OCR Application forSalesforce

What if we say Salesforce can read your documents like a human - only faster?

Introducing a game-changing OCR that transforms unstructured documents into smart, searchable CRM data. And all powered by AI.

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Say Hello to 'Xtract', An XfilesPro Product

Smart Document Intelligence, Built for Salesforce

From recognizing handwriting to mapping key data fields, Xtract is built to make your document workflows faster, smarter, and more reliable.

No more manual data entry. No more errors. Just clean, contextual data - right where you need it.

How it Works?

Upload

Drag & drop or fetch scanned docs, images, or handwritten notes in seconds.

Extract

AI-powered OCR intelligently reads, interprets, and extracts data instantly.

Map

Auto-map extracted data to Salesforce fields with full control to tweak.

Validate

Manually review or trigger automated validation using Salesforce flows.

Done!

Structured, accurate data lands in Salesforce—ready for use, instantly.

Unlock Value Across Teams

Turn messy, manual documents into clean, actionable data — no matter your industry.

Sales & Contract Management	Auto-extract data from contracts, quotes, and forms → Close deals faster with structured CPQ-ready data.
Field Service & Operations	Digitize handwritten service notes & reports → Keep field updates flowing seamlessly into Salesforce.
Education & Admissions	Scan and capture student forms & certificates → Speed onboarding and stay audit-ready effortlessly.
Healthcare & Insurance	OCR patient forms and case notes → Reduce processing time and maintain compliance with confidence.
Logistics & Inventory	Extract data from packing slips & invoices → Update inventory in real-time, cut down order errors.
Admins & Salesforce Teams	Map & automate form-based data into Salesforce → Reduce manual fixes, increase automation success.

OUR CUSTOMERS

Happily Trusted By

Explore our customers from various industries and sizes who trust our document management solutions to streamline their workflows, enhance collaboration, and drive efficiency in Salesforce.