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AI Document Analysis & CRM Validation for Marketing Agency

AI Document Analysis & CRM Validation for Marketing Agency

Industry
Marketing & Data Management
Region
UAE
Python Microservices OCR AI Recognition Salesforce API Oracle API
Home Recent projects AI Document Analysis for Marketing Agency

Client Overview

A marketing agency in Dubai handling large volumes of contracts and invoices needed to automate document verification across Salesforce and Oracle systems.

Challenge

Manual validation was slow, error-prone, and limited scalability for high-volume data processing.

Solution

Performers Group built a microservice-based AI system that:

  • Uses OCR and AI to extract data from scanned documents
  • Compares extracted data with CRM records in Salesforce and Oracle
  • Generates automated discrepancy reports
  • Works via secure API connections with real-time processing
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