What is Arcarius?
Arcarius is your assistant for accounting and controlling – right on top of your bexio accounting. What it does for you and how to get started.
Read articleHelp Center
How can we help?
Guides, answers, and best practices for Arcarius – from onboarding to closing.
Basics
Overview of Arcarius, its setup, and central basics.
Getting Started
Onboarding
How the onboarding works.
Read articleAccounting connection
Connect and reconnect bexio
How to connect your bexio account to Arcarius – and what to do when a reconnect is needed.
Read articleConnect Run My Accounts
How to connect a Run My Accounts client to Arcarius via API key.
Read articlebexio User Permissions
Which user permissions do I need so that Onboarding is successful?
Read articleReload transactions
How to bring an already-created result up to date when new bookings were added in bexio.
Read articleData freshness: how Arcarius keeps your data current
Arcarius pulls your accounting automatically every night – and you can reload any time, free of charge, so results reflect the latest state.
Read articleManage company settings
Where to review and update a company's master data, accounting settings, and account mapping.
Read articleFeatures
All modules in detail: One-on-One, Scheduled tasks, Reporting, and Rebooking.
One-on-One
One-on-One: Functionality
What the agent can do, what it has access to, and what you can have it create.
Read articleOne-on-One: How do I work with Arcarius?
How to phrase good requests, organize your chats, and get the best quality out of it.
Read articleOne-on-One: I'm not happy with the answer
What you can do if you're not satisfied with an answer.
Read articleCreating and sharing your own templates
How, as an admin, you create your own prompt templates, activate them and share them with your team – with attachments like Excel or Word, usable in One-on-One and Scheduled tasks.
Read articleMemory: What Arcarius remembers
See what Arcarius automatically remembers for future tasks and remove entries.
Read articleSet instructions for Arcarius
Define how Arcarius should work for your organization, a company, or for you personally.
Read articleKnowledge Database: Upload, Usage, Visibility
How you can adapt Arcarius' knowledge to your needs.
Read articleWork with Projects
Bring chats, files, Memory, and scheduled tasks together for one shared matter.
Read articleChoose how Arcarius works in chat
When to use Thorough or Faster and how your choice affects your next request.
Read articleMake changes safely with Arcarius
Approve a change, grant a matching standing authorization, and revoke it again.
Read articleUse Slash Commands in One-on-One
Open common features directly with commands such as /new, /projects, or /help.
Read articleFind and organize chats
Search, sort, mark, archive, and delete your chats.
Read articleFind practical examples in our One-on-One Use Cases.
Scheduled tasks
Scheduled tasks: schedule and run tasks automatically
What Scheduled tasks are, how to create them – including guided setup with Arcarius – how to manage them, and who can use them.
Read articleAssign a scheduled task to a Project
Use a Project’s files and Memory in future scheduled task runs.
Read articleClosing Agent
Closing Agent: overview and scope
How the Closing Agent guides you through your close – phase by phase, area by area, always with your approval.
Read articleClosing Agent: how to work through a close
From "New close" to the delivered file – step by step through every phase.
Read articleClosing Agent: permissions, approvals and handoff
Who approves entries, marks areas and topics as done, and completes phases – and how the handoff to the engagement lead works.
Read articleClosing Agent: FAQ
Answers to common questions about Closing Agent data, areas, and runs.
Read articleReporting
Reporting: overview and scope
Turn your accounting into finished, personalized financial statements as a PDF in a few guided phases.
Read articleReporting: Step 1 – Core statement
In the first phase Arcarius builds the balance sheet and income statement and, where available, profit allocation and notes.
Read articleReporting: Step 2 – Extended reports
Cash flow statement, management report, meeting minutes, withholding-tax declaration, and declaration of completeness.
Read articleReporting: Step 3 – Layout
Design the PDF of your financial statements – cover page, display, colors, and accounts.
Read articleReporting: Step 4 – Quality Checks and Finalization
Automatic checks, finalize, and download the finished financial statements.
Read articleReporting: General Meeting Minutes (GV-Protokoll)
How Arcarius automatically creates the general meeting minutes alongside your annual financial statements – with agenda, resolutions and a separate PDF.
Read articleReporting: Withholding Tax Declaration (VST, Form 103/110)
How Arcarius automatically prepares your Swiss withholding tax declaration (Form 103/110) alongside the annual financial statements.
Read articleRebooking
Rebooking: Filtering, Exporting, Booking
Search postings precisely, export them as CSV, and rebook single entries or in bulk – up to 500 at once.
Read articleOrganization & account
Your organization, members and roles, billing, and your personal account.
Organization & team
Organization, teams & roles
What an organization is, how roles work at the organization and company level, and who can do what.
Read articleManage members & assignments
Invite members to your organization, grant roles, and assign members to individual companies.
Read articleSwitch between organizations
Change workspaces and understand which companies, roles, and credit balances belong to each organization.
Read articleCollaboration & permissions: what staff can do
Control how work is shared inside each company and which tasks staff can handle themselves.
Read articleInvite externals: clients & auditors
Give people outside your organization – your customers or auditors – restricted access to individual companies.
Read articlePayment & invoices
Manage your payment method, view your invoices, and what happens when a top-up fails.
Read articleArcarius Plus: features, pricing, and management
What Arcarius Plus includes, how monthly and yearly plans are billed, and what happens after cancellation or a failed payment.
Read articleCredits: find, top up, and track usage
Where to find your credits, how to top them up, and where to see usage.
Read articleAccount & Administration
Manage your account: profile, email, and two-factor
Adjust your profile and language, change your email, set up two-factor authentication, and control notifications.
Read articleSigning in: login methods and common issues
How to sign in – with an email code or via bexio/Google – and what to do when you run into login problems.
Read articleCancel Arcarius Plus or delete your account
Cancel Arcarius Plus at the end of the billing period or delete your account.
Read articlePrivacy & Integrations
Data processing, usage of AI, and optional integrations.
Data Privacy & AI
Data security: how Arcarius protects your data
Where your data is processed, how access is protected, and what happens with AI – at a glance.
Read articleUsage of Artificial Intelligence
On the usage of AI.
Read articleIntegrations
Integrations: securely connect external services to Arcarius
Learn how to connect and manage Stripe, Atlassian, PayPal, Notion, monday.com, and Superhuman Mail in Arcarius.
Read articleConnect Stripe to Arcarius
Use Stripe customers, invoices, payments, and subscriptions in Arcarius and approve changes safely.
Read articleConnect Atlassian to Arcarius
Search and summarize Confluence knowledge and Jira projects in Arcarius, and update them with approval.
Read articleConnect PayPal to Arcarius
Use PayPal transactions, invoices, payment links, and disputes in Arcarius and approve changes safely.
Read articleConnect Notion to Arcarius
Search Notion pages, databases, comments, and knowledge in Arcarius and edit them with approval.
Read articleConnect monday.com to Arcarius
Use monday.com boards, tasks, ownership, and updates in Arcarius and approve changes safely.
Read articleConnect Superhuman Mail to Arcarius
Use email and calendars from Gmail or Microsoft 365 in Arcarius through Superhuman Mail.
Read articleCan't find what you're looking for? Contact us.