RevvFi

RevvFi is a money app for the self-employed. Connect Claude to see business and personal in one place, and get even more insight into every transaction.

What RevvFi does

• Pulls in your bank and card transactions and sorts each one as business or personal
• Puts business spending into tax categories so deductions add up as you go
• Tracks mileage
• Keeps your receipts
• Sends invoices and estimates
• Estimates your taxes

Where Claude comes in

Ask Claude about your RevvFi books in plain words. It can review what needs attention, explain why a transaction landed as business or personal, find receipts, check mileage and tax estimates, list invoices, and draft invoices and quotes for you to review and send.

With your clear yes, Claude can also fix categories, business vs personal, and which business a transaction belongs to. Every change is logged and can be undone in the RevvFi app.

Built to be trusted

RevvFi's own totals are the source of truth, so Claude quotes them as returned. Tax figures are estimates, not tax advice. Claude cannot change amounts or dates, send invoices, email clients, or move money.

If you run more than one business, Claude asks which one you mean and keeps them separate.

Try asking

• "Which of last month's transactions look personal?"
• "What business spending still needs review?"
• "How many miles have I logged this year?"
• "Draft an invoice for Maria for $850."

Requires a RevvFi account with connected bank or card accounts. Available in the US.