AI based Financial Spreading

AI-Powered Financial Insights for Smarter Decisions

Enhance financial decision-making and risk management through advanced reconciliation of complex financial data linkages.

Commercial Lending

Evaluates creditworthiness, liquidity, and solvency risks based on extracted financial data, enabling lenders to make informed decisions.

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Equity Reseach & Investment Banking

Supports investment decisions by providing comprehensive and up-to-date financial information for portfolio analysis and valuation.

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Financial Modeling

Compare financial performance across different companies or time periods to identify trends and outliers.

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Document Scanning

Accurately capture data from tables, charts, and other visual elements in financial reports with semantic classification.

Numerical Accuracy: Extract data from complex, multi-column layouts and dense tables.
Multi-Language Support: Upload documents in 3 different languages.
Document Classification: Accurate classification of balance sheet, cash flow, income statement and related notes.

Document Extraction and Mapping

Leveraging Collatio's cutting-edge AI, effortlessly extract coherent, structured and fully-customized template.

High-accuracy models: Ensures the accuracy and consistency of extracted data through built-in validation engines.
Normalization: Converts financial data into a standardized format for easier analysis and comparison.
Trend Analysis: Identifies trends and patterns in financial data over time.

Document Reconciliation

Verify the figures reported in the balance sheet, income statement, cash flow statement, and notes to financial statements are interconnected and align with each other.

Financial Statements to Notes: Ensures that the information disclosed in the notes is consistent with the figures reported in the financial statements.
Balance Sheet Reconciliation: Reconciles with cash flow, income statement to provide a unified view of financial aspects of the organization.
Earnings Statements & Investor Presentation:Reconciles each earnings statement and investor presentation both individually and collectively which is vital for investor trust.

Financial Intelligence

Decode financial data for strategic decision-making.

Financial Ratio Calculation: Automatically calculates key financial ratios and metrics for auditable assessment of financial performance.
Score Companies: Cutting-edge AI models to evaluate companies using extracted financial data.
Equity Research Model:Automates the model features from structured data of income statement, balance sheet, and cash flow statement which can be used by Sell side and Buy side analysts.