Trisk

Trisk

IT Services and IT Consulting

San Francisco, California 535 followers

AI-driven Conversational Process Automation: Workflows for SMBs and Enterprises: Client Onboarding to Complex Process

About us

Get higher-quality operations with AI-driven Conversational Process Automation. 
At Trisk, we're on a mission to simplify and supercharge your working life. Our no-code SaaS platform leverages the power of AI to streamline operations, unlock your organization’s potential, enhance decision-making, and maintain knowledge continuity, even when key employees depart.
 
 Here's why Trisk is the ideal choice: 
- No-Code Powerhouse: Effortless workflows and forms creation, saving you up to 80% of your time. No coding required! - Role-Based Data Access: Reinforce data security and transparency through customizable permissions. - Instant Knowledge Access: Empower your teams to access and utilize your organization's wealth of knowledge without extensive training. - Effortless Process Supervision: Automate your operations and engage stakeholders precisely when needed, ensuring seamless workflows. - AI-Powered Data Analysis: Harness NLP-enabled data access for informed, data-driven decision-making. - API-Driven Flexibility: Tailor Trisk to your unique requirements, making it a versatile asset in your digital transformation journey. - Security & Compliance: Your data is safe with Trisk. We are SOC2 Type II compliant, prioritizing your data's security and integrity. Imagine your junior employees operating with the knowledge that senior partners have. That's the power of Trisk, bridging the knowledge gap and making your organization more efficient and competitive.

 With years of proven excellence in process automation, Trisk has taken the next step by incorporating AI to make everything even smarter, faster, and simpler. Ready to enhance your operations with AI-driven Conversational Process Automation? Connect with us and explore how Trisk can be a game-changer for your business. Together, we can innovate, empower, and simplify the way you work. Let's take your organization to the next level!

Industry
IT Services and IT Consulting
Company size
11-50 employees
Headquarters
San Francisco, California
Type
Privately Held
Founded
2017
Specialties
compliance, business process management, Tax Compliance, Financial Compliance, Business Process Management Platform, Business Process Management Software, B2B SaaS, and Blockchain

Locations

Employees at Trisk

Updates

  • Trisk reposted this

    View profile for Tom Brehmer, graphic

    AI-driven CEO @ Trisk | Conversational Process Automation

    Forget about expensive, time-consuming, complicated automation tools. Trisk's Trish AI is the one and only tool that gives you an immediate head start. In the example below, I asked Trish to "create a workflow to onboard new corporate tax client". Literally, in seconds, I had an AI generated form, a welcome email and a workflow. Sure, they're not perfect. I'll need to make it mine. But where else can you find such power?

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  • 💰 𝗛𝗼𝘂𝗿𝗹𝘆 𝗕𝗶𝗹𝗹𝗶𝗻𝗴 𝗼𝗿 𝗙𝗹𝗮𝘁 𝗙𝗲𝗲 𝗕𝗶𝗹𝗹𝗶𝗻𝗴? 𝗪𝗵𝗶𝗰𝗵 𝗠𝗼𝗱𝗲𝗹 𝗪𝗶𝗻𝘀? Artificial Intelligence is transforming how financial professionals approach pricing—but are you ready to leverage its full potential? Join us on 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟵 for the next exciting session in our AI Series, 𝗔𝗜 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗕𝗲𝘁𝘁𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 presented in collaboration with the Utah Association of CPAs (UACPA). Led by Vlad Anikin, CTO at Trisk, this event will uncover how AI can revolutionize your pricing strategies and financial operations. 🔍 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: • 𝗔𝗜 𝗶𝗻 𝗣𝗿𝗶𝗰𝗶𝗻𝗴: Implement AI for dynamic and accurate pricing strategies. • 𝗙𝗿𝗮𝘂𝗱 𝗗𝗲𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Utilize AI as a robust tool against financial fraud. • 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Leverage AI for tailored financial advice • 𝗥𝗲𝗮𝗹-𝗪𝗼𝗿𝗹𝗱 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: See how AI is transforming finance through case studies. 💼 𝗪𝗵𝘆 𝗔𝘁𝘁𝗲𝗻𝗱? This isn’t just another webinar—it’s your chance to gain actionable strategies that drive real business value. Whether you're new to AI or ready to level up, this session will help you boost efficiency and unlock innovation in your financial practices. 📅 𝗘𝘃𝗲𝗻𝘁 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Date: December 19 Time: Noon MST (1 hour) Location: Zoom Fees: $30 for Nonmembers | Free for UACPA Members 🚀 Secure your spot now and get ready to master AI in finance! Don’t miss this chance to stay ahead in an evolving financial landscape. 🔗 https://lnkd.in/gBVU87vN

