Operations Team’s Guide to Process Bank Statements Inside Salesforce in Less Than 2 Minutes

TL;DR

1. Upload and process bank statements directly within Salesforce using Docsumo's native integration.
2. Automate data extraction, review, and syncing—no manual entry needed.
3. View extracted tables, key-value pairs, and transaction data in structured formats.
4. Trigger downstream workflows in Salesforce using extracted data and built-in analytics.
5. Compatible with various document types: invoices, tax forms, custom layouts, and more.

Processing financial documents, such as bank statements, has traditionally meant switching between tools, copying and pasting fields, or waiting for manual reviews. But what if you could do it all, document upload, extraction, review, and workflow automation, without ever leaving Salesforce?

That’s precisely what Docsumo’s Salesforce Connector enables. This guide walks operations teams through the power of Docsumo’s AI-powered document extraction engine and how it simplifies financial document workflows inside your CRM.

1. How do I get started with processing documents in Salesforce using Docsumo?

A:  Just install the Docsumo Salesforce connector, log into your Salesforce org, and head to a standard object like "Leads." You’ll see a new tab called "Docsumo DocAI" embedded directly inside. From there, you can upload your document and begin processing.

2. What types of documents are supported by the connector?

A:  Out of the box, Docsumo supports US bank statements, invoices, tax forms, Accords, and even your custom document types. The list keeps growing as more formats are trained into the system.

3. How do I upload documents into Salesforce?

A:  You can upload documents manually from your local system or automatically through email, APIs, cloud storage integrations, or webhooks. The connector is flexible to fit into any document ingestion workflow.

4. How fast is the extraction process?

A:  Docsumo processes documents in real time. You’ll see a review URL in seconds after upload, and extracted data becomes available almost instantly. Processing typically takes under 2 minutes from upload to review-ready. Want to see it in action? Watch the quick demo video to get a feel for the speed and simplicity.

5. What happens after extraction, where does the data go?

A:  Once processed, the extracted fields and tables are automatically mapped to your Salesforce objects. This includes key-value fields like account holder, bank name, and tables like transaction history, which are structured line-by-line as individual records.

6. Can I review the extracted data inside Salesforce?

A:  Yes. The Docsumo interface is embedded as an iframe within Salesforce. You can verify, edit, and confirm extracted data without switching tabs. Once confirmed, the data syncs back into your Salesforce tables.

7. How can this help in financial workflows?

A:  For teams handling loan underwriting, income verification, or risk scoring, Docsumo extracts all necessary line items and transaction details. These can then trigger Salesforce flows—like flagging overdue payments or segmenting applicants by credit behavior.

8. Is it possible to trigger flows based on extracted values?

A:  Absolutely. Docsumo’s analytics engine calculates summaries like average monthly balances or quarterly inflows. You can use these metrics as conditions to trigger Salesforce flows or RPA actions—automating downstream decisions.

9. How accurate is the data extraction?

A: Docsumo delivers over 95% straight-through processing (STP) accuracy for documents like bank statements, thanks to its AI + human-in-the-loop engine. You can always review and validate documents before confirming them into Salesforce.

10. Do I need to write code to customize this?

A:  No code needed. The connector and interface are designed for business users. You can configure document types, data fields, and workflows via the UI. If required, your IT team can also tap into Docsumo’s API and Zapier integrations.

Final Thoughts

Processing financial documents doesn’t have to involve multiple tools or manual effort. With Docsumo integrated directly into Salesforce, operations teams can handle everything from upload to workflow automation in under two minutes, all within the CRM they already use.

Want to see it in action? Book a demo with Docsumo and discover how it can simplify your document workflows inside Salesforce.