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Rever Nudge

Role-based decision intelligence for finance.

Proactive decision intelligence delivered to the member who can actually act on it. The signal and what's driving it, the recommended action, and the financial impact attached - all in one single package.

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Lake · Cash Forecastjust now
19 PO-Linked Invoices Across 17 Purchase Orders
19 invoices are matched to a PO number across 17 distinct POs. 159 invoices have no PO reference.
Verify the 2-invoice POs
Loop · Reconciliation2m ago
Accrual Reversal Gap
Prior-period accruals of $24K have not been reversed in the current period.
Verify the accruals are still valid.
Sentinel · Three-Way Match3m ago
Inventory Low/Zero Stock
62 items have zero or negative available physical stock. Top item: D0001.
Review MRP parameters.

What is Rever Nudge?

A finance brain in everyone's inbox.

What is Rever Nudge diagram
1

Where the Lake holds the data, the Loop closes the books, and the Sentinel surveils for risk - the Nudge is where the operator meets the answer.

2

A Nudge is not a notification. A notification tells you something already happened, Nudge tells you something "is" happening in realtime, what it will cost or save, and which lever to pull.

3

Data triggers fire the Nudge. The system classifies and routes it. The operator can explore further, accept it as a tracked task, or dismiss it for later review.

4

Nudge comes paired with the underlying records, the recommended action, and the routing to the operator who owns the decision.

How Nudges are organised

Three broad classifications. Three classes. One lifecycle.

Every Nudge carries two automatic classifications. The classification says what kind of signal it is - and the class says what altitude it sits at. Both are set at the moment the Nudge is created, by the data itself. The operator never asks for a Daily Brief or a Risk Pattern; the system decides what they need to see based on their role and what changed.

The three classifications

Morning Brief, Delta Brief, Risk Signals.

01 / MORNING BRIEF

What happened in the last 24 hours.

A morning digest scoped to the operator's role. Designed to read in under three minutes.

LAKE · MASTER DATA
New Invoices Received (Last 7 Days)
7 invoices were received since 2026-07-01, including ELE-00001 (Elevate Data Solutions), DMS-00003 (TeamViewer SE), AD-00002 (Adobe US), CS-00005 (CrowdStrike Holdings), and 3 more; invoice amounts are not exposed by the connector.
Open each of the 7 recently received invoices in D365 AP > Vendor Invoices, verify amounts and coding, and advance them through the approval workflow.
LAKE · MASTER DATA
Requisition Pipeline: No New PRs in Last 48 Hours
Zero purchase requisitions carry a RequestedDate within the last 48 hours (2026-07-06 to 2026-07-08); the active pipeline holds 30 requisitions in total, with the most recent submissions dated 2026-06-24.
Confirm with requestors whether any pending needs are being held back; the two-day gap may indicate a backlog building up.
02 / DELTA BRIEF

A key movement that needs a decision.

Triggered the moment a metric or account deviates from its expected path - before the next scheduled report.

LOOP · RECONCILIATION
PO Match Rate: July vs June 2026
In July 2026, 1 of 1 vendor invoices is linked to a PO - a 100% match rate. In June 2026, only 2 of 13 invoices carried a PO number, a 15.4% match rate. A +84.6 point improvement, though the July sample is very small.
Monitor July's match rate as more invoices are posted.
LOOP · RECONCILIATION
AP Approval Backlog - Current Snapshot
As of 2026-07-08, the D365 vendor-invoices concept exposes 178 total vendor invoice records. The connector does not surface a discrete approval-status field, so a precise pending-only count cannot be isolated.
Escalate to D365 admin to expose an ApprovalStatus or WorkflowStatus field.
03 / RISK SIGNALS

An exception worth investigating.

A pattern violation surfaced by the Sentinel, routed with audit-grade evidence.

LOOP · RECONCILIATION
Accrual Reversal Gap
Prior-period accruals of $24K have not been reversed in the current period.
Post reversal entries for prior-period accruals or verify the accruals are still valid.
LOOP · RECONCILIATION
Non-PO Expense Control Bypass
68 of 80 recent invoices (85%) have no PO reference, totaling $0.
Review non-PO invoices for policy compliance. Enforce PO-backed procurement for repeat vendors.

The three classes

Strategic, Operational, Transactional.

STRATEGIC

Overall direction, KPIs, high-value risks.

Group EBITDA against plan, plant-vs-plant margin gap, cohort movement, capex pacing.
Lowest volume · monthly-quarterly · board level

LAKE · MASTER DATA
Unposted Journals Blocking Period Close
12 journal headers remain unposted as of 2026-07-08. Of these, 3 carry non-zero balances: batch 00459, batch 00650, and batch 00660. The remaining 9 batches have zero amounts but are still open. Unposted journals prevent an accurate period-end ledger close and may mask accrual or adjustment entries that need to hit June or July.
Escalate WFGenJrn batches stuck in workflow approval to the relevant approvers immediately.
LAKE · MASTER DATA
Intercompany Account Postings - No Imbalance Detected
A search for intercompany account postings (accounts containing 'interco') returned zero records in the journal-entries dataset. No intercompany debit/credit imbalance is currently visible. This suggests either no intercompany transactions occurred this period, or IC entries are coded under non-standard account names.
Confirm with the intercompany reconciliation team that all IC transactions for June/July have been posted and matched.
OPERATIONAL

Process level - cycles and patterns.

Working capital trapped, AR aging drift, vendor concentration, close-cycle slippage, GST credit exposure.
Medium volume · weekly-monthly · function level

SENTINEL · THREE-WAY MATCH
Overstock Signal: M0019 (Diisocyanate) - 10,000 Units On-Hand vs. Reorder Norms
Item M0019 (Diisocyanate) at Site 3 / WH 31 holds 10,000 units of AvailPhysical - the single largest on-hand balance in the entire inventory dataset. Despite this, there are 51 open PO lines totalling ~22,638 units and $30,788 in additional inbound value.
Review M0019 demand forecast against the combined on-hand + inbound pipeline of ~32,638 units, and consider placing open PO lines on hold pending a consumption review.
LAKE · MASTER DATA
Slow-Moving / No-PO Stock: T0100, D0023, D0024, Conveyor, Laptop Bundle
Several items carry substantial on-hand balances but have zero corresponding open purchase order lines, suggesting either stagnant inventory or items no longer being actively replenished.
Pull sales order / consumption history to confirm whether demand exists; if not, flag for inventory write-down review or liquidation.
TRANSACTIONAL

Transactions and line items.

Three-way match failures, duplicate payments, journals outside policy, bank reconciliation gaps.
Highest volume · real-time · individual entry level

LOOP · RECONCILIATION
AD-002 - $240 USD payment released 30 days early against INV_1605
Invoice INV_1605 (AD-002, $240 USD) was paid on 2026-06-17 via journal 00677, but the contractual due date is 2026-07-17 - releasing cash 30 days early.
Defer payment of INV_1605 to the run that covers 2026-07-14 (due date minus 3 days) unless an early-payment discount applies.
LAKE · MASTER DATA
Invoice line detail unavailable - amount variance check incomplete for both invoices
Vendor invoice lines returned zero records for both ELE-00001 (PO 00001438) and AD-00002 (PO 00001439), so invoice totals cannot be compared against PO totals of USD 873.90 and USD 444.00 respectively.
Investigate why invoice line detail is absent in D365 for ELE-00001 and AD-00002; manually verify invoice amounts against the POs before any approval action.

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