Autonomous Operations for Financial Services l Taxilla

 TAXILLA / PLATFORM

Autonomous Operations for Financial Services.

Financial workflows that plan, execute, and govern themselves.

Six underlying technology capabilities. One configuration and orchestration layer. Fully autonomous execution - governed at every step.

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1760+

SaaS Customers

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12

PaaS Customers

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20

Co-Labelled Partners

TRUSTED BY ENTERPRISE OPERATIONS LEADERS ACROSS 25+ COUNTRIES.

Operations teams are trapped in the data.

your-team

The operation runs without your team

85-99% straight-through processing. No manual initiation. App Sequencing enforces every dependency - nothing downstream runs until upstream is clean.

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Your team governs, not operates

Exception Breaks and Governance Breaks define exactly when a human is involved. Two controls. Everything else runs without intervention.

knowledge-stays

Knowledge stays in the platform

Every rule, every workflow, embedded permanently. Attrition doesn't take institutional knowledge. Configuration is owned by the enterprise.

The operations
model changes. Headcount governs.
The platform
processes.

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85-99%

Straight-through processing

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60%

Faster close cycle

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70%

Reduction in ops FTE

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Year 1

Self-funded ROI

starPlatform Capabilities

Financial operations are complex. We make them simpler.

Our platform is built on six specialised engines designed to solve the most complex financial data challenges. Together, they create a unified foundation of data integration, governance, reconciliation, automation, and reporting-enabling faster processes, greater accuracy, and real-time financial visibility.

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data-pipelines

Data Pipelines

  • Stream or batch.
  • Any source - APIs, flat files, ERP exports, bank formats (MT940, BAI2, CAMT.053), payment gateway files, EDI.
  • Real-time event processing and large batch loads handled equally. New data source live in hours.
standardise-with-rules

Standardise with Rules and Workflow

  • Configurable rules - validation, enrichment, derivation, deduplication - applied at ingestion.
  • Rules-based workflow routes failing records to exception queues before they reach downstream engines.
  • Every rule versioned and auditable.
taxonomy-mapper

Taxonomy Mapper

  • Maps incoming fields to a canonical financial taxonomy - legal entity, cost centre, jurisdiction, GL account, counterparty.
  • Cross-source, cross-format. Maintained centrally.
  • Eliminates the translation layer every downstream reconciliation depends on.
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Match and Clear with AI

  • AI probabilistic bucketing classifies every result into confidence tiers.
  • Rules-based deterministic clearance.
  • Handles 1:1, 1:M, M:M cardinality.
  • Tolerance bands for amount, date, FX rate.
  • 85-99% straight-through processing in production.
compute-and-report

Compute and Report

  • AI-enabled variance commentary explains material movements and flags anomalies.
  • Automated journal generation on match clearance with multi-level approval.
  • Multi-entity consolidation, GAAP/IFRS adjustments, FP&A data layer.
search-and-dashboard

Search and Dashboard

  • Millisecond search across complete indexed transaction history.
  • Real-time dashboards - no aggregation lag. AI reporting narratives.
  • Connects to Power BI, Looker, QuickSense without forced migration.

Speed to Value

Point solutions live in 24 hours. Custom data processes in 2-4 weeks.

POINT SOLUTIONS

24h

Pre-built use cases from the Taxilla library - payment reconciliation, bank statement matching, invoice compliance, account close - deployed with your data sources and configured for your rules.

Payment recon Bank matching Invoice compliance Account close Settlement matching
CUSTOM DATA PROCESSES

2-4W

Bespoke workflows built using the Low-Code Creator - any combination of underlying technology, stitched in the sequence your operations require. New data source to production-grade autonomous operation.

Multi-source pipelines Sequential reconciliation Custom matching logic Bespoke close workflows

Ready to go live in weeks instead of months?

Join organizations automating financial operations with Taxilla.

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Existing Partners

Configure, Orchestrate & Execute Autonomously

Four steps from configuration to autonomous operations. IT team configures. Business leadership governs.

Step 01
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Create Apps

Combine any of the six underlying technology capabilities into a purpose-built app for your use case using the Low-Code Creator. Finance and operations teams configure - no developers required.

