Multi-Agent AI with Custom Control

From versatile functional agents to highly specialized ones, choose the perfect AI-powered assistant for any document workflow.

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Loved and trusted

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

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Features powering Multi-Agent AI

AI agents that perform broad functions or specialized tasks with precision and efficiency.

Functional Agents

Choose from functional AI agents — each designed for a specific function like data extraction, splitting, etc — and deploy the right one for the job.

  • Searis – Your Intelligent Search Companion
  • Divira - The Master of Clean Cuts (splitting)
  • Cartia, Voxa – Field mapping & conversational document insights.
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Specialized agents

Extensions of functional agents, built to handle specific, well-defined tasks with precision. These auxiliary agents enable more focused, efficient, and accurate execution for targeted use cases.

  • Deliver task-specific AI capabilities for niche workflows.
  • Enhance functional agents for greater efficiency and accuracy.
  • Optimize performance for specialized document processing needs, like legal processing, excel extraction etc.
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Used across industries

CloudFiles’ streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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Financial Services

Automate KYC and loan document collection, share files securely, and track client engagement, right from CRM. Built for financial services compliance.
Banking
Insurance
Wealth
Assets
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Construction & Real Estate

Construction & Real Estate

Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
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Real Estate
Services
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Technology & IT

Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles.
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CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

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Organize KYC Docs

Wealth managers upload, organize & verify KYC docs right from Asset records in half the time

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Quick Templates Selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

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Meal Planning

Food companies generate meal plans and send them as email attachments for their audience

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Auto KYC Entry

Transportation companies classify KYC docs automatically & pull relevant info into fields

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Digitize Medical Records

Hospitals digitize medical prescriptions by auto-reading them into checklist fields

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Share with customers

Insurance agents share risk management collateral with experience users to engage them

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"

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    Mark Salib

    BDA Partners

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    "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."

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    Victor Villalobos

    The Financial Interior, LLP

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    "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."

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    Adam Ady

    Anteriad

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"

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    Ed Pashkin

    Rainforest Alliance

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    Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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