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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The process involves the automated gathering, extraction, harmonization, and tracking of data and its origins from a variety of financial, legal, and operational documents. The Collatio® Financial Spreading tool is an automated application that facilitates precise data extraction, reconciliation, and analysis of various financial statements, including Balance Sheets, Profit and Loss Statements, and Cash Flow Statements. Additionally, Collatio® Invoice Reconciliation provides users with the capability to automatically extract data from invoices and reconcile it with Statements of Work, Purchase Orders, and Master Service Agreements. Furthermore, Collatio® Enhanced Due Diligence is an AI-driven application that allows for entity verification and real-time validation against comprehensive global checklists by utilizing both internal and external data sources. This suite of tools streamlines complex financial processes and enhances overall operational efficiency.

Description

Xceptor is an exceptionally adaptable, enterprise-level platform designed specifically for process and data automation within the financial services sector. It manages the comprehensive process from data collection across diverse formats—including structured, semi-structured, and unstructured types such as PDFs, emails, faxes, and forms—utilizing advanced AI-driven methods for tasks like extraction, transformation, normalization, validation, enrichment, reconciliation, and workflow management. The platform offers solutions for various functions, including pre- and post-trade processing, confirmations, reconciliations, tax document tagging, client onboarding, and compliance reporting, all while ensuring governance through features like audit trails, exception management, real-time dashboards, role-based access control, and confidence scoring. With its low-code architecture and AI capabilities, Xceptor empowers business professionals to independently configure data transformations and workflows, facilitating rapid responses to evolving regulations and smooth integration with existing technological infrastructures. This flexibility not only enhances operational efficiency but also positions firms to respond dynamically to the changing landscape of financial compliance and data management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Scry AI

Founded

2014

Country

United States

Website

scryai.com

Vendor Details

Company Name

Xceptor

Founded

2003

Country

United Kingdom

Website

www.xceptor.com

Product Features

AML

Behavioral Analytics No 
Case Management No 
Compliance Reporting No 
Identity Verification No 
Investigation Management No 
PEP Screening No 
Risk Assessment No 
SARs No 
Transaction Monitoring No 
Watch List No 

Data Extraction

Disparate Data Collection No 
Document Extraction No 
Email Address Extraction No 
IP Address Extraction No 
Image Extraction No 
Phone Number Extraction No 
Pricing Extraction No 
Web Data Extraction No 

Product Features

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