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Artiffex

Accounting, Accountant tools, and Reporting

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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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.

Getting started

Contact Artiffex today to find out about getting started.

Explore how to setup Artiffex

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Additional info

Shared data

Xero

Artiffex

Accounts

Journals

App details

Added in 2020

Countries

Canada, United States

Languages

English, French

Support

Setup walkthrough Integration walkthrough Contact support support@artiffex.com

Contact

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