Intelligent Document Processing
Automate What Slows You Down
Say goodbye to manual paperwork processing. From invoices and claims to onboarding forms and contracts, turn documents into action, instantly.
Intelligent Document Processing
Built for Everyone
Turn paper documents into structured, trusted data with natural language prompts. Improve efficiency and accuracy while automating workflows across your enterprise - from Salesforce to the business applications your teams use every day.
Process any document type at scale.
Automatically capture and structure data from PDFs, images, and complex documents, with manual review available when you need it.
Connect document data with workflows.
Seamlessly integrate extracted data with Salesforce and downstream systems for a fully automated workflow.
Get data fast from documents.
Instantly set up automations using natural language prompts and pre-built templates that are trained on common document types.
From documents to end-to-end automation.
Connect extracted data to downstream systems, APIs, and workflows across Agentforce, Salesforce apps, MuleSoft, and hundreds of SaaS tools to streamline processes like onboarding, invoicing, insurance claims, and more.
AI-powered. Built for agentic workflows.
Built on leading LLMs including OpenAI GPT, Google Gemini, and more, to deliver accurate, advanced document intelligence at scale. With native integration into Agentforce, document processing can be exposed as agent actions, enabling agents to extract, validate, and act on data so your teams can focus on higher-value work.
Confidence and control with human-in-the-loop validation.
Balance automation with control to ensure confidence, compliance, and accuracy. Intelligent confidence scoring determines when documents can move forward and when human review is required, triggering exception workflows as needed - reducing errors, accelerating cycle times, and enabling AI to handle the majority of the work.
Save time with templates
Process routine documents like invoices and purchase orders using ready-made templates that automatically classify the documents, identify and extract the right information, no extensive training required.
Build faster with natural language prompts.
Get insights from your documents through simple conversations, without the need for complex configuration or prebuilt templates Ask AI to extract specific data fields, format the information in JSON outputs, summarize documents, and perform other tasks.
Choose the Right Fit for Your Document Automation Strategy
Automation Inside Salesforce with MuleSoft for Flow: IDP
Native to Salesforce.
MuleSoft for Flow: IDP enables teams to build and manage document-driven workflows directly within Salesforce - no platform switching required. Seamlessly connect with the Salesforce ecosystem and external apps to power agent-driven workflows without leaving Salesforce.
Flexible Document Automation with MuleSoft IDP
Built for any environment.
MuleSoft IDP provides intelligent document automation that can be deployed across applications and systems, giving organizations of any size - from SMBs to enterprises - a scalable way to transform documents into structured data and power workflows wherever needed.
Get started with MuleSoft today.
Talk to an expert.
Let us know more about you and your business so the right person can reach out faster.
Get a quote.
Learn more about pricing options and pick the right plan for your business.
Intelligent Document Processing Frequently Asked Questions
Intelligent Document Processing (IDP) uses LLM to read and extract data from any type of document, like PDFs, images, or other formats, and automatically feeds that information into your business systems. IDP reduces the need to manually type data from invoices or contracts by using natural language commands, making document processing faster and less prone to mistakes.
IDP solutions make document processing faster using pre-trained algorithms. Unlike legacy tools that need to be trained for each document format, IDP solutions can extract unstructured data from diverse document formats, making document processing much more agile and efficient.
IDP works by scanning your document and turning it into machine-readable text. Using AI models, it automatically identifies and extracts important information, assigning it to the right data fields. If something seems unclear, it can flag the document for manual review, and answers questions to pull out details you need.
IDP accuracy depends on how clear and complex your documents are, plus what confidence levels you set. The system gives each piece of data a confidence score where 100% means perfectly accurate, while 70% means there's about a 30% chance something might be off and would get flagged for manual review.
The IDP process is simple and intuitive: upload your document, and the AI automatically extracts key information into structured data fields. You can review the results, check confidence scores for each data point, and even ask follow-up questions for deeper insights. To enable full workflow automation, these document actions can be used as composable building blocks - seamlessly integrating extracted data into your end-to-end processes.
