What is this internal 'Arch' tool that combines bank feeds, client tools, and bookkeeping workflows?
The tool (called ARCH) is an internal platform built to unify a firm's back-office operations for a property-management bookkeeping practice. It pulls in a bank feed from QuickBooks (chosen over Plaid because QuickBooks makes it easier for a third-party user to connect bank accounts like Chase or Wells Fargo, whereas Plaid restricts connections mostly to the primary account holder). Transactions sync daily, with the option to force a manual sync. On top of the bank feed, the tool applies rule-based coding logic: since the business is property management, transactions must be coded not just to expense categories but to specific properties, tracked via QuickBooks classes. Rules operate in layers, starting with historical-pattern matching (e.g., a vendor like Breezeway consistently coding to contract labor). Beyond the bank feed, the same platform houses a wide range of other internal and client-specific tools: functionality similar to Uncat or Dext, dashboards, VR trust and vacation-tax modules, 1099 processing, HR and admin tools, and client-specific views, all gated by permission rules controlling who can see what. The platform was built to bring together tools that previously lived in disconnected apps, and it was developed partly by the firm's own offshore accounting team, not just its US staff or outside developers.
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