Arcarius – what does that actually mean?
What does Arcarius stand for?
Read article Help 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 articleUse Cases & Pricing
What are credits and how many do I need?
Read articlebexio User Permissions
Which user permissions do I need so that Onboarding is successful?
Read articleCredits: find, top up, and track usage
Where to find your credits, how to top them up, and where to see usage.
Read articleReload transactions
How to bring an already-created result up to date when new bookings were added in bexio.
Read articleAccount & Administration
Rights, Users, Companies
How can I add users and what rights do they have? How can I add companies?
Read articleKnowledge Database: Upload, Usage, Visibility
How you can adapt Arcarius' knowledge to your needs.
Read articleCancellation
Deleting my account.
Read articleFeatures
All modules in detail: One-on-One, Automations, Closing, Reporting, and Rebooking.
One-on-One
One-on-One: Functionality
Discover what our agent can do and how you can use it in your day-to-day work.
Read articleOne-on-One: How do I work with Arcarius?
What should I consider when working with Arcarius?
Read articleOne-on-One: I'm not happy with the answer
What actions you can take in case you are not happy with the 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 Automations.
Read articleFind practical examples in our One-on-One Use Cases.
Automations
Automations: Scheduling recurrent tasks
What Automations are for and how to set them up.
Read articleClosing
Closing: Overview and Scope
What you can expect from the Closing module.
Read articleClosing: Config
Small-asset thresholds, accruals, accounts and posting text configuration.
Read articleClosing: Adaptations after Finalization
Your options, in case you need to adjust the closing again after finalization.
Read articleClosing: Issues with the Results
What you can do, in case you are unhappy with the results.
Read articleReporting
Reporting: Overview and Scope
What you can expect from the Reporting module.
Read articleReporting: Step 1 – Core
How do I create the core of the reporting?
Read articleReporting: Step 2 – Management Report and Cash Flow Statement
Information on the management report and cash flow statement.
Read articleReporting: Step 3 – Layout
Configuration of the PDF.
Read articleReporting: Step 4 – Quality Checks and Finalization
Last checks and finalization.
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
How does Rebooking work?
Read articlePrivacy & Integrations
Data processing, usage of AI, and optional integrations.
Data Privacy & AI
Data Privacy
Our privacy policy.
Read articleUsage of Artificial Intelligence
On the usage of AI.
Read articleData Freshness
Data storage and freshness.
Read articleIntegrations
Gmail Integration
Information on the optional Gmail-Integration
Read articleCan't find what you're looking for? Contact us.