Case Studies

Automations We've Built

Real Quote-to-Cash workflows - invoice parsing, invoice generation, payment reconciliation, dispute management, and full AR systems - with the actual before, after, stack, and results.

Trusted by businesses worldwide

ROI for ProsThinkGeStaltClarinetClarity AILeadfieldTech Growth InsightsLeadlyProRam Geo PropertiesSoftware ExplorePredictable FundingFliweel TechTop Pick InsuranceGrowthScribePaim NotaryArc180Limitless NowDigital SynergyCredX VenturesSmallBig GrowthIQ InvoiceCVAROI for ProsThinkGeStaltClarinetClarity AILeadfieldTech Growth InsightsLeadlyProRam Geo PropertiesSoftware ExplorePredictable FundingFliweel TechTop Pick InsuranceGrowthScribePaim NotaryArc180Limitless NowDigital SynergyCredX VenturesSmallBig GrowthIQ InvoiceCVA
AI Agents That Parse Invoices and Purchase Orders from Gmail
Invoice Parsing

AI Agents That Parse Invoices and Purchase Orders from Gmail

AI agents fetch PDFs and images straight from Gmail and Drive, extract every field with OCR + LLM parsing, and write clean structured data to Sheets - without anyone touching an inbox.

GmailGoogle DriveOpenAI API
Automated Invoice Generation Across QuickBooks, Xero, and Thinkific
Invoice Automation

Automated Invoice Generation Across QuickBooks, Xero, and Thinkific

Orders and estimates turn into invoices automatically - no one manually finds a price, retypes a line item, or opens QuickBooks to create a bill.

QuickBooks OnlineXeroThinkific
Payment Reconciliation Across Stripe, PayPal, and Zoho
Payment Ops

Payment Reconciliation Across Stripe, PayPal, and Zoho

Webhooks catch every payment the moment it lands and match it back to the right invoice - no one logs into Stripe or PayPal to check what's been paid.

StripePayPalZoho Books
Invoice Correction and Dispute Management with AI Agents
Dispute Management

Invoice Correction and Dispute Management with AI Agents

When a bill is wrong - overbilled, underbilled, or disputed - an AI agent reads the time entries, compares them to the invoice, and fixes it in Xero automatically, with a Slack alert either way.

XeroClockifyOpenAI (GPT)
End-to-End AR Automation on Zoho + n8n
AR Automation

End-to-End AR Automation on Zoho + n8n

From invoice creation through multi-stage approval, payment batching, and proof-of-payment delivery - a full accounts receivable system running without a single manual touch.

Zoho Booksn8nMicrosoft Excel
Shopify and eCommerce Order Fulfillment Workflows
Order Fulfillment

Shopify and eCommerce Order Fulfillment Workflows

New Shopify orders create fulfillment tasks automatically, new products sync from a spreadsheet into the store, and status updates notify the team and customer the moment work is done.

ShopifyTrelloClickUp
RevExOS
AI Infrastructure

AI Knowledge Base Pipeline: Embedding Financial Data into Pinecone

A scheduled n8n pipeline pulls source data, chunks and embeds it with OpenAI, and keeps a Pinecone vector index current - the retrieval layer behind an AI agent that can actually answer questions on real data.

n8nGoogle SheetsFirecrawl
Client Results

What Clients Say After We Automate Their Operations

Real outcomes from B2B service businesses that went from manual, leaking revenue cycles to automated, measurable cash flow.

RevExOS was very helpful and knowledgeable as well as being prompt with communication and readily available to work on the project of linking LMS orders to Xero invoices.

Adam Reynolds

MD · Springfit

The project was completed to our expected standard.

IQ Invoice (AP Platform)

Rajesh K.

Founder · IQ Invoice (AP Platform)

If you are thinking about automating anything, RevExOS is the team you need to hire. They are the best automation experts I have ever worked with. Their ability to understand what you are trying to accomplish and then translate that into a simple, low-cost automation is invaluable. They will save you thousands of hours and thousands of dollars.

LeadlyPro

Chris Harvey

Founder · LeadlyPro

RevExOS has been very patient with me discovering new ways to solve complex problems in AI automation. I can recommend them as a team that can quickly learn and adapt to new technologies and will solve problems as they arise instead of freezing.

Limitless Now

Aivis A. Atvars

Founder · Limitless Now

RevExOS exceeded expectations in N8N automations with flawless, detail-oriented code and impressive expertise. Their quick responsiveness and cooperative nature made the collaboration smooth and efficient. HIGHLY RECOMMEND working with them!

Corey Pearson

Founder · Brand Metrics US

He did an amazing job setting up my automation. They were highly knowledgeable, efficient, and professional throughout the entire process. Communication was clear, and they went above and beyond to ensure everything was working perfectly. Highly recommended and will definitely hire again!

Paim Corp

Michael Paim

Founder · Paim Corp

RevExOS has worked some automation magic! They have been able to make all the functionalities requested while suggesting improvements and in short amount of time.

Ram Geo Properties

Cesar Ramirez

Founder · Ram Geo Properties

RevExOS's work in software development is truly impressive. Their attention to details and deep understanding ensured a smooth experience. Quick responsiveness and timely delivery made the first phase of the project seamless.

Rom G.

We are delighted to have RevExOS on board for this project; their responsiveness and efficiency were evident as they successfully concluded the project ahead of schedule.

ThinkGeStalt

Sneha

ThinkGeStalt

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