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What is Xceptor?

Xceptor is a highly versatile, enterprise-grade platform tailored for automating processes and managing data within the financial services industry. It oversees an all-encompassing workflow that encompasses data gathering from various formats, such as structured, semi-structured, and unstructured sources like PDFs, emails, faxes, and forms, employing sophisticated AI techniques for functions such as extraction, transformation, normalization, validation, enrichment, reconciliation, and workflow oversight. The platform caters to multiple operational areas, including pre- and post-trade processing, confirmations, reconciliations, tax document tagging, client onboarding, and compliance reporting, while maintaining governance through robust features like audit trails, exception management, real-time dashboards, role-based access control, and confidence scoring. Thanks to its low-code design and AI functionalities, Xceptor enables business users to autonomously set up data transformations and workflows, allowing them to swiftly adapt to shifting regulatory demands and seamlessly connect with current technological systems. This adaptability not only boosts operational efficiency but also empowers organizations to proactively navigate the evolving challenges of financial compliance and data management. With its focus on user empowerment and integration, Xceptor truly revolutionizes how financial institutions approach automation and data handling.

What is Solvas Digitize?

Solvas Digitize is a powerful document intelligence platform that solves one of the biggest challenges in financial operations: extracting clean, accurate data from complex, inconsistent, and high-volume documents. As organizations scale and documentation grows in volume and variety, manual data processing becomes costly, slow, and prone to error — and Solvas Digitize directly addresses this problem. Its automated pipeline handles receipt, extraction, validation, and reconciliation, allowing firms to fully manage critical document workflows in one place. The platform’s decision-tree logic identifies incomplete or mismatched data early, helping teams fix issues before they impact reporting or analysis. Solvas Digitize supports all major document types, including investor statements, capital calls, distribution notices, contracts, spreadsheets, and emails. It delivers accuracy levels above industry standards, dramatically reducing the time spent on review and manual cleanup. As a managed service, it gives organizations access to expert support and advanced automation without needing to build or maintain internal systems. CTOs gain a scalable way to leverage AI for document processing, while COOs reduce operational drag and improve efficiency across reconciliation, portfolio reporting, and compliance workflows. Normalized data outputs integrate seamlessly into downstream systems, accelerating decision-making across accounting, portfolio management, and regulatory processes. With high configurability, real-time visibility, and reliable extraction results, Solvas Digitize helps organizations convert documentation complexity into operational advantage.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xceptor

Date Founded

2003

Company Location

United Kingdom

Company Website

www.xceptor.com

Company Facts

Organization Name

Alter Domus Data Solutions Inc.

Company Location

United States

Company Website

www.solvassolutions.com/solvas-digitize/

Categories and Features

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

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