San Jose, California Feb 25, 2026 (Issuewire.com) - Trellissoft Inc., an enterprise AI solutions provider based in San Jose, California, today announced the launch of DocuVera360, a modular, cloud-native Intelligent Document Processing (IDP) platform designed to automate complex, document-intensive workflows across legal, insurance, financial services, and other regulated industries.
DocuVera360 leverages advanced Optical Character Recognition (OCR), Natural Language Processing (NLP), machine learning, large language models (LLMs), and small language models (SLMs) to transform unstructured documents into structured, actionable data. The platform enables organizations to reduce document processing cycle times by up to 60% while maintaining over 90% field-level extraction accuracy.
Document-heavy operations continue to strain legal, underwriting, onboarding, and compliance teams, where manual intake, data entry, validation, and review consume significant time and introduce operational risk. DocuVera360 addresses these challenges by automating document classification, structured data extraction, workflow orchestration, and secure system integration—without requiring disruptive rip-and-replace transformations.
Enterprise-Grade Intelligent Document Processing
DocuVera360 ingests documents from email, scanners, portals, SharePoint, bulk uploads, and enterprise repositories. The platform automatically classifies documents, extracts structured fields -including tables, signatures, checkboxes, and named entities, and routes outputs directly into enterprise systems such as Salesforce, Microsoft 365, SharePoint, ERP platforms, CRM systems, Sage, and custom APIs.
Key capabilities include:
- Intelligent document classification and precision data extraction
- Straight-through processing for standardized document workflows
- Human-in-the-loop validation for exception handling and continuous model improvement
- Enterprise-grade security including AES-256 encryption and TLS 1.3
- Compliance alignment with SOC 2 Type II, HIPAA, GDPR, PCI DSS, ISO 27001, and ISO 42001
- Modular deployment enabling phased rollout across departments
Early deployments demonstrated measurable operational improvements, including up to 60% cycle time reduction, over 90% field-level extraction accuracy, and approximately 40% improvement in overall document processing efficiency.
Primary Use Cases Across Regulated Industries
DocuVera360 is designed for high-impact, document-driven workflows such as:
- Client intake and matter onboarding for law firms
- Loss run analysis and underwriting workflows in insurance and insurtech
- New customer onboarding and compliance documentation in fintech
- Vendor security assessments and audit documentation in professional services
- Container invoice processing and accounts payable automation for retailers operating through big-box distribution channels
By automating document-heavy processes, organizations can reduce manual effort, improve compliance traceability, and accelerate decision cycles across business functions.
“DocuVera360 was built to address the everyday operational bottlenecks that slow down regulated enterprises,” said Harish Bhat, Chief AI Officer at Trellissoft Inc. “Our modular, API-first approach allows organizations to automate document workflows incrementally while delivering measurable ROI within weeks, not years.”
Availability
DocuVera360 is available immediately via cloud deployment on Microsoft Azure with flexible subscription pricing for mid-market and enterprise organizations.
To schedule a live demonstration, visit:
https://trellissoft.ai/get-demo/
About Trellissoft Inc.
Headquartered in San Jose, California, Trellissoft Inc. is an enterprise AI solutions company specializing in AI-powered document automation, intelligent workflow orchestration, and compliance-aligned platforms for regulated industries. Through its flagship platform, DocuVera360, Trellissoft enables organizations to modernize document-driven operations while maintaining security, auditability, and regulatory readiness.
Media Contact
Trellissoft Inc press@trellissoft.ai https://trellissoft.ai/
