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.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
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, etc.), Rent/Lease Invoices (Office leases, Equipment leases), Credit Memos (Refunds or billing adjustments), Debit Memos (Additional charges), Employee Reimbursement Invoices (Travel, Meals, Expenses)
Logistics, Shipping & Supply Chain
Freight Bills (Shipping charges from logistics companies), Carrier Invoices (FedEx, UPS, DHL bills), Customs Invoices (Import/export tax documents), Commercial Invoices (International shipment documentation), Warehousing/Storage Invoices, Third-Party Logistics (3PL) Service Invoices, Bill of Lading Attachments (With shipping-related charges)
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
Technology, SaaS & Subscription Businesses
Recurring Subscription Invoices (Monthly, Quarterly, Annual SaaS fees), Usage-Based Billing Invoices (Cloud storage, data, API calls), Software License Invoices (Seat/user license billing), Professional Services Invoices (Implementation, support, consulting), Consolidated Billing Statements (Multi-service bundled invoices)
Healthcare, Pharmaceuticals & Insurance
Patient Billing Invoices (Hospital/clinic services), Medical Equipment Supply Invoices (Procurement of machines, tools), Pharmaceutical Distribution Invoices (Drug supplies, medical goods), Laboratory Testing Service Invoices, Insurance Claim Reimbursement Invoices, Home Healthcare Services Invoices
Professional Services, Agencies & Consulting
Project-Based Billing Invoices (Fixed fee, milestone-based), Time & Materials Invoices (Hourly billing + materials costs), Consulting Retainer Invoices (Monthly/quarterly service retainers), Legal Services Invoices (Law firms, corporate legal advisory), Creative/Advertising Services Invoices (Agencies, freelancers)
Construction, Engineering & Real Estate
Progress Billing Invoices (Billing based on construction milestones), Contractor/Subcontractor Invoices (Labor and services charges), Final Completion Invoices (End-of-project payment requests), Maintenance & Property Management Invoices (Real estate management), Material Supply Invoices (Bricks, cement, raw material suppliers)
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.
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.
One Click Away from Smarter Docs
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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