AI document automation platform for financial services back-office that turns weeks of manual document processing into seconds.
Trébol is a modular AI platform that automates document collection, verification, and data extraction for financial services back-office operations. It handles KYB onboarding, mortgage underwriting, contract data extraction, and credit analysis by digitizing documents such as deeds, corporate minutes, payroll receipts, and bank statements. Data can be sent directly to CRM and ERP systems via API. The platform verifies business information against public registries and government sources and helps financial companies reduce processing from days to seconds. Trébol is a product of Trébol.