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Revenue Doesn't Run
Itself. Now it Can.
One Platform. Every Stage of Your Order to Cash Revenue Lifecycle. Covered.
Agentic Experiences
CFO Copilot, customer & partner self-service — conversation first
Agentic Workspace
Build, govern, run, and audit AI agents
Revenue Intelligence
Knowledge Graph & Context Graph — cross-system reasoning
Data Foundation
Structured & unstructured data — parse, enrich, store
Platform Core
Security, audit, multi-currency, APIs & connectors
Governance & Trust
Human-in-the-loop, audit trail, explainability
Every stakeholder. One intelligent experience.
RevOS Portal replaces the email threads, manual workarounds, and static self-service screens your customers and partners are used to. It's a persona-configurable, conversational-first experience — every stakeholder sees the right intelligence, the right actions, and nothing they don't need.
The CFO doesn't navigate menus — they ask. RevOS surfaces risk, explains DSO slippage, traces disputes to root causes, and recommends interventions, all with every insight linked back to the contract, invoice, or payment that triggered it.
Customers and partners interact through natural language, not menus. View invoices, raise disputes, check contract status, upload usage data, manage subscriptions — all through a guided conversational interface powered by eight purpose-built portal agents.
Partners see payout timelines, historical settlements, and usage data in real time. The most common AP inquiry — payment status — is answered before the call is made, with full traceability back to the formula and contract that drove the calculation.
Every portal agent operates within defined policy boundaries. Human-in-the-loop checkpoints pause execution at critical decisions — contract amendments, payment reversals, access changes — so automation never runs ahead of governance.
Build once. Govern always.
Run with confidence.
RevOS Agent Studio is the governed workspace where every AI agent in your revenue operation is built, versioned, tested, deployed, and audited. Agent Studio ensures every agent that runs in your environment does so within defined policy, with full traceability and a human in the loop wherever the decision requires it.
Drag, connect, and configure agent workflows in a visual graph interface. Attach tools, set conditional logic, define retry behavior, and wire HITL checkpoints — all without writing code. Every change is versioned and promotable, so teams can test before anything reaches production.
Every agent lives in a centralized registry — draft, published, archived — with pin, promote, and rollback controls at every version. Agents are searchable, cloneable, and redeployable. When a process changes, you update the agent, not the system.
Cost is attributed at run, flow, agent, and tenant level — every token consumed is accounted for. Set hard guardrails by hourly, weekly, or monthly threshold. When a limit is reached, execution blocks. CFO and ops leadership get an aggregated read-only cost view without needing access to the runtime.
Run logs show input and output per node, with deep-linking from any run to the exact payload that triggered it. Distributed traces connect user action to backend execution to external system call. Immutable audit export is available at any time for compliance, regulatory review, or internal investigation.
The financial model that reasons —
not just reports.
Most BI tools tell you what happened. RevOS tells you why, what it means, and what to do next. The Revenue Intelligence layer connects every contract, invoice, payment, and obligation into a single connected financial model — then filters it in real time by who is asking and what they need to know.
The biggest value isn't asking "show me this invoice." It's asking "which contracts are driving my highest DSO?" or "what is causing my revenue leakage by asset class?" — questions that require reasoning across five disconnected systems. RevOS answers them in seconds.
The CFO, the collections manager, and the customer portal all draw from the same Knowledge Graph — but each sees a Context Graph filtered to their role, their active workflows, and their policy constraints. One model. Infinite persona-appropriate views.
Every answer shows its work. Follow the reasoning from question to conclusion — the data it drew on, the contracts and events it traversed, and the policy that governed it. One model. Infinite persona-appropriate views, all fully explainable.
Every transaction, dispute, and payment makes the model smarter. The Knowledge Graph deepens over time — connecting more of your revenue history into a single reasoning surface that competitors can't replicate. One model. Infinite persona-appropriate views.
Connects customers, contracts, orders, payments, disputes, and revenue events in a single graph.
Vector DB with RAG engine — semantic search across your entire history.
Value-pillar ontology maps relationships across DSO, working capital, and revenue leakage.
Tenant-isolated — your financial model never shares context with another organization.
Compounds over time — every transaction makes the model smarter.
Takes a slice of the Knowledge Graph filtered by role, workflow state, and policy in real time.
A CFO asking “why is my DSO high?” gets a different answer than a collections manager asking the same question.
Surfaces task context, risk dependencies, and next-best actions per persona.
Assembles fresh per request — the context is never stale
Same underlying graph, different lens — no duplicate data, no siloed models.
80%+
of B2B business communications involve unstructured or semi-structured data.
