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The financial layer your AMS is missing.

Domain-specific AI for insurance brokerage finance and accounting

What is Revori?

Insurance brokers run on data, and the answers that matter most are buried across millions of transactions, spreadsheets, and incomplete tools.

Revori builds a living record of your production and book of business data — every transaction retained, structured into the views your finance team needs, and makes every question you have answerable through domain-specific AI built on deterministic logic.

From understanding what’s driving performance today to projecting where the business lands, Revori is built to eliminate the work between data and decisions.

Finance and leadership team reviewing data

For brokerage finance teams who are done building the answer manually and want the depth of their data at their fingertips.

From raw data to clear answers.

/ 01 Normalize

Production and book of business data from every agency, every system, structured into one consistent view.

/ 02 Compute

Every dimension of performance. Every driver behind it. In seconds.

/ 03 Execute

Insight to action, without rebuilding the model.

Ask Revori.

> Production Intelligence
> Book of Business Analyzer

Where intelligence meets output.

/ 01
Accrual reconciliation Estimated vs actual commission reconciled automatically as carriers report. The manual matching process, eliminated.
/ 02
Journal entry automation Revenue, deferred revenue, cancellations, and premiums payable structured for direct GL import. No manual formatting.
/ 03
Projected reporting Forward-looking revenue estimates grounded in your historical reporting curves. Know where the period lands before it closes.
/ 04
View by acquisition cohort Filter any view to the acquisition level and the platform responds instantly. Legacy and acquired agencies, always structured and always comparable.
/ 05
Visualization & data exports Open any view, export the visualization as a PNG and the underlying data as a CSV in the same action. Revori fits into how you already work.

Deterministic outputs.

Brokerage-specific intelligence.

From people who've lived the work.

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