Scan Your Documents
Liberate Your Data
Stop chasing paper and start driving decisions. InitusOCR is the AI-powered Optical Character Recognition (OCR) tool that intelligently learns your documents and seamlessly automates data entry into Salesforce and NetSuite.
Transform your most time-consuming document processes into sources of efficiency and accuracy.
Beyond OCR
This is Intelligent Document Automation
InitusOCR isn’t just another OCR system; it’s a leap forward in how businesses interact with their documents. We’ve built an AI-powered engine designed to not only read your PDFs and other documents but to understand them. It intelligently extracts critical information, learns from every interaction, and automatically creates or updates records in your Salesforce and NetSuite environments. Say goodbye to manual data entry, costly errors, and process bottlenecks. Say hello to streamlined workflows and liberated teams.
Adapts Intelligently.
Learns Relentlessly.
Our AI doesn’t just extract data; it learns. InitusOCR’s groundbreaking Learning Process adapts to new document formats and variations on the fly, continuously improving accuracy without the need for constant manual template adjustments.
Seamlessly Integrated.
Natively Powerful.
Experience automation that feels like a natural extension of your existing systems. InitusOCR integrates deeply with Salesforce and NetSuite, ensuring data flows directly and accurately into the records and workflows your business relies on
Custom-Fit for Your Business.
Uniquely Yours.
Every business is unique, and so are its documents. With Custom Data Interpretation and configurable Flows, InitusOCR tailors its extraction and automation capabilities to your specific operational needs and document types.
Total Visibility.
Complete Control.
Gain clear insight into every document processed. Track statuses, manage entities, and access direct links to generated records in Salesforce and NetSuite, ensuring transparency and auditability at every step.
Effortless Automation
From Document to Actionable Data in Moments
We’ve simplified sophisticated AI into a seamless process. InitusOCR transforms your documents into actionable data within your core business systems through a clear, automated pathway.
Simple Capture
Easily submit your documents (PDFs, images, etc.) via email, or direct upload.
Intelligent Extraction
Our AI engine, powered by advanced OCR and a continuous learning process, accurately identifies and extracts the critical data.
Smart Validation
User-friendly interfaces allow for quick review and validation of any exceptions, further training the AI.
Seamless Sync & Action
Validated data automatically creates or updates records in Salesforce or NetSuite, triggering relevant workflows and notifications.
The Power of Adaptive AI
AI That Learns
Accuracy That Grows
At the heart of InitusOCR is an advanced AI engine coupled with a revolutionary learning process. Unlike traditional OCR systems that rely on rigid templates, InitusOCR intelligently adapts to diverse and evolving document formats. Each document processed, and every user validation, makes the system smarter, ensuring consistently high accuracy and reducing the need for manual intervention over time. This means you can confidently automate a wider range of documents with minimal setup and ongoing maintenance.
Customization at its Core
Business Rules
Our Intelligent Interpretation
We understand that standard solutions don’t always fit. InitusOCR’s custom data interpretation allows you to define precisely how data should be extracted and understood, even from your most unique or complex documents. Combined with custom prompts and flexible processes, you can design tailored automation that mirrors your specific business logic, ensuring the right information is captured and routed correctly every time.
Intelligent Data Capture Use Cases
for Salesforce and NetSuite
InitusOCR is built to feel like a native component of your most critical business platforms. Our integration with Salesforce and NetSuite means data flows directly into your existing records, objects, and workflows without clunky workarounds or fragile connectors. This seamless experience minimizes disruption, accelerates adoption, and maximizes the value of your CRM and ERP investments by making them more data-rich and efficient.
Instant Lead & Contact Capture from Business Cards in Salesforce
- The Challenge: Manually typing in data from stacks of business cards after events is a time sink, delaying crucial follow-ups and risking lost opportunities.
- The InitusOCR Solution: Simply scan a business card. InitusOCR instantly extracts contact information (name, title, company, email, phone) and creates or updates Lead or Contact records in Salesforce.
Automated Case Creation from Customer Documents in Salesforce
- The Challenge: Customer support teams spend valuable time manually extracting information from emailed forms, claims, or diagnostic reports to create or update cases in Service Cloud.
- The InitusOCR Solution: InitusOCR automatically pulls key information (customer ID, issue description, product details) from attached documents and creates or updates Cases in Salesforce, attaching the source document for full context.
Smart Contract Data Extraction for Salesforce
- The Challenge: Manually tracking key dates, terms, and obligations from signed PDF contracts within Salesforce is laborious and prone to oversight, risking non-compliance or missed renewals.
- The InitusOCR Solution: InitusOCR extracts critical data points like contract start/end dates, renewal terms, service levels, and key counterparties from contracts, automatically updating relevant fields in Salesforce Opportunities or custom Contract objects.
Automated Vendor Invoice Processing into NetSuite
- The Challenge: Manually keying in endless vendor invoices is slow, error-prone, and delays payments, straining vendor relations and risking missed discounts.
- The InitusOCR Solution: InitusOCR automatically captures all header and line-item details from PDF invoices. Our AI learns diverse vendor formats, and validated data seamlessly creates Vendor Bills in NetSuite, ready for your approval workflows.
Streamlined Sales Order Creation from Customer POs in NetSuite
- The Challenge: Manually transcribing customer purchase orders into NetSuite sales orders is a bottleneck, leading to fulfillment delays, incorrect shipments, and frustrated customers.
- The InitusOCR Solution: InitusOCR extracts line items, quantities, pricing, and shipping details from customer POs (PDFs, emails). It then automatically generates accurate Sales Orders directly within NetSuite.
Effortless Expense Receipt Processing for NetSuite
- The Challenge: Manually entering data from countless expense receipts is tedious for employees and the finance team, leading to delays in reimbursement and potential for errors.
- The InitusOCR Solution: Employees simply submit their receipts. InitusOCR captures vendor names, dates, amounts, and expense categories, then populates expense lines in NetSuite or your integrated expense module.
Get Started Today
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