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No disruptive rebuilds. No custom code. Deploys in weeks.

Today’s Finance Runs on Trusted Data

Achieve immediate impact with our prebuilt Common Data Model for financial services. Automate reporting, ensure audit-ready accuracy, and scale effortlessly.

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One Platform. No code. At Speed. One Platform. No code. At Speed. One Platform. No code. At Speed. One Platform. No code. At Speed. One Platform. No code. At Speed. One Platform. No code. At Speed.

What Success Looks Like:

Crafted by those who’ve lived it.

Designed for Finance Professionals in Financial Services

Designed by Finance Professionals in Financial Services

From Source to Reporting一and Back Again

Seamlessly transform raw data from disparate sources into audit-ready reports while preserving complete data lineage and traceability back to its source. No black-box reporting, just full transparency every step of the way.

One Process, Multiple Use Cases

Capital Markets/Product Control Right Arrow-Light Blue
Broker-Dealers/Fin Ops Right Arrow-Light Blue
Fund Admin & Management
Mortgage Loan Servicing 

Ingest - Chart

Step One

Ingest

Clean, integrate, and organize unstructured data

Normalize - Chart

Step Two

Normalize

Extract, transform, and load using common data model 

Subledger - Chart

Step Three

Sub-Ledger

Configure Source of Record (SOR), enable calculations, and streamline accounting

Rules Engine - Chart

Step Four

Rules Engine

Map to GL, full reconciliation, and build out complete P&L

Reporting Outcome - Chart

Outcome

Reporting Outcomes

General Ledger, Reconciliations, P&L Reporting, Regulatory & Compliance, Client ROI