Orca AI Extracts Assembly Data With AI and Invoices From Salesforce to Priority
Orca AI extracts complex assembly data from PDF documents with Noca AI and turns approved Salesforce deals into Priority ERP invoices automatically, shortening billing cycles and removing manual re-keying for finance.
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The Challenge
Finance at Orca AI re-keyed assembly data from PDFs and created invoices manually from approved deals.
How Orca AI Uses Noca
✔ Noca AI extracts complex assembly data from PDF documents.
✔ Approved Salesforce deal records are transformed into Priority ERP invoices automatically.
✔ Billing cycles are streamlined end to end.
The Result
Finance no longer re-keys documents, and billing moves faster.
Noca Products Used
AI Agent Builder, Noca Flows (Workflow Automation), Integration Platform
Connected Systems
— Amir L., Orca AI
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