Overview
Before users can begin using GoldFinch AI, an administrator must configure both the AI provider and the GoldFinch AI framework.
Configure Google Gemini
If you are using Google Gemini as your AI provider, complete the following steps:
- Create a Google Cloud project.
- Enable the Gemini API.
- Generate API credentials.
- Configure the AI Provider record in GoldFinch.
- Test the connection to verify successful communication.
GoldFinch can support multiple AI providers. The configuration process may vary depending on the selected provider.
Configure GoldFinch AI
After configuring the AI provider, configure the GoldFinch AI framework within Salesforce.
Typical configuration includes:
- AI Providers
- OCR Templates
- Response Schemas
- Parser Classes
- Processing Settings
- Retry Settings
- Email Services (for email-based invoice processing)
- User Permissions
These components determine how documents are processed, how AI responses are interpreted, and how Purchase Invoices are generated.
Security and Permissions
GoldFinch AI uses standard Salesforce security to control access to AI functionality.
Typical permission sets include:
| Permission Set | Purpose |
|---|---|
| OCR User | Submit invoices and review OCR results |
| OCR Administrator | Configure AI providers, templates, and processing settings |
| Purchase Invoice User | Review and post Purchase Invoices |
| System Administrator | Full system administration |
Permissions determine which users can:
- Submit invoices for processing
- View OCR Requests
- Review extracted invoice data
- Create Purchase Invoices
- Post accounting transactions
- Configure AI processing
Security
GoldFinch AI is built natively on Salesforce and follows Salesforce's security model.
Security features include:
- Salesforce object-level security
- Field-level security
- Role-based access control
- Secure encrypted communication with AI providers
- Complete audit history
- Approval processes (when configured)
Salesforce remains the system of record for all ERP and accounting data. AI assists with document processing but does not bypass existing security, validation, or approval processes.
Monitoring AI Processing
Administrators can monitor all AI processing through the AI Usage Log.
Each OCR Request records detailed information about every AI transaction, including:
- Processing Status
- AI Provider
- Endpoint
- AI Model
- Request Method
- Request Body
- Prompt Text
- Response Body
- Generated Text
- Status Code
- Error Message
- Prompt Tokens
- Output Tokens
- Reasoning Tokens
- Processing Duration (ms)
- Related Purchase Invoice
- Related Salesforce Records
This information provides complete visibility into every AI request, simplifies troubleshooting, supports usage monitoring, and maintains a full audit trail of all AI processing activities.
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