We deliver operational efficiency to accounting firms and family offices by automating the investment accounting reconciliation process.
    Overview

    We believe the investment accounting process should be simple and intuitive.

    Instantly capture, convert and reconcile financial information from any data source without manual data entry.

    Our patented solution seamlessly captures, converts and transforms financial information for investment accounting purposes, regardless of the source – PDF statements, online investment portals and bank feeds. Artiffex allows you to validate, modify or adjust any data point at any time. Once data is reviewed and validated in Artiffex, you can instantly generate a comprehensive set of reports required for tax preparation and compliance purposes.

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    Screen Shot 2020 08 28 at 11 25 13 AM
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    Artiffex + Xero

    Artiffex simplifies the investment accounting reconciliation process and seamlessly allows users to post the resulting journal entries into Xero.

    Import investment portfolios into Artiffex and reconcile each unique account in a fraction of the time.

    Match your chart of accounts against Artiffex's reconciliation results and post journal entries directly into Xero.

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    Additional info

    Shared data

    Xero
    Artiffex
    Accounts
    Journals

    App details

    Added in 2020

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