One platform. Every role on your bookkeeping team.
Arveo isn't software for one person — it's an operating system for a firm. Each role on your team uses Arveo differently, and the platform shows them the right view.
Every seat at your firm gets the right view.
Arveo is firm-tenant from day one. Owners, leads, staff, and clients each have a distinct workspace — same data, role-shaped UI, role-based access.
Firm Owner / Managing Partner
- Firm-wide dashboard — clients on track, behind, or at risk
- Capacity model — clients per bookkeeper, hours per client, margin per client
- Audit log access — every action across the firm, exportable
- Billing and seat management
Lead Bookkeeper
- Cross-client review queue, sorted by dollar impact
- Bulk approve, reclassify, split — keyboard-first
- Firm-wide rule editor — write a rule once, apply firm-wide
- Knowledge base author
Staff Bookkeeper
- Single-client deep view
- Review and approve assigned clients
- Document requests to clients via the portal
- Close-checklist task list
Client (white-label portal)
- See their own books in plain English
- Receive digest emails, branded as your firm
- Upload missing documents
- Approve close-period summaries
What changes when your firm runs on Arveo.
Close faster
5 days vs the industry average of 5 weeks
Arveo runs categorization overnight, reconciles automatically, and orchestrates the close-checklist so the team isn’t waiting on each other.
Scale without hiring
60–100 clients per bookkeeper vs the industry 20–40
Same headcount, 2–3x the client roster. Arveo is the leverage layer between your existing team and the next 50 clients.
Sleep through bookkeeping
Arveo runs every night while your team is off
Your team wakes up to a review queue, not a backlog. Nightly categorization, anomaly flagging, and digest generation happen while the firm sleeps.
Onboarding is two weeks. Arveo does the heavy lifting.
We don't believe in 6-month migrations. Arveo connects to QBO and reads your existing data — that's the migration. Onboarding is about teaching Arveo your firm's specific rules.
We connect your first 3 clients to QBO and import history. Goal-setting, success criteria, slack channel with us opens.
Arveo runs the first full categorization pass. Your team reviews the queue together with us on a call. Patterns emerge.
We help you author the first 5 firm-level knowledge base entries from the patterns we saw in review.
You connect the rest of your clients. Arveo learns each client’s patterns by reading history.
Your team closes their first month-end on Arveo. We are on the call. Audit log captures every step.
Your dedicated Arveo onboarding contact is on Slack with your team for the first 30 days, then async after.
Ready to give every role on your firm a lift?
Now onboarding design partners. Pro pricing locked for 12 months.