Business Essentials
Automate the busywork. Focus on what matters.
Everything in Starter, plus the tools to eliminate manual data entry, stay compliant, and keep your documents secure with advanced authentication and audit trails.
billed annually · 1 TB storage included
Concurrent licensing — pay for who's online, not everyone on payroll
Everything in Starter Essentials, plus:
Zone OCR & Barcode Indexing Automation
Stop typing the same information over and over. Draw a box around the invoice number, date, or any field on a sample document — and every similar document you scan after that gets those fields filled in automatically. Works with printed text (OCR) and barcodes (QR codes, Code 128, and more).
Custom Forms for Batch Processing
Scan a stack of mixed documents and let the system sort them for you. Custom forms define how different document types should be processed — which fields to extract, how to categorize them, and where they should be filed. Review the results before they're saved.
Customizable Invitation Email Templates
When you invite someone to your workspace, the email they receive looks like it came from your organization — not from a generic software platform. Customize the subject line, message, and layout to match your brand and voice.
Match & Merge with External Data Sources
Already have customer data in a database or spreadsheet? Connect it to REV3. When you enter a customer ID or invoice number, the system automatically pulls in the matching details — name, address, account number — so you don't have to type them twice.
Automated Data Syncing
Once you've connected an external data source, REV3 can keep itself up to date automatically. Set a sync schedule (every hour, every day, etc.) and your document fields stay current without anyone having to remember to do it manually.
Soft Delete on Documents & Pages
Accidentally deleted something? No problem. Soft delete moves items to a Trash area instead of destroying them permanently. You choose how long deleted items are kept (up to a year) and who can restore them. Think of it as a safety net for your documents.
Two-Factor Authentication (TOTP)
Add a second layer of security to every login. Users enter their password, then a 6-digit code from an authenticator app on their phone (Google Authenticator, Microsoft Authenticator, Duo Mobile, Authy, or similar). Admins can require 2FA for all users or just admin accounts. If a user hasn't set up 2FA yet and the workspace requires it, they'll be guided through setup right at the login screen — scan a QR code, enter a code, and they're protected. Even if a password is stolen, your documents stay safe. Need enterprise methods like Duo Push or YubiKey? Contact us to discuss your requirements.
Custom Branding
Upload your company logo, pick your brand colors, and make REV3 look like your own platform. Especially useful when clients, auditors, or partners log in — they see your brand, not ours.
Full User & Document Audit Trails
Know exactly who did what, and when. Every login, every document view, every field change is recorded in a searchable timeline. When an auditor asks "who accessed this file last Tuesday?" you'll have the answer in seconds — not hours.
See why Business is our most popular plan
Schedule a demo and we'll walk through the automation features that save our customers hours every week.
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