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Documentation

How the Artifi ledger, agents and plugins fit together. 46 articles in 9 sections, written to be read by your team and by Claude — every page copies as markdown.

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 interface5 min read Key ConceptsThe mental model behind Artifi — data isolation, MSEO pattern, workflow engine, plugins, agents, and connectors7 min read Getting StartedSet up your Artifi organization in under 10 minutes4 min read

Financial core

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

Chart of AccountsGeneral ledger account management with master-level defaults and entity-specific overrides8 min read Reports & Financial AnalyticsComprehensive reporting across financial statements, tax compliance, SaaS metrics, and multi-entity consolidation8 min read Financial Period ManagementManage accounting periods, month-end close, period locking, and fiscal calendar configurations9 min read Tax ManagementAutomatic tax calculation with compound taxes, exemptions, reverse charges, and multi-jurisdiction support10 min read Exchange Rates & Multi-CurrencyAutomatic exchange rate feeds, cross-rate calculation, and FX gain/loss handling for multi-currency operations9 min read Posting ProfilesGL account mapping system that powers automatic double-entry bookkeeping for all transaction types9 min read

Master data

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

Vendor ManagementVendor master data, payment terms, addresses, banking details, and entity-specific overrides7 min read Customer ManagementCreate, update, and manage customer records with multi-entity support, custom pricing, and tax profiles8 min read Employee ManagementManage the full employee lifecycle from hiring to termination with multi-entity assignments and payroll integration9 min read Items & ProductsManage your product and service catalog with multi-entity pricing, volume tiers, and GL account mappings10 min read Dimensions & AnalyticsSet up custom analysis dimensions to slice financial data by department, project, location, cost center, and more9 min read Project ManagementTrack project costs, revenue, team allocation, milestones, and time entries across multiple legal entities10 min read Legal Entity ManagementCreate and manage legal entities with multi-currency support, VAT registration, and organizational hierarchy7 min read

Transaction processing

Unified transaction engine, billing, revenue recognition, and expenses

Unified Transaction LedgerHow the AI-Native ERP processes all financial transactions through a single unified system8 min read Billing & Subscription ManagementCustomer pricing, subscription contracts, usage-based billing, prepaid wallets, and automated invoice generation12 min read Revenue RecognitionASC 606 and IFRS 15 compliant revenue recognition with automated schedules7 min read Cost Accruals and COGSAutomatic cost of goods sold posting, inventory costing methods, and expense accruals6 min read Expense ManagementEmployee expense reports with per-diem, mileage, receipt collection, and automated reimbursement8 min read Receipts ManagementAutomatic receipt collection, OCR validation, and compliance tracking for corporate expenses6 min read Bulk Transaction ProcessingImport and process multiple financial transactions in a single operation7 min read

Banking & payments

Bank accounts, payment batches, reconciliation, and corporate cards

Banking OperationsBank account management, statement imports, payment processing, and multi-provider connectivity9 min read Payment BatchesOrganize, approve, and transmit vendor payments in batches with full audit trails and bank reconciliation10 min read ReconciliationBank statement reconciliation and payment-to-invoice matching with AI-powered multi-pass algorithms12 min read Card ManagementCorporate card programs, card issuance, transaction monitoring, expense classification, and reconciliation11 min read Payment TermsConfigure payment terms with automatic due date calculation and early payment discount incentives7 min read

Multi-currency & organization

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

Multi-CurrencyTriple-currency recording, automatic exchange rate conversion, FX gain/loss tracking, and consolidation support10 min read Multi-OrganizationManage multiple client organizations from a single partner account with config cloning and seamless switching8 min read

Specialized modules

Payroll, cost allocation, fixed assets, and budgets

PayrollMulti-country payroll processing with plugin-based tax calculations, employee compensation, and automated payment batches11 min read Cost AllocationsDistribute shared costs across departments, projects, and business units with plugin-based allocation logic9 min read Fixed AssetsComplete fixed asset lifecycle management with multi-book depreciation, automated acquisition, and GL reconciliation12 min read Budget ManagementCreate, approve, and track budgets with version control, variance analysis, and dimension-based drill-down10 min read

System & configuration

Workflows, approvals, autonomous agents, authentication, and roles

Workflow EngineRisk-based approval workflows, lane assignment, and the universal submit gateway for all write operations10 min read Workflow ApprovalsTwo-layer approval routing with risk-based lanes and dynamic step conditions for flexible approval chains8 min read AI AgentsAutonomous AI agents that automate bill processing, reconciliation, payment proposals, and more10 min read AuthenticationDual authentication with OAuth 2.1 and API keys, automatic provisioning, and multi-organization support8 min read Roles & PermissionsRole-based access control with granular permissions, entity scoping, custom roles, and team invitation flows9 min read Tools ReferenceComplete reference for all query, reporting, and write tools available through the conversational interface12 min read Automatic NumberingAutomatic, sequential number generation for transactions and master data with customizable prefixes7 min read

Data & integration

Bulk imports, file attachments, storage, and email communications

Bulk ImportUniversal bulk data import system for master data, transactions, and migrations with automatic sync/async routing10 min read Bulk Import Admin PanelCSV import wizard with intelligent field mapping, duplicate detection, and real-time progress tracking8 min read File AttachmentsAttach documents to transactions, assets, and entities with AI-powered content extraction and searchable metadata7 min read Storage ManagementUnified file storage browser with virtual folders for emails, bills, imports, and skill packages7 min read CommunicationsAutomated email ingestion pipeline with AI spam filtering, attachment processing, and agent-driven document handling10 min read