Automate Every Document in Salesforce
Built for scale and flexibility, CloudFiles Document AI, Document Management, and Document Generation work seamlessly across industries and document types — so you don’t need a separate solution for every format.
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by companies across industries — from finance, real estate to healthcare.
Built for Every Document
Invoices, intake forms, KYC, contracts, pay stubs — CloudFiles extracts, maps, verifies, and automates them all inside Salesforce.
Invoice
Simplify invoice capture, matching, and reconciliation across vendors, formats, and geographies — with CloudFiles Document AI, Management, and Generation, seamlessly integrated into Salesforce.
Intake Form
Streamline intake form handling across industries, languages, and formats — with CloudFiles Document AI, Management, and Generation, all within Salesforce
Pay Stubs
Extract, validate, and reconcile pay stub data at scale — powered by CloudFiles Document AI, Management, and Generation, all within Salesforce.
Academic Transcript
Streamline transcript handling across institutions, formats, and layouts — with CloudFiles Document AI, Management, and Generation, all within Salesforce
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Whether it's processing 100-line invoices, verifying KYC documents, or turning intake forms into Salesforce records — CloudFiles handles it all. Have a document-heavy process in mind?
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