Stop Entering Data by Hand. Let SmartCapture Do It for You.
SmartCapture is a Salesforce-native document processing solution that automatically extracts, validates, and pushes data from invoices, receipts, and purchase orders directly into your Salesforce records — in real time, without manual effort.
Trusted by businesses that rely on Salesforce to run their operations.
THE PROBLEM — Manual Data Entry Is Costing You More Than You Think
If your team is still copying data from invoices into Salesforce by hand, you're not just losing time — you're losing accuracy, money, and operational control.
Here's what that looks like in practice:
A finance team member spends 3–4 hours daily entering invoice data, only for half of it to need correction later.
A purchase order arrives by email, gets missed, and the transaction is delayed by two days.
An audit reveals inconsistent records because different people entered the same data differently.
Manual data entry doesn't just slow things down. It introduces errors that compound over time, creates compliance risks, and puts unnecessary pressure on your team.
The real question isn't whether you need automation — it's how quickly you can get there.
THE SOLUTION — Meet SmartCapture
SmartCapture is an intelligent, AI-powered Salesforce data capture automation solution built specifically for businesses that process high volumes of documents.
It connects directly with Salesforce and handles the entire document-to-data pipeline — from the moment a file lands in your inbox or scanner to the moment the data appears in the right Salesforce record.
Whether you're processing supplier invoices, customer receipts, purchase orders, or contracts, SmartCapture reads the document, understands the data, validates it against your existing Salesforce records, and pushes it through your workflows automatically.
It works the way your business works — and it gets smarter as it goes.
KEY FEATURES
🔄 Automated Data Capture
SmartCapture eliminates the need for manual keying entirely. The moment a document is uploaded — whether it's a PDF invoice, a scanned receipt, or an emailed purchase order — the system goes to work extracting every relevant data field automatically.
🤖 AI-Powered OCR Extraction
At the core of SmartCapture is a sophisticated AI OCR engine. It doesn't just read text — it understands document structure, identifies data fields by context, and extracts values accurately even from non-standardized or handwritten formats.
⚡ Real-Time Processing
There's no batch queue to wait for. SmartCapture processes documents as they arrive, meaning your Salesforce records stay current without any delay. For time-sensitive operations like accounts payable or order management, this makes a measurable difference.
✅ Data Validation & Matching
Extracted data is automatically cross-checked against your existing Salesforce records — vendor names, account numbers, amounts, line items. If something doesn't match your business rules, it's flagged for review before it ever enters your system.
🔗 Seamless Salesforce Integration
SmartCapture is built for Salesforce, not bolted onto it. Validated data is pushed directly into your Salesforce transactions, records, or custom workflows without any middleware or manual imports. What goes in is clean, structured, and usable immediately.
📄 Multi-Format Document Support
Your documents don't arrive in one format — and SmartCapture doesn't expect them to. It handles PDF, PNG, JPG/JPEG, TIFF, CSV, XLS/XLSX, TXT, and DOCX files from email attachments, file uploads, or connected scanners.
⚙️ Customizable Workflows
Every business has different approval chains, validation rules, and routing logic. SmartCapture lets you define exactly how data flows through your system — so it fits your processes, not the other way around.
HOW IT WORKS
Getting SmartCapture running is straightforward. Here's the end-to-end process:
Upload Your Document
Send documents via email, drag-and-drop upload, or direct scanner integration. SmartCapture accepts submissions from wherever your documents originate.
AI OCR Extracts the Data
The AI engine scans the document, identifies relevant fields — vendor name, invoice number, date, line items, totals — and extracts them with high accuracy, regardless of layout or format.
Data Is Validated and Matched
Extracted values are checked against your Salesforce records and custom business rules. Discrepancies are flagged. Matches are confirmed. Nothing moves forward until the data is clean.
Data Enters Salesforce Automatically
Validated data is pushed directly into the appropriate Salesforce object — a transaction record, an account, an opportunity, or a custom object — and triggers whatever workflow you've defined.
From upload to Salesforce record: the entire process takes seconds.
BUSINESS BENEFITS
SmartCapture delivers impact you can measure from the first week:
AI validation catches mismatches before they reach your records
Your team focuses on decisions, not data entry
Invoices, orders, and receipts move through the system in real time
Consistent, validated data across every financial and operational record
Handle ten documents or ten thousand without adding headcount
Reduce reliance on manual processing resources
The efficiency gains aren't theoretical. Businesses using SmartCapture report significant reductions in document processing time and a measurable drop in data entry errors.
WHY CHOOSE LST CONSULTANCY
There are other automation tools out there. Here's what makes SmartCapture different.
🎯 Salesforce Specialists, Not Generalists
SmartCapture was built by a team with deep Salesforce and ERP automation experience. We didn't adapt a generic OCR tool for Salesforce — we designed this from the ground up for Salesforce environments.
🤝 We Don't Disappear After Go-Live
Ongoing support and system optimization are part of what we offer. Your business changes, and SmartCapture adapts with it.
🔐 Security Is Non-Negotiable
SmartCapture is built to handle high document volumes without compromising data integrity or security. Whether you're processing dozens or thousands of documents per day, the system is designed to scale safely.
USE CASES
🧾 Accounts Payable Teams
Automatically capture supplier invoice data and push it into Salesforce for faster approvals and payment processing.
📦 Procurement & Supply Chain
Extract purchase order details from emailed or scanned documents and match them against Salesforce vendor records instantly.
💼 Sales Operations
Process signed contracts and customer documents without manual CRM updates — data flows in as deals close.
📊 Finance & Compliance Teams
Maintain accurate, consistent financial records with validated data entry and a full audit trail inside Salesforce.
FREQUENTLY ASKED QUESTIONS
What types of documents can SmartCapture process?
SmartCapture handles a wide range of document types — invoices, receipts, purchase orders, contracts, and more — in formats including PDF, PNG, JPG, TIFF, CSV, XLS/XLSX, TXT, and DOCX. If your team receives it, SmartCapture can process it.
Does SmartCapture work with our existing Salesforce setup?
Yes. SmartCapture integrates directly with your existing Salesforce org. It works with standard Salesforce objects and supports custom objects and workflows, so you don't need to rebuild anything you've already configured.
How accurate is the AI OCR extraction?
The AI OCR engine is designed for high accuracy across varied document formats, including non-standardized layouts. It also includes a data validation layer that flags discrepancies before data enters Salesforce, acting as an additional quality check.
What happens if the system can't match extracted data to a Salesforce record?
When SmartCapture can't confidently match extracted data against your existing records or business rules, it flags the entry for human review rather than pushing potentially incorrect data into Salesforce. You stay in control.
How long does implementation take?
Implementation timelines vary based on your Salesforce configuration and workflow complexity, but most businesses are up and running within a few weeks. Our team handles the setup and configuration, and we provide training for your staff.
Is SmartCapture suitable for high document volumes?
Absolutely. SmartCapture is built to scale. Whether your team processes 50 documents a day or 5,000, the system handles the volume without degrading performance or data quality.
Can we customize the validation rules and approval workflows?
Yes. Validation rules, matching logic, and approval workflows are fully customizable to match your specific business processes. Our team works with you during implementation to configure these correctly from the start.
Ready to Eliminate Manual Data Entry from Your Salesforce Workflow?
SmartCapture is already helping businesses process documents faster, with fewer errors and zero manual re-entry. If your team is still keying in invoice data by hand, now is a good time to change that.
Let's talk about your specific document processing challenges and show you exactly how SmartCapture fits into your Salesforce environment.