Automated investment accounting

for family and High-Net-Worth clients

Boost Operational Efficiency

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

Comprehensive Reports for Tax Compliance.

ARTIFFEX transforms operational efficiency with our patented technology, eliminating manual data entry.

Our solution automates the capture, conversion, and reconciliation of investment portfolio data from any source and format, revolutionizing the way financial data is managed.

HOW ARTIFFEX WORKS

Purpose Built For Cpas By Cpas

ARTIFFEX automates investment bookkeeping by aggregating and reconciling data from investment statements for tax compliance. It allows users to reconcile portfolios usingdetailed or summarized data from PDF statements, regardless of the institution.

ARTIFFEX uses provided tax-lot data to ensure accurate gain/loss information according to U.S. tax compliance requirements. Outputs include journal entries that reconcile investments and cash flow separately, ensuring balanced results.

Cut Costs and increase margins

Experiance up to 80% operational and eliminate manual data entry with artiffex. tranform
your unstryctured financial data into comprehensive report and detailed journal entries effortlessly.