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Financial operations teams are facing growing challenges with document processing, reconciliation, and compliance. At Xceptor, we're addressing these head-on with our 2025 product roadmap that puts practical AI applications and cloud solutions at the centre of what we do.
Here's a snapshot of where we're headed and how it will help streamline your operations.
Our strategic vision
We believe that those who need trusted data most—the people keeping processes running every day—should be empowered to create automation that delivers this data.
Our roadmap is built on four foundations:
- AI implementation focused on real use cases
- Cloud-native architecture
- Process specialization for financial services
- Flexible app building capabilities.
Data automation breakthroughs
We're moving beyond templates with our AI-powered document extraction, which provides faster setup and more resilient data capture. In April, we'll release the next iteration of this with an improved user experience for document capture configuration with an AI-first approach that lets you see model impact across multiple documents at once.
Improved AI-powered document capture experience
Our Connector Marketplace has been a hit with clients, offering many configurable connectors for quick integration with your technology ecosystem. We've now enhanced this by combining connectors with process orchestration, allowing you to handle complex, multi-step integration workflows entirely through the user interface.
Looking ahead, we're developing AI Agent Actions to make it simpler to use large language models within Xceptor processes. These will help with processing decisions, analyzing text, and translating language—all within our enterprise-standard controlled data framework.
Enhanced reconciliation and tax processing
Our reconciliation product is gaining significant new dashboarding capabilities with 150+ styling options for better engagement with your data. You'll be able to create configurable views that provide granular information and prioritize work by urgency and importance.
We're particularly excited about our upcoming automatic reconciliation builder. This AI-assisted tool will help identify and build reconciliation rules examining data patterns to inform rule configurations—ultimately speeding up deployment and maintenance time.
For tax operations, our Tax Document Intelligence system processes various documents and forms by identifying document type, client ID, and market of investment from scanned materials. It then proposes matches to existing work items, allowing you to make corrections directly in Xceptor.
Solving real problems: loan notice processing
With the syndicated loans market growing by $1.2 trillion in 2024, many of our clients are facing increased processing volumes. Our loan notice processing solution monitors inboxes, identifies and extracts transactions, applies loan accounting rules, and pushes data to downstream systems in a digital state.
This turns what was once hours of work into a process that takes minutes. Best of all, non-technical users can configure the system through our interface, keeping your team agile as business requirements change.
Getting these capabilities
To access these features, we recommend you upgrade to the latest version of Xceptor or consider our SaaS offering for continuous access to new capabilities without extra operational overheads.
These innovations represent our commitment to making sophisticated automation accessible and practical for financial operations teams. If you'd like a deeper dive into any specific area of our roadmap, contact your Client Success Manager. Contact us today.
