Best Intelligent Document Processing Software for Salesforce
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Compare the Top Intelligent Document Processing Software that integrates with Salesforce as of October 2025
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This a list of Intelligent Document Processing software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Intelligent Document Processing Software for Salesforce?
Intelligent document processing (IDP) software uses artificial intelligence (AI) and machine learning (ML) to automate the extraction, classification, and processing of data from various types of documents, such as invoices, contracts, forms, and receipts. These platforms typically leverage optical character recognition (OCR) technology, natural language processing (NLP), and pattern recognition to understand and extract relevant data from unstructured content. IDP software helps businesses reduce manual data entry, improve accuracy, streamline workflows, and ensure compliance by automating document-related tasks. By using this software, organizations can save time, increase productivity, and enhance document processing efficiency. Compare and read user reviews of the best Intelligent Document Processing software for Salesforce currently available using the table below. This list is updated regularly.
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1
Apryse PDF SDK
Apryse
Apryse (formerly PDFTron) powers the future of document technology. We help businesses, developers, and enterprises handle documents with unmatched speed, accuracy, and security. Whether running in secure server environments or delivering seamless web-based experiences, Apryse makes document workflows smarter and easier. With Apryse, you can: Embed powerful document features directly into your apps — from viewing and editing to collaboration and compliance. Run at enterprise scale on secure server infrastructure, ensuring reliability without cloud dependencies. Deliver seamless in-browser document experiences with responsive, accessible, and feature-rich web capabilities. Trusted globally, Apryse empowers organizations to simplify operations, enhance productivity, and create exceptional document experiences. -
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Nutrient SDK
Nutrient
Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best. -
3
Square 9
Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual, team, and company productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information processing platform takes the paper out of work and makes it easier to get things done with digital workflows that automate many aspects of how you work today. We make it easy by extracting information from scans or PDFs, storing documents in a searchable archive, and building digital twins of your current processes through graphical workflows. Let’s end the challenge of lost or misplaced invoices, approval bottlenecks, and tedious data entry into multiple systems. Now, you can capture and extract key data from your documents through Artificial Intelligence, eliminate data entry, access documents in the office or from home, streamline your three-way matching process, and automate invoice approval routing.Starting Price: $50/month/user -
4
zenphi
zenphi
Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate, connect and optimize their workflows. Minimizing reliance on the IT department for custom code development and maintenance, zenphi enables teams to focus on achieving more across all aspects of their business. Zenphi is used across 70+ countries to automate a wide range of business processes, from on- and offboarding to invoice processing, Google Workspace administration, approval workflows, and everything in between. With an intuitive drag-and-drop builder, if you can draw a flowchart of your process, then you can automate it with zenphi. ISO 27001 certified, HIPAA compliant, and including an extensive list of thoughtfully developed integrations with popular business tools, zenphi connects all areas of a business to streamline and enhance any process, no matter the complexity.Starting Price: $99 per month -
5
Neota
Neota
Neota’s no-code technology and modular building blocks enable businesses to quickly develop, deploy, and scale solutions that seamlessly integrate with the rest of a company’s tech stack. Neota delivers proven tools to build powerful digital solutions. With Neota’s visual, enterprise-grade platform for business process automation, innovative ideas quickly become sophisticated, secure applications. Neota’s intuitive platform enables businesses to easily develop and deploy decision-making solutions to automate workflows, documents, decisions and processes. Built to empower individuals while meeting the requirements of the enterprise, Neota Logic ® is a powerfully robust and flexible self-service platform. As a true business partner, Neota experts are always available to offer professional service support to ensure clients realize the full value of the platform. -
6
Revver
Revver
Transform your document-dependent work from a burdensome task to a powerful source of growth and positive impact. Leap-frog the limits of traditional document management, and transform document-dependent work from unsecure, manual and burdensome busywork to a powerful source of growth and positive impact for organizations of all sizes and across a broad range of industries. Achieve business zen with Revver (formerly eFileCabinet), an advanced document management software. Revver combines a wide array of tools in one platform, including workflow automation, advanced search, and integrations with leading business tools. These powerful purpose-built features help business keep their heads above the flood of paper documents and eliminate the chaos of scattered digital assets.Starting Price: $9.95/month/user -
