Simplify invoice capture, matching, and reconciliation across vendors, formats, and geographies — with CloudFiles Document AI, Management, and Generation, seamlessly integrated into Salesforce.
by companies across industries — from finance, real estate to healthcare.
Extract full invoice data — including individual line items — from one invoice and create multiple related records in Salesforce instantly.
Use AI-powered fuzzy logic to associate invoices with the correct Account or Vendor in Salesforce — even with typos or formatting inconsistencies.
Automatically categorize invoice line items into accounting buckets based on descriptions, SKUs, or vendor patterns.
Store invoices in SharePoint, Google Drive, or OneDrive — automatically organized by vendor, region, or fiscal year.
Automatically generate polished, reusable documents using invoice data captured in Salesforce — for sharing, compliance, or internal workflows.
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.
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.
Invoices arriving via email, SharePoint, Google Drive, or OneDrive? CloudFiles connects to all of them. No migrations, no duplicates — just seamless access and processing.
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.
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.
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