“Why is the payout lower?”
See payments, refunds and processor fees separately so the difference is easier to explain.
07 · GET PAID
Collect the Money. Understand What Happened to It.
Connect checkout, payment activity and bookkeeping intelligence in one money story—from the customer visit to the records your business reviews and sends to QuickBooks Online.
ONE CONNECTED MONEY STORY
From checkout to financial context.
CollectPOS · Register · Tap to Pay
PaidExplainPayments · refunds · fees · payouts
MatchedReviewExceptions · suggested categories · policies
ApprovedSyncApproved records to QuickBooks Online
ConnectedCustomer Board POSRegisterTap to PayRevenuivaAI BooksReconciliationException InboxExcel ExportQuickBooks Online
THE PROBLEM
The payment is only the beginning of the money story.
Sales totals, refunds, processor fees, deposits, packages and payouts become difficult to understand when checkout and bookkeeping live in separate systems.
“Why are we re-entering this?”
Carry customer, visit and payment context forward instead of manually rebuilding the same record.
“What about packages and deposits?”
Keep policy-sensitive money visible and apply the treatment configured with your accountant.
“What is the business actually keeping?”
Bring approved revenue and available cost data into a clearer operational financial view.
CONNECTED CHECKOUT
Finish the visit without losing the context behind the payment.
Start with the customer and appointment, then keep the payment result connected to both.
01 · PREPARECustomer Board POS
Build checkout from the customer and appointment record.
02 · COLLECTRevenuivaAI Register
Use a compatible mobile device as the payment terminal.
03 · CONFIRMTap to Pay
Accept supported contactless cards and digital wallets.
04 · CONNECTPayment context
Keep the payment tied to customer, visit and source.
05 · RECONCILERevenuivaAI Books
Move the activity into review, matching and approved sync.
REVENUIVAAI BOOKS
Your business creates the numbers. Books helps connect the dots.
Books is not a separate monthly add-on. It is part of Get Paid inside RevenuivaAI Core.
Daily Sales Summaries
Review sales by location, service, product and payment method as a useful starting point for daily close.
Sales summaries · daily close contextPayment Reconciliation
Match payments, processor fees, refunds and settlement activity. Surface missing or mismatched items for review.
Payments · fees · refunds · payoutsPolicy-Aware Tracking
Track tips, taxes, deposits, memberships, packages and gift cards using accounting policies you configure.
Deposits · packages · gift cards · tips · taxesException Inbox
Bring uncertain categories and unmatched transactions into one review queue instead of silently posting questionable entries.
AI suggestions · confidence · human reviewQuickBooks Online Sync
Map approved records to your connected QuickBooks accounts and see sync status with the source record still in view. Or export any month to Excel for your accountant.
Approved sync · status · failure handlingOperational Financial View
Review monthly operational P&L and cash-flow summaries based on approved classifications and available cost data.
Financial context—not tax preparationCONTROL BEFORE AUTOMATION
AI can help organize the work without silently changing your books.
The system should make routine financial operations easier while keeping policy-sensitive decisions visible.
Rules You Approve
Routine items can follow approved accounting rules instead of being re-decided every day.
Exceptions Stay Visible
Uncertain classifications and unmatched items remain in review until someone resolves them.
QuickBooks Remains the System of Record
Books organizes RevenuivaAI financial activity and sends approved records to the connected QuickBooks Online company.
Sales tell you that money came in.
That number alone does not explain processor fees, refunds, settlements, packages, deposits or the marketing source behind the visit.
- Checkout ends at payment
- Bookkeeping starts somewhere else
- Revenue source is easy to lose
Follow the dollar with its business context.
Where tracking is available, keep the journey connected from campaign and booking through visit, payment, reconciliation and approved financial records.
- Customer + appointment stay attached
- Payment differences are reviewable
- Revenue attribution adds context
INCLUDED IN REVENUIVAAI CORE
Get Paid + RevenuivaAI Books are one connected Core capability.
There is no separate RevenuivaAI Books monthly subscription. Get Paid is part of RevenuivaAI Core along with Get Booked, Deliver Experience, Retain & Grow and Learn.
QuickBooks Online subscription and payment-processing charges remain separate. Payroll, tax preparation and tax filing are outside the Books scope.
$337/month
first Core location
first Core location
PRACTICAL ANSWERS
Clear numbers. Clear expectations.
Does RevenuivaAI Books replace QuickBooks Online?
No. QuickBooks Online remains the accounting system of record. Books organizes RevenuivaAI financial activity, helps reconcile it and sends approved records to the connected company.
Will AI change my books without approval?
AI can suggest categories and help organize exceptions. Policy-sensitive or uncertain items should remain in review until approved.
Can Books handle deposits, memberships, packages and gift cards?
They are within the intended Books scope, but the accounting treatment should be configured according to the business and accountant's policies.
Does a sales total equal profit?
No. Profit depends on revenue treatment and the expenses included. Operational P&L views are only as complete as the approved classifications and connected cost data.
GET PAID
Connect checkout to a clearer financial picture.
See how RevenuivaAI can carry the customer, appointment, payment and financial record through one connected workflow.