Document Insights
Document Insights
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Post Installation Guides

Integrations

Document Insights connects to leading OCR and AI providers to read and extract data from your documents. Each provider can be triggered manually, automatically, through a Salesforce Flow, or via the API.

Each section below gives an overview of a provider and what it can do, then links to its dedicated post-installation guide for setup, credentials, field mapping, limitations, and troubleshooting.

Choosing a Provider

Provider

Primary use

Typical documents

MoneyThumb

Financial statement analysis and fraud scoring

Bank and credit card statements

Ocrolus

Identity, income, and bank document OCR with authenticity checks

Driver's license, passport, SSN card, W-2, SSA-1099, pay stubs, bank statements

Lazarus

Custom and business-specific form parsing

Any templated or business-specific form

Google Gemini

Template-free AI extraction from any document

Contracts, invoices, applications, handwritten notes, and more

📄 MoneyThumb

Best for: analyzing bank and credit card statements to surface cash flow, balances, and fraud signals.

Capabilities

  • Bank statement OCR

  • Credit card statement OCR

  • Plaid JSON processing

  • PDF-to-data conversion

  • NSF days analysis

  • Average balance analysis

  • Revenue and cash flow insights

  • Score-based fraud pattern detection

  • Transaction-level parsing and categorization

Post Installation Guide
Post Installation Steps - MoneyThumb


📄 Ocrolus

Best for: verifying identity and income documents and parsing bank statements, with built-in authenticity scoring.

Capabilities

  • Bank statement parsing

  • Identity document OCR — driver's license, passport, SSN card

  • Income document OCR — SSA-1099, W-2, pay stubs

  • PDF-to-data conversion

  • Authenticity and confidence scoring

  • Fraud and tampering detection

Post Installation Guide
Post Installation Steps - Ocrolus & Ocrolus Instant


📄 Lazarus

Best for: parsing custom and business-specific forms that don't fit a standard template.

Capabilities

  • Custom form OCR via template mapping

  • Business-specific form parsing

  • Field-level confidence scoring

  • Missing / duplicate key detection

  • Threshold-based manual review workflow

  • Configurable validation rules

Post Installation Guide
Post Installation Steps - Custom Forms (Lazarus)


🤖 Google Gemini

Best for: extracting data from virtually any document using a prompt, with no predefined template.

Capabilities

  • AI-powered extraction from virtually any document type

  • Prompt-based extraction without predefined templates

  • Intelligent parsing of unstructured and semi-structured documents

  • Context-aware document understanding

  • Support for contracts, invoices, applications, handwritten notes, and custom business documents

  • Rapid onboarding of new document formats

  • AI-assisted summarization and data interpretation

Post Installation Guide
Post Installation Steps - Custom Forms (Google Gemini)