OCR Software for Salesforce

Go beyond CRM with AI-powered OCR for Salesforce. Tailor and automate to build efficient ecosystems for your business. 
Easy implementation via our API
Extract & process data with high precision

Trusted by 1000+ brands worldwide

Start with an online demo or contact us.

Process Unstructured Data with Klippa and Salesforce

Salesforce is a powerful CRM platform that helps you manage customer relationships, sales, and data. By integrating our OCR software into Salesforce, you’ll experience swift digitization and organization of documents, emails, and forms. 

This means faster access to vital customer information, improved response times, enhanced data accuracy, and ultimately, a more efficient and productive sales process. With Klippa, you provide better service and insights to your clients while saving time and effort. 

Seamlessly Process a Variety of Document Types

Automate document processing and verify more than 50+ document types with Klippa and Salesforce. Do you have a special request? Don’t hesitate to contact our team.

Enhance Your CRM with Automated Document Processing

Easily turn documents into business-ready data by submitting files in batches to our OCR engine. Automate any document-related workflows at scale.

Integrated OCR Solution for Salesforce

Easy implementation via the Klippa API
Verify documents and create audit trails for up to 67% reduced document fraud cases.
Boost Salesforce customer service by swiftly processing documents, emails and more, for quicker, personalized support
Scale with OCR for consistent data quality and efficiency as your business grows

Boost Data Quality and Usability

Effectively process and extract unstructured data from multiple documents
Convert it into machine-readable output for easy integration and accessibility
Extract only relevant data, eliminating concerns about data organization
Empower your team with quick access to all relevant documents

Increase Your Business Productivity

Up to 99% accuracy with human-in-the-loop
Extract only relevant data, eliminating concerns about data organization
Over 80% cost reduction compared to manual document processing methods
Reduce document processing time by 90% and free up valuable time for your workforce

The Benefits of Automation with Klippa and Salesforce

Better customer service
Improve response times by automating customer-related document processing.
Integrate business systems
Turn docs into digital archives for easy access across your entire business ecosystem.
Reduce your workload
Eliminate manual data entry and reduce the time spent on error correction with IDP.
Scale your business
Easily scale up or down your operations without impacting your workforce.

Increase your Business Productivity

Automate repetitive tasks and free up valuable time for your workforce
Save up to six or more hours per week
Reduce processing time by 90%
Capture, convert, categorize, verify and deliver data with one click
“Klippa’s OCR technology has been a game-changer for us and our valued customers. It enables seamless document processing, automating critical tasks for never-legacy core systems”
—, Thinkwise

Spend Less Money on Document Processing

Over 80% cost reduction compared to manual document processing methods
Reduce the costs spent on correcting errors from data extraction processes
More than 99% data extraction accuracy without increasing your overhead
Get Started Now!
Let our experts show you how Klippa can be integrated into your Salesforce workflows.

Frequently Asked Questions

What is OCR and what is it used for?

OCR stands for Optical Character Recognition. The technology enables you to convert unstructured data from documents into machine-readable data. Our software, for example, is able to convert financial-, identity-, medical-, logistical-, legal-, HR– and other documents into structured data. For more information about OCR, please read our blog.

OCR can be used for a wide variety of purposes. The most common use cases we come across are:

– Text recognition in images
ID and passport recognition

What can Klippa’s AI-powered OCR software do?

Our AI-powered OCR software can perform a list of actions:

Which document file formats can be processed with OCR?

The file formats that can be processed depends on each individual OCR software provider. However, Klippa’s OCR software can convert any of the PDF, PNG, JPG file formats to PDF/A, XLSX, CSV, XML, JSON, and many others. 

The output format of our software can be adjusted according to your needs and use cases. 

What document types are supported?

Our API supports many different types of documents and files. Our OCR engine works most seamlessly with receipts, invoices, credit card statements, contracts, passports, ID cards, driving licenses and Chamber of Commerce documents. 

Other documents like debit and credit cards, tax statements, payment slips, shipping documents and more can be supported on request.

Does Klippa have documentation?

Yes! Since Klippa was built by developers, for developers, we know the importance of good documentation

Both our API and SDK solutions have the right documentation to easily implement them in mobile and web applications

How to implement our OCR software into Salesforce?

Our solution can be easily incorporated into the Salesforce platform via our API. The API primarily uses JSON for communication, making it compatible with various programming languages. 

We also provide a German-market-tailored OCR connector for Salesforce, build by our partner cloudworx, an accredited Salesforce expert. This way, you can start your digital transformation journey right away.

Feel free to contact us to discuss the possibilities of implementing our OCR software into your Salesforce workflows.

How about data privacy and security?

By default, Klippa does not store any customer data. Data is always processed under a data processing agreement (DPA) and all service from Klippa are compliant with GDPR. 

All data transfer is done via secure SSL connections. Our servers are ISO-certified and by default are located in Amsterdam, the Netherlands. Getting a custom server on a location of choice is possible in any location worldwide. 

On a regular base, our security is tested via third-party penetration testing to ensure state-of-the-art security at all times.