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Pricing

Two-track pricing.

Whether you're a business managing your own books or a CPA firm managing clients' books — there's a plan built for you.

Solo
$249
/mo

5 clients included · $40/extra

  • Inbound email inbox
  • AI document parsing
  • AI transaction matching
  • Q&A loop
  • Auto-attach to QBO
  • Write-back to QBO
  • White-label portal
  • Custom rules
  • API access

+ White-label portal available for $99/mo

Request a Demo
Most popular
Firm
$899
/mo

20 clients included · $35/extra

  • Inbound email inbox
  • AI document parsing
  • AI transaction matching
  • Q&A loop
  • Auto-attach to QBO
  • Write-back to QBO
  • White-label portal
  • Custom rules
  • API access
Request a Demo
Scale
$2,399
/mo

60 clients included · $30/extra

  • Inbound email inbox
  • AI document parsing
  • AI transaction matching
  • Q&A loop
  • Auto-attach to QBO
  • Write-back to QBO
  • White-label portal
  • Custom rules
  • API access
Request a Demo
Enterprise
Custom

100+ clients

  • Inbound email inbox
  • AI document parsing
  • AI transaction matching
  • Q&A loop
  • Auto-attach to QBO
  • Write-back to QBO
  • White-label portal
  • Custom rules
  • API access
Contact Sales

All prices in USD. All plans include a 14-day free trial. Annual billing saves ~17%.

Pricing FAQ

What is two-track pricing?+

Arveo serves two audiences: businesses managing their own books (SMB track) and CPA/bookkeeping firms managing client books (CPA Firm track). Each track has its own pricing tiers optimized for that use case.

Is there a setup fee?+

No. Every plan includes a 14-day free trial. Onboarding is self-service for SMB plans. For CPA Firm plans, we include onboarding support.

Can I switch tiers anytime?+

Yes. Upgrade or downgrade at any billing cycle. Annual subscribers save ~17% vs monthly.

What happens if a CPA firm exceeds their included clients?+

Overage clients are billed monthly at the per-client rate shown on each tier. You can also upgrade to a higher tier for more included clients at a lower per-client rate.

Do you offer a trial?+

Every plan starts with a 14-day free trial. No commitment — cancel anytime during the trial.

Not sure which plan fits?

Tell us about your firm — we'll recommend the right plan and set up a 30-minute walkthrough.

Talk to us