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Create a trade blotter from the General Ledger

How does Collation.AI serve Accountants

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Create a trade blotter from the General Ledger

How does Collation.AI serve Accountants

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Create a trade blotter from the General Ledger

How does Collation.AI serve Accountants

gradient

Create a trade blotter from the General Ledger

How does Collation.AI serve Accountants

gradient
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Create a trade blotter from the General Ledger

How does Collation.AI serve Accountants

Pain Points

Pain Points

How do we solve these?

How do we solve these?

Popular Accounting Systems (e.g. Quickbooks, Xero, Sage) don’t do a very good job of Investment Accounting

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Do you struggle with visualizing your data that is in your Accounting SW on a specialized Investment Reporting SW?

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Is Exporting your GL from your specialized Investment Reporting SW into your Accounting System a problem?

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Contact Us

Let's explore what we can do for you

Get in touch

We’re always here to help.

United States

263 Tresser Blvd Floor 9, Stamford, CT 06901 United States

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved

© 2023 Collation.AI All Rights Reserved