Introducing Arbo 2.0
The IRS-Integrated Finance Platform
Automate transcript workflows, stay compliant, and close cleanly—with APIs and tools built for regulated finance.
Introducing Arbo 2.0
The IRS-Integrated Finance Platform
Automate transcript workflows, stay compliant, and close cleanly—with APIs and tools built for regulated finance.
Introducing Arbo 2.0
The IRS-Integrated Finance Platform
Automate transcript workflows, stay compliant, and close cleanly—with APIs and tools built for regulated finance.
Made with ❤️ in Atlanta
Trusted by
Disconnected systems. Manual workflows. Constant audit risk.
Disconnected systems. Manual workflows. Constant audit risk.
Status Quo vs Arbo
Financials Broken
Using multiple apps for Accounting, FP&A and Taxes that kills productivity.
Financials Supercharged
Boost your finance with arbo and get all the features in one place with any friction.
Financials Broken
Using multiple apps for Accounting, FP&A and Taxes that kills productivity.
Financials Supercharged
Boost your finance with arbo and get all the features in one place with any friction.
Solutions
Built for Every Finance Function
Built for Every Finance Function
Designed for audits, data protection, and navigate high-volume operations with confidence through robust data protection and built-in audit readiness.
For CFOs & Firms
Centralized accounting, tax workflows, and planning; whether you're running in-house finance or managing clients across a modern advisory firm.
For Businesses
Automate accounting, manage cash, monitor tax, and get real-time insights, without hiring a full finance team.
For Government
Access secure, structured IRS tax data via API without manual uploads and vendor PDFs. Ideal for licensing, grants, procurement, and compliance workflows.
For Developers
Build on top of IRS-verified data. Use arbo's secure API to retrieve tax transcripts, 1099s, and entity data with full audit traceability.
Unified Enterprise Financial Operating Platform
One Modular Platform. Built for the Way You Work.
One Modular Platform. Built for the Way You Work.
Combine IRS data, accounting, planning, and tax operations into custom workflows, powered by arbo's modular stack.
01
Platform API Services
Embedded Transcript Automation
Request, monitor, and manage tax transcripts with real-time API access and built-in consent tracking. Or simply use our UI.
02
FP&A
03
Accounting
04
Invoices & Bills
05
1099 Compliance
Platform API Services
Embedded Transcript Automation:
Request monitor, and manage tax transcripts with real-time API access and built-in consent tracking. Or simply use our UI.
FP&A
Model, plan, and forecast with real-time actuals and full scenario control – tied directly to your financial stack.
Accounting
Streamline GL, AR/AP, and reporting with audit-ready tools purpose-built for finance.
Invoices & Bills
Manage receivables and payables with integrated approvals, vendor tracking, and partial payments.
1099 Compliance
Automate collection, filing, and corrections for 1099-NEC with portal access and audit trail.
The power behind arbo
Built for Scale. Audit-Ready
Built for Scale. Audit-Ready
Built from the ground up for regulated finance teams, developers, and partners who need precision, scale, and control.
API-First Architecture
arbo connects securely to your existing ERP, banking, or finance systems with flexible, modular APIs.
API-First Architecture
arbo connects securely to your existing ERP, banking, or finance systems with flexible, modular APIs.
SOC 2 & IRS Aligned Controls
Built to meet stringent security an compliance standards, including full audit trails and event logging.
SOC 2 & IRS Aligned Controls
Built to meet stringent security an compliance standards, including full audit trails and event logging.
Granular RBAC + Permissions
Fine-grained access controls across clients, modules, and teams.
Granular RBAC + Permissions
Fine-grained access controls across clients, modules, and teams.
Audit-Ready by Default
Every workflow in arbo is designed for traceability, documentation, and compliance reporting.
Audit-Ready by Default
Every workflow in arbo is designed for traceability, documentation, and compliance reporting.
Trusted by the world's security standrds
Trusted by Finance Leaders Across Industries
Trusted by Finance Leaders Across Industries
See how finance teams are revolutionizing their workflows
"The Arbo team has grown with us since the beginning of our journey. While we stay focused on transforming the insurance industry, Arbo built our finance department from the ground up, combining expert support with a platform that gives us real visibility into our books, taxes, forecasting, and financial KPIs. They’ve been a true partner in helping us grow with confidence."
Chin Ma
CHRP, CEO
"Arbo’s team and platform gives us the same level of strategic financial clarity we aim to deliver to our own clients. The CFO support has been incredibly useful, and combined with tools that give us a real-time view of the business, it’s helped us make better decisions and run the company with the same focus we bring to building our product."
