What is Xtract? An Ultimate Guide to the AI-enhanced OCR App for Salesforce

OCR is no longer a foreign concept for us.

We witness a lot of businesses leveraging Optical Character Recognition (OCR) programs as part of their daily operations — and now, Salesforce users also rave about its potential.

If you’re still unsure how OCR can add value to your business, let us help you learn about it in detail. 

In simpler terms, OCR is a technology that recognizes text within an image. Businesses often use an OCR program to extract and repurpose data from scanned documents, camera images, and image-only PDFs. OCR software identifies individual characters, assembles them into words, and then forms complete sentences — that way, transforming static images into machine-readable text. 

With advancements in artificial intelligence (AI), OCR has evolved to the next level. It’s no longer a conventional OCR that simply extracts information from a Salesforce document; it is an advanced solution that offers greater work efficiency.

Let’s discuss some key benefits of AI-powered optical character recognition technology in your Salesforce environment.

Higher Accuracy
Manual data entry is prone to errors, causing inefficiencies and reputational damage for your business. Having a modern OCR program eliminates the need for manual typing by automatically extracting text from files and attachments inside Salesforce. This makes your documents and image files easily searchable and processable and ensures high data consistency.
Improved Scalability
Whether your business is small or large, an AI-enhanced OCR technology can meet both demands. That means an optical character recognition software is designed to grow with the evolving needs of your company and can handle a small business’s document processing needs as effectively as those of a large enterprise.
Faster Turnaround Time
Due to cumbersome tasks that create expensive bottlenecks, traditional document processing workflow mostly gets delayed. This results in customer dissatisfaction and inefficient operations that ultimately take a toll on your brand reputation. An OCR system can accomplish accurate data extraction in a matter of seconds, which saves 98% of time and reduces process delays.
The Ultimate Solution

Now that you understand the advantages of AI-powered OCR technology, let us introduce you to Xtract, an AI-powered application for extracting details from your business documents.

What is Xtract?

Xtract is the newly launched AI-enhanced application from the house of XfilesPro. Leveraging OCR technology with the power of AI, the application extracts textual information from a Salesforce document and uses it for a relevant use case.

Xtract’s AI engine is so robust that it scans every document and image associated with a record and automatically initiates extraction. Once the data is pulled, the application maps them precisely with respective Salesforce fields to keep the details up-to-date. 

The best part is that Xtract’s AI engine ensures the accurate and consistent entry of extracted details to the fields, meaning you can achieve peace of mind.

Xtract’s OCR technology can be applied in a variety of business scenarios to enhance efficiency and accuracy. Here are some of those.

Taking OCR to the Next Level with AI and Xtract
If your business needs to improve the bottom line and enhance customer experience, Xtract can be a wise addition to your operations. If you wish to learn more about how best Xtract can work for your business,

Fill out the form below, and we will be in touch shortly.