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Trellis AI
Overview :
Trellis is a PDF workflow automation platform tailored for enterprises and professional teams. Its core functionality leverages advanced AI technology to quickly and accurately convert complex PDF documents, tables, and handwritten content into actionable data, significantly enhancing processing efficiency and accuracy. The product mainly serves operations and accounting teams in finance, healthcare, and real estate, aiding them in ensuring compliance, automating accounts payable processing, conducting audits, and managing payable accounts. Trellis offers flexible deployment options, including private cloud and single-tenant deployments, to ensure data security and privacy. Additionally, the platform supports real-time data synchronization, enabling users to access the latest information without manual updates. The pricing strategy and specific positioning are not clearly outlined on the website, but its features targeting the enterprise market suggest it may be aimed at the mid to high-end market with paid services.
Target Users :
Trellis is primarily designed for corporate operations and accounting teams that handle a large volume of complex PDF documents, particularly within the finance, healthcare, and real estate sectors. These teams often require rapid and accurate data extraction from documents to ensure compliance, automate accounts payable processing, conduct audits, and manage payable accounts. Trellis helps them enhance efficiency, reduce time and errors associated with manual document handling, while ensuring data security and privacy.
Use Cases
Operations teams in the finance industry utilize Trellis to ensure ASC 606 compliance.
Accounting teams in the healthcare sector automate accounts receivable and billing processing through Trellis.
Operations teams in the real estate sector use Trellis for auditing and managing accounts payable.
Features
Advanced PDF processing and OCR technology for precise capture of text, tables, and handwritten content.
Automated and customizable operations tailored to user-specific needs for workflow automation.
Each extraction result is traceable back to the original source for immediate data verification.
Flexible validation parameter settings ensure data consistency and accuracy.
Real-time importing or syncing of data sources to always keep the data up to date.
How to Use
1. Visit https://runtrellis.com/ and register for a free trial account.
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2. After logging in, upload the PDF documents you need to process.
3. Select the appropriate processing mode and customize operations as prompted.
4. Review the processing results and trace back to the original data source for verification via the provided link.
5. Set validation parameters to ensure data accuracy and consistency.
6. Sync data sources in real-time to ensure the use of the latest information in your workflow.
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