RevQL

Agentic Data Teams for CPA Firms

Pre-Seed | Q1 2026

The "Advisory Wall"

Advisory services are the future of accounting.

  • Advisory drives 17% revenue growth vs. 4% for tax.
  • Clients want CFO-level insights (Runway, Unit Economics).

But it doesn't scale.

  • Data lives in Stripe, Shopify, Gusto, and Xero.
  • Firms hire expensive staff to manually wrestle CSVs.
  • Result: Margins collapse as client count grows.

The Reality Today

10 Advisory Clients
=
10 Separate Excel Files
+
40 Hrs Manual Work
The Solution: RevQL

We provide "Agentic Data Teams" as infrastructure. We build the backend that allows CPAs to offer high-tech advisory services without hiring engineers.

1. Automated Ingestion

Connects to 20+ SMB stacks (QuickBooks, Stripe, Gusto) nightly.

2. Semantic Layer

Standardized logic for Gross Margin, CAC, and LTV. No more broken formulas.

3. White-Label Delivery

Interactive client portals branded for the CPA firm (not us).

The Engine
SMB Data
(QBO, Stripe, Gusto)
→
RevQL Core
(dbt + Logic)
→
Client Portal
(White-Label)

Why this wins:

  • Vertical Specific: Pre-built templates for Agencies, SaaS, and Construction.
  • Invisible: The client sees the CPA firm's brand, not ours.
  • Read-Only Safety: We never write back to the GL, removing liability risk.
Aligned Economics

We charge a platform fee + per-client seat. We empower firms to charge premium retainers.

Avg. Advisory Retainer (Charged to Client) $2,500 / mo
(-) RevQL Cost $400 / mo
(-) Firm Delivery Cost (Staff time) $800 / mo
Firm Profit $1,300 / mo

"We don't eat their margin. We protect it by automating the expensive labor."

Go-to-Market

Status

MVP operational (dbt + Evidence stack).
Design Partner program launching Q1 2026.


The Wedge

We target mid-sized firms (10-50 advisory clients) during tax season pain.

The Design Partner Pitch

"I know you are drowning in manual data cleanup right now. Secure your spot as a Design Partner today, and we deploy in May—so you never have to do this manual work again."

Founder-Market Fit

Chris Davis

Founder

The Bridge

Technical: 15 years as Data Engineer (HubSpot, Klarity). Expert in dbt & pipelines.

Accounting: CPA-eligible. Deep understanding of ASC 606, Deferred Revenue, and GL nuances.

CD

"I built RevQL because I saw accountants struggling to do data engineering in Excel."

We are building the operating system for the next generation of Advisory firms.


Moving the industry from compliance factories
to high-margin technology platforms.

Chris Davis

chris@revql.com

1 / 8