CloudFiles Document AI | AI OCR, Intelligent Document Processing, Split PDF

Highlights

• AI powered OCR to extract data from uploaded documents, then act on it: Document AI reads PDFs, scans and photos, classifies each one, splits bundles and writes fields, tables and line items to the right Salesforce record.
• Intelligent document processing (IDP) in Salesforce: documents that arrive by email, upload or folder are read with OCR, classified, split, matched to your records and routed by Flow. Every run is recorded in Salesforce as a DocAI Run record.
• AI document processing with Salesforce Flow: Flow actions process, query, split and map documents, and visual Doc AI Workflows classify, extract, match and update records step by step. Every action is callable from Apex too.
• Split PDF bundles automatically: Split Document using AI breaks a packet into one file per document, names each file from its content and saves it to Salesforce Files, ready to classify, extract and attach to the right record.
• Classify and organize file types automatically: document classification with AI sorts invoices, statements, applications, contracts and reports by type, renames them and routes each to the right record or SharePoint folder.
• Invoice processing in Salesforce, without manual data entry from paper invoices: read every invoice, split multi-invoice PDFs, and write header fields and line items to invoice and line item records, matched to the vendor.
• Document extraction into Salesforce fields: Document Mapper extracts text and data from PDF files, creates or updates a record and its child records, resolves lookups, respects validation rules, and can hold results until approved.
• Best OCR app for automated document and form processing: intake forms, applications, claims, orders, certificates and contracts are read and parsed with no layout templates. Describe each field in plain language and Document AI finds it.
• Document intelligence for unstructured documents: ask a document, or a dataset of files and records, a question in plain language and get a structured answer in Flow. CloudFiles does not train AI models on your documents.

What CloudFiles Document AI | AI OCR, Intelligent Document Processing, Split PDF does

CloudFiles is Document Automation for Salesforce. Document AI is intelligent document processing (IDP) and AI document processing that runs inside Salesforce: OCR reads each document, AI classifies, splits and understands it, and Flow matches it to your records, writes it where it belongs and drives what happens next.

OCR tools to extract text from documents to objects are the first step. Automate document scanning and OCR for file attachments, Email-to-Case and portal uploads. Extract field data from PDF documents automatically, with tables and line items. Use AI powered document parsing for high volume claims, applications and invoices, and glean insights from unstructured Salesforce data with plain-language questions.

Decide how much a person checks: run straight through, use a review queue, or set "Hold before the first write". Each run is recorded in Salesforce. Replacing template OCR, a MuleSoft IDP project or a custom build? Document AI needs no layout templates. Works on files in Salesforce, SharePoint, Google Drive, AWS S3 and Azure Blob with CloudFiles Document Management. SOC 2 Type II audited, ISO 27001 certified. Free 14-day trial and Test Drive.