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Taking on limited practices this quarter.

The evidence behind every accounting transaction, without the chasing.

The evidence behind every accounting transaction, without the chasing.

Reveal searches client-approved inboxes and supplier portals, matches invoices and receipts to transactions, and returns them ready for reconciliation. No client chasing.

Apply For Early Access

Join Waitlist

Client-approved access

Client-approved access

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Keyword blocking

Keyword blocking

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Complete audit trail

Complete audit trail

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Disconnect anytime

Disconnect anytime

Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community

Processed

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transactions from client bank feeds.

Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community

Processed

0

+

transactions from client bank feeds.

Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community
Headshot of a user who joined the SaaS & AI founders community

Processed

0

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documents from client inboxes.

Try it! Upload a statement below!

Connect

Your client gets a private link. Our team helps them connect their email in one click: no app download, no account creation.

Retrieve

Reveal scans inboxes and portals to automatically surface receipts, invoices, and supporting documents tied to unreconciled transactions within the hour.

Reconcile

Your team gets cleaner transaction data for bookkeeping, annual submissions and audits. Without sending a single follow-up email.

Mission

Modern bookkeeping software handles the numbers. It doesn't fetch missing paperwork.

Transactions still get:
flagged without a receipt
coded incorrectly without context
chased manually via email threads
delayed while waiting on clients to respond

Reveal works with accounting and bookkeeping practices to retrieve the documents that are already sitting in your clients digital sources - automatically - so your team stops chasing and starts reconciling.

If your team feels deadline pressure because you chase clients for receipts, apply for early access today.

Modern bookkeeping software handles the numbers. It doesn't fetch missing paperwork.

Transactions still get:
flagged without a receipt
coded incorrectly without context
chased manually via email threads
delayed while waiting on clients to respond

Reveal works with accounting and bookkeeping practices to retrieve the documents that are already sitting in your clients digital sources - automatically - so your team stops chasing and starts reconciling.

If your team feels deadline pressure because you chase clients for receipts, apply for early access today.

Now in Beta.

Limited spots for practices who join now.

Miles

Founder of Reveal

FAQ

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

How does Reveal access client documents?

Your client receives a unique private link. When they connect their email, Reveal scans for receipts, invoices, and any documents tied to unclear transactions — and surfaces them for your team automatically.

Is this different from Dext or Hubdoc?

Yes. Dext and Hubdoc require clients to actively upload documents. Reveal retrieves documents that already exist in the client's inbox — without the client having to do anything after the initial connection.

How long does retrieval take?

Most evidence is retrieved within an hour once Reveal has the required access. Supplier portal retrieval may take longer when a client still needs to connect an account or complete a security step.

What’s involved in a practice trial?

Start with one client. Connect their accounting data and approved document sources, then let Reveal retrieve the missing invoices and receipts for their transactions directly from the sources.

What does the client have to do?

Just click a link and connect their email. That's it. No app, no login, no chasing them to do anything complex.

How much is it?

Reveal is free for the first retrieval. After the first retrieval, Reveal is a paid annual or monthly subscription, with pricing dependent on practice size.

How does Reveal access client documents?

Your client receives a unique private link. When they connect their email, Reveal scans for receipts, invoices, and any documents tied to unclear transactions — and surfaces them for your team automatically.

Is this different from Dext or Hubdoc?

Yes. Dext and Hubdoc require clients to actively upload documents. Reveal retrieves documents that already exist in the client's inbox — without the client having to do anything after the initial connection.

How long does retrieval take?

Most evidence is retrieved within an hour once Reveal has the required access. Supplier portal retrieval may take longer when a client still needs to connect an account or complete a security step.

What’s involved in a practice trial?

Start with one client. Connect their accounting data and approved document sources, then let Reveal retrieve the missing invoices and receipts for their transactions directly from the sources.

What does the client have to do?

Just click a link and connect their email. That's it. No app, no login, no chasing them to do anything complex.

How much is it?

Reveal is free for the first retrieval. After the first retrieval, Reveal is a paid annual or monthly subscription, with pricing dependent on practice size.

Your clients' receipts are already in their inboxes and portals.

Book a 30-minute call. We'll show you what Reveal retrieves, using your actual workflow.

Cal Embed (miles-u/30min)