Help Center

Documentation and guides

Everything you need to get the most out of Arvexi. From first import to advanced Cortex configuration, find step-by-step guides for every module.

Getting Started

Account setup, first import, and the basic workflow

Formats, profiles, auto-reconciliation, matching, and the worklist

Task management, templates, dependencies, and certification

Contracts, amortization, journal entries, and reporting

Configuration, sweeps, confidence scoring, and calibration

SFTP, webhook API, CSV upload, and column mapping

Users, entities, periods, chart of accounts, and roles

Authentication, endpoints, webhooks, and rate limiting

Step-by-step guides for implementing each module, connecting your ERP, configuring Cortex, and migrating from Oracle EPM.

Book a demo and our team will walk you through setup, configuration, and your first close cycle.