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What is Harold?

Harold acts as a comprehensive automation tool that caters to both contemporary and legacy ERP systems, with the goal of stopping erroneous data from entering businesses. It carefully processes documents by extracting, verifying, and rectifying any errors before they are incorporated into interconnected systems. Unlike many document processing solutions that simply extract data, Harold prioritizes precision by tackling problems such as missing fields, inaccurate totals, incorrect VAT rates, and invalid supplier IDs, while also minimizing the need for manual checks, thereby preventing disruptions in subsequent operations. Through the application of AI, it efficiently collects information from a range of document types, including invoices, receipts, purchase orders, and statements, while automated rules ensure the data's accuracy, allowing only validated information to be sent directly to an ERP system, accounting software, or via a Zapier integration. Users can easily upload documents or direct them to a specific Harold inbox; after receiving them, Harold systematically extracts crucial details such as headers, totals, line items, and references into a structured format, automatically conducting checks and resolving any inconsistencies before exporting the information. Consequently, data can be handed over in various formats such as CSV, Excel, ERP outputs, or through automated Zapier workflows, which enhances Harold's role as an essential asset for upholding data integrity and optimizing efficiency in corporate operations. Furthermore, this streamlined approach not only saves time but also significantly reduces the risk of errors, ultimately contributing to a more productive work environment.

What is FlowRunner?

FlowRunner allows users to run Salesforce Screen Flows directly from their Outlook and Gmail accounts. Upon opening an email, relevant records are displayed automatically according to the predefined rules established by the user, thus streamlining the process. This feature pre-fills the flows with email context, removing the hassle of copying and pasting or toggling between different tabs. Consequently, team members can follow their established procedures without leaving their email interfaces. Notable Features - Access Screen Flows directly in your inbox: Initiate any Screen Flow from Outlook or Gmail with inputs such as sender, subject, and email content automatically filled in. - Intelligent record visibility: As soon as an email is accessed, the corresponding Salesforce records appear based on customizable rules tailored for various users or teams. - Administrative oversight: Manage which users can access specific Flows, ensuring appropriate control over operations. - Utilizes your existing automation: FlowRunner utilizes the Flows you have previously created, so if you know how to design a Screen Flow, you’re all set to use FlowRunner efficiently. - Compatibility with current systems: Both your standard and custom objects, along with validation rules and business logic, remain unchanged, providing a seamless integration that enhances workflow across your organization. Furthermore, this tool promotes efficiency and collaboration by allowing teams to remain focused on their email tasks while leveraging Salesforce functionalities.

Media

Media

No images available

Integrations Supported

Gmail
Google Sheets
Microsoft Excel
Microsoft Outlook
Salesforce
Zapier

Integrations Supported

Gmail
Google Sheets
Microsoft Excel
Microsoft Outlook
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25.11 per month
Free Trial Offered?
Free Version

Pricing Information

14 day free trial, $20/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Harold

Company Location

United Kingdom

Company Website

useharold.com

Company Facts

Organization Name

FlowRunner

Date Founded

2025

Company Location

Netherlands

Company Website

flow-runner.com

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