| Applies toGoldFinch AI | AudienceAll users | Last updatedApril 09, 2026 |
Release: Scheduled for June, 2026
Purpose
The OCR Template enables GoldFinch to automatically extract data from invoice documents and create structured records such as Purchase Invoices.
By leveraging AI-powered OCR through providers like Google Gemini or ChatGPT, this feature reduces manual data entry and accelerates invoice processing.
Overview
With OCR Template:
- Vendor invoices can be emailed or uploaded
- Documents are processed using AI OCR
- Extracted data is converted into structured fields
- Data is mapped to GoldFinch header and line objects
- A draft Purchase Invoice is created for review
This provides a scalable and flexible way to automate document processing.
How It Works
- Invoice is received
- Via vendor email or manual upload
- OCR Request is created
- Salesforce captures the document
- Document is processed by AI
- Sent to configured OCR provider
- Data is extracted
- Returned in structured JSON format
- Data is parsed and mapped
- Converted into GoldFinch format
- Draft record is created
- Purchase Invoice (header + lines)
- User reviews and finalizes
- Validate before posting
Input Methods
1. Email Submission
Vendors send invoices to a designated Salesforce Email Service address.
System automatically:
- receives attachment
- creates OCR Request
- sends document for OCR processing
2. Manual Upload
Users can upload documents directly.
Use this when:
- invoices are received outside email
- reprocessing is needed
- testing OCR results
Configuration
The OCR Template controls how documents are processed and mapped.
AI Provider
Defines which AI service performs OCR.
Examples:
- Google Gemini
- ChatGPT
Model Name (Optional)
Specifies a particular AI model.
Use this to:
- optimize accuracy
- support different document types
Response Schema
Defines what data the AI should extract.
Typical fields include:
- Vendor name
- Invoice number
- Invoice date
- Due date
- Total amount
- Tax amount
- Line items (description, quantity, price)
This schema is fully customizable.
Parser Class
Processes the OCR response (JSON format).
Responsibilities:
- interpret returned data
- validate values
- transform data into GoldFinch format
- handle formatting inconsistencies
Target Object
Defines the header object where data is stored.
Example:
- Purchase Invoice (header)
Line Object
Defines the line object for detail records.
Example:
- Purchase Invoice Lines
Example Workflow
- Vendor emails invoice PDF
- System creates OCR Request
- Document sent to AI OCR provider
- Data extracted (header + lines)
- Data mapped to GoldFinch objects
- Draft Purchase Invoice created
- User reviews and posts
Extending OCR to Other Use Cases
OCR Template is not limited to invoices.
It can be extended to:
- receipts
- expense documents
- custom business records
- other GoldFinch objects
Because mapping is configurable, the same framework can support multiple document types.
Security & Controls
- Only authorized users can create or post records
- Data access follows Salesforce permissions
- Sensitive fields can be restricted
- Posting actions may require approval
Best Practices
- Use clear, high-quality documents for better accuracy
- Review extracted data before posting
- Define a precise Response Schema
- Use validation rules in the Parser Class
- Start with invoices before expanding to other documents
FAQ
Do vendors need to change how they send invoices?
No. Vendors can continue sending invoices via email.
Can I edit the data before posting?
Yes. OCR creates a draft record for review and correction.
What if OCR data is incorrect?
You can:
- manually adjust the data
- improve the Response Schema
- refine the Parser Class
Can we use different AI providers?
Yes. The OCR Template supports multiple providers such as Google Gemini and ChatGPT.
Can this be used for non-invoice documents?
Yes. The framework is extensible to other document types.
Summary
The OCR Template provides a flexible, AI-powered way to convert documents into structured business data in GoldFinch.
It enables:
- automated invoice capture
- reduced manual entry
- faster processing
- extensibility across business workflows
Article OCR-Template-for-AI-Invoice-Capture · Last updated April 09, 2026 · GoldFinch ERP Help Center
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