Trellis - Automate your PDF workflows at scale

Trellis Automate your PDF workflows at scale

Freemium

#Document Processing
#OCR
#data transformation
#automation
#Workflow Automation
#Data Extraction

What is Trellis?

Trellis is an AI-powered platform designed to automate the processing of complex documents. It leverages advanced OCR and AI to transform unstructured data from PDFs, calls, and other sources into actionable insights for Operations and Engineering teams.

The platform offers robust security features, including SOC II Type-2 certification, HIPAA compliance, and encryption at rest and in-transit, built to meet enterprise-level requirements. Trellis does not train its AI models on user data, ensuring data privacy, and provides flexible deployment options, including private cloud and on-premise solutions.

Features

Top of line PDF processing & OCR: Trellis’s advanced OCR captures text, tables, and handwriting with precision, converting any document into accurate, usable data—fast and effortlessly.
Auto-schema & custom actions: Trellis adapts to your needs with custom actions, allowing you to apply specific rules and automate tasks, for a workflow that’s truly yours.
AI results you can trust: Every extracted result in Trellis links back to its original source, letting you verify data instantly and access full context with ease.
Flexible validation parameters: Set your own validation rules to ensure data consistency and accuracy, giving you full control over quality at every step.
Import or live sync with your sources: Trellis syncs data with your source systems in real time, so you’re always working with the latest information—no manual updates needed.

Use Cases

Ensure ASC 606 compliance
Automate Account Receivables and Billing
Perform Audits & Account Payables processing
Process & Standardize private credit data

FAQs

Do you offer private cloud or on-premise offering? Our data is quite sensitive.

Yes, Private cloud and Single Tenant deployment options are available.
Is my data shared with other customers or used to train AI models?

No, Trellis does not train its AI models on your data. Enterprise customers can also set up their own data retention and access policies.
What are some common use cases I can do with Trellis?

Common use cases include ensuring ASC 606 compliance, automating account receivables and billing, performing audits & account payable processing and processing & standardizing private credit data.
Who is Trellis for?

Ops & Accounting teams at F500 companies.