Banking & financial services
Governed data for finance and reporting
Harmonize ledgers and core system data into the formats your reporting and planning need, with the lineage, audit history, and controls banking demands.
At a glance
Typical sources
- Core banking systems
- General ledgers
- Databases
- Reporting & planning systems
The outcome
Governed, auditable data for finance and reporting.
The challenge
What slows the work down today
Ledgers and systems that do not align
Finance pulls from core systems, multiple ledgers, and databases that were never designed to reconcile cleanly.
Control is non-negotiable
Every transformation has to be explainable, with lineage and audit history, and access has to respect who is allowed to see what.
The work falls between teams
Finance owns the reporting outcome but depends on IT to connect a source or change a mapping, and the queue is always long.
How it works
The same trusted flow, applied to your data
Connect, transform, map, review. Each step is guided by a no-code copilot, and you approve the plan before anything runs.
- 01
Connect
Connect core systems, ledgers, and databases through their specs, so finance is not waiting on a custom build.
- 02
Transform
Harmonize and summarize ledger data in plain English, with every step proposed as a plan you approve.
- 03
Map
Map source accounts to your reporting and regulatory structures, with conditional logic where the rules demand it.
- 04
Review
Sign off with full lineage and audit history, backed by SSO, SAML, and role-based access.
A frontier model reasons about your intent while the Nexadata engine does the work, deterministically. Raw data never leaves the platform.
Typical sources
Connect what you already run
Reach the systems of record without loosening control. If a system has an OpenAPI or OData spec, the Connector Copilot can reach it.
Setup guides
Self-sufficient finance, enterprise control
Business users build and maintain the logic themselves, while SOC 2 Type II, zero data retention, and role-based access keep everything governed. The full set of controls lives on the Security page.
“I used Nexadata today and it worked beautifully. The tool is so powerful.”
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Start free with your first use case, or talk to us about your stack.