# Use-Cases - Document AI - Document Approval Workflows - Smart Document Reconciliation

> Turn any extracted value into a perfectly created or updated Salesforce record - across objects, relationships, and rollups - without code.

## 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.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-data-reconciliation-hero)

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## 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

## 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

### Automated Discrepancy Reports

Generate weekly or monthly reports on mismatched records automatically inside Salesforce.

### Multi-Document Comparison

Compare data across multiple related documents like purchase orders, invoices, and receipts in one flow.

### Exception-Based Approval Flows

Trigger Salesforce approvals or alerts only when mismatches are detected, saving hours of manual review.

## Frequently Asked Questions

**Q: What types of documents can be reconciled?**
Invoices, purchase orders, statements, contracts, and any other business documents with structured data.

**Q: 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.

**Q: Can it handle multiple documents per record?**
Yes. CloudFiles can compare multiple files attached to the same record or related objects.

**Q: Is this setup no-code?**
Yes. It runs entirely through Salesforce Flows with no coding required.

**Q: 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](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-ai-use-cases-document-data-reconciliation-footer)