QuickNav Announces its Partnership with Collation.ai!

Here at QuickNav, we are always looking for ways to optimize for efficiency when it comes to document management.

Today, we are pleased to announce our partnership with Collation.ai, an AI-powered data warehouse and workflow tool.

More specifically, we are connecting our Bank Statements module with Collation’s Statement Parsing tool.

With QuickNav’s Bank Statements module, your office can file and search for bank statements by account number, custodian, date, and customizable tags, as well as keep track of what has been received versus what is still outstanding.

Collation.ai can integrate into the bank statement module to help parse data from the source feeding into QuickNav, which makes it easier to aggregate, standardize, normalize, reconcile, and report on the data.

If you’d like to learn more, feel free to reach out at info@getquicknav.com.