Trellis AI

Open Trellis, drop in a stack of PDFs, and watch them turn into rows, fields, and checks you can use right away. Connect your sources—email inboxes, cloud drives, SFTP, EDI, or scanners—and point outputs to your ERP, data warehouse, or ticketing tool. Trellis detects tables, dates, currencies, stamps, and even handwriting. You pick the fields to capture, map them to your systems, then set validation rules: allowed formats, ranges, and cross-file checks. As documents arrive, Trellis extracts, validates, and routes exceptions. Every value carries a page number and bounding box so reviewers can click straight to the exact spot in the original without leaving the screen.

For finance ops, build a playbook that moves from contract intake to revenue schedules in minutes. Parse clauses, performance obligations, pricing, and terms; allocate and schedule revenue according to your policies; and produce evidence with source links for auditors. Invoices, statements, and credit memos flow into standardized line items with currency normalization and entity matching. Configure payables to capture vendor info, line totals, and tax details, then auto-reconcile against POs and receipts. Trellis enforces ASC 606 rules you define, blocks postings that break policy, and logs reviewer actions for a clean audit trail. Real-time sync keeps your ERP and source systems aligned without manual updates. more