Processes and validates documents inside Salesforce for banking, lending, and mortgage teams.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
Vaultedge Doc AI — screenshot from the Salesforce AppExchange listing

What it does

Vaultedge Doc AI classifies documents, extracts data, and validates content within Salesforce. It supports more than 500 document types and 2,000 data fields out of the box. The vendor states that it connects with Salesforce and loan origination systems through APIs and can process more than 3 million pages daily. Trial registration and activation are available from within Salesforce.

Key capabilities

from the Salesforce AppExchange listing

Document classification

Classifies documents across more than 500 document types.

Data extraction

Extracts data across 2,000 fields out of the box.

Document validation

Validates information extracted from documents.

API integrations

Connects with Salesforce and loan origination systems through APIs.

In-Salesforce activation

Allows trial registration and activation directly within Salesforce.

Who it's for

Banking, lending, and mortgage teams.

How it compares

Vaultedge Doc AI classifies, extracts, and validates document data, while Hyland for Salesforce focuses on viewing, searching, retrieving, importing, and surfacing content from Salesforce records. Vaultedge Doc AI is listed as free, while Hyland for Salesforce is listed as freemium.

NamePricingDeploymentUpdated
Vaultedge Doc AIthis pluginFreeCloud
Hyland for Salesforce | Intelligent Content ManagementFreemiumCloud

In the catalog

642 plugins in Salesforce Platform · Documents and content

Price distribution: 308 free, 63 freemium, 271 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free

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What the vendor says

«Vaultedge Doc AI brings intelligent document processing into your Salesforce org. Built for Banking, Lending, and Mortgage teams, it automates document classification, data extraction, and validation with 99%+ accuracy across 500+ document types — eliminating manual work, reducing costs by up to 80%, and speeding up …»

Official marketplace listing

Publisher
Vaultedge Software Private Limited
Updated on marketplace
Facts verified