How can we help?

Getting started

Your account, your first business, and where things live.

• Create your account and set up your first business
• RevvFi on iPhone, Android and the web
• Run more than one business

Bank sync & transactions

Plaid, categories, rules, and the Review Queue.

• Connect a bank or card with Plaid
• Fix a bank that needs attention, refresh, or disconnect
• How RevvFi categorizes your transactions
• Teach RevvFi with categorization rules
• The Review Queue: approve, reject and undo
• Transfers, refunds and income

Receipts

Snap it, match it, find it later.

• Scan and attach receipts

Mileage

Auto-tracking, manual trips, and the IRS rate.

• Track your mileage
• IRS mileage rates and the standard vs actual method

Invoices & getting paid

Invoices, quotes, Stripe payments, reminders.

• Create and send an invoice
• Get paid by card or bank with Stripe
• Quotes and estimates
• Automatic invoice reminders

Taxes, deductions & reports

Set-aside, quarterlies, home office, exports.

• Tax set-aside and quarterly estimates
• The home office deduction
• Reports and exporting your records

Revvy & AI assistants

The assistant inside the app, and connecting Claude or ChatGPT.

• Revvy, the assistant inside RevvFi
• Agent Connect: use Claude or ChatGPT with your books

Account, billing & security

Plans, seats, cancelling, deleting, two-factor.

• Plans, pricing and RevvFi Pro
• Cancel your subscription and what happens next
• Delete your account
• Security, two-factor and Face ID

Working with your accountant

Invite your CPA, share a business with a partner.

• Invite your accountant to the CPA portal
• Partners, team members and your spouse
• The CPA portal, for accountants