-Revo for Finance
The #1 proactive AI NoteTaker for Finance
Most AI note takers stop at the transcript. Revo runs the motion that comes after - captures every detail, drafts follow-ups in your voice, and pushes the next step into your tools automatically.
AI NoteTaker 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.
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.
Budget conversations that update the model automatically
Revo listens for the numbers - headcount commitments, vendor decisions, project budget moves - and writes them back to your forecasting model. The next forecast cycle starts with reality.
- Budget commitments captured with the owner and the timeline.
- Forecast model updates auto-routed to Pigment / Anaplan / Cube.
- Variances flagged at the source - before they hit quarterly close.
Board materials that update themselves between meetings
Revo aggregates ARR moves, churn, runway updates, hiring plan changes - and refreshes board-ready materials continuously. The board pack is ready Tuesday, not Friday at 11 PM.
- Board-ready KPI dashboard auto-aggregated from operational meetings.
- Investor update narrative drafted from real signals.
- Open commitments from prior board meetings auto-tracked.
What finance teams get back when AI NoteTaker runs the loop
Less admin, faster motion, cleaner records, more outcomes.
Time spent reconciling 'what was agreed' across budget conversations.
Forecast updates - model reflects reality, not last quarter's plan.
Board materials ready, not assembled in a Friday-night fire drill.
Commitment tracking across budget reviews and exec syncs.
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.
Series C SaaS · $50M ARR · 8-person finance team · 480 employees
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.
Every budget review and exec sync runs through AI NoteTaker. Headcount changes, vendor moves, project budget shifts flow to Pigment automatically. The board pack pulls from a continuously updated signal feed.
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
Board prep time
Forecast accuracy
Variance discovery
Don't take our word for it
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
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
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
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
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
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
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
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
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
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
Bidirectional sync with the tools finance teams already live in
Revo writes back to the right record, the right field, every time.
Pricing
Free 14-day trial. Cancel anytime.
Starter
Your work OS: action items done for you, meetings captured, a brain that compounds.
$22.50
/ seat / mo
Billed annually - 14 days trial
6,000 AI credits / month included
Action items surfaced, drafted and done in one click
Unlimited meeting transcription, summaries and follow-ups
Emails triaged and answered in your voice
A personal brain built from your emails, meetings and chats
Ask your brain in the app or in Slack
Private by default: your work stays yours alone
*fair usage applies
Most popularProfessional
Everything your team does, in one shared OS: action items, meetings and one team brain.
$37.50
/ seat / mo
Billed annually - 14 days trial
10,000 AI credits / seat / month, pooled across your team
Everything in Starter, plus:
Team-wide action items, handoffs, and visibility
Meetings shared with the team: transcripts, summaries, decisions
One team brain: everyone's context compounds instead of staying siloed
Routines that run across your whole stack
Ask the brain anywhere: app, Slack and Teams, MCP
*fair usage applies
Custom credit allowance
Everything in Professional, plus:
Your team's brain, grown into a governed digital twin
SSO, SCIM, audit logs, SOC 2 Type II
Data residency: US or EU on AWS, your own cloud, on-premise
Dedicated onboarding and a forward-deployed engineer
Custom integrations and REST APIs
SLA and priority support
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.
Common questions from finance leaders
Does Revo integrate with Pigment, Anaplan and Cube?
Can Revo flag variances in real time?
How does Revo handle confidential financial information?
Is it secure for enterprise finance teams?
Stop logging. Start delivering.
AI NoteTaker built for finance. Connect in one click - Revo handles the loop.