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Introduction

Rever’s orchestrates the entire lifecycle of payables from vendor creation, PO processing, invoice capture, matching and approval flow. Its integration-driven design minimizes manual errors, and its real-time dashboards deliver instant process visibility.

Who Should Use This Manual​

This user manual is designed to support all stakeholders involved in the accounts payable process , from data entry to payment execution. Below is a detailed description of each user role:

  • Member (AP Clerks): Responsible for the operational execution of AP tasks.

    • Upload invoices manually or through OCR/email capture.
    • Match invoices with corresponding POs (2-way or 3-way matching).
    • Flag discrepancies for review and initiate the approval process.

  • Lite Users (Goods Confirmers): These users are responsible for confirming receipt of goods or services and serve as the system’s GRN (Goods Receipt Note) confirmation point.

    • Acknowledge delivery of goods or completion of services against the PO.
    • Provide digital confirmation that becomes part of the 3-way matching process.
    • Flag partial deliveries or discrepancies for review.
    • Ensure that the finance team only processes invoices for goods/services that have been verified.

  • Finance Managers (Approvers): These are team members or managers with authority to approve transactions based on pre-configured thresholds.

    • Review and approve or reject POs and invoices requests.
    • Add comments when rejecting or escalating items for clarity.
    • Ensure compliance with budget limits and company policy.
    • Escalate or delegate approvals if unavailable to avoid process delays.

  • System Admin (System Administrators): Responsible for the configuration, monitoring, and overall maintenance of Rever’s AP system.

    • Configure integrations with QuickBooks, ERPs, and bank accounts.
    • Create and manage user accounts, roles, and permissions.
    • Define approval workflows, escalation rules, and matching tolerances.
    • Monitor system health, handle troubleshooting, and maintain compliance settings.

Why Rever​

Rever is designed to transform the accounts payable process by combining automation, visibility, and compliance into a single, easy-to-use platform. Here’s why organizations choose Rever:

  • End-to-End Automation: Streamlines the entire AP lifecycle - from vendor onboarding, purchase order creation, and invoice capture, to approvals, and reconciliation - reducing manual effort and errors.
  • Data Accuracy & Integration: Integrates seamlessly with systems like QuickBooks and bank feeds to ensure accurate and synchronized financial data.
  • Real-Time Visibility: Interactive dashboards provide a complete view of pending approvals, cash flow, vendor performance, and KPIs for informed decision- making.
  • Configurable Workflows: Multi-level approval workflows, escalation rules, and tolerance settings ensure compliance while keeping operations flexible.
  • Audit-Ready & Secure: Every action is logged with an audit trail, maintaining transparency and supporting regulatory compliance.
  • Scalable & Flexible: Suitable for small teams or large enterprises, with configurable roles, multi-currency support, and advanced reporting.

In short, Rever helps your finance teams work faster, smarter, and with full control , while improving vendor relationships and cash flow management.

Get Rever​

You can setup Rever in two ways , depending on your organization’s requirements:

  • Rever Cloud
    Rever is hosted on secure cloud servers, eliminating the need for on-premise infrastructure.

  • Rever Self-Hosting
    Rever can be installed on your organization’s servers, giving full control over data and environment.