Revenue leaks at every step between quote and cash

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.

6+ wks

avg quote-to-payment cycle

$39K

avg annual revenue lost to leakage

14 hrs

per week on manual billing tasks

40%+

revenue leak reduction in 90 days

Trusted by businesses worldwide

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5 Broken Workflows

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.

01
Quoting & Scope ManagementWhen does the project actually start billing?

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
02
Invoicing & Revenue RecognitionDid I bill everything I was supposed to?

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
03
Cash Application & ReconciliationWhich payment covers which invoice?

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
04
Collections & DunningWho do I chase, and when?

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
05
Reporting & Cash Flow VisibilityWhat do I actually have in the bank?

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
Works with QuickBooks, Xero, FreshBooks, Stripe, HubSpot, Salesforce & 50+ tools
Industry Research

What Happens When You Automate the Full Cycle

63%

Report automation reduced payment delays

67%

Saw a reduction in delinquency

82%

Increasing revenue automation investment

$1M+

Annual benefit expected by 56% of orgs

Source: Versapay / Wakefield 2026 Cash Flow Clarity Report

Who It's For

B2B Service Businesses That Quote and Invoice Clients

Marketing Agencies

40-65 days DSO

Scope creep goes unbilled. Media spend floats 60+ days before invoice.

IT Consulting

45-70 days DSO

Complex SOWs, milestone gaps, and contractor bills due before clients pay.

Management Consulting

50-80 days DSO

Six-figure quotes approved verbally; invoices stuck in enterprise approval chains.

Staffing Agencies

45-75 days DSO

Payroll is weekly. Receivables lag 45–75 days. Cash gap is brutal.

Legal Services

52+ days DSO

Mixed billing models — hourly, flat-fee, retainer — create invoicing complexity.

Accounting & CPA

35-55 days DSO

Seasonal revenue spikes with collections that lag months behind delivery.

How It Works

From Audit to Automation in 3 Steps

01

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.

02

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.

03

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.

Why RevExOS

Enterprise Tools Weren't Built for You

CriteriaEnterprise Tools / VAsRevExOS
Cost$2K-$10K/mo or $1,500-$2,500/mo VAsPriced for 20-200 employee teams
Implementation3-6 months2-4 weeks
Migration?Yes, new platformNo. Built on your tools
IT team needed?YesWe handle everything
ScopeAR only, or billing onlyFull quote-to-cash cycle
Pricing modelPer-user SaaSOutcome-based
Our Work

Quote-to-Cash Automations We've Built

Invoice Generation & Payment Reconciliation (Zoho)
AR Automation

Invoice Generation & Payment Reconciliation (Zoho)

BeforeManually creating invoices & reconciling payments
AfterAuto invoicing in Zoho & n8n — 15–30 min saved per invoice
15–30 min
Saved/Invoice
n8n + Zoho
Stack
0 Manual
Steps
Automatic Invoice Generation (Xero & QuickBooks)
Invoice Automation

Automatic Invoice Generation (Xero & QuickBooks)

BeforeManually finding order price & generating invoice
AfterPrice fetched from Spreadsheet, invoice auto-generated via Make.com
Make.com
Engine
Xero + QB
Integrated
Real-time
Generation
Payment Reconciliation Workflows (Stripe & PayPal)
Payment Ops

Payment Reconciliation Workflows (Stripe & PayPal)

BeforeManually tracking payment records in Stripe/PayPal
AfterWebhooks trigger automation — records updated & system provisioned
Webhook
Triggered
Stripe + PayPal
Sources
0 Manual
Entries
Invoice Dispute Management AI Agents
Dispute Management

Invoice Dispute Management AI Agents

BeforePO / Dispute emails manually tracked
AfterAuto-labeled, attachments extracted, stored in Drive & Sheet
AI Agent
Powered
2 min
Resolution
Full Audit
Trail
Client Results

Saving Businesses Thousands of Hours & Dollars

Real feedback from businesses we've automated billing, invoicing, and revenue operations for.

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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.

$14B+

Market size

11.6%

CAGR

83%

Still manual

Get Started

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

Request Your Free Audit

No commitment. Just data.