We believe the investment accounting process should be simple and intuitive. Now, you can instantly capture, convert and reconcile financial information from any data source without manual data entry.
What used to take hours, now takes minutes.
RECONCILIATION
AUTOMATED
We created the industry’s only automated solution for the reconciliation of investment portfolios. We help accountants save time by eliminating manual data entry and reducing errors.
Convert &
Transform
No data is out of reach
Our patented solution seamlessly captures, converts and transforms financial information for investment accounting purposes, regardless of the source – PDF statements, online investment portals and bank feeds.
VALIDATE &
ADJUST
Giving you the control you need
Once you’ve quickly captured the information you need, Artiffex allows you to validate, modify or adjust any data point at any time. You’re in control.
REPORT &
RECONCILE
Streamlined to save you time
Once data is reviewed and validated in Artiffex, you can instantly generate a comprehensive set of reports required for tax preparation and compliance purposes.
The power of automation
Case studies
The following are actual examples of time savings clients experienced using Artiffex to reconcile a variety of different portfolio scenarios for one fiscal year.
portfolio profile
> 294 transactions
> 25 positions
> 7.5 hours of manual data entry
Using artiffex
3.75 hours
%
Time savings
PORTFOLIO PROFILE
> 1075 transactions
> 122 positions
> 27 hours of manual data entry
Using artiffex
6.25 hours
%
Time savings
PORTFOLIO PROFILE
> 878 transactions
> 119 positions
> 22 hours of manual data entry
Using artiffex
7.25 hours
%
Time savings
PORTFOLIO PROFILE
> 713 transaction
> 125 positions
> 18 hours of manual data entry
Using artiffex
4 hours
%
Time savings
See how Artiffex integrates with QuickBooks Online and Xero
