AR-TI-FI · DOCS · 46 ARTICLES · 9 CATEGORIES

Documentation.

How the Artifi ledger, plugins, and agents fit together. From chart of accounts and posting profiles to bank reconciliation, payroll math, and statutory filings.

Getting Started

What Artifi is, how it works, and how to set up your organization

3 ARTICLES

What is Artifi?Artifi is an AI-Operated ERP where Claude.ai, Cursor, or any MCP-compatible tool becomes your full financial interface

Key ConceptsThe mental model behind Artifi — data isolation, MSEO pattern, workflow engine, plugins, agents, and connectors

Getting StartedSet up your Artifi organization in under 10 minutes

Financial Core

General ledger, chart of accounts, reporting, tax, and period management

6 ARTICLES

Chart of AccountsGeneral ledger account management with master-level defaults and entity-specific overrides

Reports & Financial AnalyticsComprehensive reporting across financial statements, tax compliance, SaaS metrics, and multi-entity consolidation

Financial Period ManagementManage accounting periods, month-end close, period locking, and fiscal calendar configurations

Tax ManagementAutomatic tax calculation with compound taxes, exemptions, reverse charges, and multi-jurisdiction support

Exchange Rates & Multi-CurrencyAutomatic exchange rate feeds, cross-rate calculation, and FX gain/loss handling for multi-currency operations

Posting ProfilesGL account mapping system that powers automatic double-entry bookkeeping for all transaction types

Master Data

Vendors, customers, employees, items, dimensions, and projects

7 ARTICLES

Vendor ManagementVendor master data, payment terms, addresses, banking details, and entity-specific overrides

Customer ManagementCreate, update, and manage customer records with multi-entity support, custom pricing, and tax profiles

Employee ManagementManage the full employee lifecycle from hiring to termination with multi-entity assignments and payroll integration

Items & ProductsManage your product and service catalog with multi-entity pricing, volume tiers, and GL account mappings

Dimensions & AnalyticsSet up custom analysis dimensions to slice financial data by department, project, location, cost center, and more

Project ManagementTrack project costs, revenue, team allocation, milestones, and time entries across multiple legal entities

Legal Entity ManagementCreate and manage legal entities with multi-currency support, VAT registration, and organizational hierarchy

Transaction Processing

Unified transaction engine, billing, revenue recognition, and expenses

7 ARTICLES

Unified Transaction LedgerHow the AI-Native ERP processes all financial transactions through a single unified system

Billing & Subscription ManagementCustomer pricing, subscription contracts, usage-based billing, prepaid wallets, and automated invoice generation

Revenue RecognitionASC 606 and IFRS 15 compliant revenue recognition with automated schedules

Cost Accruals and COGSAutomatic cost of goods sold posting, inventory costing methods, and expense accruals

Expense ManagementEmployee expense reports with per-diem, mileage, receipt collection, and automated reimbursement

Receipts ManagementAutomatic receipt collection, OCR validation, and compliance tracking for corporate expenses

Bulk Transaction ProcessingImport and process multiple financial transactions in a single operation

Banking & Payments

Bank accounts, payment batches, reconciliation, and corporate cards

5 ARTICLES

Banking OperationsBank account management, statement imports, payment processing, and multi-provider connectivity

Payment BatchesOrganize, approve, and transmit vendor payments in batches with full audit trails and bank reconciliation

ReconciliationBank statement reconciliation and payment-to-invoice matching with AI-powered multi-pass algorithms

Card ManagementCorporate card programs, card issuance, transaction monitoring, expense classification, and reconciliation

Payment TermsConfigure payment terms with automatic due date calculation and early payment discount incentives

Multi-Currency & Organization

Multi-currency operations, exchange rates, and multi-entity management

2 ARTICLES

Multi-CurrencyTriple-currency recording, automatic exchange rate conversion, FX gain/loss tracking, and consolidation support

Multi-OrganizationManage multiple client organizations from a single partner account with config cloning and seamless switching

Specialized Modules

Payroll, cost allocation, fixed assets, and budgets

4 ARTICLES

PayrollMulti-country payroll processing with plugin-based tax calculations, employee compensation, and automated payment batches

Cost AllocationsDistribute shared costs across departments, projects, and business units with plugin-based allocation logic

Fixed AssetsComplete fixed asset lifecycle management with multi-book depreciation, automated acquisition, and GL reconciliation

Budget ManagementCreate, approve, and track budgets with version control, variance analysis, and dimension-based drill-down

System & Configuration

Workflows, approvals, autonomous agents, authentication, and roles

7 ARTICLES

Workflow EngineRisk-based approval workflows, lane assignment, and the universal submit gateway for all write operations

Workflow ApprovalsTwo-layer approval routing with risk-based lanes and dynamic step conditions for flexible approval chains

AI AgentsAutonomous AI agents that automate bill processing, reconciliation, payment proposals, and more

AuthenticationDual authentication with OAuth 2.1 and API keys, automatic provisioning, and multi-organization support

Roles & PermissionsRole-based access control with granular permissions, entity scoping, custom roles, and team invitation flows

Tools ReferenceComplete reference for all query, reporting, and write tools available through the conversational interface

Automatic NumberingAutomatic, sequential number generation for transactions and master data with customizable prefixes

Data & Integration

Bulk imports, file attachments, storage, and email communications

5 ARTICLES

Bulk ImportUniversal bulk data import system for master data, transactions, and migrations with automatic sync/async routing

Bulk Import Admin PanelCSV import wizard with intelligent field mapping, duplicate detection, and real-time progress tracking

File AttachmentsAttach documents to transactions, assets, and entities with AI-powered content extraction and searchable metadata

Storage ManagementUnified file storage browser with virtual folders for emails, bills, imports, and skill packages

CommunicationsAutomated email ingestion pipeline with AI spam filtering, attachment processing, and agent-driven document handling