Solutions

Streamline your financial data operations

Stay ahead of deadlines and eliminate manual data entry with automated operations data workflows.

See a demo of Alkymi

Patterns built for business data

Process invoices, billing documents, and data from tax forms automatically with Alkymi, and quickly populate your systems with complete, accurate, validated data. Our existing operations Patterns can help get you started quickly, with the option to configure a Pattern for your specific requirements.

Keep your operations running smoothly with workflows including:

Invoices, bills, and receipts
Schedule K-1s
Form ADVs
US tax and SEC forms, including W4, W-8 BEN, all 1040s, and 1099-INT, -DIV, and -MISC
Form 1065 and Schedules B, K, L, M-1, and M-2
Forms 1096, 1120 and Schedules C, G, J, 1125-E, 8825, 940, and 941

Stay compliant with transparency regulations

Comply with the SEC and other regulatory agencies’ rules, such as the Quarterly Statements Rule, with automated workflows designed for your business requirements.