CoCreate Predictable Ops

AI that builds your workflows, runs them flawlessly, and keeps watch over your data—so your fund operates like clockwork.

Conversational setup, Operational Precision, without a line of code.

  • Import nearly any source or format

  • Transform your data without a line of code

  • Automate to save hours every day

Automate Your Ops, Your Way

Stop wasting time on manual data cleanup and complex scripting. CosetFinance gives your ops team a self-contained sandbox to automate the entire ETL cycle—ingest, transform, and share—without needing the whole organization to switch platforms.

Shallow Integration: Automate your manual ETL and keep outputting the same CSVs/workbooks your stakeholders expect.

Deep Integration: Fully replace legacy internal systems when you're ready for a total upgrade.

Gain the efficiency of advanced automation without the friction of org-wide buy-in.

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CoCreate your data

CoSet seamlessly integrates into your existing environment, automating the workflows you already rely on. Let our Workflow Scheduler pull in counterparty data, use intuitive no-code Views to reshape it, and deliver formatted results straight to your accounting team—no manual steps required.

Our AI assistant designs and deploys this automation for you, all through a simple conversation.

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How does this work in CoSet?

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  • Get the right data to the right people automatically.

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