Documentation
Introduction
The Trellis AI engine takes your documents and automates your business workflows.
What is Trellis?
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.
- Robustly extract key information from KYC documents and financial statements and update your system of record.
- 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.
- Automate healthcare claims billing by using Trellis to assign ICD-10 codes based on the care rendered.
- 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.
- Ensure support agents are following standard operating procedures (ensuring proper security questions are asked, compliance disclosures are provided, and correct information is given).
- 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.
Discover Trellis
Quickly get started with Trellis through our example guide.
Access the API docs here