Rex
Automate reconciliation with an AI-powered document intelligence platform
Accelerate data reconciliation and unlock insights from financial and regulatory documents
Schedule a demo
Boost efficiency
Boost efficiency, consistency, and accuracy on reconciling a wide range of financial documents.
Reclaim time
Reallocate resources for strategic initiatives by automating the document-to-document reconciliation process.
Reduce costs
And mitigate risks with AI-powered reconciliation workflows and human oversight.
Transform document-to-document reconciliation
Validate document consistency with advanced AI models.
Streamline workflows with a user-friendly, task-specific interface.
Extract valuable insights from unstructured data like PDFs and private market statements.
Adapt quickly to evolving regulatory requirements.
Unlock unprecedented efficiency and savings
Replace manual reconciliation with rapid reconciliation
Reduce reconciliation time and boost efficiency with an automated, AI-powered platform.
Power up advanced document intelligence
Automate extraction, validation, and translation of information from unstructured documents for unmatched efficiency.
Improve accuracy across essential documents
Minimize error and drive accuracy in regulatory reporting with automated cross-document data review.
Assist with significant cost reductions
Reduce operational expenses by automating tedious tasks and pain-staking manual review – freeing staff to work on strategic initiatives.
Add scalability with consistency
Be equipped to reconcile thousands of data points and numerous documents with speed and consistency across multiple jurisdictions.
Simplify AI integration with confidence
Deploy Confluence Rex with minimal delay via simple, plug-and-play implementation – with human review and approval to mitigate risk.
US/NA (US) Regulations
- Tailored Shareholder Reports (TSRs)
- Annual and semi-annual reports
- Prospectuses
- Statements of Additional Information (SAIs)
- Quarterly reports
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Sep 16, 2025
8 min readUnlock unprecedented efficiency and savings in financial document reconciliation
Accelerate data reconciliation with AI-powered Confluence Rex
Schedule a demo.