Unlock Document Insights. Eliminate Manual Review.
less time reviewing documents
higher win rates with insights
Sales Teams, Discover Buying Signals
Surface Investment Opportunities
Scan financial reports and 10-K filings to identify technology investments and expansion plans through AI-powered whitespace analysis.
Prepare Confidently for Meetings
Access key insights from prospect documents in seconds without reading hundreds of pages. Join calls prepared with targeted talking points.
Analysts, Extract Financial Signals
Automate Document Processing
Extract key metrics, KPIs, and trends from quarterly filings in seconds with pre-built templates tuned for financial document analysis.
Standardize Analysis Workflows
Create consistent reporting from varied document formats through configurable extraction pipelines that normalize data for comparison.
IT Leaders, Control Document Security
Keep Data in Your Environment
Process documents securely within your Salesforce instance using your controlled AI infrastructure with no external data transfers.
Scale with Enterprise Compliance
Maintain detailed logging of all document analysis activities with built-in audit trails for regulatory and governance requirements.
Why Teams Choose GPTfy File Analysis
75% Faster Preparation
Turn hours of document review into minutes with AI that extracts and summarizes key information from complex documents.
50% Higher Win Rates
Enter meetings with precise knowledge of customer priorities extracted from their published materials and financial documents.
3x More Opportunities
Identify cross-sell and upsell signals by automatically detecting expansion plans and investment areas in quarterly reports.
Real-World Use Cases
Financial Report Analysis
Automatically extract investments, strategic priorities, and risk factors from 10-K, 10-Q and annual reports for targeted selling.
Whitespace Analysis
Identify technology gaps and competitor mentions in client documents to uncover expansion opportunities and recommend solutions.
Contract Review
Extract key terms, renewal dates, and obligations from contracts while flagging missing clauses and potential compliance issues.
Investment Intelligence
Transform earnings call transcripts and investor presentations into structured opportunity data linked to Salesforce accounts.
Technical Capabilities
Multi-Format Support
Process PDFs, Office documents, images, and text files with automated OCR capabilities for scanned documents.
Configurable Templates
Tailor extraction parameters with industry-specific templates for financial services, healthcare, insurance and more.
Automated Workflows
Schedule document analysis with Flow-based automation for pre-meeting prep or periodic account reviews.
Structured Output
Store extracted data in standard or custom objects for reporting, dashboard visualization and downstream automation.
From documents to decisions.
See how GPTfy transforms unstructured documents into actionable insights in just 30 minutes. We'll demonstrate use cases tailored to your industry.
Book 30 mins. See File Analysis in action.100% Salesforce Native. AppExchange Security Approved.
Unlike other AI solutions that extract document content to external services, GPTfy processes files directly within your Salesforce org using your secured AI infrastructure. Every document analysis is logged with detailed audit trails for compliance.