Email orders, PDF remittances, Slack change requests — the transactions your competitors miss are still arriving in inboxes. RevOS Data Hub processes them automatically.
Your data arrives in every format.
RevOS handles all of it.
Revenue data doesn't arrive clean and structured. It arrives as PDFs, email attachments, EDI files, Slack messages, and API events — simultaneously, from dozens of systems. RevOS Data Hub consolidates the former Data Store and data mediation layer into a single governed foundation that ingests anything, normalizes everything, and feeds clean, trusted data to every agent and graph above it.
Sources
Connect
Extraction
& Validate
Data Out
RevOS Data Hub
Pre-built connectors for SAP, Oracle, Workday, Salesforce, Dynamics, Stripe, Avalara, AWS, and Google Cloud. Kafka-based event bus with dead-letter queue and replay. Schema registry with Avro validation. Whether Salesforce or NetSuite — RevOS fits into your architecture and scales with you.
LLM document classification with per-type extraction agents handles purchase orders, remittances, invoices, and change orders arriving as PDFs or inline email text. When confidence is below threshold, a HITL gate routes to a human reviewer before data advances — so automation never runs ahead of accuracy.
Every record carries its source authority, conflict resolution history, quality score, and full lineage from ingestion to downstream action. Canonical entity registry ensures the same customer, contract, or invoice is never represented twice. Auditors and data governance teams get a complete, immutable record of every data transformation.
The engine underneath everything.
Always on, open by design.
RevOS Platform Core Services is the platform foundation every solution agent runs on. It natively supports security, governance, globalization, workflow, and connectivity.
Core Services
Multi-currency, multi-entity, multi-language, and multi-tax from day one. Not a localization add-on — a core capability that governs every invoice, every payment, and every settlement across every jurisdiction. This is why RecVue scales into global enterprise where point solutions break.
Every action on the platform generates an immutable, traceable audit record — who did what, when, in what context, and with what data. SOX, ASC 606, IFRS 15 compliance isn't achieved through reporting after the fact. It's enforced at the platform layer so every transaction is audit-ready from the moment it occurs.
Kafka-based event backbone with per-tenant isolation, dead-letter queue, schema registry, and full replay capability. Every billing event, contract change, payment capture, and agent action is a typed, persisted event — available for downstream processing, audit, integration, or re-run. This is what makes RevOS event-driven rather than batch-driven.
Customers pay directly inside the portal experience. ACH, credit card, debit card, Apple Pay, Google Pay, PayPal, wire transfer, and digital wallets — no redirect, no manual process, no friction between invoice and cash.
Deploy without rebuilding. RevOS connects to your existing tech stack — SAP, Oracle, Workday, Salesforce, Dynamics, Stripe, Avalara, AWS, and Google Cloud — through pre-built connectors and a governed MCP tool registry. Open APIs and no lock-in mean your architecture evolves without starting over.
Ecosystems Integrations
RevOS connects to the systems you already run.
AI you can trace, trust, and explain to auditors — built for the office of the CFO, grounded in governance, transparency, and auditability.
Full automation. Full accountability.
No trade-off.
Governance and trust is a design principle embedded across the entire RevOS platform. From how data enters the platform to how every agent action is recorded. Every recommendation is explainable, every action is traceable, and every agent operates within defined policy boundaries.
& TRUST
Human-in-the-Loop
+Every agent can be configured to pause at any decision point and route to a human reviewer before acting. Reviewers approve, reject, or override. Timeout policies escalate automatically. No automation runs ahead of governance.
Full Audit Trail
+Every AI action, every recommendation, every approval and override bridge is logged — immutably, with timestamps, data resources, and full reasoning chain. Source document to action lineage is traceable at any point, for any purpose.
Explainability
+Every recommendation includes the "why" — the data, the contract clause, the policy rule, or the anomaly that triggered it. No black boxes. Finance teams and auditors can inspect reasoning step-by-step without needing a data scientist.
Policy
Enforcement
+ Guardrails are configurable at the agent, flow, tenant, and cost level. Agents never violate financial rules or obligations. SOX, ASC 606, ASC 842, and IFRS 15 controls are enforced at the platform layer — not achieved through after-the-fact reporting.
AI Cost
Governance
+ Per-tenant, per-agent, per-run cost attribution gives finance and ops leadership full visibility into AI spend. Hard guardrails block execution when hourly, weekly, or monthly caps are reached — the same rigour applied to financial controls is applied to AI consumption.
Frequently asked questions about RevOS
Everything you need to know about the Agentic Revenue Operating System
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