Overview of Trellis: Automating PDF Workflows for Enhanced Data Utilization

Trellis is an AI-powered platform designed to transform complex documents and communications into structured, actionable data. It caters primarily to operations and engineering teams, providing tools to automate and streamline PDF workflows at scale. The service is built to support a variety of industries including finance, healthcare, and real estate.

Key Features

Advanced Data Processing

AI Engine: Rapidly converts complex documents and calls into usable data.
OCR Technology: High-precision Optical Character Recognition captures text, tables, and even handwriting, converting any document into accurate, usable data.
Auto-schema & Custom Actions: Allows customization of data extraction and automation processes to fit specific workflow requirements.

Compliance and Security

Compliance: Ensures adherence to standards such as ASC 606, with capabilities to automate accounts receivable, billing, and other financial operations.
Security: Implements advanced security protocols, robust encryption technologies, and is SOC II Type-2 certified. It also offers HIPAA-compliant deployment options.
Data Privacy: Strong PII redaction capabilities, with assurances that data is not used to train AI models or shared with other customers.

Integration and Customization

Real-Time Sync: Integrates and syncs data with source systems in real time, ensuring that the latest information is always available without manual updates.
Flexible Validation Parameters: Users can set their own validation rules to maintain data consistency and accuracy.
Deployment Options: Offers both private cloud and single-tenant deployment options to meet various privacy and security needs.

Usability and Support

No-Code and API Options: Provides flexibility in how to integrate and utilize the platform, whether through direct coding or no-code interfaces.
User-Friendly Interface: Designed for ease of use, requiring no training on user data, and supports single sign-on (SSO) and role-based access control (RBAC).

Common Use Cases

Trellis is utilized by operations and accounting teams at Fortune 500 companies to:

Ensure compliance with financial regulations.
Automate and streamline accounts receivable and billing processes.
Conduct financial audits and process accounts payable.
Standardize and process private credit data.

Target Audience

Trellis is suitable for:

Large enterprises looking to automate complex document handling processes.
Industries such as finance, healthcare, and real estate that deal with high volumes of unstructured data.
Teams aiming to enhance operational efficiency and data accuracy.

Trellis offers a robust solution for businesses seeking to automate their PDF workflows and enhance data utilization, ensuring compliance, security, and efficiency in data processing and management.