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. 

Redesign your manual or semi automated workflow in CoSet, custom to you, without affecting the rest of your org.

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.

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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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.

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