Smart Document Reconciliation
Verify, compare, and reconcile data between documents and Salesforce records automatically. CloudFiles Document AI checks every field, highlights mismatches, and ensures your CRM always reflects the truth.
Loved and trusted by leading companies
Manual Reconciliation Slows Everything Down
Every minute spent cross-checking invoices, contracts, and reports against Salesforce records means slower closures and more errors.
3x higher
error rate when reconciliation is manual
2 days
delay before discrepancies are caught
45%
of audit issues caused by mismatched data
We’ve Fixed It for You
1. Upload or Link Files
2. AI-Powered Comparison
3. Instant Results
95% Faster Validation
Reconcile document data with Salesforce in secs instead of hours.
99% Accuracy
AI ensures every value is verified against the correct Salesforce field.
100% Visibility
Get instant, auditable insights into all matched and mismatched records.
Beyond This Use Case
If AI can reconcile your data this fast, imagine what else it can streamline in Salesforce.
Frequently Asked Questions
What types of documents can be reconciled?
Invoices, purchase orders, statements, contracts, and any other business documents with structured data.
How does CloudFiles match data with Salesforce?
It extracts key values using OCR and NLP, then maps them to Salesforce fields based on your configuration.
Can it handle multiple documents per record?
Yes. CloudFiles can compare multiple files attached to the same record or related objects.
Is this setup no-code?
Yes. It runs entirely through Salesforce Flows with no coding required.
Is it secure and compliant?
Yes. CloudFiles follows SOC 2, ISO 27001, GDPR, and HIPAA standards. All data is encrypted and processed securely within your Salesforce environment.
Keep Salesforce Data Clean, Accurate, and Audit-Ready
Stop manually comparing files and CRM data. Let CloudFiles AI reconcile every document for you. Book a 15-min live demo and see the power of instant reconciliation inside Salesforce.
Book a Demo
© 2025 CloudFiles. All Rights Reserved.