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Agent passport

Xceptor, the data automation platform for financial markets

Ingesting, transforming, standardizing and validating all data, from all sources.

Category
Machine Learning
Registry category
Finance & Accounting
Vendor
Xceptor Ltd
Location
Not disclosed
Reviews
Not rated (0 reviews on the listing)
Listed on
Microsoft Marketplace
Pricing
1 plan listed
Overall Provenance
2.1/10Low
High 7–10Moderate 3–6.9Low 0–2.9

Each fact carries one Provenance score: the average of its Disclosure and Evidence scores, the same rule the page uses for the overall score. Click any score to see the math behind it.

Vendor Provenance

Who actually operates this agent.

2.1 / 10
Data element
Answer
Provenance
Source
Legal entity
Xceptor Ltd
Publisher name on the listing; not matched to an outside company record
High
HQ address
Not disclosed
No headquarters on the listing or an outside record
Low
No source on record
Ownership
Not disclosed
No ownership on record
Low
No source on record
Industry
Not disclosed
Low
No source on record
Employee count
Not disclosed
Low
No source on record
Founded
Not disclosed
Low
No source on record
Revenue
Not disclosed
Low
No source on record
About
Ingesting, transforming, standardizing and validating all data, from all sources.
Publisher description
High

Build Provenance

What the agent is built on.

2.8 / 10
Data element
Answer
Provenance
Source
Foundation model
Not disclosed on this listing
Low
No source on record
Training data (model)
Not disclosed on this listing
No source discloses model training data
Low
No source on record
Agent framework / tools
Not disclosed on this listing
Low
No source on record
Hosting model
SaaS, hosted by the vendor
From the listing
High
Version history
4.12
Registry saw 4 distinct listing states across 9 captures
High

Reach Provenance

How the agent is distributed and adopted.

4.4 / 10
Data element
Answer
Provenance
Source
Distribution channel(s)
Microsoft Marketplace
Via SaaS
High
Review volume & rating
Not available
No ratings on the listing
Low
No source on record
Comments (pros)
Not available
No review text on record, so no pros could be drawn from user comments
—
No source on record
Comments (cons)
Not available
No review text on record, so no cons could be drawn from user comments
—
No source on record
Listing tenure
Not disclosed
No listed since date; last updated 2025-12-19
—
No source on record
Multi-channel presence
Single-channel
Listed on Microsoft Marketplace only in the registry
High
Public community signal
Not disclosed
No public GitHub, Discord or community metrics found
Low
No source on record
# installs
Not reported
Popularity index 0.00 on the marketplace; not an install count
—
No source on record
Listing type
Standard marketplace listing
From the listing
High

Data Provenance

What the vendor discloses about data handling.

1.4 / 10
Data element
Answer
Provenance
Source
Operational data sources
Not disclosed
Low
No source on record
Data residency
Not disclosed
Low
No source on record
Retention & deletion
Not disclosed
Low
No source on record
Published documentation
Legal links on the listing: Privacy Policy, License Terms
Links on the listing; documents not fetched by the registry
High
Data access requirements
Not explicitly disclosed
No OAuth scope or permission list found on the listing
Low
No source on record

Compliance Provenance

What standards the vendor meets, and who verified them.

0.0 / 10
Data element
Answer
Provenance
Source
Security
SOC 2
None on record
Low
No source on record
ISO/IEC 27001
None on record
Low
No source on record
ISO/IEC 27002
None on record
—
No source on record
ISO/IEC 27017
None on record
—
No source on record
SOC 3
None on record
—
No source on record
CSA STAR
None on record
—
No source on record
Privacy
GDPR
None on record
Low
No source on record
COPPA
None on record
—
No source on record
FERPA
None on record
—
No source on record
ISO/IEC 27018
None on record
—
No source on record
Health
HIPAA
None on record
Low
No source on record
HITRUST CSF
None on record
—
No source on record
Financial
SOC 1
None on record
—
No source on record
PCI DSS
None on record
—
No source on record
SOX
None on record
—
No source on record
Government
FedRAMP
Not found on the FedRAMP Marketplace
Checked by the vendor's web domain on 2026-08-27
Low
CMMC
None on record
Low
No source on record
NIST SP 800-171
None on record
—
No source on record
AI
NIST AI RMF
None on record
Low
No source on record
Platform
3rd party certification
None on record
Low
No source on record

What the publisher says

The highly configurable and enterprise-grade platform provides data ingestion, standardization, normalization, and validation services and offers proprietary solutions for tax, reconciliations, confirmations, client onboarding, and allocations. Since 2003, Xceptor has empowered businesses worldwide to trust their data and digitize their end-to-end processes. With offices in London, New York, Singapore, and Cape Town, Xceptor serves nearly 125 clients and over 11,500 users across 60 countries, including banks, asset managers, hedge funds, custodians, and asset servicers.

