CoManage Counterparty ETL

Stop wasting hours on manual data management.
CoSet automatically pulls, transforms, and delivers counterparty data — fully customized workflows, zero coding required.

Automate one workflow at a time - no lengthy setup, no disrupting other teams in the process.

  • Import nearly any source or format

  • Transform your data without a line of code

  • Automate to save hours every day

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.

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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No more spreadsheet chaos

Replace or augment your spreadsheet based ops. 

Clear papertrails, automated processes with built in approval process, and take the "trades_v6.4.csv" out of your process.

Still managing your downloads manually or with a custom script?

Remove custom code and maintenance causing fragile processes and fires when things change.

Ditch the folder of xlsx and csv files

Step away from the chaos. Instead of using a folder of CSVs as your source of truth, automate workflows to import your data into databases with clear audit trail  

Remove your web of python scripts

Scripts can automate workflows but require consistent maintenance and take engineering resources away from value-add tasks. Let us handle the boring work so your team can focus.

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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