Product
Data Prep
Transform raw data into reconciliation-ready datasets. Normalize formats, merge sources, and build reusable processes that run automatically.
No SQL required. No coding required. Just describe what you need, and Boagent builds it.
Request a demoCapabilities
From raw files to clean datasets
Boagent handles the tedious work of data transformation so your team can focus on analysis and exceptions.
Build Reusable Processes
Create data prep workflows once, then save and schedule them to run automatically. Processes execute deterministically and programmatically, removing the risk of AI variability.
Combine Multiple Sources
Merge datasets from custodians, prime brokers, administrators, and internal systems into a single object for reconciliation or reporting. No manual copy-paste or spreadsheet wrangling.
Join Without SQL
Merge data from different tables nondestructively. Enrich horizontally by adding columns or append vertically by stacking rows. Built-in duplicate detection and management.
Match Engine Enrichment
Use the same intelligent matching engine that powers reconciliation to enrich your data. Link records across sources even when identifiers differ or formats vary.
Script Generation
Transform data without writing code
Describe the transformation you need in plain language. Boagent generates and executes scripts in a secure, sandboxed environment. Review the logic, approve it, and save it for reuse.
"Add a column that calculates the net settlement amount by subtracting commission and fees from the gross amount"
Normalization
Standardize inconsistent formats automatically
Every custodian, prime broker, and administrator has their own formatting conventions. Boagent normalizes them so your data matches cleanly.
Automation
Build once, run forever
Save your data prep workflows and schedule them to run automatically. Processes execute deterministically every time, with no AI variability or unexpected changes.
Trigger on schedule, on file arrival, or on demand. Full audit trail of every execution.
Data Joins
Merge data your way
Combine datasets horizontally or vertically with full control over how records match and how duplicates are handled.
Horizontal (Enrichment)
Add columns from one dataset to another. Enrich position data with security master attributes, add pricing data to holdings, or attach counterparty details to trades.
Vertical (Appending)
Stack rows from multiple sources into a single dataset. Combine positions from multiple prime brokers, aggregate trades from different OMS feeds, or consolidate reports.
Smart duplicate handling
Configure how duplicates are detected and resolved. Keep first, keep last, keep all, or merge values. Set matching keys and tolerance rules to control exactly how records combine.