The Xceptor platform

Xceptor connects to any source, in any format and extracts the relevant data for transformation and validation across pre- and post-trade processes, tax processing, regulatory compliance and risk management. Our technology leverages generative AI capabilities to classify documents intelligently, segment them and extract the data from documents as varied as forms, PDFs, emails or even faxes.

Show the rest of the publisher’s description (13 more lines)

The platform is a bridge that connects front-, middle- and back-office processes by ingesting, transforming, standardizing and validating all data, from all sources then delivering this data directly into the data workflows it’s most needed.

With Xceptor's AI-powered automation, teams can streamline and deliver solutions across their organization automating hundreds of business use cases that previously took excessive time and cost to manage.

"We knew Xceptor would make a difference and are really impressed by how much it has delivered. Xceptor is the perfect flexible data management solution to fit with our aim of delivering superior service using leading technologies."

CIO, US Bank

"The initial phases we entrusted to Xceptor comprised of critical business functions which the platform handled exceptionally well. By consolidating all other various applications into Xceptor, we have radically transformed how we process and automate data."

COO - Operations, Schroders

Benefits:

  • Time and cost efficiency: we've dramatically reduced the time required for trade-related processes. This translates into impressive cost savings of up to £700k annually for our clients. We've also optimized resources, slashing overtime hours by almost 2,000 annually, equivalent to approximately 250 working days. *
  • A unique configurable platform: running on Microsoft Azure, our unique, configurable platform, coupled with proprietary applications, has a proven track record of automating processes across organizations. We boast over 3,000 successful use cases deployed for a single global client, serving a user base of 4,000. Overall, more than 100 clients have created and deployed many thousands of use cases. With the easy-to-use AI automation framework, teams can now automate their most challenging back-office use cases.
  • Operational success: Xceptor clients average 95% straight-through processing and our solutions have led to a remarkable 86% reduction in trade capture error incidence and a staggering 86% improvement in trade processing handling time, not to mention a 30% improvement in trade reconciliation handling time. *
  • Reliability and security: Xceptor is available as a SaaS (Microsoft Azure) or client-hosted solution and is ISO 27001 certified, ensuring the highest level of data security.* Source: Forrester TEI

We are Xceptor, and we're here to empower your business transformation. With us, you can unlock new levels of efficiency, innovation, and success. Our goal is to help you leverage the power of automation to drive tangible outcomes and significant growth.

Get it now.

Preview

5 images

Plans and pricing

1 plan listed

Xceptor evaluation bundle$30,000.00/year Experience the power of adaptability with our platform with a 6-month non-production evaluation license. At the end of the evaluation, sign up for a production subscription and we'll apply up to $30,000 as a credit towards the first year's subscription.

Linked repositories

Unknown

Unknown means this listing does not publish a repository. It is not a statement that the code is closed.

Publisher resources

Sources

Reading the score

Disclosure · how many sources corroborate it

NoneNo source has it. Shown red, because Unknown means Unknown.
1 sourceA single place has it. A listing and its certification page and policy docs on one marketplace count as one source.
2+ contestedTwo or more sources cover it but they do not agree. The disagreement is shown, never dropped.
2+ agreeingTwo or more genuinely separate sources agree: another marketplace, or an outside record.
Steps below are possible but not automated yet, so today they sit open.
SettleTop confirmedSettleTop confirms it directly.

Evidence · what kind of evidence backs it

NoneNo source discloses it.
PublicPublicly available info, such as reviews, listing age, or vendor firmographics like legal entity and headquarters.
Vendor statedThe vendor's own claim on its marketplace listing, website, or policy documents.
Self-attestedThe vendor's self-attested certification or operator program, a marketplace program rather than an independent audit.
Steps below are possible but not automated yet, so today they sit open.
Vendor providedThe vendor hands SettleTop the underlying material, such as an SBOM or a data policy.
Vendor attestedThe vendor signs an attestation to SettleTop.
SettleTop verifiedSettleTop verifies it directly.

The SettleTop steps above are possible but not automated yet, so today they sit open and a perfect 10 is out of reach. Open information like firmographics and reach has fewer steps to climb, so it sits a little higher for the same visible evidence.

Information shown here reflects the best available information at the time of assessment and may be incomplete, outdated, or subject to change. It should be independently verified before being relied upon for any decision. SettleTop is not liable for any errors, omissions, or decisions made in reliance on this information.

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