ACCOUNTING & AUDITING
Compliance work fills the calendar while BD falls through the cracks.
Ricavi coaches your partners and directors through every BD conversation, captures every client interaction, and updates your CRM automatically, so your entire firm grows revenue consistently, not just during the quiet months.
Trusted by great sales teams at:
Trusted by great sales teams at:
Trusted by great sales teams at:
Your partners know the numbers.
Ricavi helps them ask the right questions.
Accountants instinctively lead with technical expertise. But jumping to solutions before understanding the full commercial picture means smaller engagements and missed advisory scope. Ricavi's coaching sidebar ensures your team asks about business goals, pain points, decision timelines, and budget, even when they default to talking about the compliance work.
Quote the compliance work.
Win the advisory relationship.
The deal health scorecard tracks whether your team has clearly defined the client's broader business needs, expected outcomes, and full scope of opportunity. If a conversation moves straight to a tax return quote without exploring advisory, succession planning, or growth needs, the score flags it.
The client history lives with the firm.
Not with the partner.
In most firms, the client relationship is divided by service line. Ricavi gives every partner a complete view of the client across every engagement, every conversation, and every service line that has been involved.
When an advisory opportunity comes up during a tax review, the right person already has the context.
Your accountants will never update
the CRM. Ricavi does it for them.
After every client meeting or BD conversation, Ricavi suggests CRM updates: contacts met, services discussed, next steps, and referral sources. Your team reviews and approves with a click, so the pipeline stays current without the admin burden that makes BD feel like extra work.
Connect your tools
Works with the tools your firm already runs on.
Gmail
Gmail
Outlook
Outlook
Microsoft Teams
Microsoft Teams
Hubspot
Hubspot
Salesforce
Salesforce
Google Calendar
Google Calendar
OneDrive
OneDrive
Slack
Slack
Drive
Drive
Zoom
Zoom
Microsoft Dynamics
Microsoft Dynamics
More ways to
stay on track.
More ways to
stay on track.
The small things that compound, built to keep your consultants focused and your pipeline clean.
The small things that compound, built to keep your consultants focused and your pipeline clean.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Client relationship history
Every conversation, decision, and requirement on one timeline per client, across all team members who've been involved.
Handover briefs
When a partner retires or an account changes hands, the incoming person gets a complete relationship history, not a practice management note from last financial year.
Handover briefs
When a partner retires or an account changes hands, the incoming person gets a complete relationship history, not a practice management note from last financial year.
Handover briefs
When a partner retires or an account changes hands, the incoming person gets a complete relationship history, not a practice management note from last financial year.
Proposal readiness score
A subset of the deal health scorecard that flags whether your team has properly qualified the opportunity or is jumping to a fee proposal before understanding the full scope.
Proposal readiness score
A subset of the deal health scorecard that flags whether your team has properly qualified the opportunity or is jumping to a fee proposal before understanding the full scope.
Proposal readiness score
A subset of the deal health scorecard that flags whether your team has properly qualified the opportunity or is jumping to a fee proposal before understanding the full scope.
Custom methodology
Build a BD framework that matches your firm's client engagement process, from initial referral through to advisory expansion. Not a generic sales playbook your partners will ignore.
Custom methodology
Build a BD framework that matches your firm's client engagement process, from initial referral through to advisory expansion. Not a generic sales playbook your partners will ignore.
Custom methodology
Build a BD framework that matches your firm's client engagement process, from initial referral through to advisory expansion. Not a generic sales playbook your partners will ignore.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a need outside the current engagement, succession planning during a tax review, cash flow concerns during an audit. Future advisory opportunity, auto-flagged.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a need outside the current engagement, succession planning during a tax review, cash flow concerns during an audit. Future advisory opportunity, auto-flagged.
Cross-sell detection
Ricavi tags moments in conversations where a client mentions a need outside the current engagement, succession planning during a tax review, cash flow concerns during an audit. Future advisory opportunity, auto-flagged.
