Revenue Gets Lost Between Quote and Cash. We Close the Gap.
AI-powered quote-to-cash automation for agencies and B2B teams. From the first estimate to the final payment — built on your existing tools. No migration required.
avg quote-to-payment cycle
avg annual revenue lost to leakage
per week on manual billing tasks
revenue leak reduction in 90 days
Trusted by businesses worldwide
Every Agency Has These Problems. We Fix All 5.
Revenue leaks at every step of the quote-to-cash cycle. Each one is manual. Each one is automatable. All five cost real money.
The Pain
- ✗Quotes built manually in spreadsheets — no version history
- ✗Scope creep goes unbilled; delivered work never invoiced
- ✗Approval delays mean the clock starts before billing does
The Fix
- ✓Automated quote generation from templates & past work
- ✓Scope change tracking with auto-generated change order invoices
- ✓Approval workflows that trigger billing the moment a deal signs
The Pain
- ✗Invoices created manually — delays of days or weeks after delivery
- ✗Milestone billing missed; retainer renewals forgotten
- ✗Wrong amounts, wrong clients, wrong timing — errors cost trust
The Fix
- ✓Auto-invoicing on milestone completion, recurring schedule, or trigger
- ✓Revenue recognition rules mapped to your billing model
- ✓Invoice accuracy checks before send — zero manual entry
The Pain
- ✗40–60% of AR time spent on manual payment matching
- ✗Short pays & partial payments break every spreadsheet
- ✗No audit trail — disputes resurface weeks later
The Fix
- ✓Auto-matches payments by amount, date & reference
- ✓Handles partial, short & combined pays automatically
- ✓Full audit trail in QB/Xero — DSO updates in real time
The Pain
- ✗84% spend 3–10 hrs/month chasing overdue invoices
- ✗$500 invoice gets same attention as $50,000 one
- ✗Too aggressive upsets clients; too passive costs cash
The Fix
- ✓Smart dunning at Day 1, 7, 14, 30 — auto-escalates
- ✓Priority queue: ranks by amount × days overdue
- ✓Tone shifts polite → firm → formal demand automatically
The Pain
- ✗Pulling the aging report takes 30 minutes
- ✗No unified view from quote through to collected cash
- ✗Board reporting = rebuilding Excel every month
The Fix
- ✓Live Q2C dashboard — pipeline, invoiced, collected, overdue
- ✓13-week cash flow forecast, auto-ingested from AR & deals
- ✓One-click board-ready PDF, emailed on schedule
What Happens When You Automate the Full Cycle
Report automation reduced payment delays
Saw a reduction in delinquency
Increasing revenue automation investment
Annual benefit expected by 56% of orgs
Source: Versapay / Wakefield 2026 Cash Flow Clarity Report
B2B Service Businesses That Quote and Invoice Clients
Marketing Agencies
40-65 days DSOScope creep goes unbilled. Media spend floats 60+ days before invoice.
IT Consulting
45-70 days DSOComplex SOWs, milestone gaps, and contractor bills due before clients pay.
Management Consulting
50-80 days DSOSix-figure quotes approved verbally; invoices stuck in enterprise approval chains.
Staffing Agencies
45-75 days DSOPayroll is weekly. Receivables lag 45–75 days. Cash gap is brutal.
Legal Services
52+ days DSOMixed billing models — hourly, flat-fee, retainer — create invoicing complexity.
Accounting & CPA
35-55 days DSOSeasonal revenue spikes with collections that lag months behind delivery.
From Audit to Automation in 3 Steps
Free Q2C Audit
We map your entire quote-to-cash cycle and identify every point where revenue leaks. Most businesses find $50K–$200K in unbilled or delayed revenue.
30 minutes. No commitment.
We Build Your Automation
Custom workflows built on your existing tools in 2–4 weeks. Quote generation, auto-invoicing, collections, reconciliation — the whole cycle.
Zero migration. Zero disruption.
Revenue Fully Recovered
Unbilled work gets billed. Overdue invoices get paid. DSO shrinks. Your team stops chasing and starts focusing on growth.
40% revenue leak reduction guaranteed.
Enterprise Tools Weren't Built for You
| Criteria | Enterprise Tools / VAs | RevExOS |
|---|---|---|
| Cost | $2K-$10K/mo or $1,500-$2,500/mo VAs | Priced for 20-200 employee teams |
| Implementation | 3-6 months | 2-4 weeks |
| Migration? | Yes, new platform | No. Built on your tools |
| IT team needed? | Yes | We handle everything |
| Scope | AR only, or billing only | Full quote-to-cash cycle |
| Pricing model | Per-user SaaS | Outcome-based |
Quote-to-Cash Automations We've Built

Invoice Generation & Payment Reconciliation (Zoho)

Automatic Invoice Generation (Xero & QuickBooks)

Payment Reconciliation Workflows (Stripe & PayPal)

Invoice Dispute Management AI Agents
Saving Businesses Thousands of Hours & Dollars
Real feedback from businesses we've automated billing, invoicing, and revenue operations for.
























Quote-to-cash automation is a $14B+ market growing fast.
83% of service businesses still run it manually. Early movers keep more of every dollar.
Market size
CAGR
Still manual
Get Your Free Q2C Audit
30 minutes. No commitment. No sales pitch. We map your full quote-to-cash cycle and show you exactly where revenue is leaking.
What You'll Get
Revenue Leak Analysis
Every step where you're losing money. Most find $50K-$200K.
Time Waste Audit
Hours your team burns on quoting, invoicing, and chasing payments each week.
DSO Benchmark
How you compare. What 5 fewer days in the cycle means for working capital.
Q2C Recovery Roadmap
Actionable plan to cut revenue leakage 40% and collect faster in 90 days.
Email us directly
contact@revexos.com