From document-heavy work to an AI operating environment built around review, accuracy, and repeatable process.
The work is structured, and the information around it is still scattered.
Client documents arrive through portals and email, procedures live in shared drives, and review notes pass from person to person. The same deadlines come back every quarter, and so do the same questions.
AI can make that work easier, but only when the environment respects the firm's review process, information boundaries, and professional controls.
Spend less time finding, organizing, and recreating context.
Make the review path easier to follow.
Make recurring knowledge easier to access.
Imagine the firm reviewing more, and reconstructing less.
Build around the firm's actual process.
We map client workflows, staff roles, review layers, information sources, deadlines, approvals, systems, professional boundaries, and recurring exceptions.
Then we determine where AI belongs.
Put the right context around recurring work.
Approved knowledge
Policies, procedures, standards, templates, and internal guidance.
Repeatable process
Consistent starting points for recurring preparation and administrative work.
Review controls
Clear points where qualified people review, approve, or decide.
Access boundaries
Client and firm information available only to the people who should use it.
Connect the environment to the systems the firm already trusts.
That may include Microsoft 365, Google Workspace, SharePoint, document portals, CRM, workflow systems, accounting platforms, spreadsheets, and internal databases.
We don't replace core systems just to make AI useful.
Make the environment dependable.
Who can access client information.
Which sources are approved.
What requires professional review.
What must never be decided autonomously.
How outputs are checked.
Who owns changes to the environment.
Make the environment dependable.
Structured work becomes easier to execute consistently.
- Staff spend less time finding the right procedure.
- Recurring preparation becomes more consistent.
- Review starts from better-organized work.
- Institutional knowledge becomes easier to reuse.
- Measures worth discussing together, not promised results: age of open exceptions, time spent collecting documents before review, and returns or closes ready for review by the internal deadline.
Speed is useful only when the controls still hold.
Simple enough for your team to run, and solid enough to count on.
Accounting firms
Bookkeeping firms
Tax firms
Financial advisory operations
Understand
We learn how information, work, review, and decisions move through the firm.
Architect
We design knowledge, access, workflows, controls, and integrations.
Build
The firm can self-build, co-build with Revuity, or choose full implementation.
Validate
For full implementations, we test access, workflows, outputs, and required review.
Launch
We train the team and move the environment into controlled use.
Choose how much of the build you'd like us to carry.
Guided setup · 12 months of library updates
$299
12-Month Plan: $27.41/mo ($328.90 total)
For firms that want the Revuity environment structure and want to build it themselves.
- Environment template
- Guided operating process
- Workflow structure
- Reusable implementation guides
One-time · Self-service · Written for a team
$499
For firms that want an environment written for the whole team, set up on their own.
- Role and responsibility guidance
- Shared workflow instructions
- Decision boundaries
- Documented setup
Bounded setup · Agreed written scope · Design for 1 operation
From $1,199
12-Month Plan: From $1,318.90 total
For firms that want Revuity to lead a bounded setup against an agreed written scope.
- Agreed written scope and acceptance checklist
- Design for 1 operation
- Implementation
- Validation against the checklist
Ten workflows for accounting & finance, $75.
One plugin set carries the operational flow of the work. Each workflow organizes, tracks, drafts or flags, and a person makes the decision.
- 01
Client document collection
Tracks the documents each client owes and drafts the reminders.
- 02
Month-end close checklist
Walks through each close step with owners and status.
- 03
Reconciliation prep
Prepares the lists of unmatched items for review.
- 04
Tax-season workflow
Tracks each return from intake to filing and flags those waiting.
- 05
Accounts payable review
Organizes the bills due and flags exceptions for approval.
- 06
Accounts receivable follow-up
Lists overdue invoices and drafts the reminders.
- 07
Engagement and scope letters
Prepares letters from the firm's standard terms for partner review.
- 08
Variance and reporting brief
Drafts a plain summary of changes against budget or the prior period.
- 09
Review and quality-control checklist
Keeps the second-review steps for each file in one list.
- 10
Deadline and extension calendar
Tracks filing and payment dates for each client, with prompts ahead of them.
$7510 workflows
One purchase, all ten workflows for this industry.
The ways accounting and finance teams work with us.
For accountants with a product in mind, like a client document portal or a close checklist tool, we build it with you from a first version to launch.
CollabX Premium Website
$1,600one-time
A custom-designed website built around your brand, from your existing site or from nothing, with every page written and polished to read well.
CollabX Product Launch
$9,500one-time
We take the product past a first version and get it ready to launch: a production-ready core, deployment, the integrations it needs, agent-ready access where the product needs it, sign-in, payments where they make sense, testing, and launch preparation.
Claude Forward Deployed Engineering
$125/hr40-hour minimum, plus a one-time $1,200 set-up fee
A Revuity engineer works inside your business to build with Claude where your work actually happens.
AI supports the work. Qualified professionals remain responsible for the judgment.
Revuity builds the operating environment around the work.
The firm remains responsible for accounting, tax, financial, fiduciary, compliance, and other professional judgments and approvals.
One firm, with a clearer path from information to review.
A growing accounting firm has procedures, templates, client information, checklists, and review notes spread across multiple systems and experienced staff.
Revuity maps the recurring work and builds an environment around approved knowledge, access boundaries, and review points so staff can prepare work more consistently without removing professional oversight.
From scattered productions to one system.
Independent Film & TV Production Company
An independent film and TV production company ran every production as its own improvised effort. Scheduling, crew and vendor coordination, budgets, and deliverables lived across email, spreadsheets, and group texts, and all of it got rebuilt from scratch each time. The people were capable, there was just no structure that carried over. Revuity Systems mapped how a production actually moves from pre-production through wrap, then designed and built the operating environment with their team, so the structure carries from one production to the next.
They came back to work with Revuity Systems again after the first build.
Questions, answered.
Build the environment around the firm's process.
Tell us how your firm actually reviews and prepares work. We'll show you what it would take to build the environment around it, without removing professional oversight.Bought online, with no sales call.