For ops & legal teams — Salesforce, SAP, or whatever you run
Every contract that lands in your inbox becomes a Salesforce record.
Right now, someone on your team opens each contract and retypes the counterparty, value, and renewal date into Salesforce. SmartParse extracts that the moment a contract arrives, and we map it into your specific Salesforce or SAP setup during onboarding — so after that, nobody retypes anything.
A vendor contract, parsed
vendor_contract.pdf
We build the mapping into your schema — Salesforce, SAP, or another CRM/ERP entirely. A custom fit, not a generic connector, so nothing needs manual re-entry once it's set up.
What's built
Built for the team that owns the contract, not the mailroom.
SmartParse is for operations and legal teams where contracts, purchase orders, and invoices currently get keyed in by hand — whether that’s into Salesforce, SAP, or whatever CRM or ERP you actually run. A missed renewal date or a mistyped payment term is a real cost, not just an inconvenience.
Legal Ops
Contract management
Counterparty, value, renewal date, and payment terms extracted the moment a contract is signed — no more chasing renewal dates in a spreadsheet.
RevOps
Purchase orders
PO number, vendor, and total extracted and mapped into your CRM — Salesforce or otherwise — so sales and finance are looking at the same record.
Finance Ops
Invoices
Line items and due dates extracted and mapped into your ERP — SAP or otherwise — removing the manual re-entry step between inbox and ledger.
Use cases
What SmartParse actually extracts, by document type.
Three places this pays for itself immediately. Click each to see exactly what gets pulled out.
LEGAL OPS Contract Management
Organisations sign hundreds of vendor agreements, NDAs, and service contracts a month. After signing, someone has to manually extract key terms and re-enter them into Salesforce. Renewal dates get missed. Values get mis-keyed.
What gets extracted
- Party names and signatories
- Contract value and payment terms
- Effective date, expiry date, renewal windows
- Key obligations, deliverables, SLAs
- Governing law and jurisdiction
- Termination and notice clauses
70%
less time on manual contract data entry for teams processing 200+ contracts a month — and no more missed renewals.
FINANCE OPS Invoice & AP Processing
Accounts payable teams spend hours keying invoice data into SAP: vendor names, line items, tax amounts, due dates. At volume, errors are inevitable and GST compliance adds another layer.
What gets extracted
- Vendor name and GSTIN / tax ID
- Invoice number and date
- Line items, quantities, unit prices
- Subtotal, tax amount (GST/VAT), total
- Payment due date and bank details
- Purchase order reference number
40–60 hrs
of AP admin recovered monthly for teams processing 500+ invoices — fewer late payments, cleaner GST filings.
REVOPS Purchase Order & Procurement
Procurement teams receive POs, delivery notes, and supplier invoices across formats and channels. Matching POs to invoices and updating Salesforce by hand is slow and a major source of reconciliation errors.
What gets extracted
- PO number and issue date
- Buyer and supplier details
- Line items, SKUs, quantities, unit costs
- Delivery address and expected date
- Payment terms and discount conditions
- Total order value and currency
60%
less time on three-way matching (PO vs. receipt vs. invoice) — reconciliation drops from days to hours.
Processing something else — a different document type or a workflow not listed here? Every integration is custom-built anyway, so reach out and we’ll scope it with you.
Why not just use a BPO
We don't compete on price. We compete on what price can't buy.
Offshore document processing is cheaper per page. It is also slower, and it means your contracts and financial documents leave your environment. SmartParse is built for teams who’ve decided that trade isn’t worth it.
01
Speed
Parsing happens in real time as documents arrive — not on a multi-day BPO turnaround.
02
Built to your setup
We map the extracted fields to your specific schema during onboarding — Salesforce, SAP, or whatever CRM or ERP you actually run. A custom fit, not a one-size-fits-all connector.
03
Security
Documents are processed inside your own environment. Nothing is sent offshore for manual review.
Pricing
Two tiers. No custom quote needed.
Priced by volume, not by seat. Both tiers include a custom-built mapping to your schema — Salesforce, SAP, or whatever you run — set up during onboarding.
Starter
$99/month
Up to 500 documents/month
Real-time PDF and contract parsing
Custom field mapping to your CRM/ERP
Email support
Growth
$500/month
Up to 5,000 documents/month
Everything in Starter
Priority processing queue
Dedicated onboarding call
SmartParse is in pilot.
We’re working with a small group of ops and legal teams right now. If contracts, purchase orders, or invoices are still getting keyed in by hand today — into Salesforce, SAP, or anything else — we’d like to hear about it.
We’ll reply within two business days. No spam, no mailing list.