Tell Arveo what needs attention. Review what comes back.
Arveo investigates each bookkeeping workflow against the selected client file. The AI helps analyze synced data while your firm performs review and approval in the accounting surface built for that job.
Bookkeeping jobs with a clear destination.
Each procedure starts with a clear instruction and lands in the client workspace where your team can inspect, continue, and approve the accounting work.
Catch-up and cleanup
Review a full period, explain what is wrong, and prepare the repair plan before changing anything.
A persistent read-only engagement with period scope, instructions, status history, ownership, and filed-year protection.
Bank and card reconciliation
Reconcile an account to its statement and isolate anything that does not tie.
The selected month opens in the statement and ledger workspace where matches, exceptions, and readiness are reviewed.
Transaction review
Investigate uncategorized, low-confidence, and unusual activity for a selected period.
The selected client opens in the live pending-review queue, with Arveo available for synced financial context.
Document and client resolution
Identify missing support and ask the client only for what the accounting work still needs.
The selected client opens in the combined document-request and transaction-question workspace.
Month-end close
Run the firm checklist, complete available steps, and stop at the approval boundary.
The period is created or resumed with its checklist, blockers, verification state, and reviewer status.
Review and reporting
Review the prepared period and explain material movements, unresolved issues, and readiness.
Financial reports generated from synced ledger data alongside the queues and close state still requiring attention.
The client and procedure stay attached from start to handoff.
A conversational request keeps the same client, period, procedure, and instructions as the team moves into the controlled accounting surface.
Assign
Choose the client, procedure, and period, then describe the outcome in plain language.
Investigate
Arveo receives the selected connection and bookkeeping scope, then investigates supported synced financial data.
Open
Arveo creates the controlled record when needed and opens the canonical client work surface.
Review
Your firm works the review queue, request, reconciliation, or close checklist with client context intact.
Complete
The accounting status, reviewer actions, and supported approvals remain in their existing system of record.
Bring one client file and the procedure that takes your team too long.
We will show the current workflow with representative data, including the Arveo investigation, accounting handoff, and approval controls.