Automate Reconciliations without the mess

CoSet automates every step — from counterparty downloads to data transformation, counting and filtering breaks — all tailored to your workflow, no coding required.

Empower your Ops team with repeatable no-code automations

Replace your existing manual or code-managed processes with Workflows to run automations, Views to transform your data, and a clean integration with your existing infrastructure

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    Workflow replace a patchwork of scripts and daily manual work

    CoSet replaces a patchwork of scripts, manual data extraction, and manually monitoring for data to arrive by Email, FTP, direct download, or API. We take the work of pulling files, importing to a database, transforming data, and monitoring results. All without a line of code. 

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    No more copy and pasting into an excel workbook

    CoSet replaces the process of transforming data via excel workbooks or custom software you have to maintain. Create ad hoc or repeated queries of your data with a no-code view builder, resulting in cleanly merged data sets that update in real time as you pull in new information.

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    Send data back to your team

    CoSet is designed specifically to integrate with your process, whether your team wants to work within the product or simply consume an excel output. CoSet can filter your data, export to a csv, and place in a specific directory in your network drive or email directly to your team member, so their data is waiting for them when they need it.

How to CoReconcile

CoSet allows you to automate your imports in a few simple steps.

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    Automate Data Imports

    Set up a Workflow to import each of your data sources automatically. 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

    The days of watching for counterparty emails are over. Create additional Workflows to 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 product 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.

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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