Is my financial data safe?
Yes. Bank connections use the same secure, bank-approved services that most finance apps use, and we never see or store your bank passwords. Your books stay in your own accounting software. See our security page.
Do I lose control of my books?
No. They're your books, in your software. You see every entry, you approve the ones that need judgment, and every automatic entry is labeled so you can review or undo it.
What if the system gets something wrong?
Anything new or unusual comes to you instead of being guessed — a new vendor, an odd amount, a possible duplicate. Then a CPA reviews the whole month before it's signed. Mistakes get fixed before your books close.
Which software and banks do you work with?
QuickBooks Online today, with Xero and others coming. Any bank, credit union or credit card — through a secure bank connection or a statement file. Bills and receipts can come straight from your Gmail or Outlook inbox.
I already have a bookkeeper. Do they go away?
Not unless you want them to. Many clients keep their person and let Aldeva do the data entry, so their bookkeeper works on the things that need judgment. See how that works.
What if I want to leave?
Your books are already in your own software, so you keep everything — history, reports, and our notes. We help with the hand-off.
How long does setup take?
Most local businesses are live in 2–4 weeks. Growing companies with more accounts or locations take 6–8 weeks. We do the setup — you answer a few questions.
My books are a mess or behind. Can you still help?
Yes. The free books review shows exactly where things stand, and we catch you up as part of setup.
Do you use AI?
Yes, for the repetitive work: recognizing transactions, reading bills and receipts, and making polite reminder calls on overdue invoices. People set your rules, you approve exceptions, and a CPA signs every month.
Who are the calls to my customers from?
From our AI assistant on your behalf, with your business name, only about invoices that are past due, and only if you turn it on. You choose the tone and when it stops.
Do you pay my bills from your account?
Never. Bills are paid from your own bank through the payment service you connect. We prepare the list; you click approve.
What happens if I leave?
Your books are already in your own software. You keep everything, and we hand over our notes and rules.
Do I need to switch banks or software?
No. We work with your bank and your accounting software as they are.