Coaching for non-sellers
BD guidance calibrated for partners and directors who grow client relationships as part of their role, not dedicated salespeople. Practical, structured coaching your team will actually follow.
Coaching for non-sellers
BD guidance calibrated for partners and directors who grow client relationships as part of their role, not dedicated salespeople. Practical, structured coaching your team will actually follow.
Coaching for non-sellers
BD guidance calibrated for partners and directors who grow client relationships as part of their role, not dedicated salespeople. Practical, structured coaching your team will actually follow.
Enterprise Level
Security by Design.
No external training on your data. Modern and secure data practices. End-to-end encryption. Audited & tested
SOC2
ISO 27001
GDPR
Real feedback.
Real results.
Real feedback.
Real results.
Ricavi sits in on every client conversation and works as a second set of hands for your firm.
Ricavi sits in on every client conversation and works as a second set of hands for your firm.
“We all think we have some idea of sales until we hear what Coach Pilot has to offer. Ricavi is a must for business owners and sales executives.”
Jamie Lingham
CEO, Absolute Immigration
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
Costa Vasili
CEO, Ethnolink
“We've significantly increased our pipeline and boosted our bottom line. I highly recommend Coach Pilot to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Jane Susak
Sales Manager, Essential Assessment
“I was at dinner and overheard my team telling our GM how valuable they found Ricavi."
Linh Podetti
CEO, VO Angels
"The AI is insane, and the weekly live coaching is even more helpful. We can bring in real-life problems and have the coaches give specific examples to help guide us and remove any roadblocks."
Conor Bell
AE, Hubspot
"Coach Pilot has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales."
Linh Cung
EA, Unios
Coach Pilot has been incredible! They host a live coaching session every week, tailored to your needs. Their platform is user-friendly and has helped our team win and retain more deals.
Stuart Cook
MD, TWIYO
“I have been working with the team at Coach Pilot for the last two months and already achieved higher conversion rates and a faster sales cycle."
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0.0x
0.0x
Increase in BD activity.
Teams that get coached consistently outperform those that don't by 6.3x.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0%
0%
Less admin.
Ricavi writes your call notes, updates your CRM, and drafts your follow-ups.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
0.0x
0.0x
More accurate forecasts.
Deal scores and analyzed based on what actually happened in your deal activity.
Question?
We got answers.
Question?
We got answers.
Need help?
Talk to our team and we’ll show you a custom walkthrough.
Talk to our team and we’ll show you a custom walkthrough.
Our partners are accountants, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners and directors through business development conversations without forcing a sales methodology on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that nobody does between compliance deadlines. The people who resist "selling" benefit the most from having a structured process that doesn't feel like selling.
Our partners are accountants, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners and directors through business development conversations without forcing a sales methodology on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that nobody does between compliance deadlines. The people who resist "selling" benefit the most from having a structured process that doesn't feel like selling.
Our partners are accountants, not salespeople. Will they use this?
That's exactly who Ricavi is built for. The coaching sidebar guides partners and directors through business development conversations without forcing a sales methodology on them. And the automated admin, CRM updates, call summaries, follow-up drafts, removes the data entry that nobody does between compliance deadlines. The people who resist "selling" benefit the most from having a structured process that doesn't feel like selling.
Can Ricavi help us move clients from compliance to advisory?
Yes. Ricavi flags moments in conversations where a client mentions a need beyond the current engagement, cash flow pressure during a tax review, succession concerns during an audit planning meeting, growth ambitions during a year-end catch-up. These are auto-tagged as advisory opportunities and routed to the right person. Most firms lose these because no one follows up after the compliance work is done.
Can Ricavi help us move clients from compliance to advisory?
Yes. Ricavi flags moments in conversations where a client mentions a need beyond the current engagement, cash flow pressure during a tax review, succession concerns during an audit planning meeting, growth ambitions during a year-end catch-up. These are auto-tagged as advisory opportunities and routed to the right person. Most firms lose these because no one follows up after the compliance work is done.
Can Ricavi help us move clients from compliance to advisory?
