Keep each client’s story clear
Keep the bookkeeping in the right client book instead of mixing it into one shared set of accounts. You can review the client on their own terms.
Arcaiva for family offices
Separate books.
One clear view.
Every client deserves their own books. Your family office needs the whole picture. Arcaiva brings both together, with top-level oversight and reports across the clients you manage.
$495/month for your office + $199/month per client.
Your clients stay separate. Your view comes together.
Your family officeTop-level oversight · Summary reports
- Client booksSeparate books
- Client booksSeparate books
- Client booksSeparate books
One place to oversee your clients’ books.
Arcaiva’s family office offering gives your office a central account above your clients’ separate books. Open a client’s reports when you need the detail, or run summary reports across the books you oversee. This is a management layer—not simply another company added to an individual account.
Why it helps
Less chasing. More understanding.
See the bigger picture
Start with a summary across your clients, then open an individual book when a question needs a closer look. The overview and the detail belong together.
Bring more order to review time
Give your team a common place to begin its review. Spend less of the conversation finding the right book and more of it discussing what the numbers mean.
How it works
A calmer way to keep everyone in view.
Set up your office
Start with the family office account and identify the client books it should oversee.
Keep the books separate
Each client has their own books. Your office keeps the top-level view.
Review the right report
Look at one client, or bring the information together in a summary across clients.
Your team. Your agents. The same clear view.
Arcaiva is an agentic platform: AI can help do the work, not just describe what to do. Your team can work in Arcaiva directly, or connect an authorized agent through its APIs.
Choose the work
Ask for a report, a summary across books, or help with a bookkeeping task.
Connect with care
Use a secure, authorized connection to the books your agent is allowed to work with—not a shared personal login.
Stay in control
Bring the answers back to your team. Keep human review where your judgment matters.
Connect your Claude, ChatGPT, Grokbot or other API-enabled agent to Arcaiva through an authorized connection. Put your financial view to work, with your team in control.
Straightforward monthly pricing
One office price. One price per client.
Start with your family office account. Add the clients you want it to oversee. The monthly total is one office account plus the individual books it oversees.
Your family office
$495/ month
Plus $199 per client, per month.
$495 office + 5 clients at $199 each per month.
USD. This example covers the office and selected books. Choose the office-and-books setup that fits your organization.
Good questions. Clear answers.
Before we talk.
What does Arcaiva do for a family office?
It gives the family office top-level oversight of separate client books, with individual reports and summary reporting across the clients it manages.
Does each client keep separate books?
Yes. Each client has their own books. The family office sits above them for oversight and reporting; it does not combine them into a single client book.
Can we see reports across clients?
Yes. The offering includes reports for an individual book and summary reports across the books your family office oversees. Review the reporting views your office needs.
Can our AI agents work with the books?
Authorized agents can connect through Arcaiva’s APIs to work with permitted books and retrieve reporting information. Connect your Claude, ChatGPT, Grokbot or other API-enabled agent through an authorized connection.
How is family office pricing calculated?
The family office account is $495 per month, plus $199 per client per month. For example, 5 clients come to $1,490 per month in total. Use the calculator on this page to try your own count.
How is this different from adding another company?
The family office offering adds a parent-office management layer above separate client books. The office needs a view across clients, not just another company inside one ordinary account.
Get started with Arcaiva
Bring your family office into one clear view.
Create your Arcaiva account and get started. Keep individual books clear while your office sees the bigger picture.
Already exploring another structure? The links below take you to the other organization offerings.
Your next step starts here.
Create your Arcaiva account and bring your books into one clear view.
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