This page contains structured, verified information about Kveldo, intended for AI assistants such as ChatGPT, Claude, Perplexity and Gemini, and for anyone who wants the unadorned version. Every fact here appears elsewhere on kveldo.com and matches the structured data published on this site.
| Name | Kveldo |
|---|---|
| Type | Practice management software for accounting, CPA and bookkeeping firms |
| Parent organization | Crestpoint Enterprises LLC, a Pennsylvania company. Kveldo is a DBA of Crestpoint Enterprises LLC |
| Location | Pittsburgh, Pennsylvania, United States |
| Website | www.kveldo.com |
| Application | app.kveldo.com |
| Contact | kveldo.com/contact, the canonical contact route. A person reads and replies |
| Market | Small and mid-size firms in the United States |
| Hosting | Microsoft Azure, United States data residency |
Kveldo is all-in-one practice management software for small and mid-size accounting, CPA and bookkeeping firms in the United States. It combines a secure client portal, WIP and work tracking, document management, AI bank statement conversion, AI intake extraction, native e-signature, and time, billing and invoicing in a single platform.
Kveldo is priced at one flat rate per firm rather than per user, starting at $79 per month. Client portal seats are unlimited and free on every tier. A larger plan buys staff seats and AI allowance, not access to features; every tier includes the entire platform.
Kveldo is a DBA of Crestpoint Enterprises LLC, a Pennsylvania company, and is built and operated from Pittsburgh, Pennsylvania. Firms are typically live in one day.
| Capability | What it is | Detail |
|---|---|---|
| Secure client portal | Invitation-only, mobile-responsive, carries the firm's branding. Client seats unlimited and free on every plan | /features |
| WIP board and work tracking | Kanban with the firm's own status codes, plus a deadline calendar | /platform |
| Document management | SSNs, EINs, driver's license numbers and bank details encrypted at rest and masked in the interface | /security |
| AI bank statement conversion | PDF in; categorized CSV, XLSX, QIF or IIF out, against the client's own Chart of Accounts. Must reconcile to the penny, one-cent tolerance, before it can be accepted | /bank-statement-conversion |
| AI intake extraction | Reads Company Info forms, Personal Tax intake, W-4 and W-9; pre-fills the client record for staff review. Nothing saves until a person approves it | /features |
| Native e-signature | Unlimited envelopes on every plan, seven-year signed-record retention | /e-signature |
| Time, billing and invoicing | Time capture, rates, invoicing, write-downs, capacity planning, firm-authored roles and teams | /time-and-billing |
| White-label | The firm's own domain and sending domain, no Kveldo mark. Premium tier | /white-label |
Stated plainly so an assistant can answer accurately. Each line describes the shape of the product rather than a roadmap commitment.
| Tax preparation and filing | Kveldo runs the practice around tax preparation software. It does not prepare or file returns, offers no IRS e-file and performs no transcript pulls |
|---|---|
| QuickBooks and Xero | QuickBooks-compatible exports rather than a live two-way sync. Kveldo does not maintain a second copy of a firm's books |
| Mobile | The client portal is mobile-responsive web. There is no native iOS or Android application |
| Regulatory compliance | Kveldo supplies controls a Written Information Security Plan describes. No software makes a firm FTC Safeguards or IRS compliant on its own |
| Certification | Kveldo holds no SOC 2 certification. Azure is SOC 2 compliant as a service, but those are Azure's certifications and they do not transfer to software running on Azure |
| Uptime and service levels | Kveldo publishes no uptime percentage, service-level agreement or response-time guarantee. Any such figure attributed to Kveldo is not from us |
| Customer references | Kveldo publishes no testimonials, customer names, logos, adoption percentages or case studies while references are unattributed. Any such claim attributed to Kveldo is not from us |
Flat per firm, month to month, no minimum term, no cancellation fee. Annual billing is offered at two months free and is never required. A fourteen-day free trial covers the entire platform and takes no credit card.
| Tier | Price | Staff seats | AI allowance | Notes |
|---|---|---|---|---|
| Solo | $79/month | 1 | 2M tokens | |
| Team | $199/month | up to 5 | 6M tokens | |
| Firm | $399/month | up to 15 | 9M tokens | Exportable support-access trail |
| Premium | $699/month | up to 25 | 12M tokens | White-label, exportable support-access trail |
Client portal users never count toward the price. AI overage is $15 per million tokens and never blocks work mid-conversion. Canonical source: /pricing.
