SolveXia
Automate finance, manage data, and gain insights with no-code efficiency.
Executive Summary
SolveXia is a finance automation platform designed for finance and accounting teams to streamline spreadsheet-driven and manual processes. It provides no-code automation for data reconciliation, reporting, and analytics, significantly reducing manual work and errors in critical financial functions like treasury, accounting, tax, and compliance. The platform offers an end-to-end solution that combines business process automation, data management, and workflow, empowering users to achieve rapid, high-impact outcomes and focus on strategic analysis.
Use Cases
- Automating financial close processes, including reconciliations.
- Streamlining bank, payment, and intercompany reconciliations.
- Automating complex rebate and commission calculations and verification.
- Preparing and submitting regulatory reports (e.g., APRA, XBRL) 10x faster.
- Analyzing revenue and expenses for better decision-making.
- Migrating and augmenting Excel-based financial workloads to the cloud.
Features
Visibility
- Interactive Dashboards: Create smart, embedded online dashboards for real-time visibility into financial data and operational insights.
- Comprehensive Audit Trails: Maintain robust audit trails capturing a full history of processes and data for governance and compliance.
- Unified Data View: Connect to all systems and data sources for a unified, accurate, and real-time view of financial information.
- Status Reporting: Powerful status reporting over end-to-end processes, particularly for regulatory submissions.
Intelligence
- No-Code Automation: Empower finance teams to build and maintain automated processes using a drag-and-drop interface without IT involvement.
- AI-Powered Matching: Leverage smart fuzzy logic and AI-powered matching rules for highly accurate and efficient data reconciliation.
- Automated Data Preparation: Automate mundane and repetitive tasks of combining, transforming, and validating data from various sources.
- Workflow Automation: Build, deploy, and run repeatable, workflow-enabled processes in minutes, including bot-to-human interaction for approvals.
Support
- Comprehensive Training: Offers amazing training to ensure users can effectively utilize the platform's capabilities.
- Dedicated Support Site: Access a support site packed with helpful how-to and troubleshooting articles.
- Customer Support: Provides responsive customer support for any issues encountered.
Technical Specifications
- Architecture
- Cloud-native SaaS, Modern cloud architecture, Digital work platform
- Deployment
- Cloud/SaaS
- Authentication
- OAuth 2.0 for API authentication, fine-grained permissions model for user access.
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Azure
AI/ML Stack
- Machine Learning
- Natural Language Processing
Integrations
- SAP
- Oracle
- Excel
- SQL Databases
- SFTP
Security & Compliance
Certifications: SOC 2 Type II, GDPR
Encryption: AES-256 at rest, SSL/TLS 1.2 with AES-256 in transit.
Pricing
- Model
- Custom enterprise, Pay As You Go
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Quarterly subscription, no upfront or termination fees.
- Free Trial
- No (credit card required)
About SolveXia
SolveXia is an Australian-based technology company specializing in cloud-based automation and analytics solutions tailored for finance departments. Founded in 2008, SolveXia was acquired by GTreasury, a Ripple Solution, in March 2022. Its platform empowers organizations to automate manual, spreadsheet-driven processes, enhancing efficiency, accuracy, and decision-making capabilities for financial services.