A data extraction app with an intelligent analysis function.
Expertise
Extract data from industry specific templates
Invoices and Accounts Payable
Process invoices and account payable documents and integrate the output with the Salesforce CRM tool.
Bank and Credit card statements
Process bank and credit card statements and extract transaction data such as withdrawal, deposit, and balance information.
Purchase and Sales Orders
Extract vendor, ship-to, delivery information from Purchase Order documents and bring them into the Salesforce CRM system for a detailed analysis.
Shipping and Delivery Orders
Extract critical data from PDF documents, reports, etc. in a structured data format that can be used for advanced analysis.
HR and Admin Documents
Extract data from most HR documents like payroll reports, 1099s, and other tax forms in native PDFs.
Product Catalogs
Efficiently extract pricing data from most printed product catalogs and price lists.
Form based contracts
Automate processing of rental and leasing contracts, warranty and insurance agreements, and other legal documents.
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How it works
Make smarter business decisions in 5 steps
Features
Here’s what IntelliParse brings to the table
Multiple formats
Process different document formats like invoices, bank statements, purchase orders, etc.
Easy data extraction
Pull relevant data from invoices such as the reference, dates, totals and line items, with great ease. Extract key data points efficiently and reliably.
Integration
Integrate extracted data with Salesforce CRM using pre-built connectors.
Accuracy of data
Reliably extract data from credit cards and bank statements for advanced reporting. Extract and transform data before using advanced analytics tools like Salesforce Einstein.