Without Complyfirst
Endless Excel work – manual data pulls from multiple systems- Hunting for guidance – Schemas and guidance buried across docs
- No real-time validation – errors only surface after portal upload
- Double the work – proprietary vendor files don’t match, doubling work
- Manual chasing – email chains delay sign-off and cause version confusion
- Weak governance – unclear approvals and no audit trail
- Deadline-day stress – left without expert support when it matters most
With Complyfirst
Map your data once – data extracts flow straight into the right fields- In-platform guidance – rules, schemas, and definitions built-in
- Real-time validation – errors flagged instantly and fixed before upload
- Eliminate double work – no proprietary files, no duplicate effort
- Easy collaboration – workflows with tasks and reminders keep teams on track
- Strong governance - approvals and audit trail ready for regulators
- 1:1 expert support – live troubleshooting, even on deadline day
Meet the winning team
Upload your data in whatever format you have
We work with any data extract you can produce — Excel, CSV, or a direct system export. We map it into the platform. No reformatting, no rekeying, no starting from scratch each month.
Validate against the FCA's REP027 schema in real-time
Get clear, real-time error messages as you work. When something’s wrong, we translate the error message into plain English and tell you how to fix it before your submission reaches RegData.
Submit directly via the FCA's API
No logging into RegData. No manual entry. Your return goes straight from the platform to the FCA via API, with a full submission record behind it.
Our step-by-step process for any report
Tell us what reports you need.
Regulatory, tax, internal, qualitative, quantitative. There’s no report we can’t handle. We sit down with your team to understand how your processes run today. Every search they do, every check they run, the policies, templates, and the approvals required.
Hands-on onboarding.
We implement the full reporting process, end to end. We map your data, build your reporting workflow, and automate the repetitive steps based on your processes, policies, and regulatory requirements, while your experts keep the judgement calls exactly where they belong.
Go live with 1:1 support.
DM us on Teams, Slack or Zoom, and get a response in under an hour (yes, even on deadline day). We stay hands-on and guide you through regulatory deadlines and changes. We don’t disappear after go-live.