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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 Solvexia?

Solvexia is a reconciliation-focused automation platform built for finance teams managing large volumes of data across multiple systems. It helps organizations move away from manual, spreadsheet-heavy reconciliation work by introducing structured, automated processes that improve clarity, consistency, and control. Solvexia brings together data from a wide range of sources, preparing it for reconciliation through automated ingestion, standardization, and validation. The platform is designed to handle complex reconciliation requirements, including configurable matching logic, tolerance thresholds, and exception handling across accounts, payments, transactions, rebates, and operational datasets. Finance teams gain visibility into reconciliation progress, outstanding exceptions, and data issues as they occur. Reviews, approvals, and issue resolution are managed within the platform, supported by detailed audit histories that help meet internal control and regulatory expectations during close and reporting cycles. Beyond reconciliations, Solvexia is also used to support regulatory reporting, data preparation, and rebate management. Using the same automation and workflow framework, teams can manage multiple data-intensive finance processes in a single environment. With low-code configuration and embedded governance, Solvexia allows finance teams to adapt processes over time while maintaining oversight, accuracy, and operational efficiency.

Media

Media

No images available

Integrations Supported

Microsoft Dynamics 365
Microsoft OneDrive

Integrations Supported

Microsoft Dynamics 365
Microsoft OneDrive

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

Solvexia

Date Founded

2008

Company Location

Australia

Company Website

www.solvexia.com

Categories and Features

Categories and Features

Data Preparation

Collaboration Tools
Data Access
Data Blending
Data Cleansing
Data Governance
Data Mashup
Data Modeling
Data Transformation
Machine Learning
Visual User Interface

Robotic Process Automation (RPA)

Analytics
Attended Automation
Code-free Development
Image Recognition
Optical Character Recognition
Process Builder
Third Party Application Integration
Unattended Automation

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