IVolatility Boagent

AI-Powered Enterprise Reconciliation, Reimagined

Transform your reconciliation from a resource-heavy burden into an AI-driven, automation-powered advantage. Through IVolatility's collaboration with Boagent, leverage cutting-edge artificial intelligence solutions for seamless and highly efficient processes.

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SOC II Compliant

20+ Financial Institutions

Use cases

Market Structure Comparison (T vs. T-1)

Quickly spot anomalies and understand changes with expert commentary.

Trade & Position Reconciliation

Match trades and holdings against brokers, custodians, and clearing data.

Market Data Validation

Verify internal pricing against IVolatility’s trusted reference data.

G/L & Cash Oversight

Align ledger entries with transaction activity, cash, and collateral.

Corporate Actions Validation

Confirm dividends, splits, and other events are applied correctly.

Shadow-NAV Oversight

Recalculate NAV components, surface bps-level exceptions, improve investor reporting workflows.

Third-party Data Reconciliation

Ensure accuracy by matching your data with IVolatility's reference data.

Prod vs. DR comparison

Verify DR readiness and minimize operational risk.

So we built the first AI-native reconciliation platform

What is Boagent AI?

We’ve used tons of reconciliation tools. But in a post-AI world, they don’t really make sense.

Deploy

Upload the files you need to reconcile (or an example if you plan to automate data import).

Click "Reconcile"

Allow the system to reconcile the two files completely without lifting a finger.

Large reconciliations can take time to run. Instead of waiting for each run to complete, AI will iterate with each run for you.

Instruct to Fix

Use the interface to make any final tweaks, or instruct the AI to do it for you.

Approve To Go Live

Once you have the process configured, use it repeatedly, or delete if it was a one-time recon.

Why Financial Institutions Choose Our Product:

5X Less False Breaks

It helps organizations reduce false breaks compared to legacy tools included in banking or capital markets systems.

50% Cost Reduction

Our clients have been able to reduce reconciliation costs by up to 50%, enabling positive ROI in under 6 months.

100% Automation

With a full-featured workflow and rules engine, we’ve helped clients completely automate their regular recon processes.

Enterprise-Grade Reconciliation That Works:

True Reconciliation Automation

Sitting at the Boagent's core is our powerful workflow engine, equipped with an entirely no-code process modeler and rules engine that helps you go beyond simple workflows. Take complete control of your reconciliation workflow from data aggregation through investigation and resolution.

AI-Powered Setup

Free yourself from time-consuming and tedious tasks with AI. Boagent automatically pairs fields for you so you don't have to sift through unclear labels. Boagent also labels breaks for you so you can prioritize the most critical investigations before you even start.

Parse Unstructured Data with AI

Next-generation parsing demands next-generation technology. With Boagent, you can parse unstructured data with the help of AI, even when each piece of data doesn't confirm to a single annotatable structure.

Visibility and Exception Management

Easy to use dashboards help you monitor reconciliation performance, report quality, and investigation priorities. With integrated exception management, your teams will stay on top of critical exceptions while iterating on reconciliation rules to continuously improve report quality and reduce investigation time.

One Solution—Many Use Cases

Whether you need to reconcile trades, payments, counterparties, or market data, Boagent delivers on its promises. Our use case specific features (e.g. packaged reference data for market data reconciliations) come in every deployment, no questions asked and no additional license fees demanded. Start using Boagent for one function confident that you can scale up to cross-department use.

Trade Reconciliation Counterparty Reconciliation Market Data Reconciliation Treasury Reconciliation

Rapid Implementation, Immediate Value

Deploy

Get started within 24 hours of sign-up.

Configure

Configure your first recon immediately with white-glove support.

Automate

Start automating your recon workflow within the first 2 weeks.

Go Live

Go live with fully automated recons within 4 weeks.

Transform your reconciliations and improve Ops and Finance efficiency now.