Taking on limited practices this quarter.

Get hours back from chasing invoices

Reveal connects to your clients' inboxes & portals to retrieve missing receipts and invoices automatically, before they ever become a client chase.

Apply For Early Access

Join Waitlist

Processed

transactions from client bank feeds.

Processed

transactions from client bank feeds.

Processed

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.

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

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

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.

Does Reveal replace Xero or QuickBooks?

No. Reveal sits before reconciliation. It collects the supporting documents your team needs so transaction coding is faster and cleaner once it reaches your accounting system.

What’s involved in a practice trial?

We look at a small set of real client transaction issues, identify where context is missing, and test whether Reveal can reduce the chasing needed to resolve them.

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 monthly subscription - cancel at anytime. Price is dependent on practice size.

How does Reveal access client documents?

Is this different from Dext or Hubdoc?

Does Reveal replace Xero or QuickBooks?

No. Reveal sits before reconciliation. It collects the supporting documents your team needs so transaction coding is faster and cleaner once it reaches your accounting system.

What’s involved in a practice trial?

We look at a small set of real client transaction issues, identify where context is missing, and test whether Reveal can reduce the chasing needed to resolve them.

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 monthly subscription - cancel at anytime. Price is 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)

Get hours back from chasing invoices

Get hours back from chasing invoices

Get hours back from chasing invoices

Connect

Retrieve

Reconcile

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

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

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