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
Improved Scalability
Faster Turnaround Time
The Ultimate Solution
Deeshna C
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.
- Invoice Processing : Automating the extraction of data from invoices, receipts, and financial statements by speeding up the accounts payable process.
- Handwritten Notes Recognition : Efficiently digitizing doctors’ handwritten prescriptions and notes for easy access in the healthcare domain.
- Receipt Scanning : Extracts the purchase details of expense management and pulls the relevant details as a helping hand for workers in retail and e-commerce.
- Digitization of Books & Study Materials : Converting printed books, guides, and journals into digital formats for smooth learning and reference.
- Form Processing : Intelligently automates the data entry for tax forms, census records, and permit applications for the legal and government sector.