Close books in 5 days, not 5 weeks.
Arveo is the AI-native bookkeeping platform for modern accounting firms. Built on QuickBooks Online. Designed for firms that want to grow without hiring linearly.
No credit card. SOC 2 Type 1 issuance Q3 2026.
An end-to-end bookkeeping operating system, not just another categorizer.
AI categorization that learns your firm
Four-layer engine — knowledge base, learned patterns, industry rules, posted history — pre-categorizes 90%+ of transactions before a human sees them.
Built on QuickBooks Online
Native bidirectional sync. Arveo reads your client list, chart of accounts, vendors, and transactions — and writes only what bookkeepers approve.
Audit log on every action
Every AI decision and human approval is logged immutably. SOC 2 Type 1 in progress. Row-level isolation across firms and clients.
White-label client portal
Clients see their data, request documents, and approve close — branded as your firm. No QuickBooks login required.
Firm-wide intelligence, per-client isolation
Write a rule once at the firm level — apply it to every client. Each client’s transactions, knowledge base, and learned patterns stay strictly isolated. Multi-tenant from day one.
Daily AI digest
Plain-English email or SMS digest for every client. Anomaly alerts, revenue per truck, profit by job — without anyone running a report.
Connect a client in 90 seconds. The AI does the rest overnight.
Connect QuickBooks
One-click OAuth into each client. Arveo pulls history, builds learned mappings, and detects industry automatically.
AI works overnight
Every night, Arveo categorizes new transactions, scores confidence, surfaces anomalies, and queues anything below threshold for human review.
Bookkeeper reviews exceptions
Review queue is sorted by impact. Most clients take 30–60 minutes. AI learns from every correction and gets sharper over time.
Close with confidence
Close periods, lock prior months, generate digest emails to clients. Audit log captures every step.
Built for firms that have outgrown spreadsheets but distrust black-box AI.
| Manual | Other AI tools | Arveo | |
|---|---|---|---|
| Time per client / month | 4.5 hrs | 2 hrs | 40 min |
| Auto-categorization rate | 0% | 70–80% | 90%+ |
| Built for firm with multiple clients | — | Mixed | Yes |
| Per-firm knowledge base | — | — | Included |
| White-label client portal | — | Limited | Included |
| SOC 2 in progress | — | Mixed | Yes (Q3 2026) |
You manage 30 clients. Your competitor manages 80. Arveo closes the gap.
Most AI bookkeeping tools target the small business directly. Arveo is built for the firm that serves 20–200 clients. Multi-tenant from day one. Firm-level rules. Per-client knowledge bases. Native handoffs to QuickBooks for the work that matters.
Frequently asked questions
Does Arveo replace QuickBooks?+
No. Arveo runs on top of QuickBooks Online via the official Intuit API. Your client data stays in their own QuickBooks account — no lock-in.
Who owns the data?+
Your client. Arveo is a processor, not a controller. We sync read/write to QuickBooks under your bookkeeper authority and delete data on disconnect.
Does AI ever post to the books without review?+
No. Bookkeepers review and approve. High-confidence transactions can be auto-applied if you opt in per client, but nothing is irreversible — every action is in the audit log.
How is client data isolated?+
Every connection is row-level isolated by client. Learned patterns are scoped to a single client. Cross-client data is never shared without explicit firm-level rules you create.
When can I get access?+
Arveo is in design-partner beta. We are onboarding 5 firms before May 19, 2026. Reach out to request an invite — Pro pricing locked for 12 months for design partners.
Ready to give your firm a 3x lift?
We're onboarding 5 design partners before May 19, 2026. Pro pricing locked for 12 months. Direct line to the team that's building this.