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Collatio®

AI Driven Document Processing and Reconciliation

Ensuring Unmatched Accuracy and Efficiency.

Straight Through Processing
Template Independent
Data Security
Seamless Integration

AI Enabled Real-Time Extraction & Reconciliation For Faster Decisions

Enable intelligent processing of documents, leading to quicker response times and enhanced confidence in your services with proprietary AI algorithms.

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Document Processor

Document agnostic recognition of text, complex tables, charts with 99% accuracy.

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Document Extractor

Layout agnostic extraction of key value pairs and line items with 98% accuracy from most document types.

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Document Reconciler

Reconcile across documents with ready-to-go reports and decision engine.

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Collatio Studio

Platform built in for quick validation, annotation, approvals, workflow & analytics.

Streamlined Integrated Workflow

A ready-to-use platform with well-defined processes for financial analysis, streamlined accounts payable, expedited loan closures, and efficient KYC.

01 Accounts Payable

Streamline accounts payable and automate 99% of workflows with AI, speeding invoice processing and reconciling POs and contracts.

02 Financial Spreading

Evaluate financial health, investment opportunities, compliance, and risks by analyzing balance sheets, income statements, and cash flow statements.

03 Digital Archive

Turn Print History into Searchable, Revenue-Ready Digital Assets

04 SchematicIQ

Collatio® SchematicIQ leverages AI to convert complex diagrams like CAD and P&IDs into structured intelligence, enhancing operational precision, maintenance efficiency, and cross-system integration

05 Loan Ops

Transform your loan operations with Collatio document sorting, extraction, and reconciliation, enabling faster loan closures.

06 KYC

Automate KYC and account opening with AI-led, secure, and reliable global document extraction and reconciliation for more intelligent and quicker processing.

07 Bank Statements

Automate and ensure auditability while tracking balances, anomalous transactions and credibility based on financial behaviour.

08 Forms

Effortless AI-Driven Data Extraction from Template Forms for Seamless Automation.

09 DocuTwin

Automate document processing with AI, extracting data from unstructured documents with 99% accuracy for faster digital transformation for new use cases.

Worth Every Penny

Automate reconciliations, documentation, and compliance coding for faster approvals, reduced errors, and a single source of truth for accurate financial insights.

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Reduced Operational Risk

Minimizes the risk of discrepancies and inconsistencies in financial and operational data.

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Increased Revenue

Seamlessly attract and retain customers by delivering timely and trusted value.

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Accelerate Your Organization Goals With Experienced Document AI

Ensures consistent and reliable data across all documents, enhancing overall data quality. Easily handles large volumes of documents, making it suitable for growing businesses.

  • AI Precision: Achieve complete automation and eliminate human error, ensuring data precision. Boost productivity with an intelligent, AI-powered assistant.
  • Data Security: Entire product suite is SOC2 compliant and ISO27001 certified.
  • Smart Domain Ontologies: Rich prebuilt Financial Ontologies with automated updates.

Collatio® Provides The Power
Of AI And Data Science

Collatio can transform the way industries operate, enabling them to harness the power of their document-based information for greater efficiency, accuracy, and insight.

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Banking & Finance

Collatio in banking and finance industry is a game-changer, providing significant improvements in efficiency, accuracy, and compliance.

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Healthcare

Automate data extraction from patient records, billing, regulatory documents, lab reports, and prescriptions for accuracy, compliance, and efficiency in healthcare.

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Insurance

Automate claims processing, underwriting, fraud detection, compliance, and customer onboarding for enhanced efficiency and accuracy.

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Government

Automate permit applications, compliance, document management, public records, and grant processing for efficiency and improved service delivery.

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We are trusted by enterprises globally.

Clients

Microsoft Neom Enowa Tonomus Korn Ferry Abbot CBW Bank ABB Dollar Financial Corp Cisco Wells Fargo Kaiser Permanente Optum Resolution Life Credit Suisse Wolters MassMutual Citi

Frequently asked questions

Collatio is an AI-powered automation platform that automates document processing, data extraction, reconciliation, and workflow management to help organizations optimize operations. By combining AI, machine learning, and natural language processing, Collatio simplifies complex business processes to reduce manual work, improve accuracy, and accelerate decision-making. It supports key functions across finance, credit analysis, loan operations, compliance, customer onboarding, and document management. The platform enables teams to manage document-centric data more efficiently while maintaining full visibility and control.
Collatio uses domain-trained AI models and machine learning algorithms to automate the extraction, classification, and validation of data from diverse document types. Its AI engine intelligently identifies key fields, maps them to relevant accounting records, and reconciles transactions across multiple systems with minimal manual effort.
Collatio achieves an industry-leading accuracy rate of over 99% for data extraction and reconciliation. Its AI models are continuously trained on real-world financial documents, enabling them to adapt to diverse formats, layouts, and evolving business rules. For complex or non-standard documents, the system intelligently flags anomalies for human review, ensuring both precision and reliability across all transactions.
Yes. Collatio offers secure, API-driven integrations with both modern and legacy enterprise platforms. Validated data moves directly between document workflows and financial ledgers, eliminating manual uploads and duplicate handling. Its integration framework also supports custom connectors, enabling enterprises to enhance document intelligence without re-architecting core systems.
Collatio distinguishes itself with deep integration across enterprise financial systems, adaptive AI models, and a strong focus on reconciliation automation. It goes beyond traditional OCR methods by combining AI-driven recognition with natural language understanding to capture meaning, not just data. The platform is trained on a wide range of document types and financial scenarios, enabling it to identify context, interpret intent, and adapt to variations without using fixed templates.
Documents processed in Collatio are automatically tagged, versioned, and time-stamped to preserve data lineage. It also applies cryptographic hashing and digital signature checks (where available) to confirm document integrity and authenticity. Every action leaves a trace, creating a verified audit trail through all reviews and approvals. This gives finance teams and auditors complete visibility and confidence in their compliance posture.
Collatio’s pre-trained financial models and built-in integrations enable most organizations to go live in just a few weeks, depending on document volume, data quality, and integration scope. The platform also supports phased rollouts to reduce disruption and deliver measurable ROI early. A typical deployment includes discovery and scoping, connector setup, pilot testing with feedback cycles, and expansion to additional document types and entities.
Yes. Collatio supports multiple languages and processes varied formats, including PDFs, images, emails, scanned invoices, and handwritten documents. Its AI models adapt to regional languages, formats, and layouts to deliver consistent accuracy across global finance operations.

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