HOW-TO · 13 WALKTHROUGHS · 4 CATEGORIES

Run it yourself, step by step.

Operating procedures for Artifi, end to end — from first login to multi-entity work. Every walkthrough lists its prerequisites, a difficulty rating, and how long it takes.

// every flow works through Claude and any MCP client
BEGINNERINTERMEDIATEADVANCED
01

Getting Started

Migration, initial setup, and first steps with Artifi

1 GUIDE
BEGINNERMigrate to ArtifiMove your accounting data from any system to Artifi — via the Migration Plugin, CSV upload, connectors, Claude chat, MCP tools, or API.30 min
02

Daily Accounting with AI Agents

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

6 GUIDES
INTERMEDIATEHow 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 minINTERMEDIATEHow 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 minINTERMEDIATEHow to Run Billing CyclesGenerate recurring customer invoices automatically from active contracts using the Billing Run Agent.5 minADVANCEDHow 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 minINTERMEDIATEHow to Reconcile TransactionsSchedule the Transaction Reconciliation Agent to match payments to invoices automatically — exact pairs, group settlements, and unmatched items flagged for review.10 minBEGINNERHow 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
03

Manage Agents

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

3 GUIDES
INTERMEDIATEAgents OverviewUnderstand, configure, and monitor AI agents that automate your accounting workflows — from vendor bill processing to bank reconciliation.15 minADVANCEDAgent OrchestrationCoordinate multiple agents with sagas, downstream rules, memory, and human escalation for complex accounting workflows.20 minINTERMEDIATEBuild Custom AgentsCreate a custom AI agent in under 5 minutes — describe what you want, review the generated config, and watch it run.10 min
04

Daily Operations

Manual workflows for invoicing, payments, reconciliation, and reporting

3 GUIDES
INTERMEDIATEHow 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 minBEGINNERHow 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 minINTERMEDIATEHow 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
OR LET THE AGENTS RUN IT

Prefer it run for you?

Everything on this page is work Artifi's governed agents do daily — they propose, your team approves through risk lanes, and every step lands in one audit trail.

Book a working sessionMeet the agents