Navigating the dashboard
A short overview of the main areas in Revizo.
Side menu
- Dashboard — Overview and tasks
- Clients — List of clients and accounts
- Reconciliation — Per client: set 1 and 2, matching, notes
- Settings — Organisation, team, preferences
- Integrations — Tripletex and other connections (guide)
Client pages
For each client you will find:
- Import — Upload files (Excel, CSV, bank)
- Reconciliation — Transaction panels, Smart Match, reports
- Export — PDF and Excel reports