AI platform that automates post-trade middle-office operations including reconciliation, confirmations, corporate actions, and exceptions handling.
TradeFlow deploys AI agents to process any data format — emails, PDFs, Excel, prime broker statements — extracting trade details and reconciling against OMS, risk systems, or accounting platforms. The platform covers trade recaps, long-form OTC derivative confirmations, corporate actions, position reconciliation, and cash flow matching. It integrates with existing infrastructure without overhaul and supports bespoke workflows without custom training or lengthy implementations. The platform reduces manual work, operational risk, and costs while scaling with trading volume. TradeFlow is a product of TradeFlow.