Private pilot now open for CPA firms
Revela categorizes your clients' bank transactions, routes them for CPA sign-off, writes them back to QuickBooks, and finds the tax savings hiding in the clean books.
Works with QuickBooks Online and QuickBooks Desktop.
Drop in the bank CSV. Every line gets a category, a confidence score, and a reason, in the client's own chart of accounts.
The workflow your bookkeepers already know, with the categorizing done for them and a CPA's sign-off built in.
The bookkeeper exports the month's statement and drops it in. Any bank, no feeds to maintain.
Handled byBookkeeperEach transaction gets a category, a confidence score, and the reasoning behind it, using the client's chart of accounts and history.
Handled byRevelaHigh-confidence entries are approved in bulk. Anything uncertain or tax-sensitive is flagged with a note for a second look.
Handled byCPACategories write back to QuickBooks Online, or to QuickBooks Desktop through the Web Connector. Nothing posts without approval.
Handled byQuickBooksRevela reads the reviewed ledger for deductions, entity and payroll questions, and revenue trends, then sizes each opportunity in dollars.
Handled byTax advisorOnce the books are clean, Revela looks for money the client is leaving on the table and puts a number on it.
Example insight
Martinez Landscaping LLC · September review
Vehicle costs are running about $1,100 a month. A mileage log would let you compare the actual-expense method against the standard rate before Q4 estimates.
Illustrative example. Client name and figures are invented.
Everyone works from the same reviewed books. Each role sees the part of the job that's theirs.
Does the monthly work.
Signs off on the books.
Turns books into recommendations.
Sees what changed and why.
Your name is on the return. Revela is built so you can show how every number got there.
Revela proposes. A person on your team approves before any entry writes back to QuickBooks.
Each categorization logs the category, confidence, reasoning, and who approved or changed it.
QuickBooks connects through Intuit's production OAuth, and tokens are encrypted at rest. No plaintext keys.
Bookkeepers, CPAs, advisors, and clients only see the clients they're assigned to.
Start with one bookkeeper, or bring the whole practice.
For an independent bookkeeping practice
$199/month
Billed monthly
For CPA and tax firms with multiple bookkeepers
$2,000/month and up
Priced by monthly transaction volume
We're opening a few pilot seats for boutique firms. Bring one month of a real client's bank CSV and compare it against how your team does it today.