7
Affinda
Affinda
Affinda Resume Parser offers end-to-end automation in one powerful product suite for recruitment software companies as well as job boards. Automate resume parsing Accurately extract key data from resumes such as work experience, skills, education and contact details into a structured format. Improve candidate matching Match candidate profiles to job descriptions to deliver more accurate, transparent and efficient matches, helping recruiters identify the best-fit candidates with ease. Enhance business productivity By streamlining data extraction, analysis and management, Affinda transforms unstructured data into actionable insights. Boost productivity and accelerate decision-making with AI-powered automation. Affinda delivers a cost-effective recruitment technology suite that can be deployed quickly. Our solution supports multilingual documents in over 50 languages, enabling seamless global application. Assistance and support are readily available.Starting Price: 800 -
8
Laserfiche
Laserfiche
Quickly and seamlessly capture, organize and find content. Promote collaboration and simplify records lifecycle management with all your content in one place. Automate everyday business processes and gain intelligence that drives decisions. Connect the enterprise apps your teams rely on every day to stay productive. Scan paper documents from multiple locations and store them in a centralized repository. Save documents directly from Microsoft Office applications and import emails —including attachments—with one click. With Laserfiche’s industry leading document management tools, you bring all of your documents into one place—quickly, easily and securely. Store and share electronic documents efficiently, securely and cost-effectively. Organize all your information to make faster, better business decisions. Streamline daily tasks and collaboration by gathering digital files into a central repository.Starting Price: $500 one-time payment -
9
Tonkean
Tonkean
RPA for the modern enterprise. Are you looking at RPA to automate manual processes? Make sure you include your people. To truly gain business efficiency you need to automate end-to-end processes that includes both your data AND people. Tonkean’s aRPA platform combines no-code RPA, integrations, and AI-powered coordination bots into a single platform that allows you to automate and orchestrate end-to-end processes across systems AND people. With our powerful Workflow Builder, you can easily train your Bots to coordinate or execute any business workflow end-to-end. Including data manipulation and people coordination. Tonkean InvoicesGPT fully automates the handling of all incoming invoices. Simply connect your email inbox or Google Drive in one click, and Tonkean will immediately analyze any PDF/invoice files to extract relevant fields, complete a three-way-matching verification, provide visibility into spend across vendors and departments.Starting Price: $999 per month -
10
FutureVault
FutureVault
FutureVault is an industry-leader in secure document exchange and Digital Vault solutions for financial services and wealth management organizations, changing the paradigm of document and information management with the Personal Life Management Vault™ and Business Life Management Vault™. FutureVault’s multi-tiered platform is transforming enterprise, advisor, and client value propositions by significantly improving the way documents, data, and information are managed within a secure, audit-ready, single source of truth. By powering firms with FutureVault’s white-labeled platform and mobile applications help firms meet books and records compliance, improve data privacy, drive front and back-office efficiency with automation and open APIs, and deliver an enhanced digital client experience to better engage with households and the next generation. Data extraction and AI-driven patterns to gain additional efficiency and insight are available for enterprise customers. -
11
AIRA
AIRA
AIRA is an RPA and Gen AI-powered low-code automation platform designed to streamline operations and enhance productivity. It enables seamless integration with preferred apps and systems, allowing for automatic data transfer to and from AIRA without hassle. The platform offers intuitive workflow creation, robust task automation, and real-time performance analytics, serving as a powerhouse of productivity. Its advanced algorithms can handle various document types, such as invoices, receipts, contracts, and emails, intelligently identifying and capturing relevant information. AIRA's RPA solution is a smart way to automate tasks, featuring robust security, scalability, user-friendliness, and seamless integration with existing systems. Additionally, the platform provides advanced data analytics and reporting, ensuring businesses can extract valuable insights from their operations. Overall, AIRA represents the future of efficient, scalable, and intelligent business operations. -
12
IBM Datacap
IBM
Streamline the capture, recognition and classification of business documents. IBM® Datacap software is a key capability of the IBM Cloud Pak® for Business Automation. It streamlines the capture, recognition and classification of business documents. Its natural language processing, text analytics and machine learning technologies identify, classify and extract content from unstructured or variable paper documents. Supports multichannel input from scanners, faxes, emails, digital files such as PDF, and images from applications and mobile devices. Uses machine learning to automate the processing of complex or unknown formats and highly variable documents difficult to capture with traditional systems. Enables you to export documents and information to a range of applications and content repositories from IBM and other vendors. Offers configuration of capture workflows and applications using a simple point-and-click interface to speed deployment. -
