Streamline Finance with Data Automation Software

From ingestion to transformation, our platform delivers trusted data for seamless integration across all financial workflows.

Who We Are & What We Do

Build automated processes that deliver trusted data

Elevate your financial institution's approach to data with the intelligent automation platform that streamlines data ingestion, normalization, and validation, integrating reliable data seamlessly into your daily operations, so you can focus on what matters most.

Our versatile data automation tool empowers you to solve a range of complex data automation scenarios, simplifying data extraction, data transformation, and end-to-end data-centric process digitization. Xceptor is your central hub for data transformation, delivering a process that's automated, reliable, and resource-efficient, all while maintaining the highest standards of data security, governance, and transparency.

Improve workflow efficiency with our process and data automation software

Boost your team's productivity and elevate your operations

Productivity

Boost your team's productivity and elevate your operations

Productivity

Say goodbye to the bottlenecks and inefficiencies that slow you down. We optimize your workflow end-to-end, allowing your team to focus on what truly matters—driving your firm's growth and innovation.

Empower smarter data flows

smarter data flows

Empower smarter data flows

smarter data flows

Elevate your operational efficiency with Xceptor. Our platform is designed to automate intricate business processes seamlessly, enabling you to navigate the financial landscape with unmatched agility.

Master data with precision

data precision

Master data with precision

data precision

Extract, refine, and validate data from any source. Trust in our expertise to provide you with data that exceeds expectations, paving the way for informed decision-making and strategic advancements.

Innovate through application development

application development

Innovate through application development

application development

Solve repetitive interactions and avoid broken processes. By simplifying complexity, we unlock new possibilities for efficiency and effectiveness in your operations.

Seamlessly integrate systems

integrate systems

Seamlessly integrate systems

integrate systems

Effortlessly bridge disparate systems for superior integration and faster business processing.

Unlock new revenue opportunities

revenue opportunities

Unlock new revenue opportunities

revenue opportunities

Exceptional service is key to unlocking new revenue streams. Our data automation enhances every stage of the trade and client lifecycle.

Xceptor's Solutions

trade operations
trade operations
Trade Operations
Streamline post-trade processes

Simplify and centralize your post-trade activities and enhance your efficiency and accuracy with automation. 

Tax
Tax
Tax Processing
Simplify compliance

Navigate tax complexities with ease and effortlessly stay compliant.

Reconciliations
Reconciliations
Reconciliations
Automate for accuracy

From simple to complex, our platform automates reconciliations end-to-end, reducing errors and boosting efficiency. Streamline your processes for a more accurate and efficient workflow.

Client onboarding
Client onboarding
Client Onboarding
Transform client onboarding and maximize engagement

Deliver an exceptional onboarding experience, building trust and exceeding expectations while meeting regulatory demands.

Client Outreach
Client Outreach
Client Outreach
Communicate with customers at scale

Turn customer communication into a competitive advantage with automated document generation, distribution and tracking.

Confirmations
Confirmations
Confirmations
Automate and accelerate multi-asset confirmations

Remove silos, streamline workflows, and gain control over the end-to-end confirmations process.

EUC remediation
EUC remediation
EUC Remediation
Reduce risk by replacing EUCs with data automation

Understand and mitigate EUC risk with Xceptor. Our platform delivers the power and flexibility enterprises need to remediate EUCs at scale.

Intelligent document processing
Intelligent document processing
Intelligent Document Processing
Unlock the power of AI to accelerate document processing

Xceptor combines natural language processing, optical character recognition, and generative AI to transform unstructured documents into trusted data.

 
 

Tailored expertise,
broad horizons

In an ever-evolving industry, Xceptor's specialized solutions navigate the complexities of financial markets with ease. Use our deep knowledge of financial markets to ensure your institution remains at the industry's cutting edge.

Discover our expertise:

Partnerships built on trust

Chief Information Officer US Bank

We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies.

Ready to discover what Xceptor can do for you?

Ready to discover what Xceptor can do for you?

Featured insights and resources

Get our expert insights and resources to learn more about how we’re supporting financial services transformation.