How Revvi works

A simple, guided process from identifying where your business is losing time or money to a working automation your team trusts.

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From manual to automatic

One real example: how an invoice goes from inbox to Xero.

7 manual steps

Email arrives
Download attachment
Open Xero
Copy data
Upload document
Email manager
Follow up

1 review step

Email arrives
revvi
Xero
✓ Ready for review

Before: 7 manual steps

  1. Email arrives
  2. Download attachment
  3. Open Xero
  4. Copy data
  5. Upload document
  6. Email manager
  7. Follow up

After: 1 review step

  1. Email arrives
  2. Revvi
  3. Xero
  4. ✓ Ready for review

The 5 steps

  1. 1

    Assess

    We learn how your team works, what systems you use and where repetitive tasks are costing you time or money.

  2. 2

    Recommend

    We identify what can realistically be automated, estimate the potential value and recommend where to start.

  3. 3

    Build

    We build the automation around your existing systems and workflows. No unnecessary new software or complicated processes.

  4. 4

    Test & Approve

    We test everything before launch. Your team reviews the workflow and human approval can remain in place wherever it's needed.

  5. 5

    Support

    We monitor and maintain your automation, make improvements and help identify the next opportunity when you're ready.

You stay in control, human approval built into every step.

What this looks like in practice

A few examples of the kind of work Revvi takes off your plate.

Email → CRM

New enquiries captured, customer details updated and follow-ups prepared automatically.

Documents → Systems

Information extracted from invoices, forms or documents and entered into the right system.

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Finance Admin

Invoices collected, information prepared in Xero and exceptions flagged for review.

Project Onboarding

Create jobs, folders, tasks and notifications automatically when a new project starts.

Start with one process

You don't need to automate your whole business at once. We identify one high-value process, build and test it, measure the impact, then expand only where it makes sense.

One process Prove the value Expand

Where could your business save time or capture more revenue? We'll help you find out.

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  • 15 minutes
  • No obligation
  • Practical recommendations