The nervous system your company is missing
Septima connects every dataset your company depends on into a single source of truth. Initiate workflows across any app, reduce operational drag and scale your operations without scaling your team.
One platform, every data source, zero blind spots
Septima is the nervous system your company has been operating without. We connect any and every dataset you have, from custodian feeds and transaction records to position data and cash flows, so you have one unified source of truth across the entire organisation.
That single view lets your team operate across systems, initiate workflows in different apps and make decisions grounded in real data, not stale spreadsheets. The result: less operational complexity, less drag, and the ability to grow your business faster with fewer resources.
Every data source your firm relies on flows into Septima. We normalise, reconcile and cross reference it all automatically. When something breaks or an anomaly surfaces, your team knows in seconds, not hours.
From there, our AI agent layer turns insight into action. Queries answered in natural language. Workflows triggered across systems. Reports generated on demand. All grounded in your actual data, with zero hallucination.
Three steps to unified operations
From fragmented data to a single operational view in days, not months.
Connect
Plug in your existing data sources. Custodian feeds, ERPs, CRMs, banking APIs — any system your firm relies on. No rip and replace required.
Unify
Septima normalises, reconciles and cross-references every data point automatically. One source of truth, updated in real time, accessible to your entire team.
Operate
Query your data in natural language, trigger workflows across systems, generate reports on demand. All grounded in verified, reconciled data.
Built for industries where the stakes are real
Complex operations, regulatory oversight, fragmented data. The common thread across every sector we serve.
Wealth Management
Managing reconciliation and reporting across custodian feeds, model portfolios and client positions at scale.
Hedge Funds
Complex trading strategies demand flawless operational execution. We bring order to data flows across multiple primes, strategies and systems.
Real Estate
Portfolio valuations, rent rolls, capital calls and investor reporting unified into a single operational view across every fund.
Healthcare
Regulatory compliance and operational complexity at scale. From claims processing to facility management data, consolidated and reconciled.
Aviation & Logistics
Fleet operations, maintenance records, compliance tracking and logistics data brought together in one auditable platform.
Financial Services
The broader financial ecosystem. From asset servicers to insurance carriers, wherever complex operations meet regulatory oversight.
Ask your data anything. Get grounded answers.
Our AI agent layer lets your operations team query live data in natural language. Every response is grounded entirely in your actual operational data.
No hallucinated outputs. No estimated values. No black box reasoning. Just verifiable facts drawn directly from your reconciled data, with full auditability on every answer.
Try it below. Type a question and see what grounded intelligence looks like.
Frequently asked questions
How long does integration take?
Most integrations are live within two to four days. Septima connects to your existing systems via APIs and secure file feeds. There is no rip-and-replace required — we work alongside your current infrastructure.
Where is our data stored and how is it secured?
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). We operate on SOC 2 Type II certified infrastructure with data residency options in the UK, EU and US. Your data is never shared, sold or used for model training.
Does the AI hallucinate or estimate values?
No. Every response from the Septima intelligence layer is grounded entirely in your reconciled operational data. We use retrieval-augmented generation with strict guardrails. If the data does not exist, the system says so — it never fabricates an answer.
What systems and data sources do you support?
Septima supports custodian feeds (SWIFT, FIX, proprietary formats), ERPs (SAP, Oracle, NetSuite), CRMs (Salesforce, HubSpot), banking APIs, market data providers, compliance databases and custom internal systems. If your firm uses it, we can connect to it.
How is Septima priced?
Pricing is seat-based, so you only pay for the users on your team. We offer flexible plans for growing firms and enterprise agreements for larger institutions. Contact us for a tailored quote.
Your operations team deserves better than spreadsheets
See what unified operational intelligence looks like for your firm. Fill in the form and our team will be in touch within 24 hours.
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