Every integration below is one your firm actually turns on from Admin → Integrations, tests with a live connection probe, and can turn off again — each with a status you can see on this page, so you always know exactly what is switched on.
Where the work leaves Kveldo and lands in your general ledger.
Native IIF import, built against real QuickBooks behavior rather than the spec alone: each
transaction exports as a TRNS + SPL pair, an !OTHERNAME block defines every distinct
payee so the import does not fail on unknown entities, a TOPRINT N column keeps
check-type disbursements out of the "to be printed" queue, and credit-card payments map to
CCARD REFUND rather than the accounts-receivable PAYMENT type.
QIF for QuickBooks Desktop and Quicken. CSV as UTF-8 with BOM so Excel opens it correctly, with spreadsheet formula injection neutralized. XLSX ships with a Chart of Accounts sheet and a category dropdown on every row. All four formats are saved to the client's Files tab automatically and stay retrievable without re-exporting.
Included, all plansFour separate AI surfaces, each on its own key, so cost and blast radius stay separable.
Bank statement extraction, streamed — with a 10-minute extraction ceiling and a 64,000-token response budget so long statements complete rather than time out.
Billable AIDocument and form field extraction — the engine behind AI intake, reading a completed client form into a pre-filled new-client record.
Billable AIThe model behind the help assistant, grounded in Kveldo's own documentation. Tracked and costed, but absorbed by us — never billed to your firm.
On usAn isolated key behind the drafting assistant for client-facing communications. Usage is tracked and shown to you, never charged.
On usOCR for bank statements and scanned documents, ahead of extraction.
IncludedEvery client document and export, filed by firm and then by client, with access gated by a firm-scoped lookup of the stored path.
IncludedThe connections that let Kveldo talk to the rest of your stack.
Optional SSO, invite-only — the external email must match an existing confirmed account. Accounts with 2FA route back to the password flow so MFA cannot be bypassed.
OptionalThe same invite-only contract as Google. Provider buttons appear on the sign-in page only when the integration is both enabled and configured.
OptionalSubscription billing, checkout, the billing portal, metered AI overage and signature-verified webhooks. Card details never touch the application.
BillingOutbound email. Every message is written to the Email Send Log with recipient, subject, template, status and timestamp — so "they never got it" has an answer.
EmailAn alternative outbound sender for firms that would rather mail through their own Exchange than a third-party relay.
EmailIntegrations you never interact with, working before a request reaches the application.
Bot defense with server-side verification on sign-in, password reset and invitation acceptance.
SecurityGeoLite2 City and ASN databases refreshed weekly by a background worker with atomic file replacement, serving lookups locally and falling back to a public service if absent.
SecurityConfiguration for the internal assistant that answers staff questions from your firm's own standard-operating-procedure documents.
IncludedWe would rather hear what is missing than guess. Tell us what your firm is connecting to today and what breaks when it does not connect — that is how most of the list above got built.
No integration tier, no connector fees. Free for 14 days, no credit card.