Use AI without handing over your clients’ data.

Vista is Archivista’s Private AI. It works inside your firm, using only your own records, so your team saves time and your data stays yours. Built for CPA firms, wealth management firms, and family offices.

Archivista 3D Cube

Your team is already using AI.
Do you know where your clients’ data goes?

Where does it go?

When client information goes into a public AI, it leaves your firm. Can you say where it ends up?

Who owns it?

Your clients trusted you with their data. Once it sits in someone else’s system, whose is it?

Can you prove it?

When a client or a regulator asks what happened to a record, a file is not proof. Your name is on the answer.

Vista was built so you can answer all three.

How it works

1

Connect

Vista works with the systems your firm already uses. No migration.

2

Work

Vista helps your team with the work, inside your firm, using only your own records.

3

Keep

Every result is saved as a sealed record that belongs to you, with proof of how it was made.

Archivista is the company. Vista is the Private AI that helps your team.
The sealed record is yours to keep.

Schedule a demo

“You cannot have intelligence you trust without records you can prove.”

The Archivista Thesis
Software vs. Work Done

Most of what firms buy is a place to keep work. Not the work itself.

A platform can store the file. It can't do the review, close the books, or file the return. And once that work is actually done, most systems show only the finished result, not how it happened.

So what matters more: where you keep the work, or what it takes to get it done?

What Software Does

Stores. Displays. Waits for you.

  • Gives your firm a place to file and view records
  • Shows a current, consolidated picture of what you have
  • The work itself (the review, the close, the filing) is still on your team
  • Value sits flat until someone does something with it

Useful. Necessary. But it can't prove no one touched it.

What Arc.Box and Vista Do

Connects. Works. Delivers, sealed.

Your data goes into Arc.Box. What comes back is already sealed.

  • Connects to wherever your records already live, with no migration needed
  • Vista does the actual regulated work (the close, the review, the filing) inside your walls
  • Seals every result into an ARC: your proof and your asset
  • That proof stays valid no matter where the record goes next
  • Once it's delivered, you can ask questions about the work and get answers based only on your own verified records

Provable. Tamper-evident. An asset, not a view.

If someone questions this work later, your name is on the answer, not the system's.

Work you don't capture, you end up paying for twice. Work you seal becomes an asset. Work that keeps compounding becomes an advantage competitors can't just copy.

The Archivista Platform

Two engines. One platform.

Beneath every deployment sits serious infrastructure: headless, API-first, built to be examined. Not a bigger place to store things.

Arc Engine
Arc Engine · Authentic Record Containers

The system of record

Every result the Vista Engine produces is sealed into an ARC: immutable, auditable, and built to hold up to a formal review. One source of truth, protected from the outside world, and from the AI agents now reading it.

Vista Engine
Vista Engine · Private Intelligence

Models & agents

Vista does your firm's complex, regulated work on your own data, inside your environment, adapted to how your vertical actually operates, whether that's a CPA close, an RIA review, or family-office reporting. Your client data never reaches an external frontier model. Your intelligence is yours: owned, governed, and provable.

The name on the line is a person's, not a platform's. This is built so that person can stand behind every answer.

Online in your own tenant. Onchain as immutable records. Onsite within your walls (optional).

Arc.Box platform preview
Flagship Product

Regulated work, done inside your walls, from one advisor to the whole firm.

Arc.Box is the platform's flagship product for regulated finance: your data flows in, the work gets done, and what comes out is sealed and yours.

1

Connect

No migration. Arc.Box connects to wherever your records already live: NetDocuments, Box, SharePoint, or any system with an API.

2

Vista does the work

Vista does your firm's complex, regulated work (the close, the review, the filing) inside your walls.

3

Receive your ARC

Every result comes back sealed by the Arc Engine: your proof and your asset.

4

Compound

The best-practice library sharpens with every engagement: an intelligence that grows with your organization, governed by you.

It's your own private intelligence, built on an engine you control.

Clients

One platform. Your name on it.

Every firm below is doing regulated work under its own name. Arc.Box seals the record underneath it.

Trusted by
Beaird Harris Colton Alexander Securities Issuant Everkeep Vaults Family Office National Charitable Fund IPC Eternal Library Foundation
How firms engage

Own your private intelligence.

Every engagement seals with the same integrity. What scales is ownership.

Your name

Your domain, your identity, your console. Unmistakably your firm's.

Your walls

Hosted where you decide: online, onchain, or onsite.

Your governance

Records sealed by your authority. Access granted on your terms.

Arc.Box
Start where you are.One advisor or the whole firm. A compliant system of record with provable records from day one, begin with a 30-day authorized pilot.
Enterprise
Your platform, in your name.Arc.Box under your firm's own domain and identity: private label, implementation, dedicated support, and Complex Agentic Processes with a personal Vista trained only on your firm's records.
Platform
Your infrastructure, in your walls.License the Archivista platform. Your name, your workflows: online, onchain, or onsite.

A pilot is a 30-day, authorized evaluation of Arc.Box: Request one and we'll set it up with you.

Provable · Auditable · Authentic

Every engagement makes the next one faster. That's yours to keep.

Talk to us about sealing your firm's records into Authentic Archives, or explore Arc.Box yourself.