Extract detailed pay breakdown — earnings, deductions, taxes, bonuses — from a single pay stub document, no matter its structure or layout.

• Works with PDFs, scanned images, and digital files
• Supports tabular formats, multi-line earnings, handwritten annotations
• Extracts any number of line items — no fixed template required
• Maps directly to custom or standard payroll-related Salesforce objects

Ensure payroll accuracy and compliance by validating extracted values — like gross pay, deductions, and tax components — against Salesforce records, using your custom document approval workflows.

• Validate payroll fields using rule-based, multi-step approval workflows in Salesforce
• Flag mismatches, missing values, or out-of-threshold entries for review
• Trigger approvals, Flows, or updates based on validation outcomes

Automatically identify income types (base, bonus, overtime, commission) and categorize them for decision-making processes like loan approvals, onboarding, or financial planning.

• Tag income types using AI-driven keyword and layout detection
• Store structured income breakdown on Salesforce records
• Enable rule-based thresholds for triggering next-step actions (e.g. approval or rejection)

Extract federal, state, and local tax fields from pay stubs and populate them into relevant Salesforce fields for compliance and reporting.

• Detect and label deductions (e.g. FICA, Medicare, state tax)
• Support for varying formats across states and payroll providers
• Update custom Salesforce tax summary fields for each employee

Automatically generate acknowledgment receipts or audit summaries after processing each pay stub — and organize them in the right folder based on employee, department, or pay cycle.

• Use extracted pay stub data to auto-fill acknowledgment templates
• Trigger document generation via Flow or record update
• Store generated files in structured folders on SharePoint, Google Drive, or OneDrive, linked to Salesforce records