Xero
Revo reads Xero ledgers, vendor history, and reports, then drafts categorisations, AP entries, and close packages for partner approval.
What It Is
Revo connects to your Xero workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo reads Xero ledgers, vendor history, and reports, then drafts categorisations, AP entries, and close packages for partner approval.
Tasks Revo runs in Xero
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.
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.
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.
