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Vaultedge Doc AI

By Vaultedge Software Private Limited

The most advanced & proven Document AI platform for Banking & Lending.

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Government
High Tech
Business Need
Productivity
Document Management
Time & Date
Requires
Sales Cloud
Service Cloud
Financial Services Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Vaultedge Doc AI enables Salesforce users to seamlessly access Vaultedge's (trial version) document processing platform directly within Salesforce. The most advanced & proven Document AI platform for Banking & Lending.

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

App Details

Version
Vaultedge Doc AI/ver 1.0 1.0.0
Listed On
08/07/2026
Latest Release
08/07/2026
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 0
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/07/2026

Additional Details

Vaultedge Doc AI brings intelligent document processing into your Salesforce org. Built for Banking, Lending, and Mortgage teams, it automates document classification, data extraction, and validation with 99%+ accuracy across 500+ document types — eliminating manual work, reducing costs by up to 80%, and speeding up approvals. Register and activate your Vaultedge trial directly from Salesforce in minutes — no context switching, no manual data entry.

Need help?

Vaultedge Software Private Limited

For any issues with the Vaultedge Doc AI Salesforce app, email support@vaultedge.com. Our team typically responds within 1 business day. For platform-specific queries, visit vaultedge.com or use the in-app contact form after your trial is activated.

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