“RevWorks gives our team continuous and complete visibility into our healthiest revenue segments, customer cohorts, and our most durable drivers of growth.”
Usheer Naik | VP of Finance | Tealbook
“When I heard the RevWorks value prop, it sounded too good to be true. It's the unique blend of data, software and expert analysis that made all the difference.”
Pam Martinez | Chief Financial Officer | SevenRooms
“Using RevWorks is like grabbing some future organizational maturity and dragging it into the present.”
Michael Cavopol | VP of Customer Success | Fresh
“With RevWorks’ continuous data monitoring, we now have a tailored solution that enables consistent operational insights that drive revenue optimization.”
Jeff Blackman | Chief Financial Officer | Autobooks
“With RevWorks we have a tailored solution that equips us with reliable data, analytics, and insights to optimize revenue, drive strategy and streamline reporting.”
Robert Dillon | Chief Financial Officer | Incorta
What Is A Continuous Finance Platform?
Drive Quality of Revenue 24/7
Features:
- Refreshes Data, Reviews Accuracy, Delivers Outputs
- Automates cohort and segment tagging leveraging metadata (e.g. Rep, Region, Product) via intelligent business logic (e.g. Customer Size, Product Count).
- Pivot and Projection ready, consumable by Finance, Analytics, RevOps, Accounting, and Data Rooms.
Features:
- Direct inbox delivery, with no user logins required for any systems and unlocks more time to action.
- Deeply segmented and smartly routed to (and for) people, product, revenue teams and leaders
- Monitors tailored trends to identify segment and cohort performance (e.g. Revenue Pop ‘N Drops)
Features:
- Drillable KPIs tailored to your business and revenue model (subscription, consumption, and services)
- Benchmark KPIs by segment: Revenue & Customer Growth, Gross & Net Retention, LTV, and more.
- 200+ visualizations for KPI trends, cohort charts, cohort curves, contribution analyses, and more.
Features:
- Delivers a fully white labeled presentation in minutes and on-demand using your templates.
- Automates annotations by investigating and identifying revenue drivers by segment & cohort.
- Tailors outputs to meet the needs for Finance, Strategy, Investors, Board Members, and more.
Features:
- Easily sync data back to your source systems, data warehouse, BI tools, and more.
- Populate accurate data into FP&A tools like Mosaic, Adaptive, Pigment, or in-house tools.
- Easy to download date in CSV, Excel, and Parquet formats.
Features:
- Refreshes Data, Reviews Accuracy, Delivers Outputs
- Automates cohort and segment tagging leveraging metadata (e.g. Rep, Region, Product) via intelligent business logic (e.g. Customer Size, Product Count).
- Pivot and Projection ready, consumable by Finance, Analytics, RevOps, Accounting, and Data Rooms.
Features:
- Direct inbox delivery, with no user logins required for any systems and unlocks more time to action.
- Deeply segmented and smartly routed to (and for) people, product, revenue teams and leaders
- Monitors tailored trends to identify segment and cohort performance (e.g. Revenue Pop ‘N Drops)
Features:
- Drillable KPIs tailored to your business and revenue model (subscription, consumption, and services)
- Benchmark KPIs by segment: Revenue & Customer Growth, Gross & Net Retention, LTV, and more.
- 200+ visualizations for KPI trends, cohort charts, cohort curves, contribution analyses, and more.
Features:
- Delivers a fully white labeled presentation in minutes and on-demand using your templates.
- Automates annotations by investigating and identifying revenue drivers by segment & cohort.
- Tailors outputs to meet the needs for Finance, Strategy, Investors, Board Members, and more.
Features:
- Easily sync data back to your source systems, data warehouse, BI tools, and more.
- Populate accurate data into FP&A tools like Mosaic, Adaptive, Pigment, or in-house tools.
- Easy to download date in CSV, Excel, and Parquet formats.
RevWorks is the purpose-built, continuous finance platform powered by AI-enabled agents
UNDERSTAND
Confirm Data & Business Needs
Understand the details, nuances, and complexity of your finance and revenue systems and data. Then assess the likely role data engineering, software, and expert analysts will play in your data transformation process.
UNIFY
Create One Version of the Truth
Activate a process that unifies, enriches and reconciles data from your disparate systems (including CRM, billing, and data warehouses) creating one version of truth that reflects your business with audit-level quality.
MONITOR
Review and Update Continuously
Initiate a continuous process for ongoing anomaly detection, data health checks, exception reporting and robust enrichment to ensure historical data never atrophies and new data is always up to your highest standards.
STREAM
Deliver Back Ironclad Data
Consume your unified, reconciled, enriched data and insights in the ways you need and prefer: a robust customer data file, an on-demand portal, email alerts, and digests for easy consumption on the front line.
Get up and running with RevWorks quickly and with low lift from your team.
1. We collaborate to closely assess fit and ensure data is RevWorks Ready.
2. We get you live in 6-9 weeks with less than 15-30 hours of your team’s time.
3. We manage onboarding & ongoing:
- Finance Experts direct and manage
- Data Analyst configure business rules
- Data Engineers connect & model data
- Data Agents add cohort & segment tags
- Monitoring Agents help detect anomalies