Forward deployed engineering · Lead-to-cash
I build AI into lead-to-cash operations, for SMBs and enterprises.
Quoting, contracts, billing, collections and revenue recognition, on the systems teams already run: SAP and Salesforce in the enterprise, HubSpot, QuickBooks, Xero and Stripe in smaller businesses. I work inside the process, find where it breaks, and ship AI that fixes it. Everything below is something I built.
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Free tools
AI on real lead-to-cash tasks, ready to use
Invoice Parser
Extract header and line items from invoice PDFs or images and export to CSV, Excel, or JSON. Also available as a Chrome extension, a Claude skill and an MCP tool.
Jev Playground
Try structured AI decisions on real quote-to-cash questions, from approvals to collections.
Quote & Estimate Generator
Build a professional quote or estimate with line items, tax, and terms, then download a PDF.
Invoice Generator
Create and download a professional invoice, or import line items straight from a SOW.
3-Way Match Checker
Check a PO against an invoice with AI, or add receipt quantities for a full 3-way match.
AR Collections Email Generator
Write the right collection email for how overdue an invoice is and who the client is.
MCP server and Claude plugins
Lead-to-cash tools inside your AI assistant
Open source and free. Works in Claude, ChatGPT and Codex.
MCP connector
RevExOS MCP server
Add one URL to Claude, ChatGPT or Codex and get 8 tools: invoice and PO parsing, PO vs invoice matching, collection emails, proration, revenue recognition, late interest and due dates.
Set it upClaude plugin
RevExOS Q2C Kit
Open-source plugin with 9 quote-to-cash skills and 5 slash commands: quotes, contract handoff, PO to invoice, three-way match, billing, collections and revenue recognition.
Set it upClaude skill
Invoice Parser skill
Open-source skill that turns invoice PDFs and images into structured data with totals checks, then CSV or JSON.
Set it upProjects
Implementations and builds
Client builds, products and open-source plugins. Each lists its stack, and the code stats where there is a repo.
Open source
RevExOS Q2C Kit: quote-to-cash skills and MCP tools for Claude
A Claude plugin that packages quote-to-cash know-how as skills, slash commands and tools: quotes, contract handoff, PO to invoice, three-way match, billing and proration, payment terms and late fees, collections and revenue recognition, and billing platform selection. It installs the RevExOS MCP server, whose calculators share their code with the calculators on this site.
1 commits
Product
Invoice Parser: web app, Chrome extension, Claude skill and MCP
Extracts invoice header fields and every line item from PDFs and images, checks that the totals add up, and exports CSV, Excel, JSON, QuickBooks or Xero formats. One extraction engine behind four ways in: the web app, a Chrome side panel, an open-source Claude skill, and a tool on the RevExOS MCP server.
3 commits
Client build
Medical Documents AI OCR
An AI system that parses medical report PDFs of around 100 pages (tested up to 250), stores the extracted content in a database, vectorizes it, and lets users chat with each case file. Each document also produces a filled-in template report, and every answer cites its source for audit.
Templates
Take the prompts and templates with you
Prompt Playbook
AR Prompt Playbook
15 copy-paste prompts for running accounts receivable inside Claude Cowork: live dashboards, cadence-matched outreach, call log analysis, dispute briefs, and cash forecasts.
Get it freeGoogle Sheets Template
AR Calling Tracker
A 9-sheet template for running AR collections: aging buckets, cadence stages, promise-to-pay tracking, and a daily action queue. Built for a real multi-client accounting firm.
Get it freeChecklist
DSO Reduction Checklist
A 30-point checklist across invoice terms, dunning cadence, payment methods, and dispute resolution: the four levers that actually move Days Sales Outstanding.
Get it freeFind posts and tools by step
Every post and tool sits on one step of the cycle, from the first lead to recognised revenue.
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Frequently asked questions
What does forward deployed engineering mean for lead-to-cash?+
It means working inside the operations team instead of handing over a spec: learning how quotes, orders, invoices, collections and revenue schedules actually move, then building AI into the tools already in place, whether that is SAP and Salesforce in an enterprise or HubSpot, QuickBooks, Xero and Stripe in a smaller business. The projects on this site are examples of that work.
What can Claude actually do in accounts receivable?+
Claude can turn an AR aging export into a live dashboard, draft collection emails that match how overdue an invoice is and who the client is, summarise call logs and disputes, and build a cash forecast from aging data. The posts on this site walk through each one with the exact prompts.
Do I need to code to follow the posts?+
No. Most posts use Claude, Claude Cowork, or no-code tools like n8n and Zapier on top of the accounting and CRM tools you already use. Where a step needs an API or a script, the post says so and shows the setup.
Are the tools really free?+
Yes. The invoice, quote and proposal generators, the invoice parser, the 3-way match checker and the calculators are free to use. Some AI-powered tools have a daily limit to keep costs down, and a few playbooks ask for an email to send the download.
What is quote-to-cash?+
Quote-to-cash covers everything from pricing a deal to collecting the money and recognising the revenue: quote, contract, order, invoice, collections, payment reconciliation and revenue recognition. The lead-to-cash map on this site groups every post and tool by those steps.
Who builds RevExOS?+
RevExOS is built and written by one person who implements AI and automation in lead-to-cash operations: SAP BRIM quote-to-cash for a large subscription business, and workflow automation for 100+ small businesses since 2023. The projects page lists what has been built, with the stack and code stats for each.
Still have a question? Ask ChatGPT with RevExOS as the source