Unlock the data trapped in your documents

Your organisation holds thousands of documents containing critical data that never makes it into your systems. Invoices, certificates, compliance forms and correspondence, all containing structured information locked inside unstructured formats. We use AI to extract it, validate it and feed it directly into Salesforce.

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Manual data entry from documents is slow, expensive and error-prone. AI-powered extraction reads your documents the way a human would, but faster, more consistently and at scale. The extracted data flows through MuleSoft into Salesforce, creating structured records that your teams and AI agents can act on immediately.

The extraction pipeline

From unstructured documents to structured Salesforce records, fully automated.

INCOMING DOCUMENTS Invoices Certificates Forms Emails AI PROCESSING ENGINE 1 Classify Identify document type 2 Extract Pull key data fields 3 Validate Check business rules 4 Enrich Add context and scores Confidence scoring 94% MULESOFT SALESFORCE Case records Auto-created Data fields Validated & structured Audit trail Full traceability Unstructured documents in → Structured Salesforce records out

How it works

Four steps from unstructured document to structured Salesforce record.

1

Classify

AI identifies document type automatically (invoice, certificate, compliance form, correspondence) regardless of format or layout.

2

Extract

Key data fields are extracted with high accuracy: dates, amounts, reference numbers, names, addresses, product codes.

3

Validate

Extracted data is checked against your business rules and existing records. Confidence scores flag anything that needs human review.

4

Ingest

Validated data flows through MuleSoft into Salesforce, creating or updating records automatically. No manual entry, no re-keying.

Use cases

Border compliance

Import documentation processed automatically, extracting consignment data, health certificates and regulatory information into Salesforce case records.

Read the Ashford case study

Invoice processing

Supplier invoices read, matched to purchase orders and routed for approval. Exception handling for mismatches, with full audit trail.

Correspondence triage

Incoming letters, emails and attachments classified and routed to the right team with extracted data pre-populated in the case record.

Technology stack

Purpose-built components working together.

MuleSoft Intelligent Document Processing (IDP)
MuleSoft Anypoint integration
Salesforce platform
AI/ML models for classification and extraction

Ready to unlock your document data?

Let's talk about the documents slowing your teams down and how AI-powered extraction can turn them into structured, actionable data.

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