Transform your firm with Artiffex
Our secure proven and patented solution is trusted by accounting firms and family offices of all sizes to reconcile and report on investments.
Accounting innovation
The only automated investment reconciliation solution, compatible with any financial institution.
Scalable & Flexible
Free up your time to focus on strategically advising clients with key insights and proactive tax planning.
Improve Client Service
Do it yourself with our secure cloud-based solution or outsource to us when you need help.
Accelerate Growth
Fast onboarding, seamless integration into your workflow and zero manual data entry.
How Artiffex Works
We believe the investment accounting process should be simple and intuitive. Artiffex has reinvented the future of investment accounting with a cloud-based platform for data ingestion, reconciliation, and reporting. We transform unstructured financial data into a comprehensive set of reports and journal entries. With our solution, firms are unlocking opportunities to cut costs and increase margins.
Ingest & CONVERT
No Data is Out of Reach
Our patented solution seamlessly ingests financial information for investment accounting purposes, regardless of the source – PDF statements, online investment portals & 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. Our effortless adjustment tools put you in control.
RECONCILE & REPORT
Streamlined to Save You Time
Once data is reviewed and validated, instantly generate a comprehensive set of accounting reports for income tax preparation and to ensure compliance with tax laws and regulations. Transform complex documents into a continuity schedule with journal entries.
The Power of Automation
We transform unstructured financial data into a comprehensive set of reports and journal entries. With our solution, firms are unlocking opportunities to cut costs and increase margins.
80% Operational Efficiencies
Eliminate Manual Data Entry
Flexible Solutions Tailored to Your Firm
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 to ensure your staff are quickly up and running and getting the most from our platform.
We offer subscription (SaaS) and outsourcing plans to ensure you have the accounting automation solution to meet your specific needs.
It’s time to put the power of automation at your fingertips. Contact us today to determine the best plan for you.
SaaS Service
Automate the reconciliation of investment portfolios in minutes – backed by our comprehensive onboarding and exceptional customer care.
Outsourcing Service
Artiffex’s outsourcing service provides you with an affordable solution so you can reduce costs, avoid adopting new software, and better focus on your client relationships.