Yes. Ricavi flags moments in conversations where a client mentions a need beyond the current engagement, cash flow pressure during a tax review, succession concerns during an audit planning meeting, growth ambitions during a year-end catch-up. These are auto-tagged as advisory opportunities and routed to the right person. Most firms lose these because no one follows up after the compliance work is done.
How does recording work during client meetings?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels natural. This captures BD meetings, advisory discussions, and client reviews, giving your team a complete record of what was discussed without relying on handwritten notes or memory.
How does recording work during client meetings?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels natural. This captures BD meetings, advisory discussions, and client reviews, giving your team a complete record of what was discussed without relying on handwritten notes or memory.
How does recording work during client meetings?
With bot-free recording, there is no join notification and no indication the call is being captured. The conversation feels natural. This captures BD meetings, advisory discussions, and client reviews, giving your team a complete record of what was discussed without relying on handwritten notes or memory.
What happens when a partner retires or a client account changes hands?
Every conversation is captured and summarised. The incoming partner or director gets the full relationship history: every meeting, every advisory recommendation, every commercial context. Client transitions happen cleanly because the history doesn't leave with the outgoing partner.
What happens when a partner retires or a client account changes hands?
Every conversation is captured and summarised. The incoming partner or director gets the full relationship history: every meeting, every advisory recommendation, every commercial context. Client transitions happen cleanly because the history doesn't leave with the outgoing partner.
What happens when a partner retires or a client account changes hands?
Every conversation is captured and summarised. The incoming partner or director gets the full relationship history: every meeting, every advisory recommendation, every commercial context. Client transitions happen cleanly because the history doesn't leave with the outgoing partner.
Can Ricavi work around our busy season?
Yes. Ricavi works in the background regardless of workload. During busy periods, BD conversations still get captured, summarised, and scored, so when your team comes out of compliance season, the pipeline isn't empty because every opportunity was tracked even when nobody had time to update the CRM.
Can Ricavi work around our busy season?
Yes. Ricavi works in the background regardless of workload. During busy periods, BD conversations still get captured, summarised, and scored, so when your team comes out of compliance season, the pipeline isn't empty because every opportunity was tracked even when nobody had time to update the CRM.
Can Ricavi work around our busy season?
Yes. Ricavi works in the background regardless of workload. During busy periods, BD conversations still get captured, summarised, and scored, so when your team comes out of compliance season, the pipeline isn't empty because every opportunity was tracked even when nobody had time to update the CRM.
What actually happens after a client meeting?
Within minutes, Ricavi writes a structured meeting summary, updates your CRM with contacts met and services discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. Your partner reviews and approves, no manual data entry between client files.
What actually happens after a client meeting?
Within minutes, Ricavi writes a structured meeting summary, updates your CRM with contacts met and services discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. Your partner reviews and approves, no manual data entry between client files.
What actually happens after a client meeting?
Within minutes, Ricavi writes a structured meeting summary, updates your CRM with contacts met and services discussed, drafts a follow-up email for review, scores the opportunity against your BD methodology, and flags what should happen next. Your partner reviews and approves, no manual data entry between client files.
Can we track BD activity across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner, per director, and per office or practice group. You'll see who is doing consistent business development, where the cross-sell opportunities are being captured, and where coaching support is needed, based on what actually happened in the conversation, not what gets entered after the fact."
Can we track BD activity across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner, per director, and per office or practice group. You'll see who is doing consistent business development, where the cross-sell opportunities are being captured, and where coaching support is needed, based on what actually happened in the conversation, not what gets entered after the fact."
Can we track BD activity across the partnership?
Yes. Ricavi tracks BD methodology adherence per partner, per director, and per office or practice group. You'll see who is doing consistent business development, where the cross-sell opportunities are being captured, and where coaching support is needed, based on what actually happened in the conversation, not what gets entered after the fact."
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.
Turn meetings
into revenue.
Ricavi captures every sales conversation and acts as an assistant for your team.