We're excited to introduce two new capabilities that help organizations eliminate manual ERP work, improve data accuracy, automate document-driven processes, and make faster, more informed supply chain decisions.
Built natively into GoldFinch ERP on Salesforce, these capabilities combine Salesforce, Google Gemini, and GoldFinch's ERP business logic to automate complex accounting and supply chain processes while validating results against your live ERP data.
Unlike traditional OCR or general-purpose AI tools, GoldFinch validates information against your live ERP data before creating transactions or generating recommendations—helping deliver results your business can trust.
AI-OCR Purchase Invoice Processing
Every day, accounting teams spend valuable time entering supplier invoices into their ERP system.
Traditional OCR solutions can extract text from invoices, but someone still needs to verify vendors, purchase orders, receipts, item numbers, units of measure, taxes, and accounting information before the invoice can be posted.
GoldFinch automates much more than data extraction.
Purchase invoices are validated against your live ERP data before transactions are created, helping reduce manual entry, improve accuracy, and streamline accounts payable processing.
Key benefits
- Eliminate manual invoice entry
- Validate invoices against Purchase Orders and receipts
- Reduce data entry errors
- Speed up accounts payable processing
Purchase Invoice Processing is Just the Beginning
Because the framework is built directly into GoldFinch ERP, the same technology can also automate many other document-driven processes, including:
- Creating Sales Quotes from customer spreadsheets
- Converting Purchase Orders into Sales Orders
- Processing expense reports
- Importing inventory counts
- Reading vendor price lists
- Processing shipping and receiving documents
AI-Assisted Supply Planning
Planning teams often spend hours investigating shortages, excess inventory, and unexpected replenishment recommendations.
GoldFinch Supply Planning already analyzes demand, inventory, lead times, bills of material, and replenishment policies to recommend Purchase Orders, Work Orders, and Transfer Orders.
The new AI-assisted capabilities explain why recommendations were generated, identify potential issues before they become problems, and help planners focus on the highest-priority actions.
Examples include:
- Is my supply plan complete?
- Which SKUs are at risk of shortage?
- Where do I have excess inventory?
- Why was this replenishment recommendation generated?
- Which component is preventing production?
- Are there configuration or planning exceptions that need attention?
Instead of spending hours analyzing reports, planners receive clear explanations and actionable insights that help them focus on the highest-priority issues.
Extending the Salesforce Platform
GoldFinch extends the Salesforce Platform by combining Salesforce, Google Gemini, and ERP-specific business logic to automate ERP-specific accounting, manufacturing, distribution, and supply chain processes.
Learn More
▶ Watch the AI-OCR Purchase Invoice demo
📖 Read the AI-OCR documentation
📅 Schedule a personalized demonstration
Whether you're an existing GoldFinch customer looking to automate ERP processes, a partner helping clients improve operations, or a Salesforce Account Executive supporting digital transformation initiatives, we'd welcome the opportunity to discuss how these new capabilities can help.
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