Reconciliation Software Providers


To identify examples of reconciliation software solutions provided by highly appraised tech companies serving global financial institutions. The software should have the following features: Cloud-based/SaaS, superior user experience, saves time, production support/system stability, less dependency on IT support, intuitive data recognition and transformation, machine learning functionality, customizable exception and risk management workflow solution, and data analytics.

Early Findings


  • Key features:
- According to the official website of EZOPS, its reconciliation software offers data anomaly detection and predictive analytics, intelligent process automation, reconciliations, and also reports and dashboards.
- The software can be deployed on-premises or cloud.
- It integrates "siloed data and processes across the enterprise for cohesive exception management processing."
- It uses a self-learning algorithm to detect data anomalies in real-time before it affects downstream processes.
- According to an article by PR Newswire, EZOPS, a provider of AI-based software for financial institutions, was selected among a large pool of applicants to be among the 20 global fintech start-ups to exhibit in the 2019 FIA Innovators Pavilion at the 35th annual FIA Expo.
  • Website:
  • LinkedIn profile:
  • Clients:
- While the official website has provided a case study relating to a user (a top tier global bank) of its reconciliation product, client names have not been disclosed.
- PR Newswire has reported that EZOPS's clients include "some of the world's largest banks, asset managers and fund administrators."

Research proposal:

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