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Build 93% Autonomous Document Workflows in Salesforce With LLM Agents
Docsumo's agentic document intelligence solution enables seamless document ingestion and data extraction from 150+ document types with 95%+ accuracy within Salesforce objects.
Book A Demo
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Trusted by 10,000+ data-driven businesses
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Automating document workflows on Salesforce has never been easier
Ingestion: Pull documents without a sweat
Extraction: AI-based data capture with 95%+ accuracy
Automation: Set custom validation rules and trigger workflows
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Out-of-the-box features that make touchless Salesforce document management a reality
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AI-led data extraction
Automate data extraction from invoices, contracts, tax forms, utility bills, and more using pre-trained AI models. With support for 150+ document types, Docsumo accurately captures the details you need without manual input.
Real-time data validation
No more data mismatches. Docsumo validates extracted data against existing Salesforce records in real time, to ensure that every field is accurate. With 95%+ precision, you can trust that reliable data drives your business decisions.
Native Salesforce integration
Automate data extraction from invoices, contracts, tax forms, utility bills, and more using pre-trained AI models. With support for 150+ document types, Docsumo accurately captures the details you need without manual input.
Custom object support
Not all businesses work the same way, and neither should your data processing. Docsumo supports both standard Salesforce fields and custom objects, allowing you to map extracted data exactly where you need it.
Agentic AI-based workflows
Set up rule-based automation that triggers actions whenever new documents are processed. Whether it’s creating records, assigning tasks, sending alerts, or processing approvals, Docsumo ensures nothing falls through the cracks.
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Enterprise-grade security
Built for compliance and security, Docsumo encrypts and safeguards your documents throughout the entire processing cycle. With role-based access controls and audit trails, sensitive business data stays protected at all times.
Start extraction today with pre-trained use cases for your industry
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Financial Services
Document automation in Salesforce helps commercial lenders automate loan document processing, ensuring quick and accurate data extraction from loan applications, bank statements, and KYC documents.
Real Estate
With AI-led Salesforce document management, managing property agreements, mortgage documents, and legal contracts is 10x easier. Docsumo extracts key-value pairs, maps it to Salesforce fields, and triggers approval workflows.
Software
Docsumo's intelligent document processing for Salesforce ensures software teams can directly extract and store client contracts, license agreements, and NDAs within Salesforce without manual intervention.
Logistics
OCR for Salesforce simplifies shipping manifests, freight invoices, dispatch tickets, and bills of lading by extracting and validating data in real-time, ensuring accurate records for faster shipments and regulatory compliance.
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Healthcare
IDP for Salesforce enables hospitals and insurance providers to precisely extract medical records, patient forms, and insurance claims ensuring faster admissions and real-time compliance with industry regulations.
Human Resources
Salesforce document automation ensures that HR teams can quickly process resumes, contracts, tax forms. With 40+ Salesforce pre-built mappings, Docsumo automatically populates employee records, to ensure smooth employee onboarding.
“Docsumo is the best” - That's what they said
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“We used to spend over 7 minutes on average processing a dispatch ticket to capture the relevant details. Docsumo helped us solve all our data extraction issues in under half a minute. We use the platform frequently, and it's very easy to use.”
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What took days - now only takes seconds.
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“Docsumo does a very good job for our specific use case. Debt settlement letters vary a lot from each other, but Docsumo manages to capture data accurately almost every single time at an unprecedented processing speed. We’re witnessing a straight-through processing rate of over 95% with Docsumo.”
Our go-to solution for data capture.
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Questions? We have answers.
How does Docsumo improve Salesforce document management?
How does Salesforce document management improve data accuracy?
What is Salesforce Intelligent Document Processing (IDP)?
What types of workflows can be automated with Salesforce document automation?
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