Trellis AI

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Trellis is a powerful AI tool for automating PDF workflows. With advanced OCR, customizable actions, and enterprise-grade security, it boosts productivity and data accuracy. Ideal for finance, healthcare, and real estate.0
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What is Trellis AI?

Trellis is a powerful AI tool that automates PDF workflows. Operations and engineering teams use the tool to transform complex documents and calls into ready-to-use data. Trellis offers a swift transition from unstructured data to actionable insights, boosting operational efficiency. Customizable APIs, robust Optical Character Recognition (OCR), and secure enterprise features make this tool a comprehensive solution for data processing needs.

Key Features:

  1. Advanced OCR Capabilities🤖: Trellis features highly developed OCR technology that accurately captures text, tables, and handwriting. It converts any document into usable data quickly.

  2. Custom Actions and Schema🛠️: Trellis offers customizable actions that allow users to apply specific rules and automate tasks. This ensures the workflow adapts to unique business needs.

  3. Verifiable AI Results✅: Every piece of data extracted by Trellis is traceable to its original source. It allows instant verification and provides full context, enhancing data trustworthiness.

  4. Flexible Validation Parameters⚙️: Users set individual validation rules to maintain data consistency and accuracy. This feature provides control over data quality throughout the process.

  5. Real-Time Data Syncing🔄: Trellis synchronizes data with source systems in real time. This ensures users work with current information without manual updates.

  6. Enterprise-Grade Security🔒: Trellis ensures data protection through advanced security protocols and encryption technologies. It complies with SOC II Type 2 and HIPAA requirements, offering secure deployment options.

Use Cases:

  1. Finance Industry Automation: A finance team at a Fortune 500 company uses Trellis to automate Accounts Receivable and Billing. It ensures compliance with ASC 606 standards. Trellis processes financial statements. It extracts key information to update records, identifies revenue opportunities from calls and emails, and reduces fraud in loan origination, enhancing overall financial operations.

  2. Healthcare Data Management: A healthcare provider implements Trellis to process patient records and insurance claims. The OCR capabilities accurately capture handwritten notes and complex tables from medical documents. Automated data validation ensures compliance with HIPAA regulations. Real-time syncing with hospital databases keeps patient information current, improving data accuracy and patient care.

  3. Real Estate Document Processing: A real estate firm uses Trellis to manage property documents, leases, and purchase agreements. Custom actions automate the extraction of critical details such as dates, prices, and legal clauses. The ability to trace extracted data back to the source documents enhances audit processes. Trellis integrates with the firm’s CRM system, streamlining data entry and reducing the time spent on administrative tasks.

Conclusion:

Trellis provides an innovative solution for businesses dealing with large volumes of unstructured data. Trellis enhances productivity, ensures data accuracy, and offers robust security. Companies seeking to optimize operations and gain actionable insights from their data should consider Trellis.

FAQs:

  1. Does Trellis offer on-premise or private cloud options for data-sensitive organizations?

    • Yes, Trellis provides robust private cloud, on-premise, and dedicated hosting options to meet the needs of organizations with sensitive data.

  2. Is user data shared with other customers or used for training AI models?

    • No, Trellis does not share data between customers. Data remains in a secure database with strict access controls. Sensitive information and Personally Identifiable Information are encrypted.

  3. What are some common applications of Trellis?

    • Common uses include extracting data from financial documents to update records and reduce fraud, analyzing communications to find revenue opportunities and compliance issues, and processing invoices and purchase orders to streamline operations.

  4. Who is the intended audience for Trellis?

    • Successful teams using Trellis include business unit leaders, analysts, and data teams in large enterprises. Product managers and developers in startups also use it for new features and existing processes.

  5. Can Trellis handle various file types?

    • Yes, Trellis supports multiple file types, including PDF, XLSX, images, slides, and DOCX, providing comprehensive document processing capabilities.

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More information on Trellis AI

Launched
2023-12
Pricing Model
Freemium
Starting Price
$ 429 / month
Global Rank
2660065
Follow
Month Visit
6.9K
Tech used
Google Analytics,Google Tag Manager,Framer,Google Fonts,Gzip,HTTP/3,OpenGraph,HSTS

Top 5 Countries

39.54%
18.63%
12.57%
11.52%
10.99%
United States India Canada Germany Japan

Traffic Sources

49.68%
22.4%
20.08%
7.2%
0.59%
0.03%
Direct Search Referrals Social Paid Referrals Mail
Trellis AI was manually vetted by our editorial team and was first featured on September 4th 2025.
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