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  • 🚨 𝗟𝗮𝘀𝘁 𝗖𝗵𝗮𝗻𝗰𝗲 𝗔𝗹𝗲𝗿𝘁: 𝟵𝟬-𝗗𝗮𝘆 𝗙𝗿𝗲𝗲 𝗧𝗿𝗶𝗮𝗹 𝗘𝗻𝗱𝗶𝗻𝗴 𝗦𝗼𝗼𝗻! 🚨 Big changes are coming to our pricing—but you still have time! Right now, you can lock in 𝟵𝟬 𝗱𝗮𝘆𝘀 𝗼𝗳 𝗳𝘂𝗹𝗹 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺 𝗮𝗰𝗰𝗲𝘀𝘀—𝗮𝗯𝘀𝗼𝗹𝘂𝘁𝗲𝗹𝘆 𝗳𝗿𝗲𝗲—with our 𝗧𝗲𝗮𝗺 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 Plan. Why Wait? 🔒 Secure today’s best deal before our pricing changes take effect. This limited-time offer won’t be back. 👉 Sign Up Now to maximize your team’s productivity while it’s still free! https://lnkd.in/dKexzvnE

  • 🎙️ Meet Vlad Anikin, the Speaker for the Utah Association of CPAs (UACPA) x Trisk AI Series 🎙️ Join us on 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟵 for the 4th event in the series: 𝗔𝗜 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗕𝗲𝘁𝘁𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴. Vlad Anikin is a seasoned technology executive with over 14 years of experience in software engineering, specializing in healthcare, fintech, logistics, manufacturing, AI (artificial intelligence), and enterprise-grade workflow automation. Vlad’s expertise spans critical domains, including business process management (BPM), enterprise architecture, and cloud computing (Amazon Web Services (AWS), Azure, DO), all underpinned by a continuous commitment to regulatory compliance and data security. As the Chief Technology Officer at Trisk, Vlad has led the team to achieve 𝗦𝗢𝗖 𝟮 𝗧𝘆𝗽𝗲 𝗜𝗜 certification, underscoring the company’s dedication to maintaining the highest standards of information security and operational integrity. His leadership has been instrumental in the development of advanced AI-driven solutions, particularly through the pioneering Conversational Process Automation (CPA) methodology, which is redefining business operational efficiency. With over a decade of deep experience in financial systems, coupled with strategic insights into IT governance and risk management, Vlad’s expertise in AI technologies (including OpenAI, Anthropic, MetaAI, and Google Bard) ensures that organizations can navigate the complexities of digital transformation with confidence and achieve success in the finance sector. 🔑 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: • 𝗔𝗜 𝗶𝗻 𝗣𝗿𝗶𝗰𝗶𝗻𝗴: Implement AI for dynamic and accurate pricing strategies. • 𝗙𝗿𝗮𝘂𝗱 𝗗𝗲𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Utilize AI as a robust tool against financial fraud. • 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Leverage AI for financial advice • 𝗥𝗲𝗮𝗹-𝗪𝗼𝗿𝗹𝗱 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: Examine case studies showcasing AI's impact on finance. Reserve your spot today! 👉 https://lnkd.in/gBVU87vN

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  • Better AI solutions. Better results for you! 🤝

