GoldFinch AI Document Processing Overview

GoldFinch AI Document Processing helps organizations convert business documents into validated draft transactions within Salesforce.

Traditional OCR tools primarily extract text. GoldFinch AI goes further by interpreting document content, matching it against live GoldFinch business data, identifying exceptions, and preparing structured records for user review.

The result is a controlled process that can reduce manual data entry while preserving human review, approval workflows, and established business controls.

From Documents to Business Transactions

Business documents contain more than words and numbers. Before information can become a valid transaction, the system may need to identify:

• The customer or vendor
• Related orders and receipts
• Items and units of measure
• Quantities and prices
• Tax information
• Accounting accounts and dimensions
• Transaction dates
• Payment terms
• Duplicate documents
• Missing or inconsistent information

GoldFinch AI combines document extraction with GoldFinch business logic and operational data. This allows the system to evaluate whether the extracted information is appropriate before preparing a draft transaction.

Purchase Invoice Processing

Purchase Invoice processing is the first major use case for GoldFinch AI Document Processing.

The solution can help accounts payable teams:

• Capture supplier invoices
• Extract invoice header and line information
• Identify the vendor
• Match Purchase Orders and receipts
• Match items and units of measure
• Compare quantities, prices, and totals
• Identify missing accounting information
• Detect potential duplicate invoices
• Highlight validation exceptions
• Prepare a draft Purchase Invoice for review

An authorized user reviews the extracted information, resolves exceptions, and confirms the draft before it proceeds through the organization’s approval and posting processes.

More Than OCR

OCR converts images and documents into readable text. However, extracted text alone is not necessarily sufficient to create a reliable ERP transaction.

GoldFinch AI Document Processing adds business context by validating information against relevant GoldFinch records.

For example, the solution may determine whether:

• The vendor exists and is active
• The invoice number may already have been processed
• The Purchase Order belongs to the identified vendor
• The invoiced item matches the ordered item
• The unit of measure is valid
• The invoiced quantity is supported by the receipt
• The price is consistent with the Purchase Order
• Required accounting dimensions are available
• The document contains enough information to prepare a draft

This validation helps users identify issues before approving or posting transactions.

Exception-Based Review

Not every document requires the same amount of attention. GoldFinch AI helps users focus on documents and fields that require review.

Potential exceptions may include:

• Unmatched vendors
• Missing Purchase Orders
• Unmatched receipts
• Unknown items
• Invalid units of measure
• Quantity or price differences
• Missing dates or invoice numbers
• Possible duplicate invoices
• Missing accounting dimensions
• Incomplete or unclear document content

Users can review the original document alongside the extracted information and determine the appropriate correction.

Human Review and Approval

GoldFinch AI Document Processing is designed to assist employees—not replace their judgment.

AI-generated information may be incomplete or inaccurate, particularly when documents are unclear, damaged, handwritten, unusually formatted, or missing required information.

Before approving a transaction, an authorized user should verify:

• Vendor or customer
• Document number and date
• Related Purchase Order or other source document
• Items, quantities, and units of measure
• Prices, taxes, and totals
• Accounting accounts and dimensions
• Payment terms
• Supporting documents
• Validation warnings and exceptions

GoldFinch AI prepares information for review. It does not eliminate the organization’s responsibility for transaction approval, accounting review, or internal control.

Draft Transactions and Existing Controls

GoldFinch AI creates draft information that remains subject to applicable GoldFinch and Salesforce controls.

Depending on the business process, these controls may include:

• User permissions
• Record-level access
• Required fields
• Business rules
• Duplicate checks
• Approval workflows
• Posting controls
• Segregation of duties
• Audit history

AI assistance does not give users additional access or authority beyond their assigned permissions.

Correcting Extracted Information

When the extracted information is incorrect or incomplete, authorized users can review and correct it before completing the transaction.

Depending on the enabled feature, users may be able to:

• Edit extracted values
• Correct document mappings
• Supply missing information
• Resolve validation exceptions
• Update the draft transaction
• Regenerate the result
• Reject or delete the draft
• Process the document again

Corrections allow the organization to maintain control over transaction accuracy while still benefiting from automated document capture.

Potential Document Processing Use Cases

The GoldFinch AI Document Processing framework can support a range of document-driven business processes.

Potential uses include:

• Supplier invoices
• Customer Purchase Orders
• Sales Quotes
• Sales Orders
• Expense reports
• Inventory count documents
• Vendor price lists
• Packing slips
• Bills of lading
• Shipping and receiving documents
• Other structured business forms

Availability varies by product release, licensing, document type, and customer configuration.

Built on Salesforce

GoldFinch AI Document Processing works with GoldFinch business records within the Salesforce environment.

This allows users to review document information alongside related vendors, customers, orders, receipts, items, approvals, and accounting records while continuing to use applicable Salesforce and GoldFinch security controls.

Business Benefits

GoldFinch AI Document Processing can help organizations:

• Reduce repetitive data entry
• Accelerate document processing
• Improve transaction accuracy
• Identify exceptions earlier
• Strengthen Purchase Order and receipt matching
• Reduce duplicate-entry risk
• Improve visibility into processing status
• Standardize document-review procedures
• Preserve human approval and financial controls
• Allow employees to focus on exceptions rather than routine entry

Availability

GoldFinch AI Document Processing capabilities may vary by edition, licensing, product release, document type, and customer configuration.

Contact GoldFinch Cloud Solutions to discuss available document-processing capabilities and how they can support your accounting, purchasing, sales, inventory, and operational workflows.