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Document Insight: AI-Driven Intelligent Document Processing in Salesforce

Extract, Analyze, and Automate Documents Directly in Salesforce

Overview

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.

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See How Document Insight: AI-Driven Intelligent Document Processing in Salesforce Works

  • ✔️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.

Our Document Insight solution 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 any manual entry or delay. Powered by Ocrolus, Lazarus and MoneyThumb, the solution 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 ✔️Reduces repetitive data entry and human errors ✔️Adapts to the changing formats and layout of documents ✔️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

Categories

Business Needs
Finance
Document Management
Accounting
Industries
Engineering, Construction, & Real Estate
Financial Services
Healthcare & Life Sciences
Personas
Executive
Sales Representative / Manager
Service Agent / Supervisor
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

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