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.

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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

CloudFiles Document AI compares document content with Salesforce data in real time and flags mismatches instantly.

1. Upload or Link Files

Add invoices, contracts, or statements directly from Salesforce or connected storage like SharePoint or Google Drive.

2. AI-Powered Comparison

The AI engine extracts key fields from each document and matches them with Salesforce record data for instant validation.

3. Instant Results

Discrepancies are highlighted and synced back to Salesforce fields for quick review, approval, or correction.

The Triple Advantage

Get Visibility, Accuracy, and Speed

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.