Why REXE for Accountants
A Single, Secure Workspace for Source-of-Funds, Compliance & Settlement
REXE gives accountants and corporate advisors complete visibility across funding, documentation, tax-relevant data and escrow activity.
Automate SOF collection, reduce compliance risk and coordinate seamlessly with lawyers, notaries and banks in one structured, auditable platform.
Automate SOF collection, reduce compliance risk and coordinate seamlessly with lawyers, notaries and banks in one structured, auditable platform.
Source-of-Funds Verification (SOF)
Streamline Source-of-Funds Review
Collect, organise and validate SOF documentation in one secure digital workspace.
AI automatically reads bank statements, declarations and supporting evidence — highlighting gaps, inconsistencies or missing data so you can complete reviews faster and with greater accuracy.
Audit-Ready Compliance
Full Audit Trails for Every Transaction
Every upload, approval, comment and review is time-stamped and recorded.
Generate complete audit packs for AML, regulatory reporting, client files or internal compliance frameworks — all exportable in a single click.
Escrow & Settlement Visibility
Financial Clarity at Every Step
Access real-time updates on escrow deposits, release conditions and settlement milestones.
Reduce risk and eliminate uncertainty with transparent fund tracking across domestic and cross-border transactions.
Tax Documentation & Structuring Support
Structured Data for Tax & Advisory Work
REXE centralises financial data, contracts, supporting documents, valuations, UBO records and settlement calculations.
Easily assemble tax filings, advisory working papers and structuring notes without chasing external parties for missing information.
Collaboration With Legal & Advisory Teams
One Platform for All Professionals Involved
Work seamlessly with lawyers, notaries, real estate agents and bankers on a shared digital timeline.
No more scattered emails or unclear updates — REXE keeps everyone aligned, informed and ready for settlement.
Elevate Your Advisory Offering With Digital Transaction Infrastructure
Join accounting firms, corporate finance advisors, M&A specialists and family office teams using REXE to deliver faster, safer and more compliant client outcomes.
From source-of-funds to settlement, REXE helps you operate with confidence, efficiency and audit-ready precision.