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.
Import counterparty data, accounting system data, or spreadsheet data into your own database.
CoSet generates recs by merging fund admin, prime broker, accounting system data sets. No more copy/pasting csv files or maintaining custom scripts.
Monitor for breaks, export results, drill down to underlying data, all in an automated fashion. Export full reconciliations or just breaks, and email to your team members or simply save to a file on your drive. All automated, no code.
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
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.
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.
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.
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.
CoSet allows you to automate your imports in a few simple steps.
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.
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.
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.
Deliver your formatted data directly to Excel or other tools your team uses. Keep accounting and front-office teams updated without any manual effort.
The form has been successfully submitted.