Product / How It Works

From your bank to your next invoice.

Connect your bank through Plaid. Keep customer details, invoices and payment follow-up in one place. Review the work before you act.

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Keep the work connected

  1. Customer context
  2. Invoice and PDF
  3. Receivables review

An overview of the working sequence, not an automatic processing guarantee.

Connect your bank

Bank connections through Plaid are available now. Check support for your bank and the connection you need.

Start with the customer

Start with the customer details, balances, related invoices, and recent activity. That gives your team the context it needs before creating a document or following up on an open amount.

Create the right billing document

Create an invoice when you need an invoice. Keep the signed adjustments that explain a change, then generate the invoice PDF from that work. Use a pro forma first when the work is not yet an invoice. An accepted pro forma can become one draft invoice, which still needs review. Until then, it is not an invoice or receivable.

Look at receivables in the right view

Receivables Flow shows billed, collected, and open amounts for invoices from the current month. Overdue Pressure shows all currently open receivables. Use the invoice register to look into a specific amount. These views help you review the work; they are not a cash forecast or a promise that money will be collected.

Keep the work with the right company

Arcaiva keeps the accounting workflow tied to the company it belongs to. That helps your team understand which company a record, document, or review question belongs to. It does not combine companies or create intercompany automation.

Check any must-have extras

Payroll, tax filing, consolidated accounts and a completed QuickBooks migration are not current features. If you need a specific app connection, check it before switching.

Try Arcaiva for yourself.

Start with the work you already do. See how Arcaiva fits your day.

After 14 days, your data remains read-only, with Billing access. Paid conversion is not available in this release.

Start free trial

14-day Pro trial. No card required. No automatic renewal.

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