The Challenge

Manual document processing doesn’t scale

The Challenge

Manual document processing doesn’t scale

  • Documents arrive from everywhere
    email, SFTP, cloud storage, API uploads
  • Manual data entry into Salesforce
    staff re-key from PDFs, spreadsheets, scans
  • Errors and delays
    mismatched accounts, missed documents, no audit trail
  • No standardised connector
    fragile one-off integrations that break every update
SETU AI Document Processing

Core Product Features

SETU AI Document Processing

Core Product Features

  • Any Source → Structured Data
    Connect to email, SharePoint, Drive, APIs, and more. Handle PDFs and other document types with incremental processing and duplicate prevention.
  • AI‑Powered Document Intelligence
    OCR and field extraction with Azure Document Intelligence, PII redaction before AI processing, and structured output aligned to your customer schema.
  • Review Dashboard
    Clean records list with grouping, pagination, search, status filtering, exception handling, inline edits, and CSV export.
  • Secure Document Storage
    Azure Blob Storage integration with time‑limited secure access links and automatic cleanup on deletion.
  • API + App Connectivity
    Deliver structured data to any application with API‑first outputs for custom integrations. Works with existing workflows and tools.
  • Role‑Based Access & SSO
    Role‑based permissions for all actions, Azure AD SSO support, and per‑role SSO enforcement for enterprise security.
  • Compliance & Privacy
    GDPR tools for export and erasure, audit‑friendly logging, and tenant‑isolated data for regulatory compliance.
Product Modules

Everything you need in one comprehensive platform.

Product Modules

Everything you need in one comprehensive platform.

  • Universal Source Connector

    O365 email, Gmail, AWS S3, Azure Blob, SFTP, REST API, or manual upload. Add new sources without changing the pipeline.
  • 3-Tier AI Extraction

    Tier 1: fast text parsing. Tier 2: Azure Document Intelligence OCR. Tier 3: GPT-4o vision for scanned images. 99%+ accuracy.
  • Zero-Code Configuration

    Custom Metadata Types let SF admins configure field mappings, lookups, and filters in Setup — no code required.
  • Multi-Tenant SaaS

    Schema-per-tenant isolation, dedicated blob storage, separate processing queues. Enterprise-grade from day one.
  • Real-Time Dashboard

    Live processing status, per-document drill-down, Salesforce outcome tracking, bulk operations, and full audit history.
  • Enterprise Security

    OAuth 2.0, Azure AD SSO, role-based access, audit logging, and automated secret scanning in CI/CD.
Frequently Asked Questions

Everything you need to know about Setu.

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