Automate Invoice Processing in Salesforce

Simplify invoice capture, matching, and reconciliation across vendors, formats, and geographies — with CloudFiles Document AI, Management, and Generation, seamlessly integrated into Salesforce.

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by companies across industries — from finance, real estate to healthcare.

What You Can Do With an Invoice

Invoices We Process Across Industries

Whether it's scanned PDFs, email attachments, or bulk uploads — CloudFiles captures and processes every invoice type used across businesses.

Finance & Procurement

Vendor Invoices – For purchased goods/services
Utility Bills – Electricity, water, gas, internet
Rent/Lease Invoices – Office or equipment leases
Credit Memos – Refunds or billing adjustments
Employee Reimbursement Invoices – Travel, meals, other expenses

Logistics & Shipping

Freight Bills – Shipping charges from logistics providers
Carrier Invoices – FedEx, UPS, DHL, etc.
Customs Invoices – Import/export documentation
Warehousing Invoices – Storage service charges
Commercial Invoices – International shipment documentation

Retail, Wholesale & Consumer Goods

Purchase Order-Based Invoices (Bulk goods procurement), Store Supply Invoices (Furniture, fittings, promotional material), Return/Refund Credit Memos (Product returns and credits), Distribution and Packaging Service Invoices, Inventory Replenishment Invoices

Agencies & Consulting

Project-Based Billing – Fixed/milestone-based invoices
Time & Materials Invoices – Hourly + material costs
Consulting Retainer Invoices – Ongoing service contracts
Legal Services Invoices – Law firm charges
Legal Services Invoices – Law firm charges

Technology & SaaS

Recurring Subscription Invoices – SaaS billing cycles
Usage-Based Billing – Cloud storage, data/API calls
Software License Invoices – Seat/user-based billing
Consolidated Billing Statements – Multi-service bundles
Professional Services Invoices – Setup, support, consulting

Pharmaceuticals & Insurance

Patient Billing Invoices – Hospital and clinic services
Medical Equipment Supply Invoices – Tools and machinery
Pharmaceutical Distribution Invoices – Drug deliveries
Lab Testing Invoices – Diagnostic or testing services
Insurance Claim Reimbursements – Payouts for claims

What you can do with Invoices using CloudFiles

Extract & Create Invoice Line Items Automatically

Extract full invoice data — including individual line items — from one invoice and create multiple related records in Salesforce instantly.

Capture multi-page, multi-line invoices with 100+ rows.
Map every detail: quantities, unit prices, taxes, PO numbers, discounts.

Extract & Create Invoice Line Items Automatically

Fuzzy Matching to Accounts or Vendors

Use AI-powered fuzzy logic to associate invoices with the correct Account or Vendor in Salesforce — even with typos or formatting inconsistencies.

Match by name, address, email, or vendor ID.
Handle cases like “IBM Corp” vs “IBM Corporation.”
Trigger fallback Flow when match confidence is low.

Auto-Categorize Expenses from Invoice Lines

Automatically categorize invoice line items into accounting buckets based on descriptions, SKUs, or vendor patterns.

Classify entries like "Travel," "Software," "Marketing Services," or "Consulting."
Use Salesforce Flows, Custom Metadata, or Field Mappings to configure and refine logic.
Output categorized line items into downstream systems like ERP, NetSuite, or QuickBooks for reporting, reconciliation, or budget analysis.

Auto-Organize & Store in External Folders

Store invoices in SharePoint, Google Drive, or OneDrive — automatically organized by vendor, region, or fiscal year.

Folder rules can be driven by Salesforce metadata (Vendor Name, Due Date, etc.).
Enable secure sharing with internal teams or external vendors.
Maintain audit trails and version control.

Generate Documents from Invoice Data

Automatically generate polished, reusable documents using invoice data captured in Salesforce — for sharing, compliance, or internal workflows.

Create payment summaries, approval memos, expense reports, or custom invoice PDFs with your branding.
Pull data from standard or custom Salesforce object
Trigger document generation via Flows, Buttons, or screen flow, and auto-store or email the result.

Why Use CloudFiles for Invoices?

One tool to extract, match, categorize, and act on every invoice — directly inside Salesforce.

Purpose-Built for Salesforce

While most tools just upload invoice files or parse them outside the system, CloudFiles is fully native to Salesforce. Invoices are extracted, linked, categorized, and processed — all within Salesforce.

AI Without Complexity

No need to build complex models or write code. CloudFiles Document AI uses simple natural language prompts to extract invoice data — like line items, vendor info, or payment terms — exactly the way you want.

Works With Any Storage

Invoices arriving via email, SharePoint, Google Drive, or OneDrive? CloudFiles connects to all of them. No migrations, no duplicates — just seamless access and processing.

One Tool, Three Powers

CloudFiles unifies Document AI, Management, and Generation. From extracting invoice data to storing vendor files or generating payment summaries — it’s a full invoice automation pipeline.

Built for Scale

Handle hundreds or thousands of invoices effortlessly. Whether it’s recurring SaaS bills, vendor freight charges, or subcontractor invoices — CloudFiles supports bulk uploads, smart foldering, and record-level accuracy.

How Different Industries Use CloudFiles for Invoice Processing

From healthcare to logistics, see how leading industries automate invoice capture, reduce manual effort, and accelerate payment workflows inside Salesforce.

Healthcare & Life Sciences

Extract billing line items from medical supply or equipment invoices, match them with Purchase Orders or Accounts in Salesforce, auto-categorize them (e.g., “Lab Equipment,” “Consumables”), and route for approval — all automated via Document AI.

Logistics & Supply Chain

Capture freight and customs invoices, extract charges across carriers, match them with the right vendor and shipment in Salesforce, and trigger 3-way matching workflows for payment processing and compliance tracking.

Financial Services

Extract invoice data from a wide range of vendors — including legal, technology, and advisory services — directly into Salesforce. Automatically categorize expenses into GL codes like “Professional Services” or “Software Subscriptions,” flag duplicates, and trigger multi-level approvals for finance, compliance, or CFO review.

Explore All Industries

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