Einstein OCR alternatives for CRM teams who want agentic workflows
Einstein OCR, part of Salesforce's Einstein Vision and Language, is being retired: no renewals after May 1, 2024. Salesforce asks customers to move; its own tools include Data 360 Document AI. Docsumo is an intelligent document processing (IDP) platform: AI agents check every document and your team clears the exceptions.
A dealer's warranty claim from Copper Hollow Heating & Air for a failed heat pump compressor, $1,517.00, with a claim form, repair order, parts invoice, product registration and proof of purchase. Docsumo's AI agents sort the five documents, read every field and line, and check the claim: it bills 5.5 hours of labor at $110.00 an hour, but the technician's repair order shows 4.0 hours, 1.5 hours ($165.00) over. A workflow agent routes the claim to the manufacturer's warranty queue, where their own warranty analyst approves $1,352.00: $912.00 in parts plus 4.0 hours of labor. The approved claim reaches the CRM by API or webhook.
Trusted by 10,000+ mid-sized and enterprise teams, including
Replace the OCR call with a whole process
| Docsumo OursIDP platform | Einstein OCROCR API, being retired | |
|---|---|---|
| What you get | A finished document processAI agents read, check and route; your team clears the exceptions. | An OCR API, being retiredText, boxes and a probability; no review screen described. |
| Case review | Each document checked against the othersEnterpriseYour team gets only what failed, with the reason. | Left to your codeIts docs describe no checks beyond that probability. |
| Workflow | Built to your processEnterpriseCase types, stages and rules, on a canvas or in plain English. | Built in your Salesforce appREST API, or embedded in an app you build. |
| Pricing | Quoted plansUp to 10% off annual billing. | Not publishedBought through a Salesforce account executive. |
| Also compared | ||
| Free trial | 14 days, up to 1,000 pages, 10 users | No sign-up page; no renewals after May 1, 2024 |
| Documents | 250+ document types, plus any other | Six standard forms; invoices and custom forms in beta |
| Deployment | Docsumo cloud; no on-prem | Salesforce-hosted Einstein.ai API, moved to Hyperforce |
| Security | CertifiedSOC 2 Type 2ISO 27001HIPAAGDPR | As statedSOC 2ISO 27001ISO 27017/27018 alignedHIPAA |
Salesforce may be the better pick if you
- are mid-contract: Einstein OCR runs through your order term
- want fields written to Salesforce records or Data 360
- need ISO 27017 and 27018, which Salesforce lists and Docsumo doesn't
Sources and the date we checked them
Salesforce: retirement, OCR, forms, invoices, rate limits, release notes, security, Data 360, Document Reader. Docsumo: pricing, security. Checked 25 Sep 2026.
Einstein OCR gave you text and fields. The rest was yours to build.
- Included
- Partly included
- You build and run it
| Einstein OCR | DocsumoIDP platform | |
|---|---|---|
| You build itEmbed the API in your Salesforce app | Workflow and routing | IncludedEnterpriseCanvas or plain English |
| You build itNot stated; your code compares | Checks across documents | IncludedEnterpriseEach document vs the others |
| You build itNo review screen described | Review queue | IncludedPer-field confidence thresholds |
| You build itNot stated; you pick a model per call | Sorting and splitting | IncludedBusinessAny document set |
| PartlySix standard forms; invoices in beta | Fields and tables | Included250+ document types, plus any other |
| IncludedTyped and handwritten, English only | OCR and text | IncludedPrinted and handwritten |
- 01Map your Einstein callsWeek 0
- 02Set up your processWeek 1
- 03Run bothWeeks 1–2
- 04SwitchWeek 2
How switching works
- Map your Einstein calls. List every app calling Einstein OCR, its model and when your term ends.
- Set up your process. Set up document types, checks and stages; point a webhook at your sandbox.
- Run both. Run 150–200 recent documents through both; count the fields a person fixed.
- Switch. Move production traffic to Docsumo and retire the Einstein OCR calls.
