Transform your Document Processing with AI Automation

Capture tables and fields from structured,semi-structured, and unstructured documents, even handwritten text and paper documents.
Automate human-like analysis and interpretation of text content in complex legal documents and financial documents.
Orchestrate and control complex workflows from end to end, from selecting and classifying documents all the way to publishing and distribution.
A tailor-made AI control framework for financial services gives you confidence your AI meets compliance and MRM needs.
Bring your preferred AI capability or leverage Xceptor's built-in models in an adaptable orchestration framework that integrates with your IT environment.
Handle sophisticated financial services data structures and quickly adapt to changes.
Translate text into other languages.

Supercharge processing of complex documents

Financial institutions across the industry are using Xceptor to turn unstructured documents into data-driven workflows. Here are just a few document types our customers are addressing with Xceptor's solution for intelligent document processing and orchestration.

Fund administrators

Lending: Loan notices and credit agreements processing
Alternatives: capital statements, calls and distributions
Equities: expense management and subscription processing documents

Sell-side and banks

Trade lifecycle: OTC trade confirmations and term sheets, CSAs and IDSA documents
Client lifecycle: customer onboarding and IMAs
Reference data: SSIs, corporate actions and elections

Buy-side firms

Lending: loan notices and credit agreement processing
Portfolio management & client risk: financial statements, fund and bond prospectuses, fact sheets

Custodians

ADRs, tax forms, US tax forms (1099s and 1042s)

Intelligent document processing for end-to-end automation

Extraction is just the beginning. Turn unstructured documents into fully orchestrated workflows, powered by trusted data.

Keep up with the ever-growing number of semi-structured documents and unstructured documents.

Reduce the cost of processing data derived from documents by minimizing manual entry.

Continue with confidence that your AI compliance and MRM needs are met.

Eliminate the development effort of data management and integration.

Leverage unstructured content in workflows across the business.

Empower business users to orchestrate their own workflows.

Deploy AI risk-free with out-of-the-box compliance.

Learn how financial services companies are using Xceptor to power complex document-based workflows

Streamline document processing to convert prospects to active clients faster.

Learn how to streamline client onboarding and enhance customer experience.

Reduce vulnerability to error and accelerate the OTC confirmation matching process.

Automate the process of acquiring and managing millions of documents for tax reclaim.

What our clients are saying

Global Trade Operations Vice President

My operations team previously had to review every single email and categorizethem for further processing. They usually spend two to three days per month working overtime.

read our client stories