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features
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support

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Description

Create automations and handle exceptions using simple, intuitive language. With Kognitos, you can seamlessly automate tasks involving both structured and unstructured data, manage large volumes of transactions, and navigate complex workflows that often pose challenges for conventional automation solutions. Traditionally, processes that deal with exceptions, such as those requiring extensive documentation, have presented significant hurdles for robotic process automation due to the extensive initial work needed to incorporate exception management. However, Kognitos revolutionizes this by empowering users to instruct automation on how to address exceptions through natural language communication. This approach mimics the way we would naturally teach each other to solve problems and manage anomalies, using intuitive prompts that keep humans at the helm. Now, automation can be refined and developed much like training a human, utilizing shared experiences and practical examples to enhance its capabilities effectively. This innovative method not only simplifies the automation process but also fosters a collaborative environment where users feel more engaged and in control of the technology.

Description

Next Matter is the orchestration platform built for regulated financial operations. Asset managers, fund administrators, and asset servicing teams use Next Matter to run capital calls, NAV processes, investor and LP onboarding, KYC/AML, and subscriptions and redemptions — with governance built in by default, not bolted on. Every workflow ships with maker-checker approvals, exception handling, and a timestamped audit trail out of the box, so operations teams get regulator-ready evidence without extra engineering work. Ops teams build and change their own workflows — live in days, not months — and Next Matter augments the existing stack (ledgers, CRMs, KYC providers) rather than replacing it. Role-based views give task owners, oversight teams, and external guests exactly the interface they need.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
NetSuite Yes 
Salesforce Yes 
Slack Yes 
AWeber No 
Adobe Marketo Engage No 
Docusign Yes 
Epicor CRM Yes 
Google Data Studio Yes 
Google Drive Yes 
Microsoft Outlook Yes 
Oracle Cloud Infrastructure Yes 
SQL Yes 
Trello No 
Xero No 
Zapier No 
Zendesk No 

Integrations

Gmail Yes 
Google Sheets Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
NetSuite Yes 
Salesforce Yes 
Slack Yes 
AWeber Yes 
Adobe Marketo Engage Yes 
Docusign No 
Epicor CRM No 
Google Data Studio No 
Google Drive No 
Microsoft Outlook No 
Oracle Cloud Infrastructure No 
SQL No 
Trello Yes 
Xero Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$18 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Kognitos

Country

United States

Website

www.kognitos.com

Vendor Details

Company Name

Next Matter

Founded

2018

Country

Germany

Website

nextmatter.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Low-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

No-Code Development

AI-Assisted Development No 
Business Process Automation Yes 
Collaborative Development Yes 
Data Aggregation and Publishing No 
Deployment Management No 
Drag & Drop Yes 
Integrations Management Yes 
Iteration Management No 
Performance Monitoring No 
Requirements Management Yes 
Templates No 
Visual Modeling No 
Web / Mobile App Development Yes 
Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives