Automate the work around every trade
Reports and routine operations work still run on spreadsheets and email. Float lets your team automate them with steps made for capital markets, like generating reports and processing emails.
Automation built for markets
Every step acts on trades modeled in FloatML at full granularity, together with the documents and counterparties behind them, so your workflows work from the actual terms of every trade.
Workflow builder
Design workflows visually
Build workflows on a visual canvas, triggered by trade events, schedules, or inbound email. Each step can be a fixed rule, Sterling, or one of your own agents, so judgment goes only where it is needed.
Controls
Your people stay in the loop
Add approval steps anywhere in a workflow, and it waits until the right person signs off. Agents act within the same permissions as your team, and every action is logged.
Run history
See every run, step by step
Inspect what each step and agent did on every run, find where something went wrong, and replay the run once it is fixed.
APIs
Everything is programmable
REST and FIX APIs cover the whole platform with consistent data models, OpenAPI schemas, OAuth 2.0, and role-based access control.
Built for capital markets workflows
Steps that understand trades, documents, and counterparties, with the controls a regulated firm needs.
Finance-native steps
Generate recaps, approve payments, chase breaks, review confirmations, and build reports, as steps you drop into any workflow. No generic blocks to wire together.
Templates
Ready-made workflows for the most common operations work, to use as they are or adapt.
Permissions and audit
Fine-grained permissions for every workflow, API, and agent, with a complete audit trail of every action.
Developer console
Interactive documentation, sample code, and logs for every API call and FIX message.
What teams automate first
The routine work that takes the most time, handled by rules and agents.
Daily status reports
Confirmation and affirmation status sent to clients and desks on a schedule, with the tables in the email.
Exception chasing
Unaffirmed trades and aged confirmations sent to the right desk every morning.
Booking from recaps
Recaps and term sheets turned into booked trades without re-keying.
AI document review
Incoming documents reviewed by Float AI against your templates, with deviations routed for sign-off.
Put your work on autopilot
Rules, Sterling, and your own agents in one workflow.