Einstein OCR competitors and alternatives, compared
| Tool | Free trial | Pricing | Deployment | Human review |
|---|---|---|---|---|
| DocsumoOursIDP platformChecks, review and workflow built in | 1,000 pages14 days, 10 users | QuotedUp to 10% off annual plans | CloudDocsumo-hosted; no on-prem | Your teamBuilt-in review queue |
| Salesforce Einstein OCRCloud OCR APISalesforce orgs finishing an existing Einstein contract | Being retiredNo renewals after May 1, 2024 | Not publishedPredictions bought via account executive | Salesforce cloud APIEinstein.ai API, moved to Hyperforce | You build itAPI returns text, boxes and a probability |
| Data 360 Document AISalesforce IDPOrgs putting document fields into Data 360 | Free Data 360 creditsSalesforce customers; Document AI not stated | $500 per 100k creditsFlex Credits, metered per MB | Salesforce cloudNeeds Data 360 licenses | You build itPer-field confidence scores |
| MuleSoft IDPIntegration platformSalesforce and MuleSoft shops automating inside Flow | 30-day free trialNo card; LLM features need a non-trial org | 45 credits per pageBase tier; lower at volume; credit price not published | Cloud: US or EUAWS Virginia or Frankfurt; on-prem not stated | Built-in review tasksYour own Anypoint users or teams review |
| Amazon TextractDocument AI APIAWS developers; powers Intelligent Document Reader | 3-month free trialAWS Paid plan; 1,000 text pages a month | $1.50 per 1,000 pagesText only; forms $0.05 a page (Oregon) | AWS cloudAWS regions incl. GovCloud; VPC endpoints | Closed to new customersA2I review add-on; you set flag rules |
| Google Document AIDocument AI APIDevelopers on Google Cloud building their own pipeline | $300 Google Cloud creditNew customers, 90 days | $1.50 per 1,000 pagesOCR. Custom extractor: $30 per 1,000 | Google CloudUS or EU multi-region; some single regions (limited) | DeprecatedBuilt-in HITL review, since 16 Jan 2024 |
Sources, checked 25 Sep 2026
As each vendor states it: Docsumo pricing, security · Salesforce Einstein OCR retirement, rate limits, docs, security · Data 360 Document AI architecture, help, pricing, billing · MuleSoft IDP trial, pricing, deployment, review, security · Amazon Textract trial, pricing, deployment, security, review · Google Document AI trial, pricing, deployment, review, security. Prices in USD.
“We love Docsumo for its ease of integration and the flexibility it provides with API and webhook callbacks.”
Howard Leiner, CTO, ArborQuestions about Einstein OCR's retirement and alternatives.
What is the best alternative to Salesforce Einstein OCR?
This page covers Einstein OCR, the text-reading part of Einstein Vision and Language (not Einstein AI overall), which is being retired. Salesforce's own options include Data 360 Document AI and MuleSoft IDP; Amazon Textract and Google Document AI are cloud APIs. Docsumo (ours) is an intelligent document processing (IDP) platform: AI agents check each file and your team clears exceptions. Keep Einstein OCR only through your term.
Is Einstein OCR retired?
It's being retired: Einstein Vision and Language, which includes Einstein OCR, can't be renewed after May 1, 2024. Customers can use it through their order term; Salesforce asks them to move each org before it expires. No final shut-off date is published.
What does Salesforce offer instead of Einstein OCR?
Salesforce's document tools today are Data 360 Document AI, its native IDP capability; Intelligent Document Reader, an add-on in ten industry clouds that runs Amazon Textract in your own AWS account and fills record fields; and MuleSoft IDP, whose Flow action needs the Automation 2.0 SKU.
How much does Salesforce Einstein OCR cost?
Salesforce publishes no price: Einstein OCR comes with Einstein Vision and Language subscriptions, bought through an account executive. Data 360 Document AI uses Data 360 credits; Flex Credits list at $500 per 100,000, and your contract sets the rate.
Is Intelligent Form Reader being retired too?
Yes. Salesforce announced its retirement on October 30, 2023, and honors existing subscriptions until they end. It recommends switching to Intelligent Document Reader with your own AWS account.
Does Einstein OCR read languages other than English?
No. Salesforce says Einstein OCR supports only English. Intelligent Document Reader reads English, Spanish, German, Italian, Portuguese and French.
Is Data 360 Document AI free?
Salesforce customers can provision Data 360 free with limited credits, but Salesforce doesn't say that covers Document AI, which also needs Data 360 licenses, with Einstein Generative AI and Agentforce turned on.
Can Docsumo send extracted data to Salesforce?
Yes, by REST API and webhooks, plus Excel and CSV export. Point the webhook at the endpoint or middleware that updates your records, map the fields and test in a sandbox.
See your Einstein OCR documents in Docsumo.
Bring a few documents you send to Einstein OCR. We'll show you the checks, review queue and your workflow on them.