
AI automation for fund
and corporate services
AI automation for fund
and corporate services
AI automation
for funds and corporate services
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
Client onboarding across +200 entities
TB/GL roll-up, 150+ entities
+80 monthly NAV packs
DDQ processing
VAT return population across 4 jurisdictions
Capex mapping, 500+ line items
Fund accounting migration
Client onboarding across +200 entities
TB/GL roll-up, 150+ entities
+80 monthly NAV packs
DDQ processing
VAT return population across 4 jurisdictions
Capex mapping, 500+ line items
Fund accounting migration
Client onboarding across +200 entities
TB/GL roll-up, 150+ entities
+80 monthly NAV packs
DDQ processing
VAT return population across 4 jurisdictions
Capex mapping, 500+ line items
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.