TableFlow: AI-Powered Document Automation for Data Teams

TableFlow is an AI platform designed to automate complex document workflows by providing intelligent AI teammates that handle data extraction, validation, and processing tasks. Built by Portola Labs, Inc., TableFlow eliminates manual data entry and accelerates document processing across various formats including PDFs, spreadsheets, images, and ERP exports. It supports critical business functions such as invoice processing, purchase order matching, and shipment document verification with human-level accuracy. The platform is tailored for teams seeking to scale operations efficiently, offering customizable AI models, real-time dashboards, and seamless integrations with systems like NetSuite, Salesforce, and Slack. With features like zero-shot learning, multi-table recognition, and action-taking capabilities, TableFlow enables businesses to achieve up to 90% cost reduction and 10x faster processing without hiring additional staff.

Key Features:

• AI Teammates for Data Tasks: Intelligent agents that automate document processing and data entry.
• Document Classification & Data Extraction: Extracts structured data from diverse formats, including handwritten text and complex layouts.
• Intelligent Matching & Validation: Matches purchase orders with packing lists and validates discrepancies with business-specific tolerances.
• Multi-Table & Multi-Sheet Recognition: Handles complex Excel files and documents with multiple tables.
• Real-Time Dashboards & Analytics: Monitors workflow performance, usage metrics, and process health.
• Workflow Automation: Automates end-to-end processes including file upload, parsing, decision-making, and system updates.
• Custom AI Training: Trains AI models on specific workflows and business logic.
• Enterprise-Grade Security: SOC 2 Type II certified with AES-256 encryption, TLS 1.2+, and 24/7 monitoring.
• Multi-Provider AI Support: Integrates with OpenAI, Anthropic, Amazon Bedrock, Mistral, and Gemini.
• Developer-Friendly API: Enables custom integrations and automation via API.
• Action-Taking Capabilities: Updates systems, sends notifications, and triggers workflows.
• White-Glove Onboarding & Support: Includes dedicated teams, implementation roadmaps, and ongoing optimization.

Pricing: TableFlow offers custom-built plans with discounts for additional use cases. It includes audit logs, API access, integrations, and dedicated onboarding and success teams. The platform provides a 90-day ROI guarantee with measurable results and average customer savings exceeding $250K per year.

Conclusion: TableFlow is a powerful and secure AI automation platform that transforms data-intensive workflows into efficient, scalable operations. With its advanced AI capabilities, enterprise-grade security, and comprehensive support, it empowers businesses to eliminate manual work, reduce errors, and achieve significant cost savings while maintaining control and visibility over their data processes.