TradeFlow
TradeFlow is an AI-powered settlement solution designed to automate financial securities operations.
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TradeFlow is an AI-powered settlement solution designed to automate financial securities operations. It features universal data processing that handles emails, PDFs, Excel files, and PB statements regardless of their structure. The platform utilizes intelligent extraction to automatically identify critical trade details, amounts, and counterparty information. Furthermore, it automates reconciliation against existing systems and handles exceptions, reducing the need for manual intervention. Targeted at financial back offices, it helps eliminate daily manual work and reduce operational risks. Specific pricing information is not listed on the website.
Key features
- Universal data processing for emails, PDFs, Excel, and PB statements
- Intelligent extraction of trade details and counterparty information
- Automated reconciliation against internal systems
- Automatic exception handling
Pricing
Use cases
- Automating trade settlement workflows
- Processing unstructured financial documents
- Reducing manual operational risks
Who it is for
Financial back offices
Integrations
OMSERP
How we verified this
Company, pricing, and feature details come from the primary sources below and our latest verification pass. When sources disagree, the official source and the most recent check win.
Last verified 08/30/2026Verified sources: 1
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