Trellis AI

Trellis AI

09/01/2025
Automate Intake and Prior Authorization at scale
runtrellis.com

Overview

Tired of wrestling with mountains of documents, struggling to extract valuable data trapped within complex files? Trellis AI offers a compelling solution: an intelligent document processing platform designed to liberate your data and streamline your workflows. Imagine effortlessly extracting structured information from PDFs, scanned forms, financial reports, and more, all within a familiar spreadsheet-like interface. Let’s dive into what makes Trellis AI a potential game-changer for data extraction.

Key Features

Trellis AI boasts a powerful suite of features designed to handle even the most challenging document processing tasks:

  • Spreadsheet-like document processing interface: Navigate and manipulate extracted data with ease using a familiar spreadsheet environment. This intuitive interface simplifies data cleaning and validation.
  • AI extraction with citation verification: Leverage the power of AI to automatically extract data from documents, with traceable citations to ensure accuracy and accountability. Know exactly where each piece of information originated.
  • Support for complex tables, handwriting, and various file types: Trellis AI handles a wide range of document formats, including PDFs with handwriting, JSON files, and complex tables, making it a versatile solution for diverse data sources.
  • Batch processing at scale: Process thousands of documents quickly and efficiently, saving you valuable time and resources. Scale your data extraction efforts without sacrificing accuracy.
  • JSON export: Seamlessly integrate extracted data into your existing systems with JSON export capabilities.
  • Live trial available: Experience the power of Trellis AI firsthand with a live trial, allowing you to test its capabilities with your own documents.

How It Works

Using Trellis AI is straightforward. First, users upload their documents to the platform. Then, Trellis AI’s intelligent agents parse the documents and extract structured data. A key advantage is the traceability of the extracted data; each output is linked with traceable citations, ensuring data integrity. Users can then manipulate the extracted data using the spreadsheet-like interface, cleaning and validating the information as needed. Finally, the processed data can be exported in formats like JSON for easy integration with other systems.

Use Cases

Trellis AI’s versatility makes it suitable for a wide range of applications:

  • Automating data entry from scanned forms: Eliminate manual data entry by automatically extracting information from scanned forms, saving time and reducing errors.
  • Parsing financial reports and extracting tables: Easily extract financial data from reports and tables, streamlining financial analysis and reporting.
  • Classifying legal documents: Quickly classify and categorize legal documents, improving organization and accelerating legal research.
  • Extracting structured information from healthcare records: Extract critical information from healthcare records, improving patient care and streamlining administrative processes.
  • Large-scale academic research processing: Process large volumes of academic research papers, extracting key findings and accelerating the research process.

Pros & Cons

Like any tool, Trellis AI has its strengths and weaknesses. Let’s take a look:

Advantages

  • Supports a wide range of file formats, making it a versatile solution for diverse data sources.
  • Outputs are fully verifiable, ensuring data accuracy and accountability.
  • Scales to thousands of files quickly, enabling efficient batch processing.

Disadvantages

  • Requires initial setup for best accuracy, which may require some initial investment of time.
  • Advanced features may have a learning curve, potentially requiring some training or familiarization.
  • Might not handle poor-quality scans effectively, potentially requiring document pre-processing in some cases.

How Does It Compare?

When considering document processing solutions, it’s important to understand how Trellis AI stacks up against the competition. Rossum specializes in invoice processing, making it a strong choice for accounts payable automation. Docparser offers a simpler UI but has limited format support compared to Trellis AI’s broader capabilities. Trellis AI distinguishes itself with its spreadsheet-like interface, citation verification, and ability to handle complex tables and handwriting.

Final Thoughts

Trellis AI presents a compelling solution for organizations seeking to automate data extraction and unlock the value hidden within their documents. Its robust feature set, scalability, and focus on data accuracy make it a strong contender in the intelligent document processing space. While initial setup and a potential learning curve for advanced features should be considered, the benefits of increased efficiency and improved data quality are likely to outweigh these drawbacks for many users.

Automate Intake and Prior Authorization at scale
runtrellis.com