Agentic data teams that power scalable Client Advisory Services.

RevQL equips CPA and advisory firms with the infrastructure to deliver unit economics and cash runway insights—without hiring $200K data engineers.

Positioned for CAS Growth

Advisory services now drive 17% median revenue growth for firms—far outpacing traditional compliance work. But most practices hit a wall: Excel can't scale unit economics analysis across 50+ SMB clients with messy GLs and fragmented operational data.

RevQL solves this with white-labeled infrastructure that automates data pipelines, semantic layers, and client-facing analytics. Your team focuses on high-touch advisory conversations; we handle the engineering.

Core Capabilities

Automated Data Integration

Secure nightly syncs from QuickBooks Online, Xero, Stripe, Gusto, Shopify, and 20+ common SMB stacks. No more CSV wrestling or manual GL cleanup.

Unit Economics Engine

A canonical metrics layer that calculates:

Revenue per unit, customer, project, or location
Contribution margin and breakeven analysis
Cohort LTV, CAC, and payback periods
Fully-burdened labor and overhead allocation

Cash & Runway Rollups

Bottom-up forecasts derived directly from unit economics:

13-week cash visibility
12-18 month runway scenarios
"What-if" analysis (hiring, pricing, churn)

White-Labeled Deliverables

Your branded client portal includes:

Interactive dashboards
Monthly advisory packs with AI-drafted variance analysis
Constrained Q&A agent (e.g., "Why did gross margin drop?")

How It Works

We deploy in days per vertical (agencies, construction, SaaS)—not months of custom work.

Connect Systems

Firm connects 2-3 client systems. RevQL maps this data to our Unit Economics spec.

Build Semantic Layer

dbt-powered pipelines build the semantic layer. This happens automatically overnight.

Compile Dashboards

Evidence compiles white-labeled dashboards. We generate interactive reports and narrative packs.

Review & Share

Your CAS team reviews & edits the narrative, then shares via client portal or PDF.

Proven for CAS Economics

Firms charge $2K-3K/month for these CFO-level packages at 50%+ margins.

RevQL pricing fits cleanly:

$1K/mo platform fee (includes first 3 clients)
$300/client standard, $500/client premium (complex stacks)

Your Math

$2,500 Client Fee
- $500 RevQL Cost
- $700 Delivery Cost
= $1,300 Profit (52% Margin)

About RevQL

I am Chris Davis. I have 15+ years of data engineering experience (HubSpot, Klarity) and am CPA-eligible.

I bridge technical infrastructure with ASC 606 and GL nuances that trip up generic BI tools. I built RevQL because CAS leaders need scalable data teams, not more spreadsheets.

Design Partner Program (Q1 2026)

Limited to 3 Midwest/Bay Area firms with active CAS practices (10+ advisory clients).

Program Includes:

Custom vertical templates for your top niches
White-glove onboarding for your first 10 clients
Co-branded case study

Apply Now (2 min)