Accounts Reconciliation
Financial Spreading
Digital Archive
SchematicIQ
Loan Ops
KYC
Docutwin
Bring structure, speed, and clarity to every financial statement. Collatio automates the extraction and structuring of financial statements into standardized data for credit underwriting and risk analysis.
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Collatio Financial Spreading is an AI-based application that turns diverse financial documents into standardized, analyzable data. It ingests structured, semi-structured, and unstructured inputs (Excel or CSV files, PDFs or Word documents, and scanned images) with up to 98% capture accuracy. It allows automated financial spreading through extraction, classification, and reconciliation to streamline credit analysis and accelerate decision-making.
Most bank spreading software stops at basic extraction. Analysts still waste time fixing broken formats, tracing missing values, and working with unstructured documents. Templates are rigid, AI outputs are opaque, and rework is routine. The process slows decisions and weakens trust.
Copying from PDFs and spreadsheets still eats up hours per review.
Values are pulled, but structure and logic are lost.
No way to trace numbers back to their source.
Slight changes in format break the output.
Scans, footnotes, and multi-entity files often fail.
Collatio powers financial spreading automation across extraction, mapping, and reconciliation so spreads are faster, cleaner, and fully transparent.
Collatio gives teams command over every part of the spreading process. Configure templates, manage mappings, and review results in real time.
Keep all financial statements, tax returns, and reports organised in one secure space. Navigate effortlessly between files and access every detail from a single view.
Process statements in multiple languages with local number and date formats recognised. Keep mixed documents in one place with values captured correctly.
Add and manage customer data in minutes. Collatio centralizes client information, related documents, and spreads to give a 360-degree view of each profile.
Turn financial data into clear insights. Track accuracy, identify patterns, and measure performance with intuitive visual dashboards built for decision-makers.
Move borrower financials into analysis and your underwriting platform with minimal manual entry. Keep credit files moving and approvals on schedule.
Calculate core financial ratios and multi-period trends from the analysis-ready data. Get access from any line item to its original document for fast verification.
Collatio DocuTwin drives measurable outcomes by delivering precise, automated, and auditable document intelligence while giving enterprises full control over document-driven workflows.
Reduction in Time & Cost
Accuracy in Processing Data
Boost in Error Identification
increase in Loan Approvals
Collatio ingests financial reports, statements, and related files from common enterprise sources such as email, cloud storage, SFTP, and document systems, bringing them into a single workspace for processing.
Using Document Scanning, Collatio captures data from tables, charts, and other visual elements and classifies each file as balance sheet, income statement, cash flow statement, or note, with multi-language support.
Document Extraction and Mapping uses high-accuracy models and validation engines to extract figures into a coherent, structured template. Data is normalized into a standard format that is easier to analyze and compare across entities and periods.
Document Reconciliation checks that balance sheet, income statement, cash flow statement, and notes align. It confirms that disclosures in the notes match reported figures and reconciles statements to give a unified financial view for review.
Financial Intelligence calculates key financial ratios and metrics, scores companies using extracted data, and feeds structured outputs into equity research and modelling workflows. This makes the processed data ready for credit analysis, research, and portfolio work.
With Collatio's Financial Spreading software, you can validate data from structured, semi-structured, and unstructured documents.
Automate financial spreading with compliance controls that support accurate and timely reporting.
Protect sensitive data across intake, processing, and export with SOC 2, ISO 27001, and GDPR.
Maintain audit logging and monitoring to help meet internal policies and external requirements.
Connect to core banking and accounting systems through secure APIs for data integrity.
We are trusted by enterprises globally.
Collatio applies configurable, purpose-built AI to deliver modern solutions across finance, manufacturing, and document operations.
Connect with your existing enterprise platforms through APIs and direct data exchange, keeping your workflows intact and your teams in sync.
Watch Collatio map and reconcile complex statements while keeping every value traceable and audit-ready.
Discover how SCRY AI solutions bring accuracy and innovation in document processing, conversational AI, and IoT operations.
Discover how SCRY AI solutions bring accuracy and innovation in document processing, conversational AI, and IoT operations.
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