Set up your workflow once. ravingOps runs every engagement forever.
Templates for monthly bookkeeping, quarterly BAS, annual accounts. Assign your team, configure the stages — and the system sends document requests, tracks progress, and triggers invoices without a single manual step.
ravingOps Engagements is accounting workflow automation software that replaces manual spreadsheet tracking, email reminders, and Xero data entry with a single automated coordination system for every client engagement.
USD 1,500 year 1. First 500 firms only.
Right now, your team is the coordination system.
Chasing clients for documents
The same request sent three times. Different email each time. No record of what was sent or when.
Losing track of job status
The spreadsheet says "In Progress." What that means is anyone's guess. Three people have three different answers.
Inconsistent staff process
One team member does BAS prep one way. Another does it differently. No standard. No quality gate.
Billing happens late — or not at all
Invoices wait on someone remembering to open Xero after the job closes. Revenue leaks quietly.
From client creation to closed invoice — without opening Gmail.
Select the right template for the job. It's already configured.
Select from three pre-built practice templates. Each one comes loaded with the right stages, tasks, and automation triggers for that engagement type. No configuration from scratch.
One engagement owner, or task-by-task assignment. Your call.
Assign one team member to the full engagement, or assign specific tasks to specific people. Role-based permissions mean staff see what they need to — nothing more.
Managers can reassign mid-engagement. No rebuild required.This is the moment. The system fires the document request. No email to write.
When the engagement starts, the system fires a document request to the client automatically. No email for you to write. No reminder to set. The system knows what needs to go, and it goes.
◆ Every automated action is logged. Full audit trail. Always.Every task has a status. Every status has a history.
No one needs to ask what stage the Nguyen & Partners BAS is at — it's on the board. Every task tracks time automatically for billing and capacity reporting.
Engagement closes. Invoice pushes to Xero. You don't touch it.
When the engagement closes, the invoice generates and pushes to Xero or QuickBooks. The client receives it in their portal. Payment status is tracked. The loop closes.
See how all integrations work →
Pre-built for how accounting firms actually work.
Monthly Bookkeeping
Auto-sends document request on engagement start. Recurring child engagements spawn monthly.
Quarterly BAS Submission
Auto-sends BAS lodgement notification. Includes lodgement deadline gate and review stage.
Annual Accounts & Tax
Partner review gate + client review request. Full audit trail on every approval step.
Custom Template
Build a template for any engagement type your practice runs. Configure once, reuse forever.
Recurring engagements run themselves
Set up a recurring engagement once. ravingOps spawns child engagements automatically — monthly, quarterly, or annually — with full workflow inheritance. The switching cost here is real: every month you run on this system, it becomes harder to rebuild the structure somewhere else.
Clients see the professional side. You see the system.
Every engagement surfaces in your client's branded portal. They see their current status, outstanding actions, and invoices — without needing to email you for an update. You configured it once. It runs forever.
- Engagement status: always visible, always current
- Document requests: client uploads directly, no email attachments
- Document review: approve or request revisions in the portal
- Invoices: view, download, pay — all in one place
What the system looks like
when it's running properly.
⚠️ Founding Member testimonials pending — these stats reflect product specification. Customer data will replace these on launch.
Questions about
Engagements.
Ready to run your practice properly?
Every engagement. Tracked. Automated. Closed with an invoice. Starting with the next one you create.
Book Your Demo → Founding Member pricing: USD 1,500 year 1 · 500 firms only