Our Solutions

Enterprise SMB Identity Resolution & Entity Matching

Turn fragmented, messy business records into trusted golden entity profiles using deterministic matching algorithms across 33M+ U.S. small and medium-sized businesses.

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Identity Resolution & Entity Matching

Unlock the full potential of your customer data, create a unified view of SMBs, enabling smarter decisions and deeper business intelligence.

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Eliminate Data Fragmentation and Duplication Across Your Stack

Small business data is notoriously difficult to unify. Variations in business naming conventions, DBA (Doing Business As) aliases, virtual office addresses, and changing ownership structures lead to duplicate customer records, broken CRM databases, and miscalculated risk models.

Excipio’s Identity Resolution engine uses multi-sourced, deterministic matching algorithms to ingest messy inbound records and continuously link them to a single persistent enterprise entity ID. By linking corporate aliases, tax IDs, physical addresses, and trade signatures, we ensure your sales, compliance, and risk teams operate off a single source of truth.

Key Takeaway: Eliminate duplicate records and misidentified entities with automated entity resolution that resolves business aliases, DBAs, and historical locations across 33M+ U.S. SMBs.

Advanced Entity Matching Built for Enterprise Data Quality

Deterministic & Probabilistic Matching: Match inbound business records using multi-field algorithms that evaluate tax identifiers, legal names, trade names, and geographical signals.

DBA & Alternate Name Mapping: Uncover hidden operational linkages by connecting parent corporate entities with trade names, franchises, and localized DBAs.

Address Cleansing & CASS Standardization: Standardize and geocode physical addresses, distinguishing commercial storefronts from residential locations and virtual mailboxes.

Persistent Excipio Entity IDs: Assign a unique, permanent identifier to every business entity in your database to maintain accurate historical records through address changes and rebrands.

Native Integration for APIs, Pipelines, and Warehouses

API

Real-Time Matching API: Query our entity matching engine directly during customer registration or form fill to resolve identities instantly.

SNOWflake

Snowflake Secure Data Sharing: Cleanse, match, and enrich your internal customer tables directly inside your Snowflake warehouse with zero data pipeline maintenance.

Batch

Bulk Data Cleansing & Batch Processing: Ingest millions of legacy CRM or loan portfolio records to deduplicate tables and append updated firmographic data.

Precise Entity Matching at Enterprise Scale

33M+ Resolved Business Entities: Complete coverage across sole proprietorships, active corporations, and registered partnerships across all 50 states.

3,000+ Operational Data Signals: Cross-reference physical, digital, and registry markers for high-confidence entity matching.

Continuous Synchronization: Our automated ingestion infrastructure updates address histories, status changes, and corporate linkages continuously.

Are We Right For You?

Who We Serve

Unlock the full potential of SMB data with a single, trusted partner.

Excipio is powered by industry-leading data and advanced analytics to give you a 360° view of U.S. small and midsize businesses.

Financial Service Firms
Insurance Underwriters
Private Credit & Direct Lending
SaaS Platforms
Payment Networks