Case Study: a leading retail coffee chain streamlines timesheet and invoice processing with Trellissoft

Transforming Manual Data Processing Into an AI Automated Workflow

A leading retail coffee chain in the western U.S. faced challenges with scalability and data management due to its reliance on manual timesheet and invoice processing. This inefficient system led to high error rates and unnecessary administrative costs. To solve this, they partnered with Trellissoft to automate their workflows.

Trellissoft implemented an AI/OCR and ETL solution to digitize and process documents, automatically transferring the data into their SAGE accounting system. This automation significantly improved data integrity, saved time, and lowered operational costs by reducing manual labor and the expenses associated with physical document management.