SaaS Solution

Your Competitive Advantage

Grow Your Firm With ARTIFFEX 

Easily integrate our platform into your existing operations to capture, convert and reconcile financial information from any data source without manual data entry.

Technology Innovation

Eliminate manual data entry and the mistakes that often result from it.

Seamless integration

Trusted platform backed by a team invested in your success.

Data Integrity and Security

Bank-level security protocols, providing confidence, compliance and peace of mind.

Unparalleled Support and Service

We’re committed to your success through transparent communications and a best-in-class customer support team.

Streamlined Onboarding Process

Built to ensure you and your team can quickly unlock the value of our platform.

Operational Scale

Lower the cost of reconciling investment accounting and speed up the time to produce client reports.

Does your firm want a powerful, user-friendly automated investment reconciliation solution that seamlessly integrates with your existing tools and platforms?

Connect with us

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 industry leader and the only automated accounting solution built by accountants for accountants.

With ARTIFFEX, you can capture, convert, and reconcile data from any source and integrate them into your existing workflows in a matter of minutes. This speed and efficiency will keep your operations running smoothly and your team productive.

GETTING STARTED WITH ARTIFFEX IS easy

We work closely with our clients during the onboarding processes to ensure the entire firm can quickly unlock the value in automating its traditional investment reconciliation 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 to be placed in the ARTIFFEX platform and begin the process of eliminating tedious, time consuming manual data entry associated with their files. Next, procure the original PDF statements for the fiscal year to place on the ARTIFFEX platform.

GET UP AND RUNNING – FAST

We work with you to complete, hands-on training sessions with your users in just two business days. 

COMMITTED TO YOUR SUCCESS

Post-training, ARTIFFEX provides ongoing support, gathers feedback from your firm as part of the continuous improvement process, and regularly reviews client files to ensure quality and consistency. You can also access a full library of training videos available on demand at any time.

See What ARTIFFEX Has Done for Clients

We sought a trusted partner to help us with the investment reconciliation process. With ARTIFFEX, we have been able to leverage the power of automation to dramatically reduce the work in progress associated with reconciling investment financial data. Outsourcing files to ARTIFFEX allows us to save time, control adjustments as necessary and complete the requisite tax filing and compliance reports seamlessly.

Margesh Parikh, CPA, Trowbridge

Manager, International Expansion and Private Client Corporate Services

ARTIFFEX has provided a great platform for investment bookkeeping, it was definitely worth making the change to an automated solution.

Ricky Yau, Fuller Landau

Manager, Accounting

With ARTIFFEX, we’re driving operational efficiency within the firm at a significant rate, and are on track to improve even more.

Chris Sheen, CPA, GGFL LLP

Manager, Assurance & Advisory Services

ARTIFFEX’ 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.

Jennifer Wakeham, CPA, CGA, McCay Duff

Manager

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.

Jill Croft, CPA, CGA, S+C Partners

Client Service Manager

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.

Stephen Weber, Centron

CFO, Family Office, Toronto

Fast, accurate and secure – ARTIFFEX delivered on the promised value its Outsourcing Service would have for our firm. They have been a true partner throughout the engagement, earning our trust through transparency in pricing and spending the time we needed to ensure the process and outputs are aligned with the specific needs of our firm. We look forward to our continued collaboration with the ARTIFFEX team.

Kathleen Dengler, CPA, CGA, Geib & Company

Assurance Partner

ARTIFFEX’s outsourcing solution proved to be a quick and easy way for our firm to meet the demands of our busy season without increasing overhead costs.

Martin Perko, CPA, CA, Clark & Horner

Partner

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