    View organization page for AI Brief, graphic

    950 followers

    AllCloud and Anthropic are working together to bring advanced AI solutions to AWS customers. The collaboration aims to improve business efficiency by using Anthropic’s AI models, combined with AllCloud’s cloud expertise, for better AI deployments. Most successful AI projects by AllCloud have used Anthropic’s Claude models, and this partnership helps businesses achieve higher success rates with AI on Amazon Web Services (AWS). In a successful case, AllCloud helped Trisk, a SaaS company, switch to Anthropic’s models on AWS for better security and performance, resulting in a more reliable system. Vlad Anikin from Trisk said the partnership has transformed their AI processes and data management, providing a stable system for customers. Peter Nebel from AllCloud highlighted that their work with Anthropic has increased their project success rates and improved AI solution quality. Read more: https://lnkd.in/egqxbC5P #ai #artificialintelligence

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  • Trisk reposted this

    🚨𝗔𝘁𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀: 𝗘𝗹𝗲𝘃𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝘄𝗶𝘁𝗵 𝗔𝗜! 🤖 Artificial Intelligence is revolutionizing finance—are you prepared to harness its power? Join us on 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟭𝟵 for another exciting session in our AI Series, presented in collaboration with the Utah Association of CPAs (UACPA). This session, led by Vlad Anikin, Chief Technology Officer at Trisk, will explore how AI can transform your pricing models and financial operations. ✨ 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻: • 𝗔𝗜 𝗶𝗻 𝗣𝗿𝗶𝗰𝗶𝗻𝗴: Implement AI for dynamic and accurate pricing strategies. • 𝗙𝗿𝗮𝘂𝗱 𝗗𝗲𝘁𝗲𝗰𝘁𝗶𝗼𝗻 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Utilize AI as a robust tool against financial fraud. • 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘆: Leverage AI for financial advice • 𝗥𝗲𝗮𝗹-𝗪𝗼𝗿𝗹𝗱 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: Examine case studies showcasing AI's impact on finance. 💼 𝗪𝗵𝘆 𝗔𝘁𝘁𝗲𝗻𝗱? This isn't just another webinar—it's an opportunity to gain actionable insights and tools that provide immediate business value. Whether you're new to AI or looking to deepen your understanding, this event will help you enhance efficiency and drive innovation in your financial practices. 📅 𝗘𝘃𝗲𝗻𝘁 𝗗𝗲𝘁𝗮𝗶𝗹𝘀: Date: December 19 Time: Noon MST (1 hour) Location: Zoom Fees: $30 for Nonmembers | Free for UACPA Members 🚀 𝗦𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗻𝗼𝘄 and take a significant step toward mastering AI in finance! Don't miss this chance to stay ahead in an evolving landscape. 🔗 https://lnkd.in/gBVU87vN

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  • E-signature tools: the magic wand for paperless workflows! But even magic has its quirks. What's your top frustration? Hidden fees? Clunky interfaces? Vote below and share your thoughts! 🛠️🔌💸

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  • 🔥 When a "Controlled Burn" Isn’t So Controlled… 🔥 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀: They seem manageable, just like that “controlled burn” … until they’re not. 😅 One missed task here, a forgotten deadline there, and suddenly, your project feels like it’s up in flames! 🔥 But don’t worry—Trisk’s automated task Reminders have your back. Here’s how we keep things cool: ✨ Smart Reminders, Smarter Results: Our Workflow Builder doesn’t just guess what you need—it prefills recommended Reminders and Past Due Notices based on your task type. Customize them if you like, or let our automation keep everything on track. ⏰ Stress-Free Task Management: No more micromanaging. No more forgotten follow-ups. Just clear, timely notifications to keep your team aligned and your projects moving forward. Because managing tasks shouldn't feel like you're standing in a wildfire with a garden hose. 🌿 Stay ahead. Stay efficient. And most importantly, stay cool. #Automation #TaskManagement #TriskTipOfTheDay

