Product tour

From bank feed to closed books, on autopilot.

Arveo runs your firm's entire monthly bookkeeping cycle — ingest, categorize, review, reconcile, close, deliver. One platform. Built on QuickBooks Online. Designed for firms managing 20 to 200 clients.

The loop

Five stages. One continuous platform.

Every other AI bookkeeping tool is a wedge — a categorizer, a doc-OCR, a close checklist. Arveo is the whole loop. Each stage feeds the next: every human correction in review makes the next night's categorization sharper. Every closed period locks an audit trail.

01
INGEST

QBO sync · bank feed normalization · vendor enrichment

02
CATEGORIZE

4-layer AI · confidence scoring · auto-post threshold

03
REVIEW

multi-client queue · sorted by impact · learn from corrections

04
RECONCILE

bank match · unmatched item surfacing · accruals & deferrals

05
CLOSE

period lock · client digest · audit log

Most firms run these five stages across four different tools and three different spreadsheets. Arveo runs them in one platform with one audit trail.

STAGE 01·Ingest

Connect a client in 90 seconds. Everything syncs.

OAuth into QuickBooks Online — one click, your bookkeeper authority
Arveo pulls full chart of accounts, vendor list, customer list, bank accounts, and transaction history
Industry auto-detection from the COA shape
Optional historical depth: 1, 2, or 5 years of transactions
Bidirectional sync — Arveo reads and writes, but only writes what bookkeepers approve
Connect new client
Connected
qb
QuickBooks Online · Acme Construction LLC
Realm 9341083211983
Chart of accounts147 accounts
Vendors892 vendors
Customers341 customers
Transactions (24 mo)14,228 records
Sync complete · 1m 24s · Industry detected: Construction
90s
avg client connection time
100%
reconciled to QBO ledger
0
IT tickets per onboarding
STAGE 02·Categorize

Four layers of context. Every transaction. Every night.

Arveo doesn't categorize like a model with a flat prompt. Each transaction is scored against four stacked layers of context — in this order, and each one overrides the layer below.

LAYER 01

Knowledge base

Your firm’s SOPs, client-specific notes, and house rules — versioned and searchable.

LAYER 02

Learned patterns

Every human correction this client has ever made — scoped to one connection.

LAYER 03

Industry rules

Firm-scoped rules and Arveo-curated globals (Sysco → COGS Food for restaurants).

LAYER 04

Posted history

What your bookkeepers actually approved in past months at this client.

Confidence isn't a number on a chart — it's a routing decision.

Every categorization gets a confidence score from 0–100. Above your firm's auto-post threshold (default 90), Arveo applies the GL coding automatically. Below it, the transaction routes to the review queue, sorted by dollar impact.

90–100 · Auto-applied. Logged in audit trail.
70–89 · Queued to review queue, sorted by dollar impact.
0–69 · Held with a suggested category + reason, awaiting human.
Real-time sync
HOME DEPOT #6543
Job Materials
$847.22
98% confidence
CHEVRON 0312
Vehicle Fuel
$112.40
96% confidence
SYSCO BOCA
COGS Food
$2,419.90
94% confidence
STAPLES.COM
Office Supplies
$84.55
92% confidence
LINKEDIN PREMIUM
Software (review)
$59.99
71% confidence
412 transactions tonight · 4 in review99.0% auto
STAGE 03·Review

The multi-client review queue is the firm’s daily standup.

A bookkeeper at a 60-client firm cannot context-switch 60 times a day. Arveo's review queue is one screen across all your clients, sorted by impact, color-coded by confidence. Approve, reclassify, or split — in keyboard shortcuts.

Cross-client queue

One view of every flagged transaction across every client. Filter by client, vendor, amount, or category.

Bulk actions

Approve 50 like-transactions in one click. Arveo learns the pattern and applies it firm-wide if you confirm.

Learn-from-correction

Every time you change a category, Arveo writes a learned mapping scoped to that client. By month 3, the review queue shrinks by 60%.

Anomalies and fraud flags

Arveo flags transactions that don't match a client's baseline — unusual vendors, round-dollar amounts, duplicate charges, vendor name typos that may indicate phishing. Anomaly score appears in its own column. Buyers care about this. Your clients will too.

STAGE 04·Reconcile

Bank feed in. QBO bank register out. Arveo closes the gap.

Reconciliation is where every bookkeeper loses hours. Arveo pulls the bank feed, matches it to the QBO bank register, surfaces every unmatched item with a suggested resolution, and queues required journal entries for review.

Auto-matching by amount, date, and vendor — fuzzy where it has to be
Unmatched-item view: one row per discrepancy with a suggested action
Journal entry assistant for accruals, deferrals, prepaid amortization
Cash forecasting with locked weeks so revising history doesn’t move next week’s projection
STAGE 05·Close

Close the month. Lock the past. Deliver the digest.

A close in Arveo is not a checkbox — it's a state change. Period locks. Audit log captures every approval, AI decision, and reclassification with a timestamp and user ID. Client digest emails generate from the same numbers the firm just signed off on.

Close checklist orchestration

Custom per-firm. Reconcile bank accounts → review uncategorized → review credit-card statements → close. Owners and due dates included.

Period lock

Once locked, no posting to that month without an explicit unlock action — and the unlock is in the audit log.

Client digest

Plain-English email or SMS summarizing revenue, expenses, cash position, and anomalies. White-labeled as your firm.

Your firm’s brain

Your firm runs on knowledge. So should your AI.

Every firm has a way of doing things — what counts as COGS for a restaurant client, how to handle owner draws, what to do with PayPal fees. In every other tool, that knowledge lives in a senior bookkeeper's head, or worse, a shared Google Doc. In Arveo, it lives in the knowledge base — versioned, searchable, and injected into every AI call.

Firm-level knowledge — applies to every client at your firm
Client-level knowledge — applies only to one client’s books
Document-shaped — paste in your SOPs as markdown, no schema required
The longer you use Arveo, the smarter Arveo gets at your firm’s specific way of working
Firm knowledge base
17 entries
Default COGS account for restaurants → 50000
Owner draws are NOT expenses, post to 32000
PayPal fees → split per transaction, not lumped monthly
Client portal language: replace “invoice” with “bill”
Round-dollar amounts > $5K need partner approval
Edited 2h ago by you · Applies to 27 clients
Integrations

Built on QuickBooks Online. Designed to add more.

Today Arveo runs natively on QuickBooks Online — bidirectional sync, official Intuit App Partner Program. Xero arrives in 2027. Bill pay, payroll, and document OCR integrations roll out through the rest of 2026.

QuickBooks OnlineLIVE
Plaid (bank feeds)COMING SOON
Anthropic ClaudeLIVE
SlackLIVE
GustoQ3 2026
Bill.comQ4 2026
Dext (receipt OCR)Q4 2026
XeroQ1 2027

See the loop in action.

30-minute demo. Real data. No slides.