Confluence POINT Validation

Validate financial and regulatory documents in minutes — focus time only on the errors

Optimize document cross-check and validation workflows with AI-enabled automation.

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Validate in minutes

POINT runs independent, intelligent validation, replacing manual reviews that could normally take 45+ minutes per document.

Consume any document

Ingest a wide range of document types and custom checklists containing structured and unstructured data — PDFs, spreadsheets, documents, and more.

Focus only on the errors

Hands-on intervention is only needed to address the identified anomalies, each backed by an audit trail with workings clearly cited.

Ingest, transform, and validate

Consume document types and custom checklists, structured and unstructured data, uploaded manually or flowed in from other systems.

Check across sources, ensure data matches, and flag inconsistencies.

Validate documents within minutes.

Optimize the document validation workflow

Independent intelligent validation

POINT checks across sources, ensures data matches, and flags inconsistencies — validating a document within minutes.

A full audit trail on every finding

All findings come with an audit trail and workings clearly cited, so every result can be traced and defended.

Anomalies routed to the right people

POINT assists with routing anomalies via email or chat, directing attention only to what needs a human.

Workflows you can adapt on the fly

Add new actions or validation steps as you go, with the option to incorporate them for similar workflows in future.

Structured output from unstructured data

POINT can process the unstructured data it consumes to produce structured output for other workflows and systems. For example, taking a PDF capital account statement and processing it into a CSV file.

Any format, any source

Whether a report is produced with Confluence or a third-party solution, POINT validates it against the data in your other documents and checklists before it’s fully signed off.

Benefits to clients

Asset service providers

Embed AI-enabled automated document validation into your service delivery and scale it across your entire client base. POINT runs validation workflows on behalf of multiple clients simultaneously, reducing the manual effort of cross-checking at volume and giving you a consistent, auditable process for every document set you handle. Your clients get greater assurance; your teams get time back.

Asset managers

Reduce the manual effort of cross-checking regulatory documents and free your compliance team to focus on judgment rather than process. POINT automates document validation across your full reporting cycle; prospectuses, annual reports, shareholder disclosures, and more. POINT flags discrepancies with full traceability back to source. Every validation run produces audit-ready evidence, giving you confidence before you file and a clear record when it matters.

Turn hours of manual review into minutes

See how Confluence POINT ingests, transforms, and validates your documents so your team can focus only on the errors.