AutoRek is an award-winning global provider of financial controls and reporting software.

Authors of the world leading reconciliation solution (called AutoRek®), our suite of solutions also incorporate a range of products to help companies perfect their financial controls landscape, including:

• Compliance and regulatory reporting solutions (e.g. Client Money and FATCA)
• Automated cash allocations
• High-volume data migration
• Balance sheet certification/account attestation
• Improving financial close processes

Our solutions are purpose-built to improve the quality and efficiency of financial data management, from cost reduction and process efficiency projects, to improving adherence to regulatory reporting requirements.



All content by AutoRek

Unlocking FATCA and CRS


At the end of October 2014, the UK and 50 other countries from the Organisation for Economic Co-operation and Development (OECD) signed up to the Common Reporting Standard (CRS). Governments have committed to implement automatic exchange of tax information in 2017. CRS: A Game-Changer CRS is undoubtedly... view abstract

Category: Compliance | Published: 07 January 2015 | Type: White Paper

Rating: + 7

PS14/9 custody assets & client money: 1 December 2014 and beyond


Following the publication on 10 June 2014 by the Financial Conduct Authority (FCA) of policy statement 14/9 (PS14/9), the second stage of the client assets (CASS) rules will come into force on 1 December 2014. Many of the rules from 1 December 2014 have a 6 month transition period for existing relationships... view abstract

Category: Compliance | Published: 06 January 2015 | Type: White Paper

Rating: + 2

The Basel Committee’s BCBS239 principles: A Single Source of Truth


Banks need to anticipate problems and need a single source of truth to do so. Data aggregation is a well-known and well understood challenge in the banking industry. The investment to improve IT infrastructure, data integrity and completeness, together with reporting capabilities can be vast.

Category: Basel III | Published: 05 January 2015 | Type: White Paper

Rating: + 42