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No Data Cloud / Agentforce Required
Available on AppExchange

Transform Files into Actionable Insights.

GPTfy File Analysis for Salesforce - AI Document Processing demonstration
75%

less time reviewing documents with AI-powered analysis

Sales Teams, Discover Buying Signals

Surface Investment Opportunities

Scan financial reports and 10-K filings to identify technology investments and expansion plans through AI-powered whitespace analysis.

Prepare Confidently for Meetings

Access key insights from prospect documents in seconds without reading hundreds of pages. Join calls prepared with targeted talking points.

Sales Teams Discover Buying Signals

Analysts, Extract Financial Signals

Analysts Extract Financial Signals

Automate Document Processing

Extract key metrics, KPIs, and trends from quarterly filings in seconds with pre-built templates tuned for financial document analysis.

Standardize Analysis Workflows

Create consistent reporting from varied document formats through configurable extraction pipelines that normalize data for comparison.

IT Leaders, Control Document Security

Keep Data in Your Environment

Process documents securely within your Salesforce instance using your controlled AI infrastructure with no external data transfers.

Scale with Enterprise Compliance

Maintain detailed logging of all document analysis activities with built-in audit trails for regulatory and governance requirements.

IT Leaders Control Document Security
"GPTfy's RAG capabilities provided powerful insights and seamless integration for case summarization and routing, helping us leverage AI in a declarative, simple way."
Sury Ramamurthy, Salesforce Architect at Innolake Corporation

Frequently Asked Questions

What types of documents can be analyzed by the AI system?

The system supports multiple document formats including PDFs, Office documents (Word, Excel, PowerPoint), images, and text files. It includes automated OCR capabilities for scanned documents and can process complex financial reports, contracts, and other business documents. The AI is particularly effective at analyzing 10-K filings, quarterly reports, and other structured business documents.

How does the system ensure data security during document analysis?

All document processing occurs securely within your Salesforce instance using your controlled AI infrastructure. There are no external data transfers, and the system maintains detailed logging of all document analysis activities with built-in audit trails for regulatory and governance requirements. This ensures compliance with enterprise security standards while enabling powerful document analysis capabilities.

Can the document analysis be automated for regular reviews?

Yes, the system supports automated workflows through Salesforce Flow. You can schedule document analysis for pre-meeting preparation or periodic account reviews. The extracted data is stored in standard or custom objects for reporting, dashboard visualization, and downstream automation. This enables consistent analysis across your organization while saving significant time on manual document review.

Transform Document Analysis: From Manual Review to AI-Powered Insights

See how GPTfy transforms unstructured documents into actionable insights in just 30 minutes. We'll demonstrate use cases tailored to your industry and show real ROI with 75% faster preparation times.

Book 45 mins. Discuss your use cases.

100% Salesforce Native. AppExchange Security Approved.

Unlike other AI solutions that extract document content to external services, GPTfy processes files directly within your Salesforce org using your secured AI infrastructure. Every document analysis is logged with detailed audit trails for compliance and maintains enterprise-grade security standards.