AI automation for fund
and corporate services

AI automation for fund
and corporate services

AI automation
for funds and corporate services

Join the waitlist

Join the waitlist

Join the waitlist

Join the waitlist

our customers

our customers

Value we've delivered across clients

Value we've delivered across clients

76% average time saving with Ylookup across your business

76% average time saving with Ylookup across your business

WORKFLOW
AREA
BEFORE
WITH YLOOKUP
Fund accounting migration
Fund Admin
2-3 hrs / fund
8 mins / fund
Client onboarding across +200 entities
Onboarding
2 weeks / client
~1 day / client
TB/GL roll-up, 150+ entities
Fund Accounting
24 hrs / run
1 hour
+80 monthly NAV packs
Fund Accounting
96 hrs / month
6 hrs / month
DDQ processing
Gov & Compliance
2 days / DDQ
30 mins
VAT return population across 4 jurisdictions
Tax
2.5 hrs / month
10 mins
Capex mapping, 500+ line items
Tax
2-3 hrs / run
20 mins

Fund accounting migration

AREAFund Admin
BEFORE2-3 hrs / fund
WITH YLOOKUP8 mins / fund

Client onboarding across +200 entities

AREAOnboarding
BEFORE2 weeks / client
WITH YLOOKUP~1 day / client

TB/GL roll-up, 150+ entities

AREAFund Accounting
BEFORE24 hrs / run
WITH YLOOKUP1 hour

+80 monthly NAV packs

AREAFund Accounting
BEFORE96 hrs / month
WITH YLOOKUP6 hrs / month

DDQ processing

AREAGov & Compliance
BEFORE2 days / DDQ
WITH YLOOKUP30 mins

VAT return population across 4 jurisdictions

AREATax
BEFORE2.5 hrs / month
WITH YLOOKUP10 mins

Capex mapping, 500+ line items

AREATax
BEFORE2-3 hrs / run
WITH YLOOKUP20 mins
WORKFLOW
AREA
BEFORE
WITH YLOOKUP
Fund accounting migration
Fund Admin
2-3 hrs / fund
8 mins / fund
Client onboarding across +200 entities
Onboarding
2 weeks / client
~1 day / client
TB/GL roll-up, 150+ entities
Fund Accounting
24 hrs / run
1 hour
+80 monthly NAV packs
Fund Accounting
96 hrs / month
6 hrs / month
DDQ processing
Gov & Compliance
2 days / DDQ
30 mins
VAT return population across 4 jurisdictions
Tax
2.5 hrs / month
10 mins
Capex mapping, 500+ line items
Tax
2-3 hrs / run
20 mins

Fund accounting migration

AREAFund Admin
BEFORE2-3 hrs / fund
WITH YLOOKUP8 mins / fund

Client onboarding across +200 entities

AREAOnboarding
BEFORE2 weeks / client
WITH YLOOKUP~1 day / client

TB/GL roll-up, 150+ entities

AREAFund Accounting
BEFORE24 hrs / run
WITH YLOOKUP1 hour

+80 monthly NAV packs

AREAFund Accounting
BEFORE96 hrs / month
WITH YLOOKUP6 hrs / month

DDQ processing

AREAGov & Compliance
BEFORE2 days / DDQ
WITH YLOOKUP30 mins

VAT return population across 4 jurisdictions

AREATax
BEFORE2.5 hrs / month
WITH YLOOKUP10 mins

Capex mapping, 500+ line items

AREATax
BEFORE2-3 hrs / run
WITH YLOOKUP20 mins
WORKFLOW
AREA
BEFORE
WITH YLOOKUP
Fund accounting migration
Fund Admin
2-3 hrs / fund
8 mins / fund
Client onboarding across +200 entities
Onboarding
2 weeks / client
~1 day / client
TB/GL roll-up, 150+ entities
Fund Accounting
24 hrs / run
1 hour
+80 monthly NAV packs
Fund Accounting
96 hrs / month
6 hrs / month
DDQ processing
Gov & Compliance
2 days / DDQ
30 mins
VAT return population across 4 jurisdictions
Tax
2.5 hrs / month
10 mins
Capex mapping, 500+ line items
Tax
2-3 hrs / run
20 mins

Fund accounting migration

AREAFund Admin
BEFORE2-3 hrs / fund
WITH YLOOKUP8 mins / fund

Client onboarding across +200 entities

AREAOnboarding
BEFORE2 weeks / client
WITH YLOOKUP~1 day / client

TB/GL roll-up, 150+ entities

AREAFund Accounting
BEFORE24 hrs / run
WITH YLOOKUP1 hour

+80 monthly NAV packs

AREAFund Accounting
BEFORE96 hrs / month
WITH YLOOKUP6 hrs / month

DDQ processing

AREAGov & Compliance
BEFORE2 days / DDQ
WITH YLOOKUP30 mins

VAT return population across 4 jurisdictions

AREATax
BEFORE2.5 hrs / month
WITH YLOOKUP10 mins

Capex mapping, 500+ line items

AREATax
BEFORE2-3 hrs / run
WITH YLOOKUP20 mins

Today, fund and corporate service providers
lose 80% of their time to manual processes.

Today, fund and corporate service providers lose 80% of their time

to manual processes.

our SOLUTION

our SOLUTION

Agentic Workflow Engine

Agentic Workflow Engine

From ad-hoc industry tasks to repeatable processes

Team administrators can define standardised workflow that can be deployed across your organization

From ad-hoc industry tasks to repeatable processes

Team administrators can define standardised workflow that can be deployed across your organization

Execute

Analyze

Produce

Team administrators can

Execute the same steps
every time

Execute

Reduce

Produce

Team administrators can

Execute the same steps every time

Ylookup is designed to streamline human-in-the-loop review with in app audit trails,

user validation flows and recurring use of standard formulas.

Ylookup is designed to streamline human-in-the-loop review with in app audit trails,

user validation flows and recurring use of standard formulas.

Practitioners maintain the control to intervene,

review, and adjust where professional judgment is required.

Practitioners maintain the control to intervene, review, and adjust where professional judgment is required.