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Trellis is a cutting-edge platform designed to automate and streamline PDF workflows at scale. With its advanced AI engine, Trellis transforms complex documents and calls into ready-to-use data for operations and engineering teams in seconds, not weeks. This innovative solution is tailored for industries such as finance, healthcare, and real estate, enabling Ops and Accounting teams at Fortune 500 companies to ensure compliance, automate account receivables and billing, perform audits, and process private credit data efficiently. Trellis offers a seamless, intuitive, and automated experience, making it the most efficient tool for handling unstructured data. Whether you need top-of-the-line PDF processing, custom actions, or flexible validation parameters, Trellis provides a comprehensive solution that is both ready out of the box and fully customizable. With secure enterprise features, including SOC II Type-2 certification, encryption at rest and in-transit, and HIPAA compliance, Trellis is trusted by the Fortune 500 to deliver robust, secure, and scalable document automation.
Top Features
- Advanced OCR for text, tables, and handwriting
- Auto-schema and custom actions
- AI-driven data extraction with source verification
- Flexible validation parameters
- Real-time data sync with source systems
- Private cloud and single-tenant deployment options
- SOC II Type-2 certification
- HIPAA compliant environment
- SSO and RBAC support
- No training on user data
Simple Definition of Usecases
- Ensuring ASC 606 compliance for finance teams
- Automating account receivables and billing processes
- Performing audits and account payables processing
- Standardizing private credit data for real estate transactions
- Streamlining healthcare document processing for compliance
- Converting complex PDFs into structured data for engineering teams
- Automating data extraction from handwritten documents
- Setting custom validation rules for data accuracy
- Syncing data in real-time with existing systems
- Deploying secure, private cloud solutions for sensitive data
User Reviews
Evelyn Tanaka
Finance Manager
"Trellis has revolutionized how we handle PDF workflows in our finance department. The AI engine is incredibly accurate, and the ability to customize actions has saved us countless hours. The real-time data sync ensures we're always working with the latest information, which is crucial for our audits. Highly recommend Trellis for any team dealing with complex documents."
Evelyn Tanaka
Finance Manager
"Trellis has revolutionized how we handle PDF workflows in our finance department. The AI engine is incredibly accurate, and the ability to customize actions has saved us countless hours. The real-time data sync ensures we're always working with the latest information, which is crucial for our audits. Highly recommend Trellis for any team dealing with complex documents."
Rafael Morales
Healthcare Administrator
"As a healthcare administrator, compliance is a top priority for us. Trellis has made it so much easier to ensure HIPAA compliance while processing large volumes of documents. The OCR capabilities are impressive, and the private cloud deployment option gives us peace of mind regarding data security. The only improvement I'd suggest is more detailed documentation for advanced features."
Priya Desai
Real Estate Professional
"Trellis has been a game-changer for our real estate transactions. The ability to standardize private credit data has significantly reduced errors and improved efficiency. The custom actions feature is particularly useful, allowing us to tailor the platform to our specific needs. The support team is also very responsive and helpful."
Liam O'Connor
Engineering Lead
"Our engineering team has been using Trellis to convert complex PDFs into structured data, and it has been a huge time-saver. The AI results are reliable, and the source verification feature ensures we can trust the data. The only downside is the learning curve for some of the more advanced features, but once you get the hang of it, it's incredibly powerful."
Aisha Patel
Operations Manager
"Trellis has streamlined our operations like no other tool. The ability to automate account receivables and billing has been a lifesaver for our accounting team. The platform is intuitive, and the support team is always available to help with any issues. We've seen a significant improvement in efficiency and accuracy since implementing Trellis."
Frequently Asked Questions
What is Trellis?
Trellis is a platform that automates and streamlines PDF workflows at scale using advanced AI technology. It transforms complex documents into ready-to-use data for operations and engineering teams.
What does Trellis do?
Trellis automates document processing, including OCR for text, tables, and handwriting, custom actions, and real-time data sync. It ensures compliance, automates billing, and standardizes data for various industries.
How to fast track document processing with Trellis?
Trellis offers advanced OCR and AI-driven data extraction, allowing you to process documents in seconds. Custom actions and real-time data sync further streamline workflows, making document processing faster and more efficient.
What are the security features of Trellis?
Trellis offers SOC II Type-2 certification, encryption at rest and in-transit, private cloud deployment, SSO and RBAC support, and HIPAA compliance. It also ensures no training on user data and provides robust security controls.
Who is Trellis for?
Trellis is designed for finance and accounting teams, healthcare administrators, real estate professionals, operations managers, and engineering teams who need to automate and streamline document processing.
Does Trellis offer private cloud deployment?
Yes, Trellis offers private cloud and single-tenant deployment options for enterprises with sensitive data requirements.
Is Trellis HIPAA compliant?
Yes, Trellis offers HIPAA-compliant environment and deployment options, making it suitable for healthcare administrators.
Can Trellis handle handwritten documents?
Yes, Trellis's advanced OCR can accurately capture and process handwritten text, tables, and other data from documents.
What industries benefit from Trellis?
Trellis is beneficial for industries such as finance, healthcare, real estate, and any sector that requires efficient document processing and data extraction.
How does Trellis ensure data accuracy?
Trellis provides flexible validation parameters, allowing users to set custom rules for data consistency and accuracy. Every extracted result links back to its original source for verification.
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