Trébol

Trébol offers automated document and onboarding software for back-office processes, enabling fast extraction, validation, and routing of data from documents to systems. It targets financial workflows such as company onboarding, mortgage credits, and payroll loans, reducing manual work and speeding processing times.

The platform digitizes back-office processes by allowing clients to upload documents which the AI instantly verifies and extracts data into complete digital dossiers. It supports filling contracts and CRM/ERP data via API, validates entities against official sources, and provides components that can be used individually or combined into custom workflows. Key capabilities include: extracting data from deeds and documents, validating actas y poderes, confirming information against public registers, converting PDFs to templates, automating onboarding for companies (KYB) and mortgage/credit processes, and delivering data ready for export to systems with high accuracy.

Who it’s for: Financial services teams handling back-office automation for onboarding, mortgage origination, and payroll lending; enterprises needing rapid document validation and data extraction.

Marketing-focused content with product features and customer use cases; mentions of onboarding workflows and API integration