Bringing the magic back to documents
We’re crafting the ultimate documents tool
At CloudFiles, we’re building the all-in-one document platform for Salesforce and HubSpot teams—designed for more power, less friction, and total control. Manage, share, and automate documents right inside your CRM. Use Document AI to extract, classify, summarize, and process data from any file. Use Document Management to organize and automate folders across SharePoint, Google Drive, Amazon S3, and more. Use Document Generation to create quotes, contracts, and proposals with dynamic templates. With enterprise-grade compliance and 24×7 support, CloudFiles is the document stack your team deserves.
Our customers
Our customers are as diverse and global as our team—spanning continents, industries, and company sizes. While the majority are based in the US, CloudFiles is trusted by organizations around the world to power critical document workflows across management, generation, and AI-driven automation. From fast-moving startups to established enterprises, our platform supports teams in financial services, IT, media, real estate, manufacturing, and beyond.
The industries we serve
CloudFiles powers document workflows across industries where accuracy, compliance, and efficiency matter most. Whether it's automating financial reports, managing real estate contracts, streamlining manufacturing ops, or enabling secure public sector communication, our platform adapts to your processes, not the other way around. We serve teams in financial services, IT & technology, real estate, manufacturing, and the public sector, offering flexible solutions across document management, generation, and AI automation. Independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR, CloudFiles is built for teams that can't afford to compromise on data security or user experience.
Our Investors
Backed by visionary leaders who believe in our mission, our investors fuel innovation and growth every step of the way.
