Tailored To the Systems You Already Use
AI Powered Accounts Payable and Workflow Automation
TrinDocs captures invoice data, applies coding, routes approvals, synchronizes ERP information, and posts completed transactions, eliminating manual steps from beginning to end.
Powered by AI
Today Vs. With TrinDocs
The Same Invoice. Two Very Different Processes.
See exactly what changes when TrinDocs automates the process, and how much manual work simply disappears.
Today
→
Captured
→
Approved
→
Synced to ERP
With TrinDocs
| Today | With TrinDocs | |
|---|---|---|
| ARRIVES | Printed out or dropped into a shared folder | Read straight out of the AP inbox |
| KEYED | Every line typed into the ERP by hand | Header and lines read by TrinDocs AI Capture |
| MATCHED | PO and receipt eyeballed on a second screen | Matched to the PO and receipt lines automatically |
| APPROVED | Emailed around and chased for a reply | Routed by your rules, tracked and escalated |
| POSTED | Voucher keyed again, invoice filed away | Voucher posted with the document linked |
| FOUND | Three phone calls and a walk to the file room | Found by invoice, PO, or vendor in seconds |
| HANDS ON IT | Four people touch a clean invoice | Nobody touches a clean invoice |
Automation Solutions
Automation for Every Document Workflow
A growing set of pre-built automations across accounts payable, procurement, and operations, all inside one audit-ready system.
We also support Contract Management, Vendor Statement Reconciliation, Credit Card Reconciliation, and other document-driven workflows.
Pre-Built Integrations
TrinDocs Makes the ERP You Already Run Even Better
Pre-built integrations connect TrinDocs’ AI capture and automation with the financial systems your team already uses, helping you get more from your existing technology.
Do not see your ERP? Contact Sales →
BUILT FOR EVERY TEAM INVOLVED
How TrinDocs Supports Finance, Operations, and IT
Gain Real-Time Visibility Into AP Performance
- Real-time visibility into every invoice and approval status
- Stronger internal controls without adding headcount
- Keep the ERP you already run, no rip and replace
Cut Manual Data Entry Out of the AP Queue
- AI-driven invoice capture, no manual keying
- Automated three-way matching and GL coding
- Only true exceptions land in your queue
Keep Purchasing, Receiving, and Approvals Moving
- Standardized purchase requisitions and PO routing
- Automated packing slip and receiving workflows
- Full visibility before spending even begins
Deploy Without Disrupting Your Stack
- ERP-agnostic, works with the systems you already run
- Integrates with existing document stores and email
- No custom development or rip and replace
Audit-Ready, Every Time
- Full audit trail on every document and action
- Faster, cleaner month-end close
- Compliance and audit requests handled in seconds
who we serve
Built for Complex, Document-Heavy Operations
TrinDocs helps mid-market and multi-entity organizations automate document-driven processes across their business. Our configurable solutions integrate with your existing systems and adapt to the way your team operates.
Industries We Serve
Deep Experience in Complex Industries
Our experience runs especially deep in distribution and wholesale, equipment and material handling, and manufacturing, but TrinDocs can be configured to support organizations across a wide range of industries.
Distribution and Wholesale
- Match POs and receipts automatically
Equipment and Material Handling
- Capture invoices by equipment or job
Manufacturing
- Match invoices to POs and receipts
And More
- Tailored to your industry’s workflow
Industry Community
Active in the Associations Our Clients Belong To
TrinDocs shows up where distribution and equipment teams already are, supporting the associations and communities that serve them.
Client Stories
See What Our Clients Are Saying About Us
Real outcomes from finance, operations, and IT teams running on TrinDocs.
See What TrinDocs Can Automate for Your Business
Tell us where manual work, approvals, or document processes are slowing your team down. We will show you how TrinDocs can work with the ERP and processes you already have.
TrinDocs Leadership Team
Experienced People Invested in Your Success
Heather Short
Managing Director
Jennifer Dearness
Director of Client Services
David Mack
Director of Development
TrinDocs BLOG
Ideas for Improving the Work Around Your ERP
Epicor Prophet 21 Integration That Transforms Invoice Accuracy
Supercharge Microsoft Dynamics 365 With Automated AP Workflows
Organize Smarter: Modern Document Management for Growing Businesses
FREQUENTLY ASKED QUESTIONS About TrinDocs
How much manual work can TrinDocs eliminate?
TrinDocs combines AI-powered document capture, intelligent automation, machine learning and tailored workflows to significantly reduce manual data entry, document handling, and approval processing.
Invoices can be automatically captured, coded, matched to purchase orders and receipts, and routed for approval based on your business rules. Documents that meet your requirements can move through the process with little to no human interaction, allowing your team to focus on exceptions rather than routine tasks.
The result? Less manual work, faster processing, fewer errors, and more time for your team to focus on higher-value activities.
How does TrinDocs use AI to automate business processes?
TrinDocs uses AI to make document processing faster, smarter, and more accurate.
Our AI-powered technology can extract information from invoices and other business documents, reducing the need for manual data entry. Advanced AI Capture can recognize vendor information, invoice details, and individual line items, even when document layouts change. Our AI Machine Learning can learn your coding for your non purchase order invoices.
Combined with TrinDocs’ automated workflows and ERP integrations, AI helps organizations reduce repetitive tasks, improve accuracy, and increase straight-through processing.
Can TrinDocs automate more than accounts payable?
Absolutely! While accounts payable automation is one of our core solutions, TrinDocs is designed to automate document-driven processes across your entire organization.
Our solutions include Vendor Statement Reconciliation, Credit Card Processing, Expense Reports, Purchase Requisitions, Month-End Close, Contract Management, Fixed Assets, and customizable electronic forms.
With TrinDocs, organizations can automate processes across accounting, purchasing, operations, human resources, and other departments using one centralized platform.
How long does TrinDocs take to implement?
Implementation timelines vary depending on your ERP, the solutions selected, and the complexity of your business processes.
Our experienced implementation team works directly with your organization to understand your current processes, configure automated workflows, establish ERP integrations, and train your users.
Because TrinDocs is highly configurable, we can tailor the solution to your business requirements rather than forcing you into a predefined process. Our goal is to deliver a smooth implementation and help your team begin realizing the benefits of automation as quickly as possible.
Why do companies choose TrinDocs over other automation solutions?
Because your business processes are unique, and your automation solution should be too.
TrinDocs combines AI-powered document capture, deep ERP integrations, and highly customizable workflows to deliver automation built around the way your business actually operates.
Unlike one-size-fits-all solutions, TrinDocs can accommodate complex approval processes, unique business rules, and industry-specific requirements.
With an experienced implementation team, responsive support, and a platform that extends beyond accounts payable, TrinDocs is more than document management software. We’re an automation partner focused on helping your business operate more efficiently.
Can TrinDocs be customized to fit our existing business processes?
Yes! One of the biggest advantages of TrinDocs is its flexibility.
Every organization has different approval requirements, accounting processes, ERP configurations, and business rules. TrinDocs allows workflows to be configured around those requirements instead of forcing your team to change the way it operates.
From complex invoice approvals and purchasing processes to custom forms and department-specific workflows, TrinDocs delivers automation as unique as your business.