TradeFlow

TradeFlow builds AI-powered software to facilitate trade settlement for financial firms. Streamline your operational processes today with our best-in-class technology.

Cost

Demo

Rating

★ Mixed Reviews

Time to value

Moderate Setup (1-3 hours)

You can use TradeFlow to automate trade settlement processes for financial firms. It extracts data from emails, PDFs, Excel files, and prime brokerage statements regardless of format. The tool identifies trade details, amounts, and counterparty information automatically, then reconciles this data against your order management systems, risk platforms, or accounting software to identify exceptions and resolve issues with human oversight.

What TradeFlow does

Extract trade data from unstructured emails and documentsReconcile trades against order management systemsIdentify and flag trade settlement exceptionsProcess corporate action elections and deadlinesMatch counterparty position reports with internal dataInvestigate root causes of cash flow discrepanciesGenerate exception reports for operations teamsAutomate response workflows for corporate actionsProcesses any document format including emails and PDFsExtracts trade details and counterparty information automaticallyReconciles data against multiple financial systemsIdentifies exceptions and suggests resolution actionsHandles complex OTC derivative confirmationsProcesses corporate action notices with deadline trackingMatches cash flows against expected paymentsIntegrates without infrastructure overhaul

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