1. [Home](https://www.g2.com/)
2. ...
3. [CRM Software](https://www.g2.com/categories/crm)
4. [Kveldo Discussions](https://www.g2.com/products/kveldo/discuss)

[
 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d31aa2c909726aefdfbffe2de1375bc0/kveldo.png "Product Avatar Image")
](/products/kveldo/reviews)

[

Kveldo

](/products/kveldo/reviews)

0 ratings

Kveldo is practice management software for accounting, CPA, and bookkeeping firms. The client portal, document requests, WIP board, deadline calendar, e-signature, time and billing, and client invoicing all run in one place. Bank statement conversion is part of the platform. Kveldo reads PDF bank, credit card, and brokerage statements and categorizes transactions to the client’s own chart of accounts. A statement can’t be accepted until it reconciles to the penny. Results export to CSV, Excel, QIF, and QuickBooks Desktop IIF. In a pilot using 2,850 real statements, Kveldo achieved 98.5% first-pass accuracy, measured as results requiring no human correction. The portal shows clients what the firm needs on one screen. They can upload straight from a phone camera, and reminders stop once the file arrives. Engagement letters go out for signature in bulk, and signers don’t need an account. AI intake reads forms such as the W-4 and W-9, including handwritten scans, and nothing saves until staff approve it. Two-factor authentication is mandatory on every staff and client account, and nobody can switch it off. Pricing is flat per firm, not per user. Solo is $79 a month for one staff seat, Team is $199 for up to 5, Firm is $399 for up to 15, and Premium is $699 for up to 25. Every plan includes unlimited free client portal users and unlimited e-signature envelopes. Premium adds full white-label with the firm’s own domain. Data residency is U.S.-only.

Show More

When users leave Kveldo reviews, G2 also collects common questions about the day-to-day use of Kveldo. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion.

* * *

### 0.0

Nps Score

### All Kveldo Discussions

Search

Most CommentedMost HelpfulCommon QuestionsNewest

All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments

FilterFilter

Filter byExpand/Collapse 

Sort by

Most Commented

Most Helpful

Common Questions

Newest

Filter by

All Discussions

Discussions with Comments

Common Questions

Discussions without Comments

Sorry...

There are no questions about Kveldo yet.

## Start a New Software Discussion

Have a software question?

Get answers from real users and experts

[Start A Discussion](/products/kveldo/discussions/new?entry_point=discussions%23product)

* * *

 ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_d31aa2c909726aefdfbffe2de1375bc0/kveldo.png "Product Avatar Image")

### Have you used Kveldo before?

Answer a few questions to help the Kveldo community

[
Yes
](javascript:void(0))[
Yes
](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fkveldo%2Fdiscuss%3Fsmall_ask%3Dkveldo)
No