Unlock AI-Automation for your Clinical Trial Management

Trialytix brings agentic AI into clinical research operations and finance - so everyday workflows don’t just run faster, they run smarter.

AI-powered workflow automation across the clinical trial lifecycle

Trialytix AI Agents connect your tools and data sources to automate end-to-end workflows -standardizing data and running repeatable processes with built-in validation and control.

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Automation Across Tools

Orchestrate workflows across connected systems without manual handoffs.

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Zero-Touch Data Import

Turn data from spreadsheets or legacy tools into Trialytix with validation, mapping, and error handling.

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Smart Data Processing

Extract, combine, and enrich Trialytix data to power reporting, decisions, and downstream actions.

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Scalable Operations

Configure once and run everywhere - across studies, vendors, and your full organization

Make your Tool Stack work like one system

AI Agents don’t replace your systems - they connect them. Powered by proven workflow automation, Trialytix becomes the orchestration layer between spreadsheets, CTMS exports and finance tools.

Make your Tool Stack work like one system
Use Cases

Proven AI Workflows - Ready to Launch

Trialytix AI Agents automate data import, processing, and reporting across clinical trial budgets and operations - reducing manual effort and keeping data decision-ready.

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Vendor RFP Automation

Generate RFP workflows by preparing vendor forms, ingest responses, and compare bids using AI-assisted evaluation.

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AI Chatbots

Create custom AI-powered chatbots that automate interactions, answer questions and resolve issues.

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Data Migration

Agents handle mapping to the Trialytix data model, validate structure, and generate clear error logs for fast remediation.

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Custom Reporting

Automatically extract and analyze budget, accounting, and performance data at project or company level.

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Budget Mapping

AI-powered mapping of Trialytix budgets into sponsor or vendor templates - harmonizing formats without rework.

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External Data Integration

Combine Trialytix data with third-party systems or feed BI tools for insights beyond what any single system provides.

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Notifications & Warnings

Extend Trialytix notifications with AI-driven summaries and proactive alerts based on thresholds or trends.

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Budget & Invoice Upload

Extract data from proposals or invoices and automatically map line items to the right cost positions in Trialytix.

From manual to autonomous workflows

From manual to autonomous workflows

AI Agents act like digital team members. They take repetitive workflows off your plate - executing steps accurately and continuously, so teams stop re-keying and start running.

Easy to Operate. Reliable in Action.

Automate confidently. Trialytix combines validation, governance, and controlled execution - so AI workflows stay compliant, transparent, and safe.

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Clean data, fewer errors

Built-in validation and mapping standardize inputs before they reach budgets or accounting.

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Control and traceability

Human-in-the-loop approvals and audit trails keep automation transparent and safe.

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Self-hosted execution

Automation runs on a self-hosted suite to keep execution under control (deployment-specific).

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Data privacy built in

Guardrails, permissions and standardized operations ensure compliance data privacy.

Experience Trialytix in Action

Book a free demo of Trialytix and learn more about how our clinical trial budget software can help to turn data into actionable insights to deliver better clinical trials.