Accounting & ERP
Datox reads ledger and sub-ledger data as a source; it does not replace the book of record.
Ecosystem
Datox fits into the stack you already have.
Datox is not a replacement for your accounting system, data warehouse or BI tool. It is the layer that turns what those systems hold into finished, checked reporting, and it is designed to coexist with them.
Position
Where Datox sits
Source systems, providers, files and documents
Datox: extract, map, calculate, validate, review
Approved reporting data and evidence
Filings, documents, warehouses and BI tools
Coexistence
How Datox relates to common systems
Portfolio & custody platforms
Position, transaction and valuation data is ingested and reconciled across providers.
Data warehouses
Datox can read from a warehouse as a source and write prepared reporting data back into it.
BI & visualisation tools
BI tools consume Datox output as a validated dataset rather than raw system extracts.
Document & storage systems
Documents are ingested as sources and finished outputs are delivered back to controlled storage.
Workflow & communication tools
Notifications and status can be surfaced in the tools teams already use during the cycle.
Why it matters
Automation should not require a data programme first
A common blocker is the belief that reporting cannot be automated until all data is consolidated. Datox works against sources as they are today, and improves as upstream data improves.
Practical implications
- First workflows deliver without waiting for a warehouse programme.
- Existing investments in systems and BI are preserved.
- Source changes are handled in the workflow, not through migration projects.
- Prepared, validated data becomes a reusable asset for other consumers.