The product
One place to find, fix and prove what your tools miss.
Ten connected areas on one set of clients, sources and cases. Each one ends with a decision, an action or a verified result.
- Alder Clinic3 devices delivered, not billed+$165/moDecide
- Pine Street Law2 servers without backupRiskAssign
- Beacon ClinicRenewal notice due in 6 daysRenewalPrepare
The workspace
Every section, one workspace.
Each area below is one entry in the sidebar, working on the same clients and cases.
Overview
Start every day with what needs you.
Money at risk, renewals coming up, clients not ready to invoice and the one next step that matters most, ranked by impact and urgency.
- What needs you, what waits on others, what nobody owns
- One recommended next step
- Every number opens what is behind it
- Alder Clinic3 devices delivered, not billed+$165/moDecide
- Pine Street Law2 servers without backupRiskAssign
- Beacon ClinicRenewal notice due in 6 daysRenewalPrepare
HaloPSAContracted34
NinjaOneDelivered37
XeroInvoiced34Billing & Reconciliation
Bill for everything you deliver.
Revtein compares what each agreement says, what your RMM sees and what you invoiced, for every client, service and period.
- Delivered but not billed, billed beyond delivery
- Prices and quantities that do not match the agreement
- Money to recover and overcharges kept apart
Service Assurance
Deliver everything you promised.
Backups, endpoint security and managed devices checked against what each contract includes.
- Failed or missing backups in the period
- Endpoints without an active agent
- Coverage that cannot be verified is said, not guessed
- Pine Street LawBackup2 servers, no backup in 48 h
- Falcon ClinicEndpoint4 devices without an agent
- Juniper InsuranceEndpointAgent offline 3 days
- Harbor LegalBackupProtected
- Ridge Credit UnionDevices30 of 30 managed
Profitability
Know which agreements earn their keep.
Revenue, vendor costs and labor per client, agreement and service, with a pricing lab before the renewal.
- Margin calculable vs margin on incomplete data
- Costs rising faster than the price
- Try a new price without saving it
Vendor Costs
Catch cost increases before they eat your margin.
See when a distributor or vendor raises a price, and which costs may be rebillable under the contract.
- Price changes not passed on to clients
- Licences bought but not billed
- A vendor cost is never assumed to be lost revenue
Microsoft 365 Business Premium- Beacon ClinicEnds in 20 daysNotice due41%margin
- Delta LogisticsEnds in 24 daysAt risk · 2 open cases14%margin
- Granite ClinicEnds in 44 daysPreparing52%margin
- Summit ArchitectsEnds in 70 daysUpcoming47%margin
Clients & Renewals
Never renew a contract blind.
Expiring soon, notice due and at risk, and one checklist from the new price to the terms confirmed in your PSA.
- Check the agreement is ready to renew
- Set the new price and terms, get the client's answer
- Client reviews built from verified work
Monthly Review
Check every invoice before it goes out.
Client by client, Revtein shows which invoices are safe to send and which differences still need a decision.
- Decide the differences one after another
- Sign off ready clients, lock the month
- A record of every decision
- Decide 12 differencesfor 10 clients · one after another
- Sign off 20 ready clientstheir invoices are safe to send
- Lock Novemberwith a record of every decision
Outcomes & Reports
Show clients the value you delivered.
Verified fixes and recovered revenue as separate totals, in a client report that never shows costs or margins.
- Recovered, corrected and still re-checking, never blended
- Report written for you, ready to review
- Proof behind every line
Ask Revtein
Ask in plain words. Get answers with sources.
Ask about a client, a number, a contract or a decision. Revtein answers only from records you can access, cites each one and says what it could not check.
- Answers grounded in your own records
- Proposed actions go through your normal approvals
- AI processing only with your consent; your data never trains a model
Three clients this month. Alder Clinic has 37 managed devices and pays for 34 (+$165/mo). Copper Logistics: 2 devices not billed (+$110/mo). Meadow Schools: 4 devices not billed (+$220/mo).
NinjaOne · devices · Nov 15HaloPSA · agreementsXero · INV-1042- WhenA device difference is foundevery night, all clients
- AssignBilling leaddue in 2 days
- ApproveFinance, then Ownerabove $500/mo
- ApplyCorrect 14 lines in HaloPSAin one bulk change
- VerifyRe-read the sourcereopen if it did not hold
Automation · Scale
Let Revtein run the routine.
On Scale, Revtein re-checks on a schedule, routes and escalates work, and prepares corrections in bulk for approval.
- Playbooks and assignment rules
- Approval chains with thresholds
- Replay past months to see what was missed
How a case works
Follow one case, from the first number to proof.
This is the checklist every case in Revtein follows. Click a step.
- Check the numbersNowHaloPSAAgreement34NinjaOneDelivered37XeroInvoiced34
Same client, service and period · read Nov 15, 9:20 · $55 per device
Numbers checked - Decide what to do
- Make the change
- Confirm and close the case
Step 1 of 4 · Check the numbers
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doNow
- Bill the delivered quantity37 devices from the next invoice
- Keep the contracted 34record the clause as an exception
- Wait and reviewchoose a follow-up date
- Make the change
- Confirm and close the case
Step 2 of 4 · Decide what to do
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeNowHaloPSA recurring line
34 × $5537 × $55Let Revtein apply it in HaloPSA, or do it by hand with these values. Issued invoices are never edited.
Apply in HaloPSA - Confirm and close the case
Step 3 of 4 · Make the change
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseNowNew read of HaloPSA37 devices
The source now shows the change, so the case can close with proof.
Close the case
Step 4 of 4 · Confirm and close the case
- Check the numbersAgreement 34 · delivered 37 · invoiced 34
- Decide what to doBill the delivered quantity · approved
- Make the changeHaloPSA line 34 → 37
- Confirm and close the caseVerified against HaloPSA
Done · the case is closed with proof and the result is kept
Example case from a demo MSP. Numbers are illustrative.
Know what needs to change. See it through.
Reserve your spot for launch. Tell us who you are and what you would use Revtein for, and we will email you the day it opens, with a 7-day free trial of the full platform.