Best Practices for Limited Companies
These tips help you get the most out of Aarvo as a UK limited company.
Automate your data sources
The more data Aarvo has, the smarter it gets about your business. Connect everything you can:
Bank accounts - Connect via open banking for automatic transaction syncing. If you have multiple business accounts, connect them all.
Email - Link the email address where you receive invoices and receipts. Aarvo scans continuously and matches documents to transactions without you lifting a finger.
Bulk uploads - For anything not covered by bank feeds or email, drag and drop documents in bulk. Aarvo extracts the data and matches automatically.
See Connectors for the full list of integrations.
Let Aarvo learn your business
The more you use Aarvo, the smarter it gets. Every time you confirm a categorisation, correct a suggestion, or reconcile a transaction, Aarvo learns your patterns. Over time, it handles more of your bookkeeping automatically - reducing the manual work for you and your accountant.
Invite your team
Add team members from workspace settings so the right people have access to the right data. Owners get full control, admins manage day-to-day operations, and members handle reconciliation and invoicing.
If you work with an accounting firm on Aarvo, they connect to your workspace separately and get their own view. See Firm Management for details.
Keep reconciliation current
Your financial reports and tax figures are only as accurate as your reconciled data. Unreconciled transactions are excluded from reports and returns. Regular reconciliation - weekly or fortnightly - keeps your books accurate and makes year-end painless.