AI Financial Insights
Stop doing data entry at 10pm. Start seeing your numbers.
The shoebox of receipts, the PDF invoices, the "where did the money actually go?" — handled. AI reads your paperwork, sorts it into the right categories in QuickBooks or Xero, and hands you a plain-English monthly rundown of what's up, what's down, and what to watch. You stop doing data entry at 10pm and start seeing your numbers while they still matter.
For owner-operators and small back offices buried in bookkeeping: trades, retail, clinics, restaurants, e-commerce. It kills manual data entry, month-end dread, miscategorized expenses, and finding out about a cash-flow problem a month too late. (We're not accountants — we make your numbers legible and timely; your bookkeeper/accountant stays in the loop.)
What's included
What it does — and what's included.
| Phase / item | What you get |
|---|---|
| Discovery | Map your document types, your chart of accounts, and your categorization rules and quirks. |
| Build | Document-parsing pipeline (invoices, receipts, statements → structured data), categorization engine tuned to your books. |
| Integrations | QuickBooks Online or Xero sync; bank/CSV import; receipt capture via email/photo. |
| Reporting | Automated monthly plain-English report: revenue, expenses by category, trends, anomalies, questions to ask. |
| Review workflow | Low-confidence items flagged for a human OK before they post — nothing sneaks into your books. |
| Testing | Reconciliation against a known period, category-accuracy check. |
| Training & docs | Walkthrough, correction workflow guide, accountant handoff notes. |
Not included: filing taxes, being your accountant, payroll. Compliance note: outputs are decision-support, not certified financials — a human reviews before anything's official. Common add-ons: cash-flow forecasting, budget-vs-actual dashboards, multi-entity consolidation, AR/AP chasing (pairs with Workflow Automation).
Transparent pricing
Starting at $3,500 to build. From $299/mo to keep it sharp.
Moves up with: document volume and variety; number of accounts/entities; custom reporting; approval-workflow complexity; how clean the existing books are. A single-entity receipt-and-invoice flow sits near $3,500; multi-entity with custom dashboards approaches $10,000.
- AI Financial Insights — build
- Starting at $3,500. Typical range $3,500–$10,000, fixed-quoted to your setup.
- Care Plan — keep it running
- Requires a Care Plan, from $299/mo (Core).
- Payment terms
- 50% to start, 50% at go-live under $10,000; 50/25/25 at $10,000 and up.
- Usage
- AI usage (and SMS where the build sends messages) passes through with a monthly allowance included, itemized on every invoice — never marked up in secret.
Go-live in 2–5 weeks
From shoebox to a monthly rundown.
Week 1
Discovery.
We map your document types, your chart of accounts, and your categorization rules — your bookkeeper's input early saves rework.
Weeks 1–3
Build.
We build the parsing pipeline, tune the categorization engine to your books, and connect QuickBooks or Xero.
Weeks 3–4
Testing.
Reconciliation against a known period and a category-accuracy check, with low-confidence items routed to human review.
Weeks 4–5
Go-live.
Walkthrough, correction-workflow guide, accountant handoff notes — then the Care Plan keeps the rules current.
Client effort: Your effort: medium during rule-setting and the reconciliation check; light after. Your bookkeeper's input early saves rework.
Works with what you've got
It plugs into your books, not around them.
We build on top of your existing stack — no rip-and-replace.
- Accounting: QuickBooks Online or Xero (your subscription — we build on top of it).
- Documents in: email and photo receipt capture, PDF invoices, bank/CSV import.
- Review: low-confidence items flagged for a human OK before they post.
- Reporting out: an automated monthly plain-English report, plus accountant handoff notes.
Prerequisites: an active QuickBooks Online or Xero subscription, admin access to connect, a defined (even if messy) chart of accounts, and sample documents for a training period.
What it looks like in practice
An example engagement (illustrative).
A fictional-but-realistic engagement to show the shape of a build — not a case study, and not a guarantee. Real proof arrives with our founding clients.
Millrace Brewing Co. taproom & retail, Revelstoke Illustrative
The owner reconciles POS, supplier invoices and receipts by hand every month, always two weeks behind. RevyTech AI builds a pipeline that reads supplier invoices, categorizes against their chart of accounts, syncs to QuickBooks, and emails a monthly rundown flagging that keg-cost creep. Setup $6,200, Core care. Books close in days, not weeks.
Questions
AI Financial Insights FAQ.
Does this replace my bookkeeper or accountant?
No — and it isn't meant to. Outputs are decision-support, not certified financials: a human reviews flagged items before anything posts, and we hand your accountant clean, timely books instead of a shoebox. We're not accountants; we make your numbers legible while they still matter.
What does it work with?
QuickBooks Online or Xero (your own subscription), bank/CSV imports, and receipts captured by email or photo. POS and e-commerce feeds can be connected too — that pairs with Custom Integration.
What if the AI miscategorizes something?
Low-confidence items are flagged for a human OK before they post — nothing sneaks into your books. We also test by reconciling against a known period before go-live, and the Care Plan keeps the categorization rules tuned as your business changes.
What does it cost?
Builds start at $3,500 and are fixed-quoted before we begin (typical range $3,500–$10,000 by document volume and entities). Every AI build includes a Care Plan from $299/mo. Full detail on the pricing page.
Pairs well with
Most builds don't stay solo.
Every system you add sits under the same single Care Plan — the tier grows only when your setup does.
Is it worth it for your business? Let's find out — free.
Book a free 20-minute AI assessment. We'll tell you what this build would do for you, what it'd cost — and if it's not worth it yet, we'll say so.
Prefer to talk now? Call (236) 837-3550 — a real BC-based human picks up. We reply within one business day, usually faster.