Navigating the Arvexi platform

Module tabs

The top navigation bar contains five module tabs. These are the primary sections of the Arvexi platform, and they stay visible on every page so you can switch context instantly.

• Command: your central intelligence hub. Cross-module dashboards, Arvexi Cortex status, and sweep results live here. This is the default landing page after login.
• Reconciliation: account reconciliations, transaction matching, journal entries, imports, and reconciliation reports. Where the close process happens day to day.
• Leases: lease portfolio management, ASC 842 / IFRS 16 / GASB 87 accounting, amortization schedules, document extraction, and lease reports.
• Close: period-end close management. Task checklists, status tracking, dependencies, and close certification workflows.
• Planning: financial planning and analysis. Budgets, forecasts, variance analysis, and scenario modeling.

Only modules your organization has licensed appear in the tab bar. If you see three tabs instead of five, your license covers three modules. Contact your administrator or request a demo to explore additional modules.

Command Center

The Command Center is the cross-module AI intelligence hub. It gives you a single view of everything happening across Reconciliation, Leases, Close, and Planning, without clicking into each module separately.

Cortex status

The Cortex status panel shows whether the AI engine is idle, running a sweep, or processing documents. When a sweep is in progress, the panel displays a real-time progress bar with the number of accounts analyzed so far.

Sweep progress and results

After each Cortex sweep completes, the Command Center surfaces a summary: total accounts reconciled, confidence distribution (high, medium, low), and a list of accounts that need attention. Click any account to jump directly into its reconciliation detail view.

Cross-module insights

The Command Center also aggregates signals from other modules. Lease modifications that affect GL balances, close tasks that are behind schedule, and planning variances that exceed thresholds all surface here. It is the first place to check when you want to know the state of your accounting operations at a glance.

Secondary navigation

Each module has its own secondary navigation bar that appears below the module tabs when you enter that module. This bar provides quick access to the pages within the module.

Reconciliation module

The Reconciliation module's secondary navigation includes:

• Dashboard: overview metrics, completion rates, aging analysis, and trend charts for the current period
• Reconciliations: the full list of reconciliation profiles. Filter by status (open, in progress, submitted, approved), assignee, entity, or confidence score.
• Matching: transaction-level matching workspace. View matched pairs, unmatched items, and suggested matches from Cortex.
• Journals: adjusting journal entries created during reconciliation. Draft, review, approve, and export entries to your ERP.
• Import: the Smart Import Wizard for loading GL data, subledger exports, and bank statements.
• Reports: pre-built and custom reports: completion summary, variance detail, aging, audit trail, and period-over-period comparison.

Other modules

The Leases, Close, and Planning modules follow the same pattern. Each has its own secondary navigation with module-specific pages. For example, the Leases module includes Portfolio, Schedules, Documents, Journals, and Reports. The pattern is consistent across the platform, so once you learn one module's layout, the others feel familiar.

Command Palette

The Command Palette is the fastest way to navigate the platform. Press ⌘K on Mac or Ctrl+K on Windows to open it from anywhere in the application.

Search accounts

Start typing an account number or name to find it instantly. The Command Palette searches across all modules: GL accounts, lease records, close tasks, and planning line items. Select a result to jump directly to that record.

Navigate pages

Type a page name to navigate without clicking through menus. “Import” takes you to the Smart Import Wizard. “Dashboard” opens the Reconciliation Dashboard. “Settings” opens the Settings page. The palette learns from your usage patterns and surfaces frequently visited pages first.

Trigger actions

The Command Palette also supports actions. Type “run sweep” to trigger a Cortex sweep without navigating to the Command Center. Type “new journal” to create an adjusting entry. Type “export” to open the export dialog for the current page. Actions are context-aware. The available actions change depending on where you are in the platform.

Keyboard shortcuts

Beyond the Command Palette, Arvexi supports keyboard shortcuts for common operations:

• ⌘K / Ctrl+K: open Command Palette
• ⌘1 through ⌘5: switch between module tabs
• ⌘Enter: submit the current form or confirm the current action
• Escape: close any open dialog, palette, or panel
• ?: show the full keyboard shortcuts reference from any page

Notifications and settings

Notification bell

The bell icon in the top-right corner shows unread notifications. Arvexi polls for new notifications every 60 seconds, and the badge count updates automatically. Click the bell to see your notification feed.

Notifications cover events across all modules:

• Reconciliation submitted for review: when a preparer submits a reconciliation assigned to you as reviewer
• Review approved or changes requested: when a reviewer acts on your submitted reconciliation
• Cortex sweep completed: when an automated or manual sweep finishes, with a summary of findings
• Close task assigned: when you are assigned a new task in the Close module
• Import completed: when a data import finishes processing, with success and error counts

User menu

Click your avatar in the top-right corner to access the user menu. From here you can:

• Profile: update your display name, email, and avatar
• Settings: organization-level configuration (admin access required). Manage users, entities, integrations, and notification preferences.
• Sign out: end your session securely

If you are an administrator, the Settings page is also where you invite team members and configure entity-level access controls.