Ylookup

Ylookup provides an agentic data-processing platform for fund and corporate service providers. Its software uses specialized agents to extract, normalize, reconcile, analyze, review, and move financial, tax, investor, compliance, and corporate-administration data between source documents, spreadsheets, and operating systems.

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Ylookup Product Description

Ylookup is an agentic workflow platform that helps fund and corporate service teams process complex data from raw files to controlled operational outputs.
– Specialized agents extract structured information from financial statements, agreements, tax forms, and investor-compliance documents
– Normalization, reconciliation, analysis, and agent-to-agent review prepare data for human validation while retaining source references
– Connects spreadsheets, PDFs, fund systems, portals, and destination templates without requiring teams to replace their operating tools
– Supports fund-accounting migrations, financial-statement preparation, trade reconciliation, onboarding, and FATCA, CRS, KYC, and AML work
– Fits fund administrators and corporate service providers handling high-volume, document-heavy data processes with professional review.

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