TradeFlow

TradeFlow automates trade settlement and post trade operations for financial firms. Its AI agents read trade data in whatever format it arrives, including emails, PDFs, spreadsheets and statements, extract trade details and counterparty information, reconcile the results against the firm's own systems and resolve exceptions, with humans kept in the loop for oversight. It is aimed at middle office and operations teams at trading firms, asset managers and other financial institutions. The platform handles trade recaps, OTC confirmations, corporate actions, position reconciliation and cash flow matching, and reconciles across order management and risk platforms rather than a single system. TradeFlow frames the outcome in operational terms: lower processing cost, less settlement risk, and the ability to grow trade volume without adding headcount. Custom workflows can be built around a firm's specific processes, and the company emphasizes data security in how the agents are deployed. Pricing is not published. The site offers demo scheduling and contact forms rather than plans or amounts, so engagements are quote based. The product is narrowly focused on post trade work rather than general document automation, which matters for firms whose pain is confirmation matching and reconciliation rather than front office tooling.