Solution introduction

Tame your incoming bank statements for secure knowledge, transaction efficiency and bullet proof compliance

Next Bank Statements is a true smart process application. Reduce costs, errors, and risks. Increase efficiency, profitability, and the personal joy of work

Capture any banking transaction. Now and in the future
Banking documents come in numerous formats from multiple channels. Next Bank Statements captures all of them; physical statements on paper, PDFs, and transaction data such as SWIFT.

Extract quality data out of bank documents from everywhere
Right out of the box, Next takes in statements from 900+ banks and extracts transaction data fast and accurately into a single uniform format. Resilient to language challenges and ever changing bank layouts. Next supports all relevant business cases — Corporate Action, Stock Exchange, etc. — and when possible data is automatically validated against the financial solution like a PMS. 

Verification. As easy and efficient as it gets
You verify the transaction data before feeding them to the banking solution. Order securities, correct values, add cost and fees, etc. Assisted all the way and logged to the second. With the option to ask for comments and delegate tasks to colleagues. Next runs in a browser and allows work to be done by authorized people at any time and any place. Not limited by access to paper documents, ring binders, and filing cabinets. 

Deeply integrated into your systems
Next validates its data in real time against the client, asset, and transaction information in your financial solution (e.g. Expersoft PM1. Assetmax, INSA and others) and feeds the approved transactions right into the accounts. Next also integrates to any KYC system for transaction control.

Reconciliation built in
Next Bank Statements can feed the banking solution with data needed to perform periodic reconciliation of both cash and security statements. Based on paper statements, PDFs, or SWIFT messages, Next generates the data needed in the banking solution.

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