DataCRaiM is excited to announce the launch of AutoDocX, an AI-powered, cloud-native solution engineered to streamline and scale document intake processes for the financial services ecosystem. Whether processing equipment invoices, onboarding data for leasing portfolios, or automating credit application workflows, AutoDocX is designed to eliminate manual errors, improve efficiencies and accelerate document processing across enterprise systems.

Intelligent Workflow Automation

AutoDocX goes beyond traditional OCR and template-based tools by introducing an intelligent document processing engine that can scan any invoice, extract equipment and financial data, and automatically populate any CRM such as Salesforce or Microsoft Dynamics through pre-configured API integrations. This seamless document-to-application workflow is especially valuable for asset-based finance firms by managing high volumes of small-ticket invoices and assets in addition to credit originators who need to streamline and replicate credit applications across platforms. This provides velocity to market for faster turn times for customers and vendors for approvals, decisioning and processing so that you can get docs out and book a transaction. This eliminates the data entry and speeds up the entire transaction leading to improved customer experience.

Built for Modern Finance Organizations

AutoDocX is uniquely positioned to serve organizations seeking:

· Fast onboarding of invoice and asset details directly into credit applications
· Real-time integrations with existing finance and CRM tools via secure APIs
· Scalable automation for both high- and low-volume operations, reducing manual errors
· Audit-ready compliance and data integrity, aligned with financial regulatory standards

“Our vision with AutoDocX is to reduce friction in every document-dependent step of the financial process—from initial invoice intake to credit decisioning,” said Rohan Marfatia, CEO at DataCRaiM. “This platform empowers finance, operations, and partnership teams with the speed and intelligence needed to compete in a digital-first landscape.”

A Multifaceted Solution

· Enhanced Customer Experience: AutoDocX drives faster, error-free service by automating routine tasks, allowing your team to concentrate on strategic initiatives that delight customers.
· Cost Savings & Streamlined Operations: By minimizing the need for manual data entry, businesses can reallocate resources more effectively, cutting down on operational costs and boosting overall productivity. It works well with technologies like MuleSoft RPA driving end to end automation on use cases
· Robust Security & Seamless Integration: Designed with data integrity in mind, AutoDocX integrates effortlessly with existing platforms such as Salesforce leveraging APIs. This ensures every piece of data is handled with the highest level of security and compliance.
· User-Friendly Experience with Advanced Reporting: The intuitive interface offers the ability to manually review and correct flagged data, ensuring transparency throughout your document processing workflow.

Empowering Finance with Intelligent Automation

AutoDocX is designed to eliminate the manual bottlenecks common in financial and asset-intensive industries. Purpose-built features allow users to:

· Scan any invoice to identify equipment details and associated costs
· Leverage API integrations to drop data directly into Salesforce as an app
· Auto-populate credit applications to any CRM — reducing friction and cycle times
· Support leasing portfolios with fast, repeatable onboarding for small-ticket and high-volume asset documents

Smart Automation for Multiple Industries

While AutoDocX is tailored for financial services, its modular architecture supports adjacent sectors that require robust document processing capabilities:

· Finance & Leasing: Rapid credit app replication, invoice scanning, and CRM integratio
· Healthcare: Automated processing of Test Requisition Forms into systems like LIMS or Salesforce
· Retail & Distribution: Streamlined handling of vendor contracts, invoices, and POs for supply chain optimization

How It Works

At the core of AutoDocX is a fusion of Microsoft Azure Form Recognizer and OpenAI-powered natural language models with proprietary DataCRaiM Intellectual Property. These tools work together to extract, validate, and route information with unmatched accuracy. Key features include:

· Automatic processing of email attachments and inbound invoices
· Real-time integration with enterprise platforms via secure APIs
· Cloud-native scalability to handle operational peaks without compromise

DataCRaiM Launches AutoDocX: Intelligent Document Processing Automation Purpose-Built for Finance Workflows DataCRaiM is excited to announce the launch of AutoDocX, an AI-powered, cloud-native solution engineered to streamline and scale document intake processes for the financial services ecosystem. Whether processing equipment invoices, onboarding data for leasing portfolios, or automating credit application workflows, AutoDocX is designed to eliminate manual errors, improve efficiencies and accelerate document processing across enterprise systems.

Transform Document Workflows—From Intake to Impact

AutoDocX is more than automation—it’s a digital transformation tool for organizations seeking competitive agility in document-driven environments. Whether you’re digitizing leasing workflows or simplifying credit app generation, AutoDocX delivers the performance, compliance, and integration you need.

To schedule a product demo or learn more about partnership opportunities, contact info@datacraim.com.