AR-TI-FI · HOW-TO · 13 WALKTHROUGHS · 4 CATEGORIES

How-to walkthroughs.

Name: Arfiti
Availability: PreOrder
Author: Arfiti

Operating procedures, end-to-end. From your first login through multi-entity consolidation. Every walkthrough has a difficulty tag, an expected runtime, and screenshots of the actual output.

Getting Started

Migration, initial setup, and first steps with Arfiti

1 GUIDE

BEGINNER

Migrate to ArfitiMove your accounting data from any system to Arfiti — via the Migration Plugin, CSV upload, connectors, Claude chat, MCP tools, or API.

30 min

Daily Accounting with AI Agents

Let autonomous agents handle your day-to-day bookkeeping — bank statements, bills, expenses, and more

6 GUIDES

INTERMEDIATE

How to Process Bank StatementsAutomatically categorize bank transactions, match vendors and customers, and post journal entries using the Bank Transaction Processor and multi-agent orchestration.

15 min

INTERMEDIATE

How to Automate Bill ProcessingForward a vendor invoice to a dedicated email address and watch the Bill Processor Agent extract the data, resolve the vendor, classify the expense, and post the journal entry — all without manual data entry.

15 min

INTERMEDIATE

How to Run Billing CyclesGenerate recurring customer invoices automatically from active contracts using the Billing Run Agent.

5 min

ADVANCED

How to Manage Prepaid ExpensesForward a multi-period vendor invoice and watch the Bill Processor capitalise it to a prepaid asset, delegate contract creation to the Master Data Agent, and generate a calendar-month amortisation schedule — GAAP/IFRS compliant, fully auditable.

15 min

INTERMEDIATE

How to Reconcile TransactionsSchedule the Transaction Reconciliation Agent to match payments to invoices automatically — exact pairs, group settlements, and unmatched items flagged for review.

10 min

BEGINNER

How to Collect Missing BillsSchedule the Bills Collector Agent to email vendors automatically when you've paid them but haven't received a bill — escalating tone, per-vendor cooldown, no human nag-list to maintain.

5 min

Manage Agents

Understand how agents work, configure them, orchestrate multi-agent workflows, and build your own

3 GUIDES

INTERMEDIATE

Agents OverviewUnderstand, configure, and monitor AI agents that automate your accounting workflows — from vendor bill processing to bank reconciliation.

15 min

ADVANCED

Agent OrchestrationCoordinate multiple agents with sagas, downstream rules, memory, and human escalation for complex accounting workflows.

20 min

INTERMEDIATE

Build Custom AgentsCreate a custom AI agent in under 5 minutes — describe what you want, review the generated config, and watch it run.

10 min

Daily Operations

Manual workflows for invoicing, payments, reconciliation, and reporting

3 GUIDES

INTERMEDIATE

How to Calculate PayrollRun a full Estonian gross-to-net payroll from a single prompt — Claude does the math, posts to the GL, and prepares the SEPA payment batch.

5 min

BEGINNER

How to Plan a BudgetBuild a full annual operating budget from a slash command — Claude reads your prior-year GL actuals, applies your growth assumptions, and submits a 12-month plan ready for variance analysis.

5 min

INTERMEDIATE

How to Allocate CostsSplit shared costs across departments, projects, or any dimension with a single slash command — Claude reads the source GL balance, applies your split rule, and posts a balanced allocation journal entry.

5 min