Universal File Intelligence
Unlock insights from any file, anywhere. Our AI-powered engine reads, understands, and processes content across formats, languages, and sources — from structured PDFs to blurry scans — delivering accurate results at scale.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Features powering Universal Document Intelligence
Advanced capabilities that read, understand, and process documents from anywhere with unmatched accuracy.
Adaptive Content Intelligence
Reads printed, handwritten, scanned, and multilingual content — even from low-quality images — using AI-powered OCR and NLP.
- Accurately interprets both structured and unstructured documents.
- Supports multiple languages and writing styles.
- Extracts data from challenging or low-resolution sources.
Format-Agnostic Reading
Works with PDFs, Word, Excel, PowerPoint, text files, and image formats without requiring conversions.
- Maintains formatting integrity during processing.
- Supports a wide range of file types in one workflow.
- Eliminates the need for pre-processing or reformatting.
Omni-Source Access
Works with files stored in Salesforce, SharePoint, Google Drive, OneDrive, AWS S3, or other connected sources.
- Integrates seamlessly with multiple storage locations.
- Enables direct processing without downloading files.
- Supports both cloud storage and local file systems.
Large & Selective Processing
Handles files from KB to multi-GB and unlimited pages. Process entire or selected pages.
- Scales efficiently for large datasets or single files.
- Allows targeted extraction from specific pages or sections.
- Minimizes time and resource usage with selective processing.
Used across industries
Financial Services
Construction & Real Estate
Technology & IT
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
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.
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4.5/5
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Jeremy Ahoyo
Atlante
"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!"
Vishal Talpallikar
Aviva
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
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Irwin Mencias
Mālama Solar
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Mark Salib
BDA Partners
"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."
Victor Villalobos
The Financial Interior, LLP
"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."
Adam Ady
Anteriad
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Oscar Chacón
Sagicor Financial Corporation
"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!"
Ed Pashkin
Rainforest Alliance
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