In this episode of the AJAG PD Pod, Ivan and Jonathan are joined by Guy Vadish, Founder and CEO of Artiffex, to explore the question: can investment bookkeeping really be automated?

From inconsistent broker statements and FX tracking to T1135 reporting, options trading and high-volume self-directed accounts, the conversation digs into the real challenges accountants face when reconciling investment portfolios. Tune in for a candid look at what automation - and even outsourcing - might realistically look like within a CPA practice.

Learn more about Artiffex here: https://artiffex.com/