AI and automation for companies with complex financial needs
AI-powered portfolio risk analysis, automated multi-account bank reconciliation, regulatory compliance and regulatory reporting without manual effort. For asset managers, insurers, funds and companies with high financial exposure.
Your sector's challenges
Companies with complex financial needs face visibility, efficiency and compliance challenges that worsen as they grow.
Portfolio risk without visibility
Portfolios grow but risk analysis is still carried out manually and reactively. Losses are detected when it is already too late to act.
Complex multi-account reconciliation
Operating with multiple banks, accounts and currencies makes manual reconciliation a slow, costly and error-prone process.
Growing regulatory compliance
DORA, MiFID II, EMIR and CSRD require controls, traceability and reporting that consume ever-increasing compliance resources.
Costly regulatory reporting
Preparing regulatory reports — for the regulator, the board or investors — takes weeks of manual work with data scattered across multiple systems.
TBE Solutions for this sector
The components of the TBE ecosystem designed for companies with high financial complexity and compliance demands.
AI Financial Risk ★
AI engine that analyses your portfolio, detects risk concentrations and generates early warnings before they become losses.
View solutionTreasury and Reconciliation
Automatic multi-account, multi-currency bank reconciliation. Liquidity forecasting and position matching without manual intervention.
View solutionConsolidation and
Multi-entity financial consolidation with integrated reporting to comply with CSRD and the requirements of institutional investors.
View solutionIA Docs Coming soon
Automatic extraction and analysis of financial contracts, statements and regulatory documentation using artificial intelligence.
More infoCustom Development
Connectors with Bloomberg, investment platforms, fund accounting systems and regulator portals.
View solutionThe TBE process for financial services
Four steps to automate critical financial processes and reduce operational and regulatory risk.
Exposure diagnosis
We map portfolios, accounts, entities and data flows to understand the real risk exposure and the main operational friction points.
AI risk analysis
We activate the financial risk engine on the existing portfolio and configure real-time monitoring dashboards.
Banking automation
We connect bank accounts, automate reconciliation and unify the treasury view across all entities.
Continuous reporting
Automatic generation of regulatory and management reports. The team stops preparing data and starts making decisions.