Summer '26 GoldFinch Release Notes

Overview

This release introduces GoldFinch Scout, the AI layer for GoldFinch ERP. Scout combines Salesforce, Google Gemini and GoldFinch business logic, so AI results are checked against your live ERP data before anything becomes a transaction. The first two Scout capabilities are AI Document Processing, which turns supplier invoices into validated draft Purchase Invoices, and AI-Assisted Supply Plan Analysis, which explains shortages, excess inventory and replenishment recommendations.

Highlights:

• AI Document Processing Console: one workspace to submit documents, watch processing, correct extracted values and create GoldFinch records. [Learn More]
• Email-to-invoice: vendors keep sending invoices to your AP mailbox, which forwards them to GoldFinch for processing.
• PO, receipt and non-PO validation, with duplicate invoice detection, before a draft Purchase Invoice is created.
• OCR Result Editor and Retry Record Creation: fix a flagged value and create the record again without re-extracting the document.
• AI-Assisted Supply Plan Analysis: see which items are balanced, in surplus or short, and why. [Learn More]
• Human review by design: AI prepares drafts and insights; your permissions, approvals and posting controls stay in charge. [Learn More]

GoldFinch Scout is a separately licensed add-on to GoldFinch ERP. Talk to your GoldFinch representative to enable it.

GoldFinch Scout: AI Document Processing

Traditional OCR reads text. GoldFinch AI Document Processing also checks that text against your vendors, Purchase Orders, receipts, items and units of measure, so problems are flagged before a payable is created. Purchase Invoices are the first supported use case, building on the AI invoice capture OCR template introduced in Spring '26. [Learn More]

New features

AI Document Processing Console. A new AI Document Processing Console tab in the GoldFinch OCR app brings every step into one page:

• OCR Requests: current and past requests with status, file name, template, submission time and source channel. Search, filter by status and select a request to see its results.
• Data Entry: choose the Record Type to Create (such as Purchase Invoice, Sales Quote or Sales Order), then upload a file or use Paste Email Body. GoldFinch shows the OCR template that applies.
• Document Preview: compare the source document with the extracted values, or open a full preview.
• Processing Status: follows each request from File staged to Request created, AI extraction and Record created, with extraction confidence and processing time.

The console accepts PDF, PNG, JPG, TIFF, CSV and XLSX files up to 3 MB. [Learn More]

Email submission. Set up an AP mailbox, such as ap@yourcompany.com, to forward supplier invoices to the Salesforce Email Service configured for GoldFinch. Vendors keep using an address they know, and the Salesforce address stays private. Each forwarded email creates an OCR Request with the sender, the original email and the attachment; an email with several PDFs creates one request per PDF. Gmail forwarding verification is handled through the OCR Request, so you can confirm it without leaving Salesforce.

Validation against live ERP data. Before a draft Purchase Invoice is created, GoldFinch checks:

• PO invoices: vendor, Purchase Order, Warehouse Receipt, received quantity, unit cost, currency, item numbers and units of measure.
• Non-PO invoices: vendor, vendor invoice number, currency, items, units of measure and GL information where it applies.

Clear messages explain what failed, such as Vendor not found, Warehouse Receipt missing, Over-invoiced quantity, Currency mismatch, Unit of Measure mismatch or Duplicate invoice.

OCR Result Editor. Review the extracted header (vendor invoice number, dates, PO number, Buy-from Vendor, GL Ledger, billing address, currency, payment terms) and lines (item, quantity, unit cost, unit of measure, tax, discount, line cost) in an editable grid. Fields that fail validation are highlighted. Add, edit or remove lines, then save.

Re-extract and Retry Record Creation. Retry Record Creation resubmits your corrected values to GoldFinch without calling the AI again. Use Re-extract only when the extraction itself is wrong or incomplete. Extracted data stays saved when record creation fails, so you never need to upload the document again.

AI Result JSON. See the values the AI returned and the values after your edits, mapped to GoldFinch field API names. Copy or download the payload to report a problem or tune an OCR template. [Learn More]

Improvements

• Record type detected automatically for documents received by email, when possible.
• Draft invoices stay editable until posted, and follow your normal approval and posting process.
• Source channel (Email or upload) is recorded on every OCR Request for review and troubleshooting.

Try it on your own invoices

Not yet using AI Document Processing? Send GoldFinch one PO invoice and one non-PO invoice. We set them up in the GoldFinch demo environment, so you don't need to install anything or give sandbox access, then walk you through the results and scope a rollout with you. [Learn More]

GoldFinch Scout: AI-Assisted Supply Plan Analysis

New features

Supply Plan status summary. After a Supply Plan calculation, GoldFinch AI classifies every Item and Warehouse combination as Balanced, Surplus or Short, so you can tell quickly whether the plan is complete.

Demand coverage groups. Items are grouped as Covered by Existing Inventory, Covered After Recommended Replenishment or Still Short After Replenishment, so planners start with the items that need attention.

Shortage explanations. For each remaining shortage, the analysis points to likely causes, such as a missing preferred vendor, lead time past the required date, an inactive bill of material, a lower-level component shortage or demand outside the planning horizon.

Excess inventory and stockout review. See projected surplus with the supply, demand and reorder settings behind it, and projected stockouts with expected dates and the components holding up production.

Replenishment recommendations explained. Review why each recommended Purchase Order, Work Order or Transfer Order was generated, including quantity, date, source, lead time and related demand. The planner still decides whether to accept, change or reject it. [Learn More]

Security and Human Review

• Your Salesforce security applies. Scout works within profiles, permission sets, field-level security, sharing and approval processes. AI assistance never gives a user more access than they already have.
• Your data, your choice. With your permission, some data is sent to Google Gemini for processing. GoldFinch can walk your team through the service architecture during implementation or a security review.
• Drafts, not decisions. AI prepares draft transactions and insights. An authorized user reviews them before approving or posting anything.

[Learn More]

Looking ahead

More documents. The same framework can read customer Purchase Orders, sales quote spreadsheets, expense reports, inventory counts, vendor price lists, packing slips and bills of lading. Availability depends on your release, licensing and configuration.

Conversational Scout. We're building Scout's conversational layer on Agentforce, so users can ask Scout to explain an exception, recommend a fix and carry out approved actions from the AI consoles, including a planned AI Accounting Console. [Learn More]