Import data, transform, and load
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Pull counterparty data, pricing data, etc. - automatically
Ask an AI agent (or configure yourself) a workflow that automates your daily trade, pricing, etc. ingestions. No more downloading email attachments, manually pulling files from servers, or handling custom scripts. CoSet sets up repeatable tasks to download your data and insert it into a database.
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Set up database views to transform your source data
Escape Excel workbook based processes. Set up a no-code database view that takes your existing trade, security, pricing, etc. data and converts it to a format that works with your accounting system (or any desired format). Views update as new data comes into your system. Ask an AI to set one up for you, confirm the details and edit at any time.
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Export your data on a regular schedule
Once your data is how you want it, set up a workflow to export your data with specific filters applied to automatically load to your accounting system. Save draft files for review and integrate manual approval as desired.
