Automate Investment Bookkeeping in Minutes

With the industry’s most trusted automated investment reconciliation solution

Automate Investment Bookkeeping in Minutes

With the Industry’s Most Trusted Automated Investment Reconciliation Solution

Leading accounting firms are using ARTIFFEX to redefine investment accounting, ensuring operational efficiency, reliability and deepening client engagement.

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Transform and scale your firm with ARTIFFEX

Save time and improve operational efficiency by automating the capture, conversion and reconciliation of data related to investment portfolios.

ACCOUNTING INNOVATION

The only automated investment reconciliation solution, compatible with any financial institution.

SCALABLE & FLEXIBLE

Optimize your firm with a scalable solution that frees up your time to let you focus on your clients.

IMPROVE CLIENT SERVICE

Scale your business with our secure cloud-based solution or let our experts do it for you.

ACCELERATE GROWTH

Fast onboarding, seamless integration into your workflow, and zero manual data entry.

HOW ARTIFFEX WORKS

Do it Yourself, or Let Us Handle It

Reduce overhead and avoid complexity with our Managed Services, or opt for our SAAS solution. Either way, we will work with you to improve cost savings and increase your margins.

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CUT COSTS AND INCREASE MARGINS

Experience up to 80% operational efficiency and eliminate manual data entry with ARTIFFEX. Transform your unstructured financial data into comprehensive reports and detailed journal entries effortlessly.

Fast and Secure

Eliminate Manual Data Entry

Precise and Flexible

80% Operational Efficiencies

POWERFUL AND EASY TO USE

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FLEXIBLE SOLUTIONS TAILORED TO YOUR FIRM

ARTIFFEX provides accounting firms and family offices across North America with revolutionary solutions for automated bookkeeping, eliminating manual entry and expediting workflows.

Easily integrated with popular accounting and reporting platforms, ARTIFFEX transforms unstructured financial data into actionable insights, simplifying workflow with fast onboarding and zero manual data entry.

Whether managed in-house or through our Managed Services, ARTIFFEX enhances strategic client counsel and proactive tax planning, leading to our clients’ cost savings and margin growth.

A thorough onboarding process backs every engagement to ensure your staff is quickly up and running and getting the most from our platform.

SaaS Service

Automate the reconciliation of investment portfolios in minutes – backed by our comprehensive onboarding and exceptional customer care.

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Managed Services

ARTIFFEX’s Managed Services provide you with an affordable solution so you can reduce costs, avoid adopting new software, and better focus on your client relationships.

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SEE WHAT ARTIFFEX HAS DONE FOR CLIENTS

Across North America, accounting firms and family offices of all sizes trust ARTIFFEX’s automated platform to reconcile investment portfolios with precision and accuracy. Every engagement is backed by a thorough onboarding process ensuring your staff are quickly up and running and maximizing the benefits of our platform.

 

We sought a trusted partner to help us with the investment reconciliation process. With ARTIFFEX, we have been able to leverage the power of automation to dramatically reduce the work in progress associated with reconciling investment financial data. Outsourcing files to ARTIFFEX allows us to save time, control adjustments as necessary and complete the requisite tax filing and compliance reports seamlessly.

Margesh Parikh, CPA,

Manager, International Expansion and Private Client Corporate Services, Trowbridge

ARTIFFEX has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution.

Ricky Yau

Manager, Accounting, Fuller Landau

With ARTIFFEX, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.

Chris Sheen, CPA

Former Manager, Assurance & Advisory Services, GGFL LLP

ARTIFFEX’ accounting reconciliation software has truly delivered on its promise to help us save time and increase operational efficiencies within our firm. As a result, we can better serve our clients with confidence and grow our business.

Jennifer Wakeham, CPA, CGA

Manager, McCay Duff

Previously it may have taken several weeks or even a month to process a client with multiple large portfolios, but with ARTIFFEX it now only takes a few days at most. And for those smaller portfolios, you can do an entire year in a couple of hours.

Jill Croft, CPA, CGA

Client Service Manager, S+C Partners

ARTIFFEX gives us the flexibility and control to manage the reconciliation of investment portfolios in-house. They deliver timely, comprehensive monthly reconciliations. Excellent customer service.

Stephen Weber

CFO, Family Office, Toronto, Centron

Fast, accurate and secure – ARTIFFEX delivered on the promised value its Outsourcing Service would have for our firm. They have been a true partner throughout the engagement, earning our trust through transparency in pricing and spending the time we needed to ensure the process and outputs are aligned with the specific needs of our firm. We look forward to our continued collaboration with the ARTIFFEX team.

Kathleen Dengler, CPA, CGA

Assurance Partner, Geib & Company

ARTIFFEX’s outsourcing solution proved to be a quick and easy way for our firm to meet the demands of our busy season without increasing overhead costs.

Martin Perko, CPA, CA

Partner, Clark & Horner

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