Bridging the Gap: Automating Document-Heavy Workflows with AI

Finance and accounting teams live in two worlds—structured systems like ERP and CRM, and unstructured documents like contracts, invoices, and PDFs. The gap between them slows operations, increases error risk, and limits strategic impact.

In this webinar by Trullion, you’ll discover how AI is eliminating that gap by transforming manual, document-heavy workflows into fast, accurate, and auditable processes. We’ll explore real-world use cases—such as invoice extraction, PO matching, and revenue contract review—and show how teams can start small, prove value quickly, and then scale automation across the organization.

Learning Objectives:

• Why document-based processes are holding finance teams back 
• How AI bridges unstructured and structured data in minutes 
• Case studies that demonstrate speed, accuracy, and auditability gains 
• A practical roadmap for introducing AI automation—without disrupting existing systems