Document Insight

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.