AI bookkeeping operations for accounting firms.
Arveo gives your firm one operating view for client work, AI-assisted transaction review, client requests, and close readiness around QuickBooks Online.
Demo-led access · Human approval stays in the workflow
Client command center
LIVEJuly close · all assigned clients
The work moves. Your team keeps control.
Arveo is designed around the recurring work a bookkeeping firm actually performs, not a collection of disconnected AI features.
Run the practice
See ownership, open work, client blockers, connection health, and close status across every client.
Review AI work
Focus people on exceptions. Arveo explains suggestions, validates the chart of accounts, and keeps approval with the firm.
Resolve client questions
Send unclear transactions and document requests to a focused client portal, then bring the answers back into the workflow.
Know what is close-ready
Use account checks, task status, reconciliation evidence, and a repeatable close checklist before handing work back to QuickBooks.
Let the system organize the work before a person opens the client.
Each client retains its own accounting context. Arveo uses prior decisions, rules, supporting documents, and the real chart of accounts to prepare suggestions and route uncertainty.
- AI-selected accounts are checked against the connected chart of accounts.
- Low-confidence and unusual activity routes to review instead of silently posting.
- A client answer can return to the bookkeeper with the original transaction context.
- Every approval and material accounting action is traceable.
Tenant boundaries
Firm and client access is enforced in the data layer.
QuickBooks connection
Official OAuth and accounting APIs keep access explicit.
Approval history
The firm can see who approved consequential work.
Focused client access
Clients answer requests without entering the accounting workspace.
A firm operating system shaped by real bookkeeping.
Arveo is being developed alongside an operating bookkeeping practice. The product starts with recurring firm workflows: ownership, review, requests, close, and the handoff back to QuickBooks.
What firms ask before a demo.
Does Arveo replace QuickBooks Online?+
No. Arveo is the operating and review layer around QuickBooks Online. QuickBooks remains the accounting system of record.
Does AI post without a person?+
The launch experience is review-first. The firm sees the proposed account, supporting context, and confidence before approving accounting changes.
Is Arveo for businesses or accounting firms?+
Arveo is currently focused on bookkeeping, CPA, and outsourced accounting firms managing multiple client books.
How do we get access?+
Book a demo. We review your workflow, confirm implementation fit, and provision the firm workspace after onboarding is agreed.
See Arveo run a real bookkeeping workflow.
Bring one client file or use our demo data. We will walk through the practice view, exception review, client requests, and close readiness.