Process bank statements at scale, across 900+ banks.
Paper, PDF, or SWIFT — Next Bank Transactions turns every incoming statement into verified transactions your financial solution can use. Your team reviews and approves. They never retype.
trusted by Banks, wealth managers, and trustees for 40+ years
Capture. Extract. Verify. Reconcile.
Every bank statement, in every format, from every custodian, has to become clean, validated transaction data before it's useful. Next Bank Transactions handles the entire journey automatically — feeding straight into your financial solution, with nothing left to type by hand.
Capture every banking document, in any format.
Bank statements arrive on paper and as PDFs. Transaction data arrives as SWIFT and other formats, from multiple channels. Next Bank Transactions captures all of it — ready for whatever formats come next.
Extract clean transaction data from every statement.
Right out of the box, Next Bank Transactions reads statements from 900+ banks and extracts the transaction data fast and accurately into one uniform format. It handles language differences and ever-changing bank layouts, and supports every relevant business case — Corporate Action, Stock Exchange, and more. Where possible, it validates the data automatically against your financial solution, such as a PMS.
Verify every transaction before it reaches the accounts.
You check the transaction data before it feeds into your financial solution. Order securities, correct values, add costs and fees, and more — assisted all the way, and logged to the second. Ask for comments or delegate tasks to colleagues when you need to. Next Bank Transactions runs in a browser, so authorized people can work anytime, anywhere — never tied to paper documents, ring binders, and filing cabinets.
Plug into your financial solution in real time.
Next Bank Transactions validates the data in real time against the client, asset, and transaction information in your financial solution — Expersoft PM1, Assetmax, INSA, and others — and feeds approved transactions straight into the accounts. It also connects to any KYC system for transaction control.
Reconcile cash and securities from any source.
Next Bank Transactions feeds your financial solution with the data it needs for periodic reconciliation of both cash and security statements. From paper, PDFs, or SWIFT messages, Next generates exactly what the financial solution needs.
Secure your statement processing at any scale.
Process by rules and roles, not by people.
Next Bank Transactions processes, verifies, and uploads transactions automatically and fast — driven by company rules and data, not by people trying to remember who handles what. Work is governed by organizational roles instead of individual names or emails, always in line with the delegated authority.
Archive every document in one place.
Next Bank Transactions comes with a complete document archive. No more filing paper copies in ring binders or storing PDFs on file servers. Access documents from within your financial solution, or through a browser on any PC, Mac, or tablet. Already have an archive in place? Next can use that.
Control access to every task and document.
Next lets in the right people and keeps out the rest. Access to tasks, actions, and documents is fully controlled by permissions. Nobody approves anything they are not authorized to, and no one sees anything not meant for them. Security is built in.
Onboard your team in minutes, not days.
Next is clean and simple to use, so you need little or no training. We have rolled it out in organizations with only minutes of training required — not hours or days.
Scale to millions of documents and tasks.
Next Bank Transactions is built for mid-sized trustees and multinational banks alike. The archive captures up to 4.6 million documents per hour, and the process engine handles users by the thousands and tasks by the millions. Next never limits you.
Run across countries, languages, and business units.
Next Bank Transactions works for local organizations and multinational banking corporations alike — across multiple countries, languages, business units, and financial solutions.
Is Next a fit for your organization? Find out in one call.
Talk to a Next specialist about your setup, your document workload, and what Next can (or can't) do for you.
