Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
iParse.io - Automatically Extract Data From PDF, Image & CSV Files Using AI
Extract & Process Data From PDF & Image Files Automatically With iParse
Overview
iParse eliminates the manual effort of extracting and processing data from your files into Salesforce. In fact, customers that use iParse are seeing a time saving of up to 80%! That’s a whole lot of time saved!
See How iParse.io - Automatically Extract Data From PDF, Image & CSV Files Using AI Works
iParse automates data extraction from PDFs and image files, eliminating manual work with the power of AI and machine learning. Simply upload your documents, and iParse will instantly pull the data you need—no manual input required.
Signature Detection - Let iParse detect signatures on your documents automatically - Great for compliance and assurance.
Table Capture - Capture data within table structures.
Transformation Designer - Transform extracted data leaving you with the formatting you need in your Salesforce org.
Salesforce Flow Builder - Utilise Flow Builder to process your data as required.
Top-Tier Onboarding – Our team will work closely with you during implementation, helping you streamline your business processes for maximum efficiency.
FREE 500 Credit Trial! - Why not see how much time iParse.io can save you today! Simply download the App & someone from the iParse team will reach out & get you set up.
Email Service - Once document templates are set up, simply send them to your iParse email service address and the data will be extracted and processed automatically.
Effortless Data Extraction with iParse! iParse automates data extraction from PDFs and image files, eliminating manual work with the power of AI and machine learning. Simply upload your documents, and iParse will instantly pull the data you need—no manual input required. You can also customize extraction by selecting specific sections of a document that you always need. Once set, iParse will automatically capture this data every time, saving you valuable time and effort. Who Can Benefit from iParse? Any business that regularly processes inbound documents can streamline operations with iParse. Supported File Types: - PDFs - JPGs - PNGs - CSVs Use Cases: ✅ Invoice Processing – Automatically extract cost data from supplier invoices and sync it with Salesforce. ✅ Customer Documentation – Capture key information from PDFs or images and update related records in Salesforce without manual entry. 🚀 Try iParse for Free! Get 500 FREE CREDITS when you sign up! Download the iParse app from the AppExchange, and our team will help you get started. 📩 Questions? Contact us at support@iparse.io.
Categories
- Business Needs
- Document ManagementAgent ProductivityData Management
- Personas
- AdministratorArchitectBusiness Operations Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package