Kosh Doc Gen
Visual template designer, bulk runs, scheduling, email, and print-ready merged PDFs.
Case study · Gauri Ltd
Product engineering for a Salesforce Summit Partner
Gauri is a UK expert in SAP, Salesforce, data, and AI solutions, delivering transformations since 2007 and making enterprises AI-ready on the platforms they already run. beenaIT is Gauri’s product engineering team: we design, build, test, and release Gauri’s own products, and support them in production for Gauri’s customers. We also strengthen Gauri’s delivery teams with Salesforce, integration, and AI specialists on client projects.
2products designed, built, and released
5Kosh apps on Salesforce
2ways we help: products and specialists
Livein production for Gauri’s customers
Product one
Setu
AI document intelligence. Any source, any document, structured data.
Purchase orders, invoices, and shipping documents arrive by email in every format. Setu reads them with Azure Document Intelligence and Azure OpenAI, redacts personal data before any AI step, scores its confidence on every field, and delivers clean records to SAP and Salesforce. People only review the exceptions.
- 1ConnectMicrosoft 365 email, SharePoint, SFTP, and APIs
- 2ClassifyDetects document type and duplicates
- 3Extract with AIOCR plus a language model, PII redacted first
- 4Review exceptionsConfidence scores route only low-confidence fields
- 5DeliverOrders into SAP Business One and Salesforce
- ✓Sales order created in SAPWithout anyone re-keying the purchase order
Product two
Kosh: The future-ready document and data suite, native on Salesforce.
Five products that work together inside Salesforce, so documents are generated, signed, stored, and protected without leaving the CRM and without data leaving the customer’s org. Kosh Doc Gen already runs live document generation and bulk batch runs in production.
Kosh E-Sign
Envelopes with signing order, remote or in-person signing, and a full audit trail.
Kosh Shared Drive
Files from Amazon S3, Azure Blob, SharePoint, OneDrive, and Google Drive in one view.
Kosh Archive
Backups to your own storage, a five-step restore, and sandbox seeding.
Kosh Common
Shared settings, logging, error queue, and auto-retry underneath every app.
Also built for Kosh
- API Forge: generate Apex integrations from OpenAPI and WSDL with AI
- Microsoft Word add-in for designing templates
- PDF rendering service on AWS Lambda
Watch
Kosh Doc Gen in one minute
Design a template, merge Salesforce data, and send hundreds of polished PDFs. Demos of E-Sign, Shared Drive, and Archive are in production.
Resource augmentation
Specialists inside Gauri’s delivery teams
Alongside product engineering, beenaIT provides resource augmentation for Gauri. Our certified specialists join Gauri’s project teams, work in their processes and tools, and scale up or down as client programmes need.
- Salesforce architects and developers
- Salesforce administrators and consultants
- SAP and MuleSoft integration engineers
- AI and data engineers
- QA and test engineers
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