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.
Accounting Reconciliation Software
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.
How Artiffex Works
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.
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
Our Case Studies
The following are actual examples of time savings clients experienced using Artiffex’s accounting software to reconcile a variety of different portfolio scenarios for one fiscal year.
40% Time Savings
4000 Transactions
“Artiffex has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution” – Ricky Yau.
45% Time Savings
“With Artiffex, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.” – Chris Sheen
40% Time Savings
4000 Transactions
“Artiffex has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution” – Ricky Yau.
45% Time Savings
“With Artiffex, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.” – Chris Sheen
See how Artiffex integrates with QuickBooks Online and Xero
