From intake to fulfillment
AI turns documents from email, PDF and IM into structured trade drafts. Trade confirmation, fulfillment tracking and inbound/outbound inventory run on one pipeline — people make only the calls that matter.
Document intake, drafted not decided
Pull documents from email, PDF and IM into one place; AI extracts a structured trade draft. Nothing lands without human review — AI never touches financial data directly.
- ✓ One intake for email, PDF and IM — auto-extracted into a structured trade draft
- ✓ Nothing dropped, nothing rounded — amounts, prices and weights kept to commodity precision
- ✓ AI drafts only; a human reviews and releases — no bypass
- ✓ Every step leaves an audit trail back to the source document
Trade confirmation in minutes
One click turns a draft into a confirmed trade. Key fields are auto-checked, discrepancies aligned before you confirm, and confirmed trades flow straight into exposure and credit.
- ✓ One click from draft to confirmed trade, with key fields auto-checked
- ✓ Discrepancies flagged before you confirm, not after
- ✓ Counterparty, price, quantity and delivery on one screen
- ✓ Confirmed trades feed exposure and credit lines — no re-keying
Fulfillment to inventory, no blind spots
Fulfillment is tracked against the contract, with delivery, documents and overdue at a glance. Inbound and outbound must attach to a contract or order, and a shared pool blocks over-receipt.
- ✓ Fulfillment tracked against the contract — delivery, documents, overdue at a glance
- ✓ Inbound/outbound must attach to a contract or order; a shared pool blocks over-receipt
- ✓ Weighted-average cost and one-warehouse-one-currency built in
- ✓ Exceptions route to the anomaly center; tasks dispatch automatically
Fewer touches, more volume
AI takes the repetitive keying and the rules engine clears routine trades, so only edge cases reach a person. Intake, confirmation and fulfillment share one dataset — no re-handling.
- ✓ AI takes the repetitive keying; operators focus on judgment and exceptions
- ✓ The rules engine clears routine trades; only edge cases reach a person
- ✓ Intake, confirmation and fulfillment share one dataset — no re-handling
- ✓ Private deployment, offline-capable; data never leaves your premises