Trellis AI

Open a PDF, get usable fields you can sort, verify, and push into your systems—no manual typing. With Trellis AI, you drag in files or connect a folder, and it auto-detects structure across pages: paragraphs become clean text, tables turn into rows and columns, and handwritten notes are captured with high fidelity. Review results in a side-by-side viewer, correct edge cases with quick cell split/merge tools, and standardize units, dates, and currencies in one pass. Save your mapping as a reusable template, then schedule batches so recurring documents convert themselves while you work on higher-value tasks.

For finance teams, build an end-to-end pipeline in minutes. Create rule sets that enforce revenue recognition controls (ASC 606), run 3-way matching for payables, and check required fields for receivables and billing before anything posts. Route exceptions to the right reviewer with due dates and comments, then export clean entries to your ERP with a single click. Every amount and attribute is traceable back to its original page and highlight, so audits move quickly and disputes are easy to resolve. Need a monthly close pack? Generate consistent outputs, lock versions, and keep a clear trail of who changed what and when.

Operations and engineering groups can turn spec sheets, service logs, QA forms, and drawings into queryable datasets. Capture tolerances, part numbers, serials, and meter readings with validation ranges to prevent bad data from slipping through. Trigger alerts in Slack or email when a threshold is breached, and send approved records directly to your CMMS, PLM, or data warehouse via API or webhooks. Keep source and destination in sync so teams always see the latest revision without re-uploading files. Use field-level transformations to normalize vendor formats and enrich records with lookups from your master data.

Security and governance are built in from day one. Trellis carries SOC 2 Type II attestation, uses encryption in motion and at rest, supports private cloud or single-tenant deployment, and offers HIPAA-ready environments. Models are never trained on your content, and you set retention windows plus granular permissions. Protect sensitive information with automatic redaction, SAML/SSO, role-based access, and comprehensive event logs. Preparing for an audit is straightforward: export an evidence package with lineage links and timestamps, or share a read-only workspace with external reviewers. To get started, upload a sample set, define the fields you need, add a couple of validation checks, and publish the pipeline—most teams go live the same day and see processing time drop immediately.