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GoldFinch AI OCR FAQs

Updated

Do vendors need to change how they send invoices?

No. Vendors can continue sending invoices exactly as they do today. If you receive invoices by email, simply configure your mailbox to automatically forward incoming invoice emails to the preconfigured Salesforce Email Service. GoldFinch AI OCR will handle the rest.

Can I review or edit the data before posting the Purchase Invoice?

Yes. Every Purchase Invoice is created as a draft, allowing your team to review and make any necessary changes before posting.

When invoices are received by email:

  • GoldFinch automatically creates an OCR Request record.
  • AI extracts the invoice data.
  • A draft Purchase Invoice is created for your review.

If the OCR process encounters an error, you can review and edit the OCR results before generating the Purchase Invoice.

What if the OCR data is incorrect?

You have complete control over the process.

If the draft Purchase Invoice has already been created, you can:

  1. Delete the draft Purchase Invoice.
  2. Correct the OCR results in the OCR Request.
  3. Reprocess the OCR Request to generate a new Purchase Invoice.
    1. How? What fields I need to update?

Alternatively, you can simply edit the draft Purchase Invoice directly before posting it.

Nothing is posted automatically without your review.

Can we use different AI providers?

Yes. The GoldFinch AI OCR framework is designed to be extensible and can be adapted to support additional AI providers beyond Google Gemini.

Google Gemini is our default AI provider and offers dedicated project environments that help logically separate each customer's AI processing and data.

Can GoldFinch AI OCR process documents other than supplier invoices?

Yes. The OCR framework is designed to support multiple document types. While Purchase Invoices are the first use case, the same technology can be extended to process other business documents such as:

  • Sales Quotes
  • Purchase Orders
  • Packing Slips
  • Bills of Lading
  • Shipping Documents
  • Contracts
  • Other custom business forms

The framework is flexible and can be expanded as your document automation needs grow.

 

 

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