • Cash runway updated continuously.
AM
Finance dashboard · May 7
Plan vs Actual
Revenue +2% · OpEx +6%
Runway
21 months · stable
Open commitments
VP Eng headcount ask awaiting CFO
Use case 02 · Cross-dept reconciliation

Cross-dept numbers always reconcile

Revo connects what marketing thinks they're spending, what eng thinks they're hiring, what sales thinks they're booking - and flags drift before it hits close.

  • Cross-dept budget drift detection in real time.
  • Headcount-plan reconciliation across tools.
  • Revenue-recognition alignment with bookings.
AM
Reconciliation · today
Marketing
Plan $1.2M · spend $1.4M · drift $200k
Engineering
Plan 18 hires · pipeline 24 · reconciled
Sales
Bookings $4.1M · recognised $3.9M
Outcomes for finance teams

What finance teams get back when AI Assistant runs the loop

Less admin, faster motion, cleaner records, more outcomes.

−68%

Time spent reconciling 'what was agreed' across budget conversations.

Continuous

Forecast updates - model reflects reality, not last quarter's plan.

Same day

Board materials ready, not assembled in a Friday-night fire drill.

100%

Commitment tracking across budget reviews and exec syncs.

Case study

How a Series C finance team cut board prep from 3 days to 4 hours

A finance team rolled out Revo across their motion in a single quarter.

NC
Northstar Cloud

Series C SaaS · $50M ARR · 8-person finance team · 480 employees

Challenge

Budget review decisions lived in 4 different spreadsheets and one CFO's head. Board prep was a 3-day fire drill of chasing department leads for the latest numbers. Forecast variance was always discovered 30 days too late.

Solution

Every budget review and exec sync runs through AI Assistant. Headcount changes, vendor moves, project budget shifts flow to Pigment automatically. The board pack pulls from a continuously updated signal feed.

Results

Board prep dropped from 3 days to 4 hours. Forecast accuracy improved by 19% in the first quarter. The CFO stopped being the human source of truth for what every department was actually spending.

Finance went from reactive accounting to proactive planning. Revo gave us a continuous picture of the business - not last month's snapshot.

- Marcus K., CFO, Northstar Cloud

−85%

Board prep time

+19%

Forecast accuracy

Same day

Variance discovery

Don't take our word for it

For anyone managing a high volume of conversations, it removes a huge amount of friction from daily email work.

Enguerrand Chalvon Co-founder, Bulldozer Collective

Enguerrand Chalvon

Co-founder, Bulldozer Collective

I don't write emails anymore, Revo does. At first I edited a bit. Now I don't even need to. It knows me, it knows my companies. It's magic.

Pierre Gaubil CEO, ScoreJam / 34 Elements Academy

Pierre Gaubil

CEO, ScoreJam / 34 Elements Academy

I switched to Revo because it does something no other email AI can: it pulls context from my coworkers' emails, not just my own. When a client asks for case details that are sitting in another attorney's inbox, Revo finds it in seconds. For a firm handling hundreds of cases, that's not a nice-to-have, it's essential.

Josh Yaghoubzadeh Founder & Managing Attorney, Fairmont Law Firm

Josh Yaghoubzadeh

Founder & Managing Attorney, Fairmont Law Firm

Revo remembers every conversation we've ever had, emails, Zooms, past inquiries. It connects dots we'd miss and shows us exactly where the opportunities are. It's like having a partner with perfect memory.

Philip Wood Co-Founder & Creative Director, Sound Made Public

Philip Wood

Co-Founder & Creative Director, Sound Made Public

Revo pulls context from calls, docs, and chats so my follow-ups are faster and more informed. It's cut my inbox time by 60%. When you're scaling a partnership-driven organization while staying lean, that's not just helpful. It's essential.

Lauren Moore Director of Partnerships, Mark Cuban Foundation

Lauren Moore

Director of Partnerships, Mark Cuban Foundation

Revo drafts every email before I even get to it. Even when I tweak the draft, it's still faster than starting from scratch. The time savings add up fast. And the automatic tagging, FYI, notifications, everything sorted, I didn't know I needed that. Honestly, it's just top-tier.

