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.
One tool to extract, match, categorize, and act on every invoice — directly inside 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.
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.
Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance
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