The Ops Engine You Control—No Dev Required.

CoSet sits at the heart of your operations and is designed to integrate with a wide variety of products used in the financial services industry. We start by integrating with your database and local server (or creating a fresh one for you if preferred), to give you all of your information right at your fingertips. Next, our workflow engine allows you to pull data from from your accounting system, counterparty file transfer servers, http downloads, and an api wrapper that allows you to flexibly make requests and process data from other sources.

No, a background in data structures helps, but is not necessary. We have a series of tools to pull data from CSV or XLSX files, Bloomberg, accounting systems, etc., and ETL tools that do not require any coding or SQL skills. 

CoSet takes a unique approach to deploying AI, specific to an operational user's needs. Rather than simply giving a bulk of data and tasks to an AI, CoSet uses AI to create "old fashioned" infrastructure, ensuring AI can reason through a process, set it up for you, and monitor it, but the processes themselves are declarative, meaning they work the same every time, ensuring your operations are predictable, reliable, and accurate every time.

Yes absolutely. CoSet excels at merging data from multiple sources, so you can, for example, reconcile your Fund Admin reports with your accounting system's results, and compare results. Then you can use our Data Monitor tool to set up alerts and view tool to highlight and find breaks.

Yes, if you are currently receiving files or information in email format, we can automatically watch for emails that match a certain sender, body, file attachment, etc., then download the file or interpret the email body, and kick off a workflow to process its contents.

Yes, CoSet is Soc2 certified and trusted by established investment firms around the world.

CoSet takes a unique approach to deploying AI, specific to an operational user's needs. Rather than simply giving a bulk of data and tasks to an AI, CoSet uses AI to create "old fashioned" infrastructure, ensuring AI can reason through a process, set it up for you, and monitor it, but the processes themselves are declarative, meaning they work the same every time, ensuring your operations are predictable, reliable, and accurate every time.

CoSet allows you to ingest data, upload it to a database, and subsequently create a View into your data with a no-code and/or conversational setup. It allows you to specify how to merge your existing data, for example to create a reconciliation or normalize differing counterparty formats. Simply go to your databases tab, click Create a view, or Create a view with AI, and transform your data immediately.

Yes, CoSet allows you to monitor anything from a status failure in your own environment to an accounting system error, to a reconciliation break, and alert the appropriate users. Data Monitors can be set up in the place they do their monitoring, whether that is a Workflow, Database Table, or for overall system monitoring, they can be managed in the Data Monitor tab.