The first domain-specific AI platform built exclusively for insurance brokerage finance and accounting is now available. Revori, developed by a founding team with direct experience in insurance brokerage audit and finance at top-tier firms, addresses a gap no existing tool has solved: making AMS data — including production reports and book of business data — immediately useful to finance teams, without manual interpretation. The platform does not stop at reconciliation. It surfaces the kind of granular performance insight that has historically taken weeks to construct, putting it in front of finance leaders the same day the data moves.
Insurance brokerages earn commissions the moment a policy becomes effective but receive direct bill payments from carriers over periods of up to 24 months. This timing gap has long created systemic distortion in financial reporting, forcing finance teams to spend days each month reconciling data across exports, spreadsheets, and general ledger entries that never quite align. Revori eliminates that process entirely.
At the core of the platform is a deterministic AI agent that answers finance questions directly — grounded in source data, never approximating, never guessing. The AI ingests production data across agency management systems and normalises it into accounting-aligned views, enabling automatic accrual reconciliation, journal entry exports structured for direct GL import, carrier mix analysis, and book of business intelligence covering retention, durability, and renewal behaviour at the producer and agency level. Every answer the AI produces is traceable to the underlying data, with the same inputs producing the same outputs every time.
Revori is available now for mid-sized insurance brokerages operating across multiple entities and agencies. More information is available at revori.ai.
"We built Revori because we knew exactly what brokerage finance teams were living with. The data existed, but it was never in a form that answered the questions that actually mattered at month-end. That changes today." — Jake Prescott, Co-Founder, Revori
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Company Name: Revori
Contact Person: Jake Prescott
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Country: United States
Website: https://revori.ai/
