MATRIX Platform

Turn every document into decision-ready data

ShepardTri's MATRIX platform combines computer vision, NLP and machine learning to read invoices, contracts and forms the way your team does — and hand back clean, structured data at 95%+ accuracy.

  • 95%+ extraction accuracy
  • 80% less manual effort
  • Fits your existing ERP & CRM

Trusted by industry leaders

Gannet Technologies
Nscript
BDO India
Customer Capital
0%
Extraction accuracy
0%
Reduction in manual work
0
Building AI since
0
Regulated industries served
Solutions

AI that does the paperwork

Three products, one platform. Start with the documents that hurt most and expand across the process from there.

Intelligent Document Processing

Automate extraction and processing of invoices, contracts and forms with NLP-powered IDP — cutting manual work by 80% while holding human-level accuracy.

  • Invoices, POs, contracts and KYC forms
  • Handwriting, stamps and low-quality scans
  • Confidence scores with human-in-the-loop review
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MATRIX AI Automation

End-to-end process automation with cognitive decision-making — MATRIX routes, validates and posts work without waiting on a person for every step.

  • Native ERP and CRM integration
  • Rules plus ML for exception handling
  • Full audit trail on every decision
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Custom AI / ML Solutions

Tailored machine learning models for predictive analytics, anomaly detection and process optimisation — trained on your data, for your domain.

  • Forecasting and risk scoring
  • Fraud and anomaly detection
  • Model monitoring and retraining
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How it works

From inbox to system of record

MATRIX handles the whole path — not just the reading part.

Ingest

Documents arrive by email, scanner, SFTP or API. Any format, any quality — MATRIX classifies each one on arrival.

Extract

Computer vision reads the layout, NLP reads the language. Every field comes back with a confidence score.

Validate

Business rules and ML checks catch what looks wrong. Only genuine exceptions reach a human reviewer.

Integrate

Clean, structured data posts straight into your ERP, CRM or data warehouse — with a full audit trail.

See our full delivery process
The MATRIX platform

Built for enterprise reality

Messy documents, legacy systems, and auditors who ask questions. MATRIX is designed for all three.

Computer vision

Reads tables, stamps, signatures and handwriting across skewed, scanned and photographed pages.

Natural language understanding

Interprets clauses, terms and intent — so a contract is understood, not just transcribed.

Analytics & dashboards

Throughput, accuracy and exception trends in one view, with drill-down to any document.

Security & compliance

Role-based access, encryption in transit and at rest, and an immutable audit log on every action.

Integrations

Connects to SAP, Oracle, Dynamics, Salesforce and custom systems over REST, SFTP or message queue.

Continuous learning

Every human correction feeds back into the models, so accuracy climbs with use instead of drifting.

Industries

Deployed where documents decide outcomes

Banking, healthcare and logistics run on paperwork. That's exactly where automation pays back fastest.

Banking & Financial Services

Onboard customers faster and clear document backlogs without adding headcount to operations.

  • KYC & onboarding
  • Loan files
  • Statement processing
  • AML review

Healthcare

Turn claims, referrals and clinical forms into structured records — accurately and with a full audit trail.

  • Claims intake
  • Patient forms
  • Prior authorisation
  • Records digitisation

Logistics & Supply Chain

Match bills of lading, invoices and PODs automatically so shipments and payments stop waiting on data entry.

  • Bills of lading
  • 3-way matching
  • Customs docs
  • Proof of delivery
About ShepardTri

AI innovation, built for the enterprise

ShepardTri Solutions specialises in intelligent document processing and automation. Our MATRIX platform combines computer vision, NLP and machine learning to transform unstructured documents into actionable data.

With deployments across banking, healthcare and logistics, we help enterprises cut manual effort by 80% while reaching accuracy levels their previous tools never could.

  • Pioneering AI since 2018Production deployments, not pilots.
  • One platform, not a toolkitIngestion, extraction, validation and integration in a single system.
  • Engineered in ChennaiAn in-house AI team that stays with you after go-live.
Meet the team

See MATRIX read your documents

Send us a sample of the documents slowing your team down. We'll run them through MATRIX and walk you through exactly what came back.

Contact

Let's talk about your documents

Tell us what you're processing today and we'll come back with a realistic view of what MATRIX can automate — and what it can't.

Office

11, F-2, Vasantham Appts., Avvai Street,
Annai Indira Nagar, Velachery,
Chennai – 600042

We reply within one business day. Your details are never shared.