AI implementation and operations for sales and finance
Find better customers. Keep revenue under control.
RevMachine builds and runs AI workflows for two jobs: finding the companies most likely to buy from you, with the evidence and the next step, and checking that what you sell is invoiced, paid and reported correctly. Your team makes the decisions.
- Sales teams receive
- A short list of researched companies: why each one fits, why now, who to contact and what to do next.
- Finance teams receive
- A list of sales, invoices and payments that do not match, with the evidence and a recommended fix.
Try it on your business
See researched companies for your own market.
Share your website and what you sell. RevMachine researches companies that may need it and emails you a short sample: who they are, why they may fit and a suggested next step.
Next step
If you’d like to discuss the process directly, you can schedule a 30-minute conversation with RevMachine.
Samples are produced only when there is enough reliable context to generate a useful output.See the format
01What we do
Two jobs, on either side of a won deal.
Before the sale, we help you find and win the right customers. After it, we help make sure the money arrives and the numbers are right.
Before the sale
Find and win the right customers
For founders and sales teams who need to know which companies to approach, and why.
- Understand the market and who buys
- Research competitors
- Find companies that may need what you sell
- Work out who to contact at each one
- Decide which opportunities come first
- Prepare the next step for your team
After the sale
Make revenue processes work better
For finance and operations teams who need sales, invoices and payments to agree.
- Bring sales and finance information together
- Show what needs attention this week
- Flag records that do not match
- Prepare checks and approvals for the right person
- Take repetitive manual work off the team
- Give management a clear monthly view
02Example: finding customers
What a researched company looks like.
Not just a name on a list. Each company comes with why it may fit, what changed, who to contact and how sure the research is.
- Evidence, not guesses. Every fact shows where it came from.
- Honest about gaps. What is unknown is marked, not filled in.
- A clear next step. Who to contact, about what, and who approves it.
The sample uses a shorter version of this format: why each company may fit, what changed, who to approach, the next step, the source and a confidence level.
Fairlane Home Goods
fairlanehome.exampleHome goods retailer, 14 stores and an online shop
- Why it may fit
- Stock is counted store by store, by hand.Source-supported, job posts
- What changed
- Three new stores this year, and an inventory planning manager being hired.Verified, company careers page
- Why now
- A new planning manager often reviews tools in the first months.Inference
- Who to contact
- Head of Operations, [Name], from the leadership page. Email source-reported, not independently verified.Source-supported
- Not known
- Which inventory software they use today.Unknown
- Next step
- Contact the Head of Operations before the new stores open, about stock visibility across stores. Your team approves and sends.
- Confidence
- Medium. Good fit and timing, current software unknown.
Fictional company and placeholder name, shown as an example of the format
03Example: checking revenue
One won deal, checked all the way to the payment.
The deal is in the CRM. The invoice and the payment are in the finance system. RevMachine compares them and flags what does not match, so the right person can act.
Illustrative workflow
Customer and figures fictional-
CRM
Deal won
- Customer
- Ridgeway Clinics
- Value
- $30,000
- Closed
- 2 Sep
-
Finance system
Invoice sent
- Invoice
- $30,000
- Sent
- 4 Sep
Matches the deal
-
Finance system
Payment received
- Paid
- $18,000
- Received
- 30 Sep
$12,000 short
RevMachine flags it
Partial payment: $12,000 outstanding
With the evidence from both systems, the deal owner and the payment due date. The sales bonus for this deal is held until it is paid in full.
A person decides
Recommended: confirm the balance with the customer.
Finance chooses one:
- Follow up
- Investigate
- Mark as resolved
Read-only. RevMachine reads finance data to compare it. It never changes your finance records, and it does not approve payments or bonuses.
04How the work is done
AI does the reading. Rules do the math. People decide.
Each part of the work goes to what does it best.
-
AI
Reads and writes
- Researches websites, job posts and news
- Summarizes what it finds, with sources
- Drafts research briefs and first messages
- Sorts records that need judgment
-
Rules
Calculate the same way every time
- Check companies against your criteria
- Match sales to invoices and payments
- Calculate draft bonuses and totals
- Flag anything that breaks a rule
-
People
Decide and approve
- Choose which companies to contact
- Approve and send messages
- Resolve flagged records
- Approve payments and bonuses
05Why it is worth it
Less time searching and checking. More time selling and deciding.
Finding customers
Without RevMachineA long list of names. Sales guesses who to call and why.
With RevMachineA short list with reasons, evidence and a next step for each company.
Finding customers
Without RevMachineResearch is done by hand, differently by each person.
With RevMachineEvery company is researched and checked the same way.
Revenue and finance
Without RevMachineMismatches turn up at month-end, or not at all.
With RevMachineSales, invoices and payments are compared each time the data is refreshed.
Revenue and finance
Without RevMachineBonuses and reports are rebuilt in spreadsheets every month.
With RevMachineDrafts are calculated from the data, ready for a person to approve.
06How it works
Start with one process. Expand when it proves useful.
RevMachine is a service, not software your team has to learn. We build the workflow around the tools you already use, then run it and keep improving it.
- 01
Talk it through
A 30-minute conversation about one process: how it works today and where it breaks.
- 02
Agree the rules
Which companies count as a good fit, which records must match, and who approves what.
- 03
Build and test
Built on your real data, then tested and refined with your team.
- 04
Run and improve
RevMachine runs it, reviews the results with you every month and improves the rules.
07Control
You decide how much runs on its own.
Each workflow runs at the level of control you choose, from drafts your team reviews to agreed steps that run within set limits.
The control point, per workflow
IllustrativeEvery decision, action and flagged record is logged where your team already works.
08FAQ
Straight answers.
Is this a list of leads?
Are contact details verified?
Does RevMachine email prospects for us?
Do we need to change our systems?
0930-minute conversation
Have a revenue process you want to improve?
Bring us one process: finding the right customers, or checking sales against invoices and payments. In 30 minutes we look at how it works today and whether RevMachine can help.
Discuss your revenue processPrefer to write? Share a little context about the process here.