SolveXia

No-Code Automation for Finance

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Overview

SolveXia is a no-code automation platform designed for finance teams. It allows users to automate manual, repetitive tasks involving data preparation, reconciliation, and reporting, without needing to write any code. The platform is designed to be used by finance professionals to build and manage their own automation processes, reducing reliance on IT.

✨ Key Features

  • No-code process automation
  • Data preparation and transformation
  • Automated reconciliations
  • Reporting and analytics
  • Workflow and collaboration tools
  • Audit trail and governance

🎯 Key Differentiators

  • No-code platform designed for finance users
  • Focus on data preparation and reconciliation
  • Ease of use and fast implementation

Unique Value: Empowers finance teams to automate their own data preparation, reconciliation, and reporting processes without needing to rely on IT.

🎯 Use Cases (4)

Automating data preparation for financial reporting Streamlining the reconciliation process Automating the generation of management reports Improving data quality and governance

✅ Best For

  • Data Preparation Automation
  • Reconciliation Automation
  • Report Automation

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Businesses that require a full-fledged ERP system

🏆 Alternatives

Alteryx Trifacta UiPath

Offers a more user-friendly and finance-focused solution than generic data preparation and RPA tools.

💻 Platforms

Web

🔌 Integrations

Microsoft Excel Various data sources via file uploads, APIs, and database connections

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type 2 ✓ ISO/IEC 27001

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: NA

Visit SolveXia Website →