AI TOOL PROFILE
TrinDocs: AP Automation and Document Management
- Finance and Accounting
- Billing and Invoicing
- Mid-market companies
- Microsoft Dynamics users
- Material handling lift businesses
- Accounting operations managers
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Mid-market companies, Microsoft Dynamics users, Material handling lift businesses, Accounting operations managers
- Key use cases
- Automating Invoice Data Entry, Managing Approval Workflows, Procure-to-Pay Automation, Remote AP Management
- Integrations
- Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics 365 Business Central, Epicor P21
- Official website
- Visit trindocs official website
How AI is used
TrinDocs is an accounts payable (AP) automation and document management platform designed for the routing, storage, and retrieval of financial transactions. It uses AI and machine learning to extract data from invoices and suggest coding, which may help reduce manual data entry.
The software is aimed at mid-market companies, with specific functionality for the material handling lift industry. It supports digital workflows to provide visibility into document status and approval trails.
Buyers should confirm how the platform's ERP integrations align with their current accounting software and whether the tailored workflow options match their internal business rules.
Key Features
AI-powered OCR
Extracts key fields such as vendor name, invoice number, amount, and date from PDFs without requiring pre-built templates.
Machine Learning Coding
Analyzes past invoice history to suggest GL codes for new incoming invoices.
PO Matching
Supports matching invoices to purchase orders, including dropships or multiple POs on a single invoice.
ERP Integrations
Provides pre-built connections for Microsoft Dynamics NAV, GP, and 365 Business Central.
Electronic Payment Solutions
Supports the automation of payments via checks, ACH, and credit cards.
Line-level Coding
Supports detailed coding at the individual line item level during the invoicing process.
Use Cases
Automating Invoice Data Entry
Using AI OCR to pull details from invoice PDFs into the system to reduce manual typing.
Managing Approval Workflows
Routing invoices through a digital approval chain to maintain an audit trail of document status.
Procure-to-Pay Automation
Supporting P2P transactions, including requisitions, payables, and payments.
Remote AP Management
Enabling accounting teams to view and approve supplier payments via browser-based access.
Integrations
- Microsoft Dynamics NAV
- Microsoft Dynamics GP
- Microsoft Dynamics 365 Business Central
- Epicor P21
FAQ
What does TrinDocs do?
- TrinDocs is an AP automation platform that uses AI and machine learning to extract data from invoices, suggest GL codes, and manage the approval workflow for payments.
Which ERP systems does TrinDocs integrate with?
- It has pre-built integrations for Microsoft Dynamics NAV, GP, and 365 Business Central; evidence also mentions integration with Epicor P21.
Does TrinDocs require templates for invoice extraction?
- No, it uses AI-powered OCR that can extract key details like vendor name and amount without the need for pre-built templates.
Who is the target buyer for TrinDocs?
- It is primarily designed for mid-market companies and businesses in the material handling lift industry.
Source category: Finance & Accounting
Source subcategory: Billing & Invoicing
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