Next-Gen Financial Spreading with AI

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Financial Spreading

Learn how AI transforms financial spreading by automating data extraction, boosting accuracy, and improving compliance in credit and lending workflows.

Includes

7 Modules | 36 Lessons

Price

$140 $0

Difficulty level

Intermediate

Content language

English

Product covered

Collatio® Financial Spreading

Completion time

1 hour

  • What financial spreading is, where manual processes break down, and why AI is needed
  • Core concepts of AI-powered OCR, table reconstruction, reconciliation, and key value pair extraction
  • How Collatio® Financial Spreading works end-to-end, from data ingestion to normalized outputs
  • Fundamentals of template mapping, Chart of Accounts, normalization, synonym handling, and ontology mapping
  • How review, approval, exception handling, and advanced reconciliation improve accuracy and compliance

Course Content

Introduction to Financial Spreading and Industry Challenges
Course Overview
Module 1: Introduction to Financial Spreading
Introduction
What is Financial Spreading?
Manual Process Challenges
AI-driven solution
Key Takeaways
Module 2: Advanced AI powered OCR
Introduction
What is OCR and Why It Matters
Rule-Based vs AI-powered OCR
Understanding Key-Value Pair (KVP) Extraction
Introduction to Reconciliation Basics
Matching vs Reconciliation
Key Takeaways
Module 3: Overview of Collatio® Financial Spreading
Overview of the platform
Collatio Differentiators
Key Takeaways
MODULE 4: Data Ingestion
Document Ingestion
Use Case
Key Takeaways
MODULE 5: AI-Powered Financial Spreading
Document Classification
Table Reconstruction
Key Value Pair Extraction
Reinforcement learning
Key Takeaways
MODULE 6: Template Mapping, Normalization & Exporting Data
Template Mapping and Normalization
Synonym Handling & Ontology Mapping
Template Mapping Vs Normalization
Post Mapping Data Export
Use Case
Key Takeaways
MODULE 7: Workflow & Improving accuracy
Review, Approval, and Exception Handling
Accuracy Improvement
As Is Extracted Vs Normalized Statement
Financial Documentation Standards
Collatio Financial Spreading Integration with Other Products
Key Takeaways
Conclusion
Financial Spreading Quiz
  • Perform AI-driven financial spreading with very high accuracy
  • Design or improve a financial data ingestion and spreading workflow using Collatio®
  • Configure or collaborate on template mapping, normalization rules, and consistent terminology across statements
  • Apply advanced reconciliations, color-coded validations, and exception queues to quickly spot and resolve discrepancies
  • Confidently use normalized financial data in ratios, trends, dashboards, and models

Course Content

Introduction to Financial Spreading and Industry Challenges
Course Overview
Module 1: Introduction to Financial Spreading
Introduction
What is Financial Spreading?
Manual Process Challenges
AI-driven solution
Key Takeaways
Module 2: Advanced AI powered OCR
Introduction
What is OCR and Why It Matters
Rule-Based vs AI-powered OCR
Understanding Key-Value Pair (KVP) Extraction
Introduction to Reconciliation Basics
Matching vs Reconciliation
Key Takeaways
Module 3: Overview of Collatio® Financial Spreading
Overview of the platform
Collatio Differentiators
Key Takeaways
MODULE 4: Data Ingestion
Document Ingestion
Use Case
Key Takeaways
MODULE 5: AI-Powered Financial Spreading
Document Classification
Table Reconstruction
Key Value Pair Extraction
Reinforcement learning
Key Takeaways
MODULE 6: Template Mapping, Normalization & Exporting Data
Template Mapping and Normalization
Synonym Handling & Ontology Mapping
Template Mapping Vs Normalization
Post Mapping Data Export
Use Case
Key Takeaways
MODULE 7: Workflow & Improving accuracy
Review, Approval, and Exception Handling
Accuracy Improvement
As Is Extracted Vs Normalized Statement
Financial Documentation Standards
Collatio Financial Spreading Integration with Other Products
Key Takeaways
Conclusion
Final Quiz
Financial Spreading Quiz