Building on almost 20 years and millions of dollars of research and development, Artiffex is a platform which helps accounting professionals reduce data-entry costs by up to 90%. The software as a service (SaaS) digital transformation platform allows users to upload and transform information found in periodic banking and investment statements from over 700 different financial institutions worldwide.  The data can then be utilized for summary and performance reporting, recording of journal entries, broker write ups and tax filing purposes.

An integral part of our development process was to create a platform that met the needs of accounting professionals world-wide. We worked with numerous accounting firms and professionals to ensure that our software meets the standard operating practices of accountants, and offers clients operating efficiencies including reductions in overhead costs.

Is ARTIFFEX compatible with accounting software such as CaseWare, Sage, or Quickbooks?

Yes. Using our integrated export tool, any information found on the Artiffex platform can be exported into a customized Microsoft Excel spreadsheet and subsequently uploaded into the accounting platform of your choice.

How much does ARTIFFEX cost?

There are three (3) pricing levels depending on the usage requirements as well as a one-time initial setup fee. The setup fee includes:

  • Onboarding of new users
  • Creation of a proprietary database
  • On-site training
  • Importing of historical back-data.

For information on our different pricing levels, please contact us directly so we can discuss your needs and be sure to offer a price that works best for both you, and your clients.

What kind of technical support does ARTIFFEX offer?

Client support is available weekdays from 8am to 6pm (EST) by telephone and until 10pm (EST) via email. Our representatives are located in our Montreal office and are available to assist users with questions related to functionality, operations, and day-to-day use of the platform.

What is ARTIFFEX’s commitment to future product development?

Artiffex collaborates with its customers constantly to ensure their needs are met and exceeded.

We continuously work with industry experts and accounting professionals to ensure that our service is aligned with standard accounting procedures and practices. When we receive a request for a new functionality we assess the request and its impact to the entire industry we service. Our developers and engineers then work on building the functionality into the software.

How does ARTIFFEX work?

With a just few clicks, users can upload financial information to the Artiffex platform regardless of the source;

  • PDF or paper statements
  • Financial institution web-portals using secure-access credentials
  • Direct custodial feeds

Once uploaded, the information can be used to generate a variety of reports including but not limited to:

  • Realized Gain/Loss Report
  • Realized Income Report
  • Foreign Asset Report
  • Performance Report (IRR and ROR)
  • Activity Report
  • Broker Writeup

What if a financial institution you deal with is not currently supported?

Advise Artiffex of the name of the institution and provide copies of the statements (at least 6 months of consecutive documents) or access to the financial institution portal, which will allow us to develop and build the necessary support. Turn-around times are approximately 5-7 business days for a new financial institution web-portal and 2-3 business days for a new periodic statement type.

Can I import historical data into ARTIFFEX from any other software platforms?

Yes. Upon request, we provide three (3) Microsoft Excel template worksheets to our clients to record historical portfolio month-end values (for performance tracking), historical buy/sell transactions (for capital gain/loss tracking), as well as any other historical transactions pertinent to the user.

How long is the training and how fast will new users be able to use ARTIFFEX?

Live on-site training is provided to new users at the onset of an engagement and consists of a half-day or full-day session at the client’s location depending on requirements. Supplemental training sessions are available upon request and can be executed in-person or by webinar.

New users/clients are up-and-running within 2-3 business days of the onset of an engagement. Upon creation of a proprietary database for a new client, administrative users are able to immediately begin creating users and setting firm properties with the help of our extensive library of user-guides and tutorial videos.

Security / confidentiality of information

At Artiffex we continuously strive to provide better than bank-level security of our client’s information. We currently hold an SSL Security rating of “A”. At the onset of an engagement both parties are required to sign confidentiality agreements as well as non-disclosure agreements (NDA). All data stored on Artiffex servers is the sole property of our clients.


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