Connect your data. Automate the work. Deliver reports you can stand behind. Your rules. Your people. Your control.
Built for financial institutions, professional services and complex enterprise reporting teams.
How it worksBuilt for real-world scale
Datox runs alongside the data infrastructure enterprises already have, consolidating the fragile reporting layer between source systems and the final report.
Reporting-speed and cost-saving figures are client-reported. Results vary by workflow and implementation.
How it works
One controlled workflow replaces the handoffs between spreadsheets, scripts, tools and inboxes that reporting usually depends on. Build it once, then run it every reporting period.
Explore the platformSource files
PDF / CSV
Connected apps
API / SFTP
Databases
SQL / DATA
| Source record | Field mapping | Reporting model |
|---|---|---|
Source identifier | Record reference | |
Entity data | Entity attributes | |
Local currency | Reporting currency | |
Source value | Reporting value |
Excel, CSV, PDF, Word, SFTP, APIs, databases and existing systems.
Structure information from inconsistent or unstructured source documents.
Resolve identifiers against reference data and append the attributes reporting needs.
Map, calculate, normalise and aggregate into the reporting model.
Business rules, reconciliations and framework checks raise exceptions early.
Exception queues, comments, approvals and segregation of duties.
Submissions, documents, working files, datasets and downstream systems.
Built into every step
AI agents work across extraction, enrichment, mapping and investigation. Calculations, validations and pass/fail decisions stay deterministic. They run as the rules you configured, not as model output.
Datox is not a data warehouse and not a BI tool. It is the governed workflow that sits between the systems you already run and the reports people have to sign, collecting inconsistent inputs, applying your logic and controls, and producing an output you can defend.
Data enrichment
Source systems rarely hand over everything a report needs. Datox can augment sparse or incomplete records with reference data, classifications, derived attributes and contextual fields, before transformation and validation run.
Incomplete for reporting
02 · Enrich
Records are matched against reference and contextual data, with missing attributes appended or derived. Anything unmatched or ambiguous is raised for review.
Illustrative attributes, configured per workflow
Records carry the attributes your mapping and calculation rules expect.
The same enriched record supports financial, management, operational, investor and regulatory reporting.
Unmatched or ambiguous records are routed to review rather than inferred silently.
Source value, enrichment result and reported field stay linked.
Solutions
Regulatory reporting and custom reporting automation look different from the outside. Underneath, both run on the same connectivity, enrichment, transformation, validation and lineage engine.
Purpose-built automation for regulated reporting workflows, from fragmented source data through enrichment, validation and review to submission-ready output.
Recurring reporting built around your own data, calculations, rules and output formats. Tailored results from a standard, configurable platform, not a bespoke consulting build.
A platform capability underneath both families, not a separate product.
Any report.
Any format.
Datox consolidates the fragile layer between your data infrastructure and your final reports: preparation, transformation, validation, workflow and output. It sits on top of the warehouse, lake and BI tools you already run. It does not replace them.
Ownership is split across tools and teams. Every change means another ticket, and every number needs re-checking by hand.
Files, systems, APIs, databases, documents
Connect · Extract · Enrich · Transform · Validate · Review · Deliver
Submissions, reports, datasets, dashboards
One owner, one audit trail, one place where the reporting logic lives.
Datox agents perform specific, evidenced tasks inside the workflow. What counts as correct stays a deterministic decision made by your configured rules and your reviewers.
Review the exceptions, not the entire report.
1,284,930,442
96%
Traceability
Follow the NAV reporting line from its source evidence, through the applied rule, to the approved output. The full history connects extraction, enrichment, transformation, validation and review to the exact source cell, the evidence chain internal review, audit and stakeholder queries all ask for.
Source-to-output lineageSource evidence
NAV_pack_Q3.pdf
Page 14 · table 2 · cell D18
Applied rule
TR-114
Ruleset v1.3
Reported field
Quarterly reporting pack · NAV line
Approved output v4
NAV_pack_Q3.pdf
Page 14 · table 2 · cell D18 · ingested 04 Oct via SFTP
1,284,930,442.00
Document extraction · confidence 96% · evidence retained
Identifiers resolved
Attributes appended from governed reference data
Local currency → EUR at period-end rate
Mapping and calculation rule TR-114 · ruleset v1.3
42 of 42 checks run
1 warning · 0.4% variance vs prior period · accepted with comment
Quarterly reporting pack · NAV line
Approved 06 Oct · included in approved reporting output v4
Security & trust
Reporting fails quietly. Datox is designed so that controls, evidence and oversight are part of the workflow rather than a review at the end.
SOC 2 Type II
Independent assurance report
Independently assessed against the Trust Services Criteria for security, over an operating period rather than a single point in time. SOC 2 Type II is an assurance report, not a certification.
ISO/IEC 27001
Certified
A certified information security management system (ISMS) covering the Datox cloud platform and its supporting IT, security, HR, legal, administration and physical security functions.
Security documentation, data-processing terms, hosting arrangements and current assurance status are shared directly with your security and procurement teams during evaluation.
Security & trust
Microsoft
AI Cloud Partner
Financial Conduct Authority
AI Lab Spotlight & Supercharged Digital Sandbox Academy
Pan Finance
Best AI-Powered Regulatory Solution 2025
Grow London Global
Selected fintech, 2026
Oxford Innovation Centre
Innovation ecosystem
Programme participation does not constitute regulatory endorsement.