Frédéric Rougemont Chief Product & Tech Officer, SINGULIER

Frédéric Rougemont

Chief Product & Tech Officer, SINGULIER

Revo writes like me. Not generic AI. When you're closing enterprise deals, you can't afford emails that sound off. Revo keeps it sharp and on-brand.

Andrey Vinitsky CEO, Graphy.app

Andrey Vinitsky

CEO, Graphy.app

Revo learned how I speak faster than the AI I trained myself. Emails from Europe and Asia come in while I sleep. Revo has the drafts ready before I'm even awake. It saves me about four hours every single day.

Shawn-Marc Melo Founder & CEO, DeepIDV

Shawn-Marc Melo

Founder & CEO, DeepIDV

Revo knows exactly what's going on, it pulls context from all our tools and writes email replies that are insanely smart. Right tone, right context, right person looped in. It's a superpower.

Robin Guldener CEO, Nango.dev

Robin Guldener

CEO, Nango.dev

Revo actually understands my workflow, it knew to forward tech issues to our CTO. For someone managing operations across continents, having an AI that actually understands context and workflow pattern is game-changing.

Benoit Cerceau CEO, OnSpot Travel Solutions

Benoit Cerceau

CEO, OnSpot Travel Solutions

Plugs into your stack

Bidirectional sync with the tools finance teams already live in

Revo writes back to the right record, the right field, every time.

salesforce
hubspot
slack
gmail
outlook
zoom
google meet
notion
linear
asana
github
figma

Pricing

Free 7-day trial. Cancel anytime.

No credit card needed
Annual · 25% off
Monthly

Light

Essential Gmail & Outlook AI (max. 1 user)

$10

/ seat / mo

Billed annually - 7 days trial

Get Started for Free

Works with Gmail & Outlook

Auto-categorizes and drafts replies

Native documents & semantic search

Integrations limited to email & calendar

Facts-based drafting only

*fair usage applies

Starter

Everything in Light, plus recorder & memory (max. 1 user)

$22.50

/ seat / mo

Billed annually - 7 days trial

Get Started for Free

Everything in Light, plus:

Revo meeting recorder, transcription & search

Revo AI chat unlimited*

Personal integrations

Revo proactive actions

Personal Memory & Company DNA

Cross-reference meetings, docs & tools

Drafts grounded in docs, Slack, Jira & meetings

*fair usage applies

Professional

Teams: multiple inboxes, Slack & 50+ integrations

$37.50

/ seat / mo

Billed annually - 7 days trial

Get Started for Free

Everything in Starter, plus:

Multiple managed inboxes & Slack

50+ team & personal integrations

Workflows & automations unlimited

Teams, Glossary & Decision Log Memory

Team shared knowledge base

*fair usage applies

Enterprise

Enterprise security, BYOK & custom integrations (min. 50 users)

Custom pricing

Billed annually

Book a demo

Everything in Professional, plus:

Premium LLMs or bring your own key

Custom integrations & REST APIs

Dedicated success & quarterly reviews

Forward deployment engineer & 2-hour SLA

SSO, SCIM, audit logs & custom retention

Department-specific & Custom Memories

*fair usage applies

Revo knows your business. Nobody else does.

Enterprise-grade security and privacy controls, designed so even regulated teams can run Revo.

SOC 2 Type II

Annual audits across security, availability, and confidentiality controls.

ISO 27001 + 27701

Information security + privacy management certified.

GDPR + CCPA

Built for European and California privacy requirements out of the box.

EU data residency

EU-originated conversations stay in EU infrastructure.

SSO + SCIM

Enterprise identity provider integration with automated provisioning.

No training on your data

Your business data is never used to train models. Ever.

See security details

Common questions from finance leaders

Stop logging. Start delivering.

AI Assistant built for finance. Connect in one click - Revo handles the loop.

7-day free trial · No credit card · SOC 2 Type II · GDPR