TradeFlow
AI-powered software to facilitate trade settlement for financial firms
TradeFlow is an AI-powered platform for financial firms that automates post-trade and middle-office operations. It addresses the manual work involved in processing unstructured trade data, reconciling records across systems, and resolving breaks and exceptions. The platform is designed to handle data in varied formats, including emails, PDFs, Excel files, and PB statements, regardless of structure or layout.
The platform includes modules for universal data processing, intelligent extraction of trade details, amounts, and counterparty information, multi-system reconciliation against OMS, risk, or accounting platforms, and exception resolution with human oversight. Use cases cover trade recaps, long-form OTC derivative confirmations, corporate actions, position reconciliation, and cash flow matching. TradeFlow supports custom workflows and integration with existing systems.
TradeFlow is aimed at financial firms and their middle-office and operations teams. The pages describe the platform as supporting custom workflows and integration, but do not specify a free plan, trial, editions, or seat-based or usage-based packaging.
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