Trellis

The Trellis AI engine takes your documents and automates your business workflows. Trellis allows you to: -> For financial services and accounting: * Robustly extract key information from KYC documents and financial statements and update your system of record. * Increase loan origination volume, decrease fraud and risk, and reduce operational costs. * Process complex private credit documents like bonds, credit ratings and transaction data into unified structured format to speed up data ingestion workflows * Enable pass through loan processing. Reducing turn around time in underwriting and document checks. -> For insurance: * Automate healthcare claims billing by using Trellis to assign ICD-10 codes based on the care rendered. * Increase revenue by identifying the highest-value billing codes, reduce claim denials, and decrease reimbursement time. -> For customer support and sales: * Ensure support agents are following standard operating procedures (ensuring proper security questions are asked, compliance disclosures are provided, and correct information is given). * Reduce fraud, waste, and abuse by customers by ensuring agents are adhering to standard protocol. * Monitor and understand the performance, veracity, and legality of every call. * Onboard new customers in minutes not weeks. Mapping complex data types across different schema and ERP systems. -> For back office tasks: * Reliably extract banking/routing numbers, names, addresses, and amounts from invoices and purchase orders and update your bill pay system. Some key features include: * Universal Compatibility: Works with any unstructured data and schema, eliminating the need for rule-based solutions that fail with new documents. * State-of-the-art accuracy for document processing: Based on Stanford AI lab research, our systems offer high accuracy, data format guarantees, reference linking and confidence intervals. * Flexible Access: Use our no-code dashboard or integrate with your systems through our APIs. * Always Improving: Upload data and customize AI models in under 24 hours for continuous improvement.

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