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.
Loved and trusted
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
Stay compliant & secure.
CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
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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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