QuickBooks Online
Revo reads QBO chart of accounts, transactions, and reports, then drafts coding decisions, AP entries, invoices, and close updates back into the right account.
What It Is
Revo connects to your QuickBooks Online workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo reads QBO chart of accounts, transactions, and reports, then drafts coding decisions, AP entries, invoices, and close updates back into the right account.
Tasks Revo runs in QuickBooks Online
Billing & finance
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.
Data entry & CRM
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.
Billing & finance
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.
Data entry & CRM
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.
Drafting
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.
Client communication
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.