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  • 🚀 𝗨𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝘄𝗶𝘁𝗵 𝗔𝗜🚀 Utah Association of CPAs (UACPA) x Trisk 𝗘𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝗘𝘃𝗲𝗻𝘁 𝗦𝗲𝗿𝗶𝗲𝘀   Three sessions have already set the stage, bringing valuable insights into the AI-driven future of finance. There’s still time to join the journey, as each event builds on practical, game-changing applications of AI designed specifically for finance professionals.   𝗨𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗦𝗲𝘀𝘀𝗶𝗼𝗻𝘀: 🗓️ December 19, 2024 – 𝗔𝗜 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗳𝗼𝗿 𝗕𝗲𝘁𝘁𝗲𝗿 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 Supercharge your pricing strategy. Learn how AI is transforming financial decision-making through innovative applications in pricing and cost management.   🗓️ January 9, 2025 – 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽 𝗼𝗻 𝗔𝗜 𝗮𝗻𝗱 𝗥𝗣𝗔 𝗶𝗻 𝗧𝗮𝘅 & 𝗠&𝗔 Lead with precision. Discover the accuracy and efficiency AI brings to tax and M&A processes.   🗓️ February 13, 2025 – 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗮𝗹 𝗔𝗜 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀: 𝗔 𝗖𝗮𝘀𝗲 𝗦𝘁𝘂𝗱𝘆 Make AI work for you. Get hands-on with a compelling case study that demonstrates the real-world impact of AI in automating financial tasks and enhancing accuracy. Prepare for an experience that’s as engaging as it is informative.   📌 Seats are limited—don’t miss out on the remaining sessions!   𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗣𝗲𝗿 𝗦𝗲𝘀𝘀𝗶𝗼𝗻: UACPA Members: $0 Non-members: $30   ⏰ Secure your spot today and be part of finance’s transformation with AI! ➡️ https://lnkd.in/gr8Fjanr

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  • 📄 𝗘-𝗦𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲𝘀: 𝗨𝗻𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹 𝗬𝗼𝘂 𝗗𝗶𝗱𝗻’𝘁 𝗞𝗻𝗼𝘄 𝗬𝗼𝘂 𝗛𝗮𝗱 Imagine closing a high-stakes deal while sipping coffee at home or signing a critical contract while boarding a flight. 💡𝗪𝗵𝗲𝗿𝗲 𝗔𝗿𝗲 𝗘-𝗦𝗶𝗴𝗻𝗮𝘁𝘂𝗿𝗲𝘀 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗲𝗿𝘀? 1️⃣ Contracts That Close Themselves: Sales teams know the grind: endless back-and-forth, lost deals due to delays. E-signatures make closing contracts as swift as sending an email. 2️⃣ HR, But Make It Effortless: Hiring or onboarding? Think offer letters, NDAs, and policy acknowledgments—all signed before your new hire even logs in on Day 1. 3️⃣ Finance, Minus the Paper Chase: Expense approvals, loan agreements, or even vendor payments—digitally signed and sealed faster than your finance team’s coffee brews. 4️⃣ Healthcare Without the Headaches: Patient consents and medical releases, signed securely from anywhere. Bonus: fewer clipboard battles at the reception desk. 5️⃣ Seamless Client Approvals: From service agreements to project milestones, e-signatures enable instant client approvals, keeping projects on track without endless email threads. 🔥 𝗪𝗵𝘆 𝗜𝘁’𝘀 𝗪𝗼𝗿𝘁𝗵 𝗧𝗮𝗹𝗸𝗶𝗻𝗴 𝗔𝗯𝗼𝘂𝘁 Because e-signatures change "Sorry, I’m out of the office" into "No problem, I signed it already." 🌟 𝘐𝘯𝘴𝘪𝘥𝘦𝘳 𝘛𝘪𝘱: Since you’ve made it this far...yes, Trisk has a killer e-sign feature. Thoughtfully designed, legally compliant, and headache-free. Just saying. 😉

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