Grow Your Firm
With Artiffex
Run trusted, tax compliant investment bookkeeping in house on the Artiffex platform: capture, convert and reconcile statements from any supported custodian, with full control at every step.
Platform capabilities
Built for accounting
professionals
Everything your firm needs to modernize investment accounting, in one integrated platform.
Innovative Technology
The platform modernizes the entire capture, convert and reconcile workflow from the broker statement, with an audit trail behind every number.
Data Integrity & Security
Built with security in mind. Your data stays in Canada, encrypted at rest and in transit, on infrastructure designed for financial services.
Seamless Integration
Connect Artiffex to your existing workflows and accounting systems in minutes, no IT project, no disruption. Our platform is built to fit seamlessly into your firm’s workflow.
Dedicated Support
We’re committed to your success through transparent communications and a support team that understands investment accounting: year-round, not just at busy season.
Streamlined Onboarding
Built to ensure you and your team can quickly unlock the value of our platform. Full training completed in as little as two business days.
Operational Scale
Lower the cost of reconciling investment accounting and speed up the time to produce client reports. Process more: with fewer resources.
Does your firm need a powerful, user-friendly modernized investment accounting solution that seamlessly integrates with your existing tools and platforms?
Why Artiffex
Crush the
busy work.
Accounting firms and family offices are changing with new technologies, but it’s hard to know which one to choose.
Whether for price, productivity or ease of use, Artiffex is the modernized accounting solution built by accountants for accountants.
With Artiffex, you capture, convert and reconcile statements from any supported custodian and integrate the results into your existing workflows in a matter of minutes. This speed and efficiency will keep your operations running smoothly and your team productive.
Book a tailored demoWhy the output can be trusted
Modernized from the broker statement:
the book of record for tax.
Artiffex does not work from summaries or third hand exports. The platform builds every file from the broker statement itself, which is why the accounting and tax outputs it produces, including Taxprep ready T2 and T1135, can be trusted by your reviewers.
See the actual platform
The real workflow, not capability cards
Well researched buyers want to see the software before they book. Here is the workflow your team will run.
1 · Ingest statements
Upload original PDF statements from any supported custodian; the platform converts them automatically.
2 · Validate and reconcile
Review, adjust and reconcile with full control, and a tracked audit trail behind every change.
3 · Deliver tax ready output
Generate schedules, journal entries and Taxprep ready T2 and T1135 downloads, ready for review and filing.
Is SaaS the right operating model?
SaaS fits firms that want the process in house
50 or more entities
The platform pays off at volume. Firms running 50+ entities get the most from an in house workflow.
You want control in house
Your team runs every file with full visibility, from ingestion through the final tax ready output.
A team to run it
An internal champion and a small team are all it takes; onboarding and training are guided by Artiffex.
Accounting professionals have shaped this platform from early development through continuous improvement. The Artiffex Working Group brings practitioners into the roadmap, so the product evolves with the firms that rely on it.
Pricing
Simple, transparent pricing
One platform subscription. Everything your firm needs to run investment accounting at scale.
SaaS Platform
Best for firms with 50 or more entities, ready to run investment accounting on their own platform, with full control and Artiffex handling the data complexity behind the scenes.
Assess SaaS fit- Cash continuity schedules & journal entries
- Realized gain & loss reports
- T1135 support & direct Taxprep downloads
- Online access, no installation required
- Online reference library of videos & guides
- Guided onboarding and year-round support
- Eliminate manual entry, optimize internal resources
All prices in CAD. Restrictions and conditions apply. View full pricing details.
Getting started
Getting started with Artiffex is easy.
We work closely with clients during onboarding to ensure the entire firm can quickly unlock the value of modernizing its investment accounting practices.
Assign Your Team
Identify an internal champion who embraces technology and is passionate about enhancing operational efficiency to drive adoption at the firm.
Put Your Files in Order
Create a client list for the Artiffex platform and procure the original PDF statements for the fiscal year.
Get Up and Running: Fast
We complete hands-on, practical training sessions with your users in just two business days. No lengthy IT project required.
Committed to Your Success
Ongoing support, continuous improvement reviews, and a full library of on-demand training videos: so your team stays efficient year after year.
See what Artiffex has done for clients
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.
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.
With Artiffex, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.
Artiffex’s 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.
Fast, accurate and secure: Artiffex delivered on the promised value for our firm. They earned our trust through transparency in pricing and ensuring the process and outputs are perfectly aligned with the specific needs of our firm.
Ready to modernize your
investment accounting?
Join leading accounting firms and family offices across Canada who trust Artiffex.