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ParsePilot – Lightning OCR Auto-Fill Toolkit for Perfex CRM
ParsePilot is a zero-setup OCR + Autofill module for Perfex CRM. Drag & drop a PDF or image (or use your phone camera) and ParsePilot instantly extracts fields and writes them into Perfex forms—Invoices, Expenses, and the AJAX “Recor…
Customer Rating
4.7/5 From 237 verified buyersSales
2,577+ Trusted by businesses worldwideSetup Time
< 5 min From download to liveBuilt to Scale & Convert
ParsePilot is a zero-setup OCR + Autofill module for Perfex CRM. Drag & drop a PDF or image (or use your phone camera) and ParsePilot instantly extracts fields and writes them into Perfex forms—Invoices, Expenses, and the AJAX “Record Payment” panel—without leaving the page.
One-click Scan & Fill: A modern modal on Invoices, Expenses, and Payments.
Images & PDFs: JPG, PNG, WEBP, HEIC, TIFF, and PDF (large files supported).
Header + Line Items: Numbers, dates, currency, customer, and multi-line parsing.
Smart Customer Match: Auto-search the Perfex AJAX customer picker and select the right client.
Tax Resolver: Detects implied tax %, reuses existing taxes, or creates a new tax automatically.
Expenses aware: Sends vendor to Customer, suggests categories, fills payment mode & taxes.
Payments panel: Works inside the invoice’s Record Payment drawer (AJAX)—no page reloads.
Confidence meter: Warns on low-confidence extractions so you can review before applying.
Mobile-ready: “Take photo” capture, responsive UI, and large tap targets.
Multi-language OCR: Select your languages (e.g., en,de,it,fr) for better results.
From Purchase to Launch in 4 Simple Steps
Get up and running in minutes — no fluff, no waiting around.
Purchase Securely
Complete checkout via Razorpay-secured payment.
Instant Download
Files are available immediately in your account.
Quick Setup
Follow the included docs — usually under 5 minutes.
Launch & Grow
Customize, deploy, and scale to your audience.
What Buyers Are Saying
Based on 237 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
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