GoldFinch AI OCR FAQs

Do my vendors need to change how they send invoices?

No. Your vendors can continue sending invoices exactly as they do today.

If you receive invoices by email, simply configure your mailbox to automatically forward supplier invoices to the designated Salesforce Email Service. GoldFinch AI OCR automatically processes the attached invoices and creates draft Purchase Invoices for review.

No changes are required for your vendors.

Can I review or edit a Purchase Invoice before it is posted?

Yes. Every Purchase Invoice is created as a draft.

Your accounting team can review the extracted information, make any necessary changes, and approve the invoice before it is posted to the ERP.

Nothing is posted automatically without user review.

What happens if AI extracts incorrect information?

You remain in complete control of the process.

If any information needs to be corrected, you can:

• Edit the draft Purchase Invoice before posting.
• Correct the OCR results and regenerate the Purchase Invoice.
• Delete the draft and process the document again if needed.

GoldFinch AI is designed to assist your accounting team—not replace human review.

Which AI provider does GoldFinch AI OCR use?

GoldFinch AI OCR currently uses Google Gemini as the default AI provider.

The GoldFinch AI architecture is designed to support additional AI providers in the future as business requirements evolve.

What types of documents can GoldFinch AI OCR process?

Purchase Invoice processing is the first AI OCR capability available in GoldFinch ERP.

The same AI technology can also be extended to automate other document-driven ERP processes, including:

• Customer Purchase Orders
• Sales Quotes
• Sales Orders
• Packing Slips
• Bills of Lading
• Shipping Documents
• Inventory Receipts
• Vendor Documents
• Other business forms

Additional document types will be introduced in future releases.

Does AI post transactions automatically?

No.

GoldFinch AI creates draft ERP transactions for user review. Existing GoldFinch approval workflows and business controls remain in place, ensuring users review and approve transactions before they are posted.

How does GoldFinch AI improve accuracy?

GoldFinch AI does more than extract text from documents.

Before creating a draft Purchase Invoice, it validates information against your GoldFinch ERP data, including vendors, purchase orders, receipts, items, units of measure, and other business rules. This helps reduce manual corrections and improve data accuracy.

Does GoldFinch AI Provide Vendor Payment Automation?

No. GoldFinch AI OCR automates invoice capture, validation, and the creation of draft Purchase Invoices. GoldFinch does not currently provide native vendor payment automation.

For organizations that need automated ACH, check, virtual card, or other vendor payment methods, GoldFinch can integrate with payment platforms such as Ramp or BILL.

After a Purchase Invoice is reviewed and posted in GoldFinch, the approved invoice can be sent to the payment platform for payment. Payment status and payment details can then be synchronized back to GoldFinch.

Available payment methods and integration capabilities depend on the selected platform and configuration.