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Document Insight: AI-Driven Intelligent Document Processing in Salesforce
Extract, Analyze, and Automate Documents Directly in Salesforce
- Industries
- Engineering, Construction, & Real EstateFinancial ServicesHealthcare & Life Sciences
- Business Need
- FinanceDocument ManagementAccounting
- Requires
- Sales CloudService CloudFinancial Services Cloud
- Compatible With
- Sales CloudService CloudFinancial 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.
Highlights
✔️Document Insight Extracts Data from Documents with AI Extract critical information as soon as you upload a document. This eliminates manual review, minimizes errors & provides clean, formatted data to be automatically populated into Salesforce records.
✔️Automate Intelligent Document Processing at Scale in Salesforce • Supports PDFs, images, and scans • Can adjust to layout changes • Processes docs in seconds • Ensures Salesforce data is up-to-date and correct
✔️Process Documents Natively Inside Salesforce The app runs natively in your CRM. Extracted data flows to record without manual intervention, providing a single source of truth, improved collaboration and reduced reliance on multiple disconnected systems
✔️Use Ocrolus, Lazarus, and MoneyThumb for Accurate Document Extraction • Proven AI accuracy • Pre-built industry models • Improved speed for analysis • Consistency for difficult document types
✔️Eliminate Manual Data Entry with Intelligent Document Automation Intelligent document automation captures, validates, and organizes key data from docs, allowing you to focus on analysis, decision making, and high value work rather than admin tasks.
✔️Read Complex Document Layouts with Advanced OCR and High Accuracy • Extracts accurate data from documents • Less corrections required • Continues to learn to improve results • Clean, structured Salesforce ready data
✔️Get Real-Time Intelligent Document Processing Insights in Salesforce Document processing occurs within a few seconds of uploading, providing real time insights.
✔️Protect Document Processing with Encryption and Audit Trails Each document uploaded is secured during the automated document processing. • Secure encryption • Access controls • Audit trails • Compliance and Governance of Salesforce-native data
✔️Scale Intelligent Document Processing Across Industries and Use Cases From financial statements, applications & contracts, the app adapts easily. Customize fields, logic, and workflows for your business while scaling document processing in Salesforce.
Cloud Maven, Inc's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Cloud Maven, Inc
Delaware, United States
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Customers will be responsible to pay a transaction fee per document parsing. Volume discounts are available.
PDF Insights
$250 USD/company/month