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Document Insight: AI-Driven Intelligent Document Processing in Salesforce

By Cloud Maven, Inc

Extract, Analyze, and Automate Documents Directly in Salesforce

$250   USD/company/month

Discounts available for nonprofits

Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Business Need
Finance
Document Management
Accounting
Requires
Sales Cloud
Service Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Document Insight delivers intelligent document processing, enabled by Ocrolus, Lazarus, and MoneyThumb. Use AI-powered OCR and automated document processing to extract data from documents, reduce manual work, and gain real-time insights in Salesforce.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
We work with all Salesforce solutions. Customers will be responsible to pay a transaction fee per document parsing.

App Details

Version
Bank Connect/Bank Connect v3.52 3.52.0
Listed On
02/08/2024
Latest Release
06/30/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 43
Custom Tabs: 22
Custom Apps: 3
Lightning Components
Global: 37
App Builder: 6
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.6.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/30/2023

Additional Details

Document Insight revolutionizes the way that organizations collaborate on information by using AI to power Salesforce intelligent document processing. It captures, extracts and analyzes data from documents at the moment a file is uploaded, eliminating manual entry or delay. Powered by Ocrolus, Lazarus and MoneyThumb, the app allows for fast, automatic extraction of documents, immediate insights, and smooth integration of the extracted data into the relevant Salesforce record. With Document Insight, teams can be more efficient in their processes and make better decisions. ✔️Uses AI-powered OCR to capture data from PDFs, images, scans, digital files etc. ✔️Automated document processing updates Salesforce records immediately ✔️Adapts to the changing formats and layout of documents ✔️Reduces repetitive data entry and human errors ✔️Salesforce-native so no external systems required ✔️Supports custom extraction fields for unique business workflows ✔️Enterprise-grade security utilizing encryption and audit trails ✔️Easily scales across industries and document volumes

Need help?

Cloud Maven, Inc

Delaware, United States

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