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.
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.
QBO sync · bank feed normalization · vendor enrichment
4-layer AI · confidence scoring · auto-post threshold
multi-client queue · sorted by impact · learn from corrections
bank match · unmatched item surfacing · accruals & deferrals
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.
Connect a client in 90 seconds. Everything syncs.
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.
Knowledge base
Your firm’s SOPs, client-specific notes, and house rules — versioned and searchable.
Learned patterns
Every human correction this client has ever made — scoped to one connection.
Industry rules
Firm-scoped rules and Arveo-curated globals (Sysco → COGS Food for restaurants).
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.
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.
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.
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 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.
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.