Intelligent Document Processing (IDP)
Unlock instant AI-powered data extraction Sync to your apps, no manual work
Let AI pull key information from PDFs, images, emails, and handwritten notes, then instantly send it where your business needs it, quickly and reliably, with DBSync’s easy integration tool. No tech skills needed, just faster, smoother workflows.
Speed up workflows with AI-driven document processing & superior integration
Effortlessly automate document processing in 5 steps with the DBSync intuitive platform quickly capture, extract, and sync data from documents to your preferred apps, all without technical expertise
Upload Documents
Upload or auto-receive documents from email, cloud storage, or other channels
Extract Data with AI
AI and OCR scan the document, identify key fields, and extract data
Structure Data
Information is organized into structured formats (XML)
Integrate with Apps
Data is pushed into your chosen systems: Salesforce, NetSuite, Dynamics 365, and more
Setup Automation
Trigger workflows, notifications, or approvals as needed
Supported Integrations
Supported Documents:
Target Applications:
Intelligent document processing (IDP) usecases
Unlock automation across industries with DBSync.Streamline document processing for finance, retail, healthcare, legal, logistics, and more. Instantly capture, extract, and sync critical data from any document type to your business systems, improving accuracy and efficiency at every step
And more…
Why leading data teams choose DBSync
Customizable Workflows
Visual mapping and drag and drop configuration for tailored processes
Enterprise-Grade Security
Data encryption, access controls, and compliance support
Simple & Transparent Pricing
Always know what you're paying with fixed, simple pricing plans.
White-glove Onboarding & Support
Tailored onboarding and support to help get started and stay running
Simplify document data integration across your business
Instantly extract, transform, and sync document data to all your business systems for seamless workflow automation.
AI based processing
Universal document intelligence
Extract data from PDFs, images, emails, and handwritten notes with advanced AI and OCR, reducing manual entry and boosting accuracy, even for complex documents.
Easy to Use
User friendly workflow setup
Instantly validate and sync extracted data to your preferred apps using no-code connectors keeping your business systems up to date without IT support.
Accurate and reliable
Work with precise data
Ensure data accuracy with AI prompts and custom data extraction, so that only relevant and reliable data enters your business systems.
Intelligent Document Processing Demo
See DBSync in Action
Automate document processing and keep your business systems always up-to-date with DBSync. No manual work, no delays, just seamless, secure automation
Effortless Integration
Seamlessly push critical data to your SaaS apps for automated, uninterrupted data flow.
Automated Workflows
Simplify integration with no-code automation in just a few steps.
Continuous Sync
Ensure real-time data updates across from different document formats to your preferred apps
Resources to help you at every step
Product Demo
See IDP in action with our walkthrough demo designed to let you explore key features and real-world benefits firsthand
Documentation
Access detailed IDP documentation with step-by-step guides and references to master every feature and workflow.
Watch Webinar
Watch our on-demand webinar to see how DBSync automates document capture, extraction, and integration—streamlining workflows across your business systems.
FAQs
Quick answers to questions you may have.
You can extract and process data from PDFs, Word documents, scanned images, emails, and even handwritten notes—making it easy to automate data capture from any format for faster, more accurate workflows.
You can seamlessly integrate with Salesforce, Microsoft Dynamics 365 CRM, Business Central, NetSuite, and over 50 other leading business apps—enabling automated data sync and streamlined workflows across your preferred platforms.
Yes, DBSync protects your data with enterprise-grade encryption, strict access controls, and detailed audit trails. Data is never stored outside your environment, and all transfers use secure protocols like HTTPS/SSL. DBSync is SOC 2 Type II compliant, supports data masking, and ensures no confidential information is written to logs—helping you meet security and compliance requirements with confidence.
Absolutely. You have full control to customize the extraction process using our visual mapping tool. You can extract from any document type—like PDFs, Word files, or scanned images—and specify how and where that data should flow into your systems.
You can process up to 500 documents per month with DBSync as part of our initial offering, giving you the flexibility to automate document workflows at your own pace while scaling as your needs grow.
Automate document processing with DBSync
Experience DBSync’s Intelligent Document Processing—automate data capture, extraction, and integration from any document into your business systems.