13
SER Doxis Intelligent Content Automation
SER Group
Doxis Intelligent Content Automation (ICA), the next generation of enterprise content management (ECM), is an AI-powered platform designed to bridge and automate content across a wide range of business applications. Doxis delivers a contextualized content experience and creates a future-ready digital workplace. Helping firms to achieve a faster time-to-value, reduce IT bottlenecks and accelerate digital transformation, Doxis ICA empowers users to quickly and easily customize and roll out content apps. The Doxis Fast Starter library provides many pre-configured and easily customizable workspaces for sales, purchasing, service, legal, etc. and for specific sectors like insurance. The Doxis platform also offers standardized solutions for document management, invoice automation, contract management and human resources, in addition to solution suites for business-critical areas like purchase-to-pay. Analysts recognize SER as a leader of the ECM market. -
14
Cognitive Workbench
ExB Group
ExB offers an AI and ML Driven Cognitive Process Automation platform that allows insurance companies to convert any form of text into actionable information and insights for input management and process automation. Insurers can implement ready-to-use pre-trained policy management, claims management, text mining in reports, and invoice assessment modules, request us to train ad-hoc models for their unique business workflows, or directly utilize our Cognitive Workbench to independently create and train any sort of text mining and end-to-end input management models. -
15
ScriptString
ScriptString
Optimize your document knowledge and make critical decisions with confidence. Tired of manual processing, time constraints, budget pressures and shifting compliance requirements? Hassle free collection and integration of your cloud spend data in half the time at half the cost. Recommended cost savings and guidance to save more than 50% of total spend. Gain 360° visibility of your entire cloud spend with KPI tracking, real-time insights and recommendations. Built-in peace of mind with security and compliance protection to meet any standards. Gather data via portal, email, API, repository, table, data lake or 3rd party data source. Automated AI powered intelligent document processing eliminates manual effort. Intelligent review of document knowledge identifies anomalies, duplicates and errors. Find the needle in the haystack with ScriptString's Knowledge Relationship Indexing. -
16
Intelgic
Intelgic
Extract data from invoices, receipts, and scanned documents and automate workflow with RPA. Invoice and receipt data extraction API Ready invoice and receipts data extraction API for AP automation. Doc Dog is a document-processing AI platform. Capture actionable data from invoices, and receipts with our readily available AI model through API. Our document AI technology can process any unstructured documents. Contact us for other document processing. Design and develop powerful bots to automate repetitive, rule-based, and mundane tasks with the Intelgic RPA platform. Simplicity, accuracy, and flexibility are our key focus. All of our tools are designed for citizen developers and programmers and built by developers, AI researchers, and functional experts. We provide digital transformation products, toolkits, and AI solutions to businesses, digital transformation companies, and software development firms for their digital transformation projects. -
17
Hyland IDP
Hyland
Hyland Intelligent Document Processing provides AI-powered document capture, classification and intelligent data extraction to reliably improve efficiency, accuracy and the speed of document processing. -
18
Graip.AI
Graip.AI
Graip.AI is an intelligent document processing platform that leverages self-learning AI to streamline complex workflows and reduce errors. It offers a template-free solution tailored to specific business processes, capable of recognizing 100% of data across various document types, including structured, semi-structured, and unstructured formats. Supporting over 140 languages and capable of processing handwritten text, Graip.AI integrates seamlessly with business applications via API, enhancing operational efficiency and accuracy. The platform provides a no-code interface, a pre-trained document library, and 24/7 customer support, ensuring user-friendly and reliable service. By automating document capture, classification, extraction, validation, and integration, Graip.AI enables organizations to make informed decisions based on comprehensive data analysis. The platform helps to create an automated end-to-end processing flow instead of manually performing repetitive enterprise tasks. -
19
ClearProcess
ClearProcess
APIs configured in our ClearProcess editor enable automation ranging from a single-step task to an end-to-end business process that may involve hundreds of tasks. Automations configured in ClearProcess can be triggered by human workers, voice commands, text messages, emails, and many other methods. ClearProcess acts as a centralized hub for all of your automation technologies, enabling you to orchestrate powerful automation that drives incredible productivity gains. Configure automation that survives upgrades by avoiding screen-scraping. We automate at the API and database layers. Scale to hundreds of thousands of users across mission-critical business processes. ClearWork enables Attended RPA for all ClearProcess bots. Create a single source of truth by streamlining data and functionality across systems. Thousands of pre-delivered automation for SAP, Salesforce, Oracle E-Business Suite, PeopleSoft, and other packaged software.
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