AGENTFORCE-POWERED DOCUMENT INTELLIGENCE
Revecast Extract uses Agentforce AI to transform any document into structured Salesforce data—invoices, contracts, forms, resumes, and more. Unlike traditional OCR that breaks when layouts change, our native Salesforce OCR understands meaning, not just position. Process invoices from any vendor, capture pledge receipts from any format, and parse resumes regardless of structure—with same-day onboarding and no template configuration.
NEXT-GENERATION OCR FOR ANY DOCUMENT
Turn Any Invoice into Data, Instantly
Use OCR and Agentforce to automatically create invoices and purchase orders from any file type—Excel, PDF, image, Word, or scanned documents. Data Cloud auto-matches products without exact naming conventions, while AI agents handle field mapping with human-level reasoning. What makes our Salesforce OCR different:
Comparing Traditional OCR vs. Our Salesforce OCR
Traditional OCR relies on fixed templates and spatial cues, easily breaking when fonts, tables, or column orders change. Revecast Extract, our native Salesforce OCR solution, understands meaning, not just position. It instantly adapts to layout changes, handles mixed content types, and requires minimal maintenance.
Resume & Application Processing
Revecast Extract processes resumes and job applications with the same intelligent OCR used for invoices. Extract skills, experience, education, and certifications from creative portfolios, technical CVs, or multi-page resumes, automatically feeding structured data into Revecast Recruiter or Salesforce. Resume processing capabilities include:
Nonprofit Forms & Donation Processing
Process donation receipts, pledge cards, and nonprofit forms regardless of format. Revecast Extract captures donor information, gift amounts, designation details, and payment methods, automatically creating or updating records in Salesforce without manual data entry. Select nonprofit use cases include:
Healthcare & Government Forms
Revecast Extract handles medical intake forms, insurance claims, government applications, and compliance documents with audit trails, confidence scoring, and validation workflows that meet regulatory requirements. Compliance features include:
Contract & Agreement Processing
Extract key terms, dates, parties, and obligations from contracts and agreements. Our Salesforce OCR identifies critical information regardless of document structure, feeding data directly into Salesforce contract objects for tracking and reporting.
Email-to-Case Document Processing
Configure email-to-case flows that automatically process document attachments. When customers email invoices, forms, or applications, Revecast Extract processes them automatically. It creates cases, updates records, and triggers workflows without manual intervention. The email processing workflow encompasses:
REVECAST EXTRACT INTEGRATES SEAMLESSLY WITH:
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Revecast Recruiter:for resume processing
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Revecast PSA:
for timesheet and contract capture
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Salesforce Data Cloud:
for intelligent matching and unification
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Service Cloud:
for email-to-case automation
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Any Salesforce object:
via custom configuration
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Revecast Recruiter:
for resume processing
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Revecast PSA:
for timesheet and contract capture
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Salesforce Data Cloud:
for intelligent matching and unification
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Service Cloud:
for email-to-case automation
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Any Salesforce object:
via custom configuration
Process documents via email, portal, API, or batch upload with monitoring, error handling, and manual review queues built in.
Inmar: Automating Invoice Processing with Intelligent OCR
Inmar uses Revecast to automate the processing of retailer invoices into Salesforce. Invoices—received in multiple formats, languages, and even handwritten—are automatically read, extracted, and mapped to the correct products, accounts, promotions, and related records.
By replacing a manual data entry process with intelligent OCR and validation workflows, Inmar eliminated the need for a dedicated data entry team while achieving greater than 99% extraction accuracy. Exceptions are automatically flagged and routed to human reviewers when needed, ensuring reliability without slowing down operations.
SALESFORCE OCR FAQs
What file types does Revecast Extract support?
All major formats including PDF, Word (doc/docx), Excel (xls/xlsx), images (JPG, PNG, TIFF), and scanned documents.
Do I need to create templates for each document type?
No. Revecast Extract uses AI to understand document meaning regardless of layout, eliminating the need for template configuration.
How accurate is your Salesforce OCR?
Revecast Extract delivers human-level accuracy with confidence scores for each field. Low-confidence extractions can be routed for manual review.
How do you handle different vendors or document formats?
The tool adapts automatically. New vendor invoices, form layouts, or document structures are processed without configuration. Enjoy same-day onboarding with no setup required.
Can Revecast Extract handle handwritten documents?
Yes. Extract supports handwritten, typed, and printed documents.
How does Revecast Extract integrate with Salesforce?
Extract is Salesforce-native and can populate any standard or custom object. It integrates with Flows, Process Builder, and Apex for custom automation.
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REAL RESULTS FROM REAL ORGANIZATIONS
“The automated schedules are exactly what we were looking for to make this easier and less time-consuming. Your team was fantastice to work with and has been very responsive to questions.”
John Mactaggart
“I couldn’t imagine trying to do this without your help to make it easier and organized. Thank you!”
Joe Andrew
READY TO REDUCE COSTS AND
ACCELERATE REVENUE?
Whether you’re struggling with revenue leakage, manual recruiting workflows, disconnected systems, or document-heavy processes, Revecast can help. Schedule a demo to see how our platform delivers measurable results in weeks, not months.