Step 02
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Stitch Apps in Sequence

Connect apps in the required order using the Process Orchestration layer. Define dependency rules - App B does not run until App A is clean. App Sequencing enforces the chain automatically.

Step 03
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Orchestrate Tasks

The Task Orchestrator schedules all runs - daily, weekly, event-triggered. Defines what runs, in what order, and under what conditions. Changes to schedule or sequence are configuration, not code.

Step 04
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Autonomous Execution

The Task Manager executes without human intervention. 85-99% straight-through on clean runs. Two break types bring humans in only when needed:

Built for the operations complexity of your industry.

01
Financial Services
Banking • Payments • Treasury
View Casestudy
PROBLEM

Multi-source data from 13+ systems - core banking, payments, card, treasury - each in a different format. Reconciliation cannot run until data is standardised, attributed to legal entities, and classified by jurisdiction.

OUTCOME

End-to-end from any source to posted GL journals with exception-only human intervention. Entity segregation and jurisdictional classification running as versioned, auditable computation layers.

VALUE
  • 85-99% STP
  • Close in 3-5 days
  • Zero manual pipeline orchestration
  • Complete GL audit trail
02
Insurance
Premium Collections • Policy Close
View Casestudy
PROBLEM

30+ bank accounts across 8 institutions, 22+ payment gateways, multi-channel premium collection. Three sequential reconciliation steps - each dependent on the previous being clean - managed across three teams with four manual handoffs.

OUTCOME

Policy book closure same-day for the matched population. App Sequencing enforces the three-step dependency chain automatically. One platform, one exception queue.

VALUE
  • Days ➔ same-day close
  • 3 teams ➔ 1 platform
  • 4 manual handoffs eliminated
  • Collections leakage eliminated
03
Healthcare
Payer • TPA • Government Schemes
View Casestudy
PROBLEM

Multiple payers, TPAs, government schemes - each with different adjudication cycles, remittance formats, and payment schedules. Denials and short-payments age in spreadsheets. GL posting waits for manual reconciliation.

OUTCOME

Payer remittance matched against submitted claims. TPA settlements against billing registers. Denials routed with full claim context and SLA clock. GL posted with period lock.

VALUE
  • AR days reduced
  • Denial resolution in hours not days
  • Zero manual remittance processing
  • NABH-ready audit trail
04
Travel
GDS • OTA • Direct • Corporate
View Casestudy
PROBLEM

GDS, OTAs, direct channels, corporate booking tools - each settling on different cycles, currencies, and commission structures. Refund and cancellation matching across channels done manually. Revenue leakage at every settlement handoff.

OUTCOME

All channels matched against reservation records. Refunds and cancellations matched across channels. Multi-currency FX revaluation automated. Full booking-to-ERP audit trail.

VALUE
  • Settlement exceptions same-day
  • Revenue leakage eliminated
  • FX revaluation automated
  • OTA disputes auto-flagged
05
Logistics
Carrier • Marketplace • Customs
View Casestudy
PROBLEM

Carrier invoices vs. contracted rate cards vs. proof of delivery - three-way match across dozens of carriers, spot and contract rates, accessorial charges, and marketplace settlement files. Cost allocation across business units done in spreadsheets.

OUTCOME

Three-way match automated. Marketplace seller settlements reconciled. Customs duty reconciliation across jurisdictions. Logistics cost allocation with configurable rules and intercompany recovery.

VALUE
  • Invoice disputes auto-flagged
  • Customs errors eliminated
  • Cost allocation time weeks ➔ hours
  • Full settlement-to-GL trail

Thirteen source systems, multiple legal entities, multiple jurisdictions - now processed with exception-only human intervention.

Head of Financial Operations

Large Private Sector Bank

Three sequential reconciliation steps that used to take days now complete same-day. The pipeline orchestrates itself.

VP Operations

Large Insurance Carrier
SOC 2 ISO 27001 ISO 9001 Peppol AWS ISV Accelerate

Your operations are running now. They could be running autonomously.

Tell us your use case. We'll show you how it runs on Taxilla.

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