Stripe
Revo connects to Stripe to reconcile incoming payments, generate invoices, and post payment events back to the CRM and accounting.
What It Is
Revo connects to your Stripe workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo connects to Stripe to reconcile incoming payments, generate invoices, and post payment events back to the CRM and accounting.
Tasks Revo runs in Stripe
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.
Billing & finance
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.
Billing & finance
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.
Client communication
Respond to a customer asking about an upsell or expansion
Reply to an existing customer asking about more seats, a higher plan, or a new module. Revo pulls account data, current plan, usage, and pricing terms.
