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Reduce manual effort Speed up balancing and correct discrepancies by ingesting and preparing the data up front -
Accelerate time to market Respond quicker to market changes, and onboard new brokers / markets / instruments faster.
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Eliminate errors Proactively spot and resolve trade mismatches without manual intervention.
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Total oversight Gain a comprehensive real-time snapshot of equity balances encompassing P&L, trades, positions, and cash flows in one consolidated view.
Automate document processing
Automate document processing
Extract data from any format, including unstructured text, handwriting, and tables.
Ensure accuracy and control
Ensure accuracy and control
Apply business rules for validation and maintain full audit trails.
Orchestrate end-to-end workflows
Orchestrate end-to-end workflows
Automate handoffs between AI, systems, and people for efficient operations.
Deploy AI at scale
Deploy AI at scale
Use pre-built models or integrate your own, with real-time monitoring for performance tracking.
How It Works
Document Ingestion
Capture documents from any source (APIs, SFTP, email, etc.).
AI-Powered Data Extraction
Extract key values, tables, and long-form text without templates.
Data Transformation & Validation
Enrich, match, and validate extracted data using business rules.
Workflow Orchestration
Automate approvals, integrate human review steps, and connect to any downstream system.
AI-Driven Data Extraction
Eliminate manual errors with automated, scalable extraction from unstructured documents, including handwriting and tables.
Intelligent Text Analysis
Use LLMs to classify, translate, and analyze document content.
Customizable Validation
Tailor validation rules to meet specific regulatory, client, or business needs.
Flexible AI Model Integration
Choose pre-built models or integrate your own for greater control.
Multi-Source Data Integration
Integrate validated data across various applications and workflows
Enterprise-Grade Governance
Maintain full transparency with audit trails, role-based permissions, and model monitoring.
No-Code Interface
Empower business users to configure and manage workflows without IT dependency.
What our customers say
Chief Operating Officer
Operations | Schroders
The initial phases we entrusted to Xceptor comprised of critical business functions which the platform handled exceptionally well. By consolidating all other various applications into Xceptor, we have radically transformed how we process and automate data.
With Xceptor, AI just works.
Say goodbye to manual document processing.Say hello to AI-powered efficiency.
