How revexos.com is organized
revexos.com is a learning hub for lead-to-cash and quote-to-cash (Q2C): the path from a lead to cash in the bank and revenue on the books. It teaches how to turn messy quoting, invoicing and collections processes into working systems with automation and AI, and shows the projects behind that knowledge. Each section of the site does one job. This page explains each one and how they link together.
Written for contributors, partners, and anyone trying to find their way around the site. Live site: revexos.com · Updated October 2026.
Everything hangs off the lead-to-cash cycle
Seven stages are the site's shared vocabulary. Every blog post, platform page and tool is mapped to one of them, and each stage has its own hub page that gathers the posts and tools for that step. revexos.com/lead-to-cash
Six content types, six jobs
A reader meets the same problem in different forms depending on what they need right now: an explanation, a tool, a playbook, or proof that it works.
Blog
Explains. Answers the questions finance and RevOps teams ask.
Platforms
Orients. One page per system in the stack.
Free tools
Does. Solves one task in the browser right away.
Pricing tracker
Watches. AI and SaaS prices, checked weekly.
Learn
Goes deeper. Free playbooks and tools to use inside Claude.
Projects
Proves. Products, side projects and automation builds.
Blog
The blog explains lead-to-cash in depth. Each post answers one real question a CFO, controller, founder or RevOps lead would type into Google or ask an AI assistant. Posts are specific and practical, not sales pitches. revexos.com/blog
Categories (post format)
- best-practices Explainers, "X vs Y" comparisons, "Best tools for..." roundups and decision guides. Helps readers understand a topic and choose.
- tutorials Step-by-step builds: automations in n8n, dashboards with Claude Cowork, export guides for QuickBooks and Xero. Helps readers do it themselves.
- product-updates Launches and changes to RevExOS tools.
- company-news Why RevExOS exists and how it approaches the Q2C problem.
Topic clusters (post subject)
- AR and collections DSO, dunning, collections emails, cash forecasting
- Invoicing generators, invoice parsing and OCR, PO matching, exports
- Quotes and proposals templates, quote vs estimate, scope control
- Revenue recognition ASC 606 for agencies, SaaS and AI pricing
- Usage and AI billing metering, token billing, Stripe/Metronome/Orb
- Billing platforms SAP BRIM, Zuora, Salesforce Revenue Cloud, Merchant of Record
- AI in Q2C Claude workflows, prompts and playbooks for finance teams
What every post includes
- A question-shaped titleMatches how people search and how they ask AI assistants.
- The answer firstA direct answer at the top, followed by the detail, examples and edge cases.
- Specifics over generalitiesReal numbers, named tools, actual workflows and prompts.
- FAQ sectionShort, citable answers marked up as FAQ schema so they can surface in search results and AI answers.
- A lead-to-cash stageEvery post is mapped to one stage, which places it on that stage's hub page and in llms.txt.
- Links onwardTo the matching platform page, the free tool that does the task, and related posts.
- A unique cover imageEvery post gets its own image. Covers are never shared between posts.
Platform pages
Most readers start from the software they already use. Each platform page explains where that system fits in the cycle, where it usually breaks, and gathers everything on the site about it in one place. revexos.com/platforms
Platforms covered
| Category | Platforms |
|---|---|
| Accounting | QuickBooks Online, Xero, Zoho Books |
| CRM | HubSpot, Salesforce |
| ERP | NetSuite, SAP |
| Billing and payments | Stripe, Zuora |
| Workflow automation | n8n, Make.com, Zapier |
| AI model | Claude |
What every platform page includes
- One-line summary and stagesWhat the system is and which stages it owns. Automation and AI tools cover the whole cycle.
- Where it fitsIts role next to the rest of the stack.
- What breaksThe common failure points: sync gaps, mismatched records, manual steps.
- Builds that used itThe automation builds from the projects page that ran on this platform.
- Posts covering itBlog posts that discuss the platform in depth.
- FAQs and related platformsQuick answers, plus the systems it is usually paired with.
Rule of thumb: a post is linked from a platform page when it mentions that platform three or more times, so the page only lists posts that cover the platform properly.
Free tools
Each tool handles one task in the browser, usually with no signup. A tool is the practical partner of a blog post: the post explains the task, the tool does it. Every tool also explains the method behind the result, with worked examples and FAQs. revexos.com/tools
Lead, price and quote
Order and contract
Invoice
Cash, reconcile and revenue
AI and SaaS pricing tracker
28 products across AI assistants, model APIs, AI in work apps, AI media and billing software. Each vendor's pricing page is checked weekly; every price or packaging change is logged with a date, and each product page compares it with the others in its category. revexos.com/ai-pricing-tracker
The generators connect: a proposal or quote turns into an invoice with the same line items, and a PO can pre-fill an invoice. Together they make a free, end-to-end quote-to-invoice stack.
Learn
The starting point for readers who want to build the skill, not just finish one task. It pulls together the posts to read first, free playbooks to keep, and the RevExOS tools that run inside Claude. revexos.com/learn
Free playbooks
Free downloads, sent by email.
Inside Claude
- RevExOS MCP connector: parse invoices and draft collections emails from Claude
- Invoice Parser Claude skill: open source, for Claude Code, claude.ai and Cowork
Newsletter
New posts and tools, summarized. For readers who want to keep up without checking the site. revexos.com/newsletter
Projects
Proof behind the writing: what has actually been built and shipped. Readers and recruiters see the same work the posts are drawn from. revexos.com/projects
Products and side projects
- RevExOS this site: a quote-to-cash learning hub with 50+ guides and about 20 free tools, built and run by one person
- Invoice Parser one engine on four surfaces: web app, Chrome extension, Claude skill and MCP tool
- Jev Playground typed AI decisions on quote-to-cash text: discount approvals, PO vs invoice checks, dispute replies
- AI and SaaS Pricing Tracker weekly price checks with a change log
- RevenueTracker and Spend revenue and expense tracking for consultants and agencies
- ScopeToQuote turned a client scope into a priced estimate from past jobs; the workflow now lives in the free Quote Generator
Automation builds
Order to cash 7 builds on the core work: invoice and PO parsing, invoice generation, payment reconciliation, dispute management, end-to-end AR, order fulfilment, and AI knowledge bases on financial data.
All builds 13 more covering related automation: cold email and calling, lead generation, content pipelines, AI agents, CRM and data sync, reporting, and infrastructure.
Each build shows the before, the after, the stack, how it works and the results. A toggle on the projects page switches between the two groups.
How the pieces connect
A typical reader path. Every page links to the next useful step, so readers can start anywhere.
Blog post
"Why is our DSO so high?" leads to an answer-first post.
Platform or stage hub
"We use QuickBooks and HubSpot" leads to what breaks in that stack.
Free tool
Work out a due date, a proration or a collections email right away.
Learn
Take a playbook, or run the tools inside Claude.
Projects
The same problem solved in a real build.
Editorial principles
- Teach, don't sell. Content pages end with the next thing to learn or try, not a sales pitch. Content that genuinely helps gets cited.
- Deep and specific. Named tools, real workflows, real numbers, worked examples. No generic overviews.
- Written for search engines and AI assistants. Clear questions, direct answers, structured FAQs, and an llms.txt index.
- Plain, direct prose. No filler.
- Everything is connected. Posts, platforms, tools and projects link to each other around the lead-to-cash stages.