Intelligent Settlements Engine

Simplify CashFlow Coordination in Minutes

Track settlements from start to finish. Automate reconciliation and counterparty confirmation. Generate settlement schedules instantly.

The Problem

Settlement Processes Are Broken

Back office teams spend hours reconciling emails, chasing missing confirmations, and manually tracking settlements across spreadsheets. Information is fragmented, errors are common, and approval processes are slow.

Hours lost to manual data entry
Counterparty calculation disputes
Delayed settlement approvals

Email-based settlement workflows

Intelligent Reconciliation

The Solution

Intelligence Layer on Top of Email

FlowIQ sits seamlessly between your email and back office operations, automatically extracting settlement data, reconciling counterparty calculations, and managing the entire approval workflow.

Instant data extraction from emails and attachments
Automated reconciliation with internal calculations
Real-time settlement tracking dashboard
Generate settlement schedules for cash teams
How It Works

Settlement Intelligence Workflow

Six seamless steps from email to approved settlement schedule

01

Email Reception

Settlement confirmations flow in through your normal email inbox.

02

Intelligent Extraction

FlowIQ instantly extracts settlement terms from emails and PDFs.

03

Automated Reconciliation

Counterparty calculations are instantly reconciled against internal data.

04

Exception Management

Disputes and missing confirmations are flagged for immediate action.

05

Approval Workflow

Settlements move through your approval process automatically.

06

Schedule Generation

Schedules are generated daily for cash management execution.

Capabilities

Built for Financial Institutions

Email-Native Intelligence

Works with your existing email system. No new tools to learn.

Data accuracy
Instant extraction

Automatic Reconciliation

Eliminate manual calculation checks. Flag discrepancies instantly.

Real-time matching
Exception alerts

Confirmation Chasing

Automatically track missing confirmations and prompt follow-ups.

Audit trail
Status tracking

Settlement Dashboard

Real-time view of all settlements from email to approval.

Live updates
Full history

Approval Automation

Configurable workflows that move settlements through your process.

Designate reviewers and approvers
Automate custom emails

Audit Support

Save off and track counterparty support and internal approvals.

Status flags
Easy review

75% reduction in manual settlement work
Average implementation time: 2 weeks

Ready to Transform Your Settlement Operations?

Join leading financial institutions using FlowIQ

We typically respond within 24 hours