Every finance domain in Artifi ships with a skill — a domain guide that teaches Claude how that area works: what it can do, what to ask, and the reference detail behind it. Bookkeeping, payroll, VAT, close, reconciliation, FP&A — read them, then put them to work on your books.
General ledger, chart of accounts, reporting, and period management
Create, organize, and manage your general ledger chart of accounts with hierarchical structures and multi-entity support.
Create, close, lock, and manage fiscal periods to control when transactions can be posted and ensure clean month-end closes.
Generate trial balances, income statements, balance sheets, cash flow statements, aging reports, and 30+ other financial reports on demand.
Configure automatic GL account mappings for every transaction type so double-entry accounting happens correctly every time.
Manage ASC 606 and IFRS 15 compliant revenue recognition with straight-line, milestone, and usage-based schedules.
Vendors, customers, employees, and items management
Create, update, and manage customer records with addresses, pricing tiers, tax profiles, credit limits, and payment terms.
Manage vendor records with bank accounts, payment terms, 1099 tracking, and automated duplicate detection.
Manage employee records including personal information, employment details, bank accounts, and organizational structure.
Manage your product and service catalog with pricing, GL account mappings, inventory tracking, and tax configuration.
Bank accounts, reconciliation, payment batches, and corporate cards
Set up and manage company, vendor, and employee bank accounts with encrypted storage and GL integration.
Import, process, and manage bank statements from CSV, OFX, and direct bank connections with intelligent account discovery.
Match bank statement lines to GL transactions and reconcile payments to invoices with automated multi-pass matching.
Create, approve, and transmit vendor payment batches with support for ACH, wire, SEPA, and check payments.
Manage card programs, issue cards to employees, track spending, and automate transaction categorization and GL posting.
Invoices, expenses, receipts, and bulk transaction operations
Post AP invoices, AR invoices, payments, journal entries, and 40+ other transaction types through a unified ledger.
Import and process multiple transactions at once from CSV files, PDFs, or verbal descriptions with batch validation and error isolation.
Submit, approve, and reimburse employee expense reports with support for receipts, per diem, and mileage claims.
Automatically request, collect, and validate receipts for corporate card transactions and expense claims.
Manage cost of goods sold, expense accruals, and prepaid expense amortization to ensure accurate period-over-period profitability.
Billing, payroll, fixed assets, budgets, projects, and allocations
Manage customer pricing, recurring contracts, subscription billing, and prepaid wallets for automated invoice generation.
Configure compensation, manage tax withholding, process payroll runs, and handle multi-country payroll with plugin-based tax calculations.
Track fixed assets through acquisition, depreciation, transfer, impairment, and disposal with automatic GL posting.
Create multi-version budgets with approval workflows, variance analysis, dimension tagging, and template-based planning.
Track projects with team assignments, milestones, time entries, budgets, and profitability analysis across legal entities.
Create custom analysis dimensions (department, project, location, cost center) with hierarchical structures for multi-dimensional financial reporting.
Distribute shared costs to departments, projects, or entities using rule-based allocation workflows with full GL posting.
Multi-currency, tax, imports, communications, and system configuration
Manage exchange rates, convert currencies, and handle multi-currency transactions with automatic gain/loss calculations.
Configure tax codes, rates, jurisdictions, authorities, and registrations for multi-jurisdictional tax compliance.
Import customers, vendors, employees, accounts, items, and other master data in bulk from CSV files or external systems.
Process inbound emails, send notifications, and manage entity-specific email addresses with automatic agent routing.
Attach supporting documents (invoices, receipts, contracts) to transactions with OCR extraction and secure cloud storage.
Configure automatic sequential numbering for transactions, invoices, vendors, customers, and other records with customizable prefixes.
Create and configure legal entities (subsidiaries, branches) with independent charts of accounts, fiscal periods, and tax registrations.
Manage users, assign permission roles, create API keys, and control access to accounting operations with RBAC.
Configure and monitor autonomous AI agents that process bills, categorize transactions, reconcile accounts, and manage master data.
Define payment terms with due date calculations and early payment discount incentives for consistent AP and AR management.
Quick reference for all query, analytics, write, and workflow tools available in the AI-native ERP platform.
A skill tells Claude how a domain works. What actually posts is decided the same way as everything else — dry-run first, risk lanes, an immutable audit row on every write.