Getting Started
What Artifi is, how it works, and how to set up your organization
What is Artifi?
Artifi is an AI-Operated ERP where Claude.ai, Cursor, or any MCP-compatible tool becomes your full financial interface
5 min readKey Concepts
The mental model behind Artifi — data isolation, MSEO pattern, workflow engine, plugins, agents, and connectors
7 min readGetting Started
Set up your Artifi organization in under 10 minutes
4 min readFinancial Core
General ledger, chart of accounts, reporting, tax, and period management
Chart of Accounts
General ledger account management with master-level defaults and entity-specific overrides
8 min readReports & Financial Analytics
Comprehensive reporting across financial statements, tax compliance, SaaS metrics, and multi-entity consolidation
8 min readFinancial Period Management
Manage accounting periods, month-end close, period locking, and fiscal calendar configurations
9 min readTax Management
Automatic tax calculation with compound taxes, exemptions, reverse charges, and multi-jurisdiction support
10 min readExchange Rates & Multi-Currency
Automatic exchange rate feeds, cross-rate calculation, and FX gain/loss handling for multi-currency operations
9 min readPosting Profiles
GL account mapping system that powers automatic double-entry bookkeeping for all transaction types
9 min readMaster Data
Vendors, customers, employees, items, dimensions, and projects
Vendor Management
Vendor master data, payment terms, addresses, banking details, and entity-specific overrides
7 min readCustomer Management
Create, update, and manage customer records with multi-entity support, custom pricing, and tax profiles
8 min readEmployee Management
Manage the full employee lifecycle from hiring to termination with multi-entity assignments and payroll integration
9 min readItems & Products
Manage your product and service catalog with multi-entity pricing, volume tiers, and GL account mappings
10 min readDimensions & Analytics
Set up custom analysis dimensions to slice financial data by department, project, location, cost center, and more
9 min readProject Management
Track project costs, revenue, team allocation, milestones, and time entries across multiple legal entities
10 min readLegal Entity Management
Create and manage legal entities with multi-currency support, VAT registration, and organizational hierarchy
7 min readTransaction Processing
Unified transaction engine, billing, revenue recognition, and expenses
Unified Transaction Ledger
How the AI-Native ERP processes all financial transactions through a single unified system
8 min readBilling & Subscription Management
Customer pricing, subscription contracts, usage-based billing, prepaid wallets, and automated invoice generation
12 min readRevenue Recognition
ASC 606 and IFRS 15 compliant revenue recognition with automated schedules
7 min readCost Accruals and COGS
Automatic cost of goods sold posting, inventory costing methods, and expense accruals
6 min readExpense Management
Employee expense reports with per-diem, mileage, receipt collection, and automated reimbursement
8 min readReceipts Management
Automatic receipt collection, OCR validation, and compliance tracking for corporate expenses
6 min readBulk Transaction Processing
Import and process multiple financial transactions in a single operation
7 min readBanking & Payments
Bank accounts, payment batches, reconciliation, and corporate cards
Banking Operations
Bank account management, statement imports, payment processing, and multi-provider connectivity
9 min readPayment Batches
Organize, approve, and transmit vendor payments in batches with full audit trails and bank reconciliation
10 min readReconciliation
Bank statement reconciliation and payment-to-invoice matching with AI-powered multi-pass algorithms
12 min readCard Management
Corporate card programs, card issuance, transaction monitoring, expense classification, and reconciliation
11 min readPayment Terms
Configure payment terms with automatic due date calculation and early payment discount incentives
7 min readMulti-Currency & Organization
Multi-currency operations, exchange rates, and multi-entity management
Specialized Modules
Payroll, cost allocation, fixed assets, and budgets
Payroll
Multi-country payroll processing with plugin-based tax calculations, employee compensation, and automated payment batches
11 min readCost Allocations
Distribute shared costs across departments, projects, and business units with plugin-based allocation logic
9 min readFixed Assets
Complete fixed asset lifecycle management with multi-book depreciation, automated acquisition, and GL reconciliation
12 min readBudget Management
Create, approve, and track budgets with version control, variance analysis, and dimension-based drill-down
10 min readSystem & Configuration
Workflows, approvals, autonomous agents, authentication, and roles
Workflow Engine
Risk-based approval workflows, lane assignment, and the universal submit gateway for all write operations
10 min readWorkflow Approvals
Two-layer approval routing with risk-based lanes and dynamic step conditions for flexible approval chains
8 min readAI Agents
Autonomous AI agents that automate bill processing, reconciliation, payment proposals, and more
10 min readAuthentication
Dual authentication with OAuth 2.1 and API keys, automatic provisioning, and multi-organization support
8 min readRoles & Permissions
Role-based access control with granular permissions, entity scoping, custom roles, and team invitation flows
9 min readTools Reference
Complete reference for all query, reporting, and write tools available through the conversational interface
12 min readAutomatic Numbering
Automatic, sequential number generation for transactions and master data with customizable prefixes
7 min readData & Integration
Bulk imports, file attachments, storage, and email communications
Bulk Import
Universal bulk data import system for master data, transactions, and migrations with automatic sync/async routing
10 min readBulk Import Admin Panel
CSV import wizard with intelligent field mapping, duplicate detection, and real-time progress tracking
8 min readFile Attachments
Attach documents to transactions, assets, and entities with AI-powered content extraction and searchable metadata
7 min readStorage Management
Unified file storage browser with virtual folders for emails, bills, imports, and skill packages
7 min readCommunications
Automated email ingestion pipeline with AI spam filtering, attachment processing, and agent-driven document handling
10 min read