Trail Agent Builder Features

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Manage and support multiple languages

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Editing tool that allows users to drag and drop images, icons, widgets, or other components

Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority.

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Supports a variety of file types (E.g. DOC, XLS, PPT, PDF, JPG, PS, TIFF, etc.)

Processes data from unstructured and semistructured data sources

Provides AI and machine learning tools to accelerate data analysis

Provides image enhancement before processing (E.g. rotation, image cropping, removing noise, enhancing contrast, etc.)

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Retrieval of embedded metadata that is present within a file

Import, collect, and capture data from multiple sources

Software's ability to perform similar action on multiple similar files simultaneously

Creation, processing, verification, and execution of invoices till the payment is made

Integrates with other applications to support document storage, document management, process automation and/or workflow management

Supports the conversion of uploaded documents to other file types

Supports operations on both Windows and Mac

Convert documents and images into editable file formats

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Automates the process of comparing financial transactions between different accounts, statements, or systems

Helps match transactions recorded in the company's books with those in the bank statement

Alerts users when exceptions and discrepencies can't automatically be resolved

Uses algorithms, such as rule-based matching, fuzzy logic, or machine learning techniques to help with comparing large sets of data

Ensures that financial records are accurate and precise, reducing the chances of errors that could lead to audit issues

Meets industry-specific compliance requirements and supports regulatory standards

Offeres customizable reporting features to provide a clear overview of the financial reconciliation process and any issues that may need attention

Provides a detailed history of reconciliations and supports the accuracy of financial records

Integrates with accounting platforms to allow the import and reconciliation of financial data

Integrates with inventory management systems to help reconcile financial data related to product movements, purchases, and sales

Integrates with ERP systems to reconcile financial data across various modules and departments

Integrates with banking systems to import and match bank transactions

Offers role-based access control (RBAC) allowing administrators to define roles with specific sets of permissions

Uses features such as multi-factor authentication (MFA) to help ensure that only authorized users can access the software

Has encryption techniques to prevent unauthorized access or interception of data

Complys with regulations and standards, such as Sarbanes-Oxley (SOX), GDPR, or HIPAA

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Process and analyze human language in text or audio form

Generative AI can generate synthetic data and simulate scenarios for training and testing purposes.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Import and export data to and from software applications

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

A record of all activities within the system, including user access, changes made, etc.

View and track pertinent metrics to find patterns and gain insights from data

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Automatically identify unusual behavior

Application programming interface that allows for integration with other systems/databases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, design and manage workflows for repetitive tasks

Ability of websites, web applications, or mobile applications to function without an active internet connection

Scan written content within documents, files, or websites

Provides a channel for team members to share media files, communicate, and work together

Highlight content and/or make notations about parts of content

Digitally sign online documents

Move files across different systems or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Review and analyze existing information across documents

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Edit text as needed

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Makes changes to document features such as text, fonts, formatting, etc.

Automated or logic-based workflows that assist in the creation of electronic documents

View and track pertinent metrics to find patterns and gain insights from data

Convert paper files into digital images

Search for specific words or phrases within a document or database

Create content in various formats, such as print, PDF, HTML and more

Securely stores data to prevent data loss or breaches

Create, edit, convert to and from PDF files

Import and export data to and from software applications

Scan and validate an ID barcode

Selects specific portions of images, files, texts, websites or documents

Identify different languages

Store, manage, and track all electronic documents in a centralized location

Application programming interface that allows for integration with other systems/databases

A record of all activities within the system, including user access, changes made, etc.

Define levels of authorization for access to specific files or systems

Public or private sharing of digital files such as documents, audio/video, images, and more

Compile and organize data into specific metrics

Multiple agents work together, share tasks, and coordinate to achieve common goals.

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Process of carefully designing and constructing prompts or input instructions to achieve desired behaviors or outputs from AI models

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Build applications without the use of code

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Model the varying behavior of a system over time through diagrams

Application programming interface that allows for integration with other systems/databases

Store and save retrievable data

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage a growing amount of work to meet increased demand without compromising performance

Manage budgets, track and optimize spending and align capacity to workload demand

Plan availability and assign specific time slots for tasks and resources

Interact with agents using conversational language

Define levels of authorization for access to specific files or systems

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Identify which applications need to exchange data and enable these data connections

Flexible architecture allowing tailored configurations

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Tools for the systematic analysis of various types of data or statistics

Helps understand a user's intentions/actions

Interprets what a user is doing based on context and helps guide them through the process.

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Bots that work alongside humans on tasks that cannot be fully automated

Assemble applications and processes by dragging over and arranging pre-built components

Used as a promotional or demonstration tool in sales and marketing presentations

Use AI to generate content in the form of text, images, videos, etc.

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language

Track and manage adherence to policies for any service, product, process, or supplier

Automatic reply functionality for incoming messages

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Transfer queries and organize messages between agents

Adjust communications based on previous interactions or personal preferences

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Program systems that assist users with their daily administrative responsibilities

AI-based platform which conducts a conversation via auditory or textual methods

Train your system to interpret and transcribe voice messages

View and track pertinent metrics to find patterns and gain insights from data

Create, manage and track all task activities and progression

Initiate interactions with customers by proactively starting conversations or providing informational content

Software program that continuously adjusts its behavior based on observed data

Configure existing workflows to meet your organization's needs

Automate processes from start to finish without human assistance

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Streamlining repetitive tasks and activities through automated and predefined workflows

Managing and resolving errors that occur during program execution to maintain stability