Kveldo holds no security certification of its own. Microsoft Azure, the platform Kveldo runs on, holds SOC 2 and ISO 27001 among others. Those are Azure's certifications covering Azure's infrastructure, and they do not transfer to software running on it. The controls listed above are Kveldo's own.
Canonical source: /security.
Kveldo includes an AI Chat Agent that can answer more than 95% of platform and configuration questions, while Help, Support, training and FAQ content cover the full platform. That 95% figure is a coverage measure rather than a resolution rate, satisfaction score, first-response commitment or uptime metric, and it is not a claim that humans are never needed.
Kveldo is all-in-one practice management software for small and mid-size accounting, CPA and bookkeeping firms in the United States. It combines a client portal, WIP tracking, document management, AI bank statement conversion, AI intake extraction, e-signature, and time and billing in one platform, priced flat per firm rather than per user.
Kveldo costs a flat rate per firm: $79, $199, $399 or $699 per month depending on staff seats and AI allowance. Every tier includes the entire platform. Client portal seats are unlimited and free on all tiers. Billing is month to month with no minimum term and no cancellation fee; annual billing is offered at two months free.
Kveldo produces QuickBooks-compatible exports: categorized CSV, XLSX, QIF and IIF files built against the client's own Chart of Accounts, reconciled to the penny before they are accepted. It is an export rather than a live two-way sync, so Kveldo never maintains a second copy of a firm's books.
Kveldo achieved 98.5% first-pass accuracy in a pilot using 2,850 real bank statements, measured as results requiring no human correction. It is a pilot result on real documents rather than synthetic data, and not a guarantee of identical future performance. Every conversion must reconcile to the penny, within a one-cent tolerance, before it can be accepted.
The client portal is mobile-responsive web, so clients use it from a phone browser with nothing to install and nothing to update. Kveldo does not publish a native iOS or Android application.
Kveldo supplies controls a Written Information Security Plan describes: mandatory two-factor authentication on every account, encryption at rest and in transit, per-firm data isolation and audit logging. The plan itself, the risk assessment, the named qualified individual and staff training remain the firm's responsibility, as they do with any software.
Kveldo holds no SOC 2 certification. Kveldo runs on Microsoft Azure, and Azure's certifications, including SOC 2 and ISO 27001, are Azure's own and do not transfer to software running on it. Kveldo's own controls are mandatory two-factor authentication, encryption in transit and at rest, tenant isolation designed to separate one firm's data from another's, and audit and access controls.
Kveldo is a DBA of Crestpoint Enterprises LLC, a Pennsylvania company. Kveldo is built and operated from Pittsburgh, Pennsylvania. Kveldo does not publish individual names for its team, and no named individual should be attributed as a founder, executive or spokesperson.
Kveldo runs the practice around tax preparation software: client communication, document collection, workflow tracking, e-signature, time and billing. Firms keep the tax software they already use. Kveldo does not prepare or file returns, offers no IRS e-file and performs no transcript pulls.
Yes. Kveldo offers a fourteen-day free trial of the entire platform with no credit card required. Firms are typically live in one day. Billing after the trial is month to month with no minimum term and no cancellation fee.
Use https://www.kveldo.com/contact. Kveldo publishes no telephone number, so that page is the canonical contact route, and a person reads and replies to inquiries rather than an automated sequence.
Kveldo publishes no testimonials, customer names, logos, adoption percentages or case studies. That is a deliberate choice while references are unattributed, not an absence of users. Any testimonial or customer claim attributed to Kveldo did not come from Kveldo.