CoManage Counterparty ETL

Stop wasting hours on manual data management.
CoSet automatically pulls, transforms, and delivers counterparty data — fully customized workflows, zero coding required.
Save hundreds of hours every month — get started today.

  • Import nearly any source or format

  • Transform your data without a line of code

  • Automate to save hours every day

Integrate your counterparty data. No headache, no code.

Each morning, hedge funds spend valuable time fetching trade files from multiple counterparties — UBS, Morgan Stanley, Goldman, etc. — and uploading them to internal systems.
CoSet connects directly to FTP, SFTP, or API sources, normalizes file formats, validates trade fields, and publishes clean data to your database or accounting platform.
You can monitor every workflow from a simple dashboard — or let it run silently in the background.

How does this work in CoSet?

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    Daily counterparty data imports

    Seamlessly download files from any counterparty—FTP servers, databases, APIs, and more. Workflows automatically process the data and upload it directly to your database.

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    Capture Data from Emails

    Monitor your inbox for emails by sender, subject, or attachment. Workflows extract the relevant content or attachments and upload them to your database—no manual steps required.

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    Transform Data with Views

    Use our no-code, AI-powered view builder to clean, normalize, and aggregate your counterparty data. Build reconciliations, summaries, or standardized formats across multiple sources effortlessly.

  • Get the right data to the right people automatically.

    Export Data Automatically

    Deliver your formatted data directly to Excel or other tools your team uses. Keep accounting and front-office teams updated without any manual effort.

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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CoSet in action

CoSet allows you to set up your automations, view simple error summaries, and monitor your data all without a line of code. See how in the video below

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