Customer records
Customer details where the bookkeeping needs them.
Keep customer information, balances and recent activity together, so a question about an account does not start with a search through disconnected records.
14 days free. No card required. No automatic renewal.
Understand the account
- Customer details identify whose account you are working with.
- Balances show the account position.
- Recent activity connects the balance to the work behind it.
Move from a question to the relevant document
Customer context supports invoicing, receivables and the wider AI bookkeeping workflow. When a customer asks about an amount, use the record and related document to understand the question.
Keep a useful handoff
For an unresolved question, note the company, customer, document reference, evidence checked and next owner. Keep sensitive data out of notes that do not need it.
Accounting context, not an all-purpose CRM
If you need a sales pipeline or another CRM process, check that requirement separately. Customer records here support the bookkeeping work.
Let Arcaiva do the bookkeeping.
Try Arcaiva free for 14 days. No card required. Choose the plan that fits your business when your trial ends.
At the end of 14 days, choose Core or Pro on the subscription page to continue using Arcaiva.