FAQs

Getting started

Do I need an accountant to use Aarvo?

No. Aarvo is designed for business owners. If you work with an accountant, they can connect to your workspace and collaborate directly through firm management.

Which banks are supported?

Most major UK banks via open banking. CSV upload is available for everything else.

How much does Aarvo actually automate?

About 90% of the bookkeeping process. Auto-categorisation, document extraction, transaction matching, and tax rate application all happen before you touch anything. You review and confirm.

What does it cost?

Aarvo offers multiple plans. Accounting firms use the platform for free and earn revenue through the referral programme.

Reconciliation

What's the workflow?

Drop your documents, auto-reconcile runs, you confirm, books are closed. See How Aarvo Works.

What if I don't reconcile a transaction?

It stays in Tasks. Unreconciled transactions don't appear in reports, dashboard, or tax calculations.

Can I edit a reconciled transaction?

Yes. Update the category, tax rate, or attached documents at any time.

Can I override AI suggestions?

Always. You have full control. Overrides improve future suggestions - your corrections today mean better automation tomorrow.

Invoicing and payments

Can customers pay online?

Yes. Aarvo integrates with Stripe for online payments. Bank transfers are also supported.

Do payments sync automatically?

Stripe payments sync automatically. Bank transfer payments appear when your bank syncs.

Can I set up recurring invoices?

Yes. Choose the frequency and Aarvo generates and sends them on schedule. Pause and resume at any time.

Tax and reports

Does Aarvo file tax returns?

Aarvo calculates tax and generates filing-ready reports. For supported jurisdictions, you can submit directly to the tax authority from within Aarvo. See Where We Operate for details.

Why are my report numbers off?

Reports only include reconciled transactions. Check Tasks first - you likely have unreconciled transactions.

Can I export reports?

Yes. All reports can be exported as PDF.

Firms and accountants

What do I get with a firm account?

Everything a business owner gets, plus the firm dashboard - client management, filing tracking, task assignment, team tools, and centralised visibility across all clients. See Firm Management.

Is there a client limit?

No limit.

Do my clients need to use Aarvo?

Yes. The two-way system requires both sides on Aarvo. This is what enables real-time visibility without integrations.

Is there a cost for firms?

No. Aarvo does not charge accounting firms. Aarvo pays you.

Can both sides work at the same time?

Yes. Notes and comments are shared in real time.

Account and workspace

Can I manage multiple businesses?

Yes. Each business gets its own workspace. Switch between them from your account.

How do I invite my accountant?

They need a firm account on Aarvo, then link to your workspace. Either side can initiate the connection.

What happens if I disconnect a bank or email?

Syncing stops but all data already imported is preserved.