For Accounting Firms and Family Offices

Flexible Solutions Tailored to your firM

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.

Crush The Busy Work

Our secure, proven and patented solution is trusted by accounting firms and family offices of all sizes, to reconcile and report on investments.

Accelerate Growth

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


Scalable & Flexible

Do it yourself with our secure cloud-based solution or outsource to us when you need help.

Improve Client Service

Free up your time to focus on strategically advising clients with key insights and proactive tax planning.

Accounting innovation

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

95% of inbound customer support inquiries are resolved within 24 hours

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.


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.


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.

Use Cases

Artiffex can reduce the time spent on the following file types between 50 – 80%*


Client files where the firm is already executing detailed broker write-ups without relying on summaries provided


Client marketable securities portfolios held in a non-personal entity


Statements with incorrect cost basis


Client files with voluminous options contracts and transactions


Client files with calendar and non-calendar year ends


Client files with multiple brokers / custodians


Client files holding independent fund accounts (i.e., Quadrus, London Life)


Client files with multiple unconverted currency data points on the same statement

* Client files for active day traders, and files with unconventional statement types in which identifying all the necessary information for positions and transactions are not straightforward, can expect a time savings of 25-40%.

Automated Reconciliation

Does your client have multiple brokerage accounts? Accounts in both US and Canadian currencies? Artiffex’s reconciliation platform allows you to organize all your transactions easily and accurately.

Seamlessly import and organize investment portfolio data

Easy-to-understand prompts and automated suggestions

Effortless adjustment tools

Import journal entries into Quickbooks Online or Xero 

Create a continuity schedule and export it to Excel






Using Artiffex you can easily generate and post journal entries in any downstream portfolio accounting software.

If you utilize QuickBooks Online or Xero, leverage our integrated API to connect your client’s chart of accounts directly to Artiffex.

Getting started with Artiffex is Effortless

From onboarding to training, our service and pricing plans are designed to enable accounting firms and family offices to make the complete journey to automation effortlessly.

See What Artiffex Has Done for Clients

Automate Investment Accounting today


Seamless Integration

Endless Possibilities

Unparalleled Support