Rever Agent
One chat for every app you run and an answer you can trust.
Ask once; it works across your whole finance stack, verifies before it answers, and turns what it finds into tasks. It reads and guides. You decide.
Every system, every engine, one place to ask
Your systems of record stay exactly where they are. Rever reads them into one canonical Lake, the four engines keep it verified and clean, and the Agent turns the whole thing into a single chat you can ask anything running inside your own perimeter.
Runs in your perimeter.
The whole loop - engines, Agent, and chat - can be self-hosted inside your own VPC. Your data residency, your network, your keys. Nothing leaves your tenancy.
Your questions stay yours.
Every chat - the questions and the answers - lives in your tenancy and is encrypted in transit and at rest. Your conversations never train anyone else's model.
Every chat is defensible.
Each answer links back to the source transaction in the Lake, and every conversation is replayable. Hand an auditor the chat, not a black box.
Most finance AI stops at the answer. Rever closes the loop- from question to verified answer to decision to measured impact.
One chat. Every app.
Connect in minutes and ask across all of them at once. Startup pack live at launch; enterprise ERP and India on Zoho supported. New apps ship every month.
The unified chat doesn't exist yet
Every finance app has its own login, its own dashboard, its own assistant. New standards like MCP let a chatbot reach one tool at a time. But nothing answers across your whole stack as a single surface and there's no real agent for the tools finance actually runs on. That's the opening.
Your numbers are scattered across a dozen apps billing in Stripe, books in QuickBooks or Xero, spend in Ramp, pipeline in HubSpot, work in Plane. Every real question means opening another tab and stitching the pieces together by hand.
General assistants help, and a protocol like MCP can wire one app into a chat. But ask “are we actually profitable?” and you still have to know which app holds which piece - and assemble the answer yourself. Rever Agent is one chat across all of them. Ask once; it reads from every connected app, answers as one, and shows where each number came from. Then it keeps going - exploring the next cut, and turning findings into tasks. It reads and guides. It never moves money or edits your ledger - it answers, investigates, and creates the follow-ups. You decide.
A unified answer is only useful if it's right
Reaching every app is half the promise. The other half is trust. Rever verifies across those apps before it computes so the one answer you get back is one you can take to the board.
Pulls from every app at once.
It gathers the answer across your whole stack not one system's partial view and normalizes it into a single picture.
Reconciles, then flags gaps.
It cross-checks the sources against each other and surfaces anything missing or mismatched before it runs the numbers. A gap it flags beats a number it invents
Answers with its sources shown.
Every figure links back to the transaction it came from, across whichever apps it touched. Trace any number; defend any answer.
One chat across every app - and an answer that's verified before it lands. Nobody else gives you both.
More than answers
A dashboard shows you a number. Rever Agent works the whole question - across every app, into the follow-ups, and out the other side as something you can act on.
One chat, every app.
Ask in plain language and the Agent answers across your whole stack at once - Stripe, QuickBooks, Xero, Ramp, HubSpot, Plane, Dynamics, SAP, Zoho. No tab-switching, no stitching, no knowing which system holds which piece.
Explores and investigates.
It doesn't stop at the first answer. It follows the thread, proposes the next cut, and surfaces the thing worth looking at before you think to ask - “self-serve margin slipped 6 points; want me to break down why?”
Creates tasks in the conversation.
Turn any finding into a tracked next step without leaving the chat - a follow-up, an owner, a due date, pushed straight into Plane or your task list. The answer becomes an action item, not a note you forget.
Asks before it assumes.
When a question is ambiguous, it asks one sharp clarifier - “by cohort, do you mean signup quarter or plan tier?” - instead of guessing what you meant and answering the wrong thing.
Shows its sources.
Every figure links back to the transaction it came from, across whichever apps it touched. An answer you can trust and trace not a number from a black box.
Reads and guides.
It answers, investigates, and creates tasks. It never moves money or edits your books. The Agent guides the decision; you make it.
It answers. It explores. It acts.
The point isn't a faster answer. It's an analyst that pulls the thread, tells you what's worth a look, and turns the finding into something tracked all in one conversation.
Clarifies before it answers.
One sharp question up front beats a confident answer to the wrong one. It confirms scope, then works.
Pulls the thread for you.
It proposes the next cut and flags what's drifting before you ask investigation, not just retrieval.
Turns findings into tasks.
“Task created: flag Northwind margin, due Friday.” The conversation ends in a tracked next step never money moved on your behalf.
Your data and your chats stay yours
A unified chat only works if it's safe to point at your whole stack. So the Agent stays in its lane, runs where you want it, and keeps every conversation private.
The short answers
Get Started
With Rever
- Automate finance operations.
- Rigorous authentication, continuous closure.
- Chat with your data with Agent.
- Get proactive decision Nudges.