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Xceptor AI-powered Tax Document Intelligence

Extract. Transform. Automate

The tax document burden

Financial institutions handle vast amounts of complex tax documents – withholding certificates, tax reclaim forms, beneficial owner declarations, and more. These documents arrive in countless formats with critical data buried in unstructured fields, making manual processing slow, error-prone, and costly. Traditional OCR falls short on tax documents due to format changes and handwritten content, limiting their accuracy and value. Many custodians and banks want to leverage AI to automate tax document workflows, but struggle with implementation, integration, and governance at scale.

Seamless AI for smarter tax document processing

Xceptor’s AI-powered Document Intelligence transforms how financial institutions process tax documentation. By combining advanced AI with our market-leading data automation capabilities, we enable tax departments to extract, validate, and integrate critical tax data – without relying on rigid templates.

 

With Xceptor, AI works seamlessly within your existing tax workflows, helping you:

Automate tax document processing

Extract data from any withholding tax or reclaim format, including unstructured text fields, handwritten  forms, populated check boxes, and information on dotted lines.

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Ensure accuracy and control

Apply tax-specific business rules for validation and maintain full audit trails for regulatory confidence.

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Orchestrate end-to-end tax workflows

Automate handoffs between AI, tax systems, and specialists for efficient operations and faster reclaim processing.

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Deploy AI at scale

Use pre-built tax document models or integrate your own, with real-time monitoring for performance tracking across your tax operations.

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What can it do for you?

Xceptor delivers an optimized reconciliation process for greater accuracy and control – putting the power into the hands of the people that understand the business, and the data, the best.

  • Reduce manual effort
    Reduce manual effort Speed up balancing and correct discrepancies by ingesting and preparing the data up front
  • Accelerate time to market
    Accelerate time to market Respond quicker to market changes, and onboard new brokers / markets / instruments faster.
  • Eliminate errors
    Eliminate errors Proactively spot and resolve trade mismatches without manual intervention.
  • Total oversight
    Total oversight Gain a comprehensive real-time snapshot of equity balances encompassing P&L, trades, positions, and cash flows in one consolidated view.

How we achieve greater straight-through processing (STP) while maintaining auditability.

STP

Detailed MI and reporting available from the same UI.

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Xceptor Tax Document Intelligence provides confidence scores, ensuring data reliability and reducing errors.

Key Features

AI-Driven Data Extraction

Eliminate manual errors with automated, scalable extraction from unstructured documents, including handwriting and tables.

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Intelligent Text Analysis

Use LLMs to classify, translate, and analyze document content.

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Customizable Validation

Tailor validation rules to meet specific regulatory, client, or business needs.

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Flexible AI Model Integration

Choose pre-built models or integrate your own for greater control.

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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.

Smart Document Segmentation

Automatically split single PDFs containing multiple tax documents into individual files, streamlining processing and reducing time spent on bulk scanned documents.

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With Xceptor, AI just works.

Say goodbye to manual document processing.
Say hello to AI-powered efficiency.
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Accelerate your client lifecycle management process with Xceptor.