For accountants & bookkeepers

One portal for every client's books.

Your clients do the bookkeeping in the RevvFi app. You get a clean, categorized, reconciled year in a dashboard as capable as the tools you already use.

Get started free See how it works
Free for accountants Read-only access Unlimited clients
RevvFi Portal Live sync
Clients3
JD
Jordan's Detailing
Up to date
MP
Marlow Photography
2 to review
RE
Rivera Electric
Up to date
+ Invite a client
Jordan's Detailing
FY 2026
Reconciled
0%
Deductions
$0
Books
Up to date
S
Stripe payout
Income · today
+$1,240
⛽
Shell · fuel
Mileage · 41 mi
-$52.10
A
Adobe Creative Cloud
Software
-$54.99
🧾
Supply run · Home Depot
Receipt attached
-$118.42
12 transactions synced just now
Read-only, always
You see the books. You can't move money or touch bank connections.
PDF + CSV export
One click, whenever you need it. No formatting a client's spreadsheet by hand.
Reads the same books the app writes
No re-entry, no second set of records to reconcile against.
Unlimited clients, one portal
One login for your whole book of business. No per-seat pricing.
The problem

Tax season for self-employed clients is a scavenger hunt.

Shoebox receipts. A CSV export with three columns and no context. A client who can't remember if that charge was a laptop or a birthday gift. You spend January chasing people down instead of closing books.

Shoebox receipts Mystery CSVs Chasing clients in January Re-categorizing everything by hand "Wait, what was this for?"
The fix

Every number organized.
Every receipt attached.

The portal reads your client's live books straight from the app. By the time you open it, the work is already done.

Categorized automatically

Every transaction the client's bank feed picks up gets sorted into the right category the moment it lands. No file, no formula, no guessing what a merchant name means.

Receipts attached

Every scanned receipt links straight to its transaction. Click through for backup, right there.

Mileage, logged

GPS trips converted to IRS standard or actual expense, whichever the client's set up for.

Accounts reconciled

Bank balances matched against the books automatically as transactions clear.

Journal entries, when needed

Reclassify, adjust, or post manual entries straight from the portal.

How it works

Three steps. Under two minutes.

No onboarding call. No PDF hunting. Just an invite and a live feed of clean books.

01

Invite your client

Send a link, or have them invite you straight from their app in one tap. Either way takes about ten seconds.

02

Their books sync live

Every transaction, receipt, and mile they log shows up in your portal in real time. No exports to wait on.

03

Review, adjust, export

Post journal entries, reconcile what's left, then export a clean PDF or CSV. Sign the return.

Zero data entry. The books are ready before you even open the tab.
Read-only, always

Your access is read-only. Always.

You see the books. You can't move money, change bank connections, or touch account settings. That's on purpose.

See everything

Transactions, receipts, mileage, and reconciled accounts, all in one view.

Move nothing

No transfers, no bank changes, no account settings. Ever.

They stay in control

Your client can revoke your access anytime, no questions asked.

Access level · Jordan's Detailing
Jordan Diaz, CPA
View books
Transactions, receipts, reports
Allowed
Post journal entries
Adjust, reclassify
Allowed
Move money
Transfers, bank changes
Blocked
Access
Read-only
Revocable
Anytime
FAQ

Things CPAs ask before signing up.

Short answers, no fine print you have to hunt for.

No. RevvFi is free for accountants and bookkeepers. Your client pays for their own subscription. You never pay for the portal.

Yes, anytime. PDF for a clean handoff, CSV if you want to pull the data into your own software.

As many as you want. One login, unlimited clients, no per-seat pricing.

Yes. You can view, adjust with journal entries, and export. You can't move money or touch bank connections.

Cash or accrual. You can post manual journal entries and reclassify transactions without touching your client's original records.

One tap from their app. They add you as their accountant and set your access. No forms, no faxing a W-9.

Stop chasing CSVs. Start signing returns.

Free for accountants. Read-only for your client's peace of mind. Unlimited books, one portal.

Get started free