Salman Rehmetullah
Worth Ai, CEO
"Arbo broke the barrier to entry for vital accounting and CFO assistance and qualified help in the tech space. Their financial platform brings the same kind of clarity and insight to our business that we aim to deliver through our own work."
Noelle London
illoomunus, CEO
"I've been working with Arbo for well over a year now and have appreciated the team player approach they bring. They really work to understand our business and offer meaningful insights for our accounting and financial management. As a small business that is still building, learning, and growing, it's important to have partners who are knowledgeable and there to grow with you."
Erica Tuggle
Livin, CEO
"The Arbo team has grown with us since the beginning of our journey. While we stay focused on transforming the insurance industry, Arbo built our finance department from the ground up, combining expert support with a platform that gives us real visibility into our books, taxes, forecasting, and financial KPIs. They’ve been a true partner in helping us grow with confidence."
Chin Ma
CHRP, CEO
"Arbo’s team and platform gives us the same level of strategic financial clarity we aim to deliver to our own clients. The CFO support has been incredibly useful, and combined with tools that give us a real-time view of the business, it’s helped us make better decisions and run the company with the same focus we bring to building our product."
Salman Rehmetullah
Worth Ai, CEO
"Arbo broke the barrier to entry for vital accounting and CFO assistance and qualified help in the tech space. Their financial platform brings the same kind of clarity and insight to our business that we aim to deliver through our own work."
Noelle London
illoomunus, CEO
"I've been working with Arbo for well over a year now and have appreciated the team player approach they bring. They really work to understand our business and offer meaningful insights for our accounting and financial management. As a small business that is still building, learning, and growing, it's important to have partners who are knowledgeable and there to grow with you."
Erica Tuggle
Livin, CEO
Become Part of arbo
Transform Your Financial Operations
Discover how Arbo empowers smarter financial management and growth.
works across multiple regulated industries
Built for Regulated Financial Industries
Whether you’re navigating tax filings, audit controls, or integration at scale—Arbo supports the demands of modern finance teams, tax ops, and compliance leaders.
SaaS & Fintech
Automate tax, accounting, and compliance at scale with APIs built for velocity and control.
SaaS & Fintech
Automate tax, accounting, and compliance at scale with APIs built for velocity and control.
Accounting & CFO Firms
Run close, compliance, and client monitoring from a single pane of glass.
Accounting & CFO Firms
Run close, compliance, and client monitoring from a single pane of glass.
Lending & Underwriting
Use verified IRS data to streamline scoring, approvals, and compliance reviews.
Lending & Underwriting
Use verified IRS data to streamline scoring, approvals, and compliance reviews.
Embedded Finance Platforms
Add automated tax workflows and regulatory coverage into your product stack.
Embedded Finance Platforms
Add automated tax workflows and regulatory coverage into your product stack.
Government Agencies
Power secure, audit-ready finance operations with modular, API-first infrastructure that works without changing vendors.
Government Agencies
Power secure, audit-ready finance operations with modular, API-first infrastructure that works without changing vendors.
Enterprise Finance Ops
Modernize workflows across tax, planning, and reporting with full data visibility.
Enterprise Finance Ops
Modernize workflows across tax, planning, and reporting with full data visibility.
works across multiple regulated industries
Built for Regulated Financial Industries
Whether you’re navigating tax filings, audit controls, or integration at scale—Arbo supports the demands of modern finance teams, tax ops, and compliance leaders.
SaaS & Fintech
Automate tax, accounting, and compliance at scale with APIs built for velocity and control.
Accounting & CFO Firms
Run close, compliance, and client monitoring from a single pane of glass.
Lending & Underwriting
Use verified IRS data to streamline scoring, approvals, and compliance reviews.
Embedded Finance Platforms
Add automated tax workflows and regulatory coverage into your product stack.
Government Agencies
Power secure, audit-ready finance operations with modular, API-first infrastructure that works without changing vendors.
Enterprise Finance Ops
Modernize workflows across tax, planning, and reporting with full data visibility.
Built Where Finance Meets the IRS
arbo is the IRS-integrated finance platform that unifies compliance, accounting, and automation into one governed system — so regulated teams can close faster, forecast cleaner, and operate with confidence.
Built Where Finance Meets the IRS
arbo is the IRS-integrated finance platform that unifies compliance, accounting, and automation into one governed system — so regulated teams can close faster, forecast cleaner, and operate with confidence.