WE AUTOMATE INVESTMENT ACCOUNTING

With Artiffex, what used to take